Audience context
Customer records give the campaign a starting point. The team's job is to select a relevant audience and respect consent, including requests to stop receiving outreach.
A useful broadcast starts before the send button. UnifyDesk is building an outreach workspace that connects customer audiences, campaign preparation and the provider account used to deliver the message.
In development · Public access coming soon · Tour uses sample dataTHE TEAM WORKFLOW
For marketing and operations teams planning relevant updates to customers who have agreed to hear from them. Keep audience selection and campaign review separate from the daily work of replying to individual conversations.
Start with a specific purpose, such as an opted-in event audience or a service update. Review customer consent and exclusions rather than treating every imported phone number as a marketing recipient.
Match the message to the audience and confirm the template and category required by WhatsApp. Check variables, destinations and timing before the campaign is handed over for sending.
Review the business number, account status and applicable provider limits. After sending, distinguish provider acceptance from successful delivery and route customer replies back into the team's conversation process.
WHAT TO CONSIDER
Customer records give the campaign a starting point. The team's job is to select a relevant audience and respect consent, including requests to stop receiving outreach.
Template approval and account permissions remain WhatsApp responsibilities. A prepared draft cannot substitute for a valid provider setup or guarantee that every message will be delivered.
Outreach can create support questions. Plan who will review incoming replies so the campaign and the customer conversation stay connected.
Review company access and account protection and the platform and usage pricing model as you plan your setup.
PROVIDERS & READINESS
WhatsApp is in development in UnifyDesk. Business account and number validation, templates, messaging limits and provider charges still apply. Final channel availability and pricing will be published before broader public access.
Explore integrationsEXAMPLE USE CASES
Share a relevant reminder with people who requested event communication. Review the audience, template and destination before sending.
Prepare an appropriate update for affected customers, such as a change in service availability. Confirm the provider's requirements for the message category.
PRACTICAL QUESTIONS
A contact record alone is not evidence of permission for marketing. Review consent, exclusions and the provider's applicable requirements before including a person in a broadcast.
UnifyDesk separates workspace access from provider usage. WhatsApp charges and final commercial terms need to be reviewed separately; paid plan details are coming soon.
SEE THE WORKSPACE
The product tour shows the developing experience with illustrative data. Public sign-up and final pricing are coming soon.
Take the product tour