Follow the setup checklist
- Confirm the business-controlled WhatsApp number.
- Configure the contact link in the available widget settings.
- Use truthful wording such as Continue on WhatsApp.
- Test the link on a phone and desktop.
- Tell staff how a website enquirer reaches the WhatsApp team.
- Check that the requested follow-up is not treated as blanket promotional consent.
Check the actual result
Do not publish native API installation steps without an implemented connector. A visitor may need to repeat context in the other app. Describe that transition plainly rather than promising a shared conversation history.
Run a supported answer, an unsupported request and an optional contact submission. Review the answer wording and resulting record. A requested appointment needs staff confirmation; a separate channel link does not prove an integration.
Keep the next customer step available
If the assistant is unavailable, visitors should still be able to use the existing form, phone or email route. Record the specific error and the page affected without exposing account credentials. Ask the responsible website administrator to review security-policy and script-placement issues.
After a change, verify the published page rather than relying on the editor state. Keep current knowledge and the correct business snippet together so a copied test placement does not accidentally serve the wrong workspace.