SMS, WhatsApp and taking over a conversation

In this guide

Turning it on

On the assistant's page, choose Answer SMS & WhatsApp, then turn on SMS for the number in Phone Numbers. Messaging spend is capped daily.

US texting rules

US carriers require businesses to register (10DLC for local numbers, verification for toll-free) before texts are reliably delivered. Contact support to get registered.

WhatsApp

  • Customers can message you any time. You and your assistant can reply freely for 24 hours after their last message.
  • To message someone first, or after 24 hours, send an approved template (create templates on the WhatsApp page; Meta reviews them).

Taking over

Open a conversation and choose Take over to stop the assistant replying to that contact's texts and WhatsApp messages. Choose Hand back when you're done.

Updated 2026-11-03. Still stuck? Contact support from your dashboard.