The number agents already use
Connect an existing WhatsApp Business number. It doesn't change, and the Business app keeps working as before.
WhatsApp Integration
WhatsApp conversations with leads, recorded without logging them
Each agent connects the WhatsApp Business number they already use. From then on, conversations with leads are written to the lead's timeline automatically, in both directions, and count as contact the same way a call does. The number doesn't change, the app keeps working, and messages with anyone who isn't a lead are discarded the moment they arrive.
Feature Workflow
What this module helps your team do
A quick map before the detailed product proof. Jump to the area that matters most.
01Connect
Connect the WhatsApp Business number each agent already uses
From Settings → WhatsApp, an agent signs in through Meta, chooses the company's business portfolio, and selects their existing number from the list. Connections are personal, not shared across the team. Connecting changes a few things in the agent's own app, and IRM365 says so before they confirm — all of it reverses on disconnect.
- Needs the WhatsApp Business app — personal WhatsApp numbers can't be connected
- An administrator gives the agent access to the company's Meta business portfolio
- Linked devices sign out on connect; WhatsApp Web and Desktop can be re-linked
- The Business app must be opened at least once every 13 days to stay connected
Settings /My WhatsApp numberSyncing
+971 55 ••• 4821Fatima A. · WhatsApp Business · same number, same app
- Sign in through Meta
- Choose the business portfolio
- Select your Registered number
Before you connect — all of it reverses on disconnect
- WhatsApp Web and Desktop sign out — re-link after
- Open the Business app at least every 13 days
- Disappearing messages, view-once and new broadcast lists pause
02Record
Conversations land on the lead's timeline by themselves
Once connected, messages with a lead are written to that lead's timeline automatically — the ones the agent sends from the phone and the ones the client sends back. A run of messages becomes a single WhatsApp conversation activity, so the timeline stays readable, and the client's reply is detected without anyone logging it.
- Messages within 30 minutes join one activity; a longer gap starts the next
- A message the agent sends is recorded as Sent
- When the client answers, the same activity flips to Client Replied
- Recorded messages are marked Verified on the lead
OROmar R.online
Hi Omar, the 2BR on Ajman Corniche is free for a viewing this week.10:02
Thursday 5pm works for me.10:14
Booked. I'll share the location.10:15
Message
LEAD-IM-13550Omar R.Working
- Bayut enquiry received2 days ago
- Call · No AnswerYesterday
- WhatsApp conversationVerified3 messages · Today 10:02–10:15“Thursday 5pm works for me.”SentRecorded automatically
03Leads Only
Only leads are recorded. Everything else is discarded on arrival.
Messages are matched to leads by phone number. A conversation with family, friends, suppliers or anyone else who isn't a lead is discarded the moment it arrives and is never stored. If a lead messages from a different number than the one on their record, that conversation isn't recorded either.
- Messages with non-leads are discarded immediately — nothing is kept
- Group chats, voice calls and video calls are never recorded
- Lost and unqualified leads still match — a message from one is the lead returning
- Converted, merged, duplicate and junk leads are not matched
+971 55 ••• 4821
Is the 2BR still available?
+971 50 ••• 1190
Your parcel arrives today
Family group
Dinner at 8?
Recorded on Omar R.
LEAD-IM-13550 · Verified
Discarded on arrival
Not a lead · never stored
Not recorded
Group chats are skipped
Matched by phone number. Calls are never recorded. Converted, merged, duplicate and junk leads aren't matched; lost and unqualified leads still are — a message from one is the lead coming back.
04Credit
WhatsApp counts as contact — credited to the right agent
Every recorded message moves the lead's last-contacted date, so WhatsApp work stops being invisible to managers. Response-time credit goes only to the lead's assigned agent, the same rule as any other activity. From the lead, Send WhatsApp opens the chat with a first message already filled in from the portal enquiry.
- Last contacted moves with every recorded message
- Response timestamps move only for the assigned agent's own number
- Send WhatsApp pre-fills the listing link, reference and source
- Disconnect anytime — messages already recorded stay on the lead
OROmar R.LEAD-IM-13550 · Owner Fatima A.
Last contacted
3 days ago
Moves on every recorded message
Response credit
Fatima A.
Assigned agent's number only
Send WhatsAppopens WhatsApp, pre-filled
Hi Omar, thanks for your enquiry on Bayut (Ref: BY-48213). Is this property still of interest? Happy to share more details or arrange a viewing.bayut.com/property/details-48213
Name, source, reference and link come from the portal enquiry. You send it from your phone; IRM365 records it.
Capabilities
What the WhatsApp integration does — and doesn't
It records conversations with leads; it doesn't create leads, send messages for you, or read anyone else's chats. Group chats and calls are never recorded.
Recorded both ways
Messages the agent sends from the phone and messages the client sends both arrive on the lead's timeline.
One activity per conversation
Messages within 30 minutes of each other join one activity, with the exchange readable inside it.
Replies picked up for you
A client's reply flips the activity from Sent to Client Replied and marks the lead contacted.
Leads only
Only numbers that match a lead are recorded. Everything else is discarded on arrival and never stored.
Personal and reversible
Each agent connects their own number and can disconnect at any time, from IRM365 or from the app.
FAQ
Frequently asked questions
No. Each agent connects the WhatsApp Business number they already use, and the Business app keeps working exactly as before. IRM365 receives a copy of the messages exchanged with people who are leads.
Continue the workflow
Related features
IRM365 modules are connected. Explore the next capabilities that usually sit beside this feature in a real brokerage workflow.
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