Taskip + WhatsApp
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:
- Navigate to WhatsApp section or Settings → Integrations → WhatsApp.
- Click Activate WhatsApp.
- Complete the $10 setup/payment on checkout.
- Scan the QR code to connect your WhatsApp account.
- 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.