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Taskip + WhatsApp

WhatsApp

WhatsApp

Connect WhatsApp Directly Inside Taskip Manage all your WhatsApp conversations, personal and business, from a single unified dashboard. Streamline client communication, assign chats to your team, and use AI to…

About this Integration

Connect WhatsApp Directly Inside Taskip

Manage all your WhatsApp conversations, personal and business, from a single unified dashboard. Streamline client communication, assign chats to your team, and use AI to save time and stay organized.

💡 One Dashboard. All WhatsApp Messages. Total Control.

Why Integrate WhatsApp with Taskip?

  • Unified Inbox – Access personal and business WhatsApp accounts in one place.
  • Team Collaboration – Assign chats, add notes, and manage conversations together.
  • CRM Integration – Convert chats to leads or contacts seamlessly.
  • AI Assistance – Generate conversation summaries and AI-assisted messages.
  • Rich Messaging – Send text, images, voice, video, documents, and emojis without leaving Taskip.

How It Works (4 Simple Steps)

Step 1: Access WhatsApp Section
Go to the left navigation menu → Click WhatsApp, or go to Settings → Integrations → WhatsApp.

Step 2: Activate WhatsApp
Click the Activate WhatsApp button to start the setup.

Step 3: Complete Payment
Pay $10/month to unlock the integration. After payment, you’ll be redirected to connect your WhatsApp via QR code. Both personal and business accounts are supported.

Step 4: Manage Conversations
Your WhatsApp dashboard will let you:

  • View all contacts and conversation status: Open, Pending, Closed
  • Assign conversations to team members
  • Add tags and internal notes
  • Convert chats into Leads or Contacts
  • Generate AI conversation summaries

In Chat:

  • Send text, voice, images, documents, video, and audio
  • Use emojis and AI-assisted message drafting

Pricing

$10/month – One flat fee for personal or business WhatsApp account integration. No hidden charges.

Technical Documentation

Activation Flow:

  1. Navigate to WhatsApp section or Settings → Integrations → WhatsApp.
  2. Click Activate WhatsApp.
  3. Complete the $10 setup/payment on checkout.
  4. Scan the QR code to connect your WhatsApp account.
  5. Dashboard access is granted: unified inbox, contact management, team assignment, tagging, notes, CRM integration, AI summaries, and messaging features.

Dashboard Features:

  • Contacts & Status: Filter contacts by Open, Pending, Closed
  • Assign Team Members: Delegate conversations for faster response
  • Notes & Tags: Keep internal communication and organization clear
  • CRM Actions: Convert chats to Leads or Contacts
  • AI Tools: Summarize conversations and draft replies
  • Messaging: Full support for text, voice, images, video, documents, audio, emojis

Supported Accounts:

  • Personal WhatsApp
  • Business WhatsApp

Monthly Billing: $10 for ongoing access and updates

Activate WhatsApp Now → Get your $10/month integration and start managing all your conversations in one powerful dashboard.

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