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WhatsApp for Shopify: Frequently asked questions

Convexa connects your store’s WhatsApp Business number and Instagram account to Shopify: notifications, automations, a shared team inbox and a mobile app in one place.

How do I send WhatsApp order confirmations from Shopify?

Install Convexa, connect your WhatsApp number and, under Automations, pick a Meta-approved template for the “Order created” trigger. The message goes to the phone number on the order through the official WhatsApp Business API.

Can I send shipping and tracking updates on WhatsApp?

Yes. The “Order fulfilled” and “Partially fulfilled” triggers put the tracking number and link into your template. There are also triggers for paid, updated, cancelled and refunded orders.

How do I recover abandoned checkouts with WhatsApp?

Turn on the “Checkout abandoned” trigger under Automations and choose a delay. The reminder goes out at least 30 minutes after checkout started, once per automation, and not if the customer ordered in the last hour. Checkout must collect a phone number. Available on paid plans.

Can my team answer WhatsApp and Instagram messages from one inbox?

Yes. Every WhatsApp and Instagram conversation is in one list, with the customer’s Shopify orders, internal notes and quick replies beside each chat. Conversations can be assigned to team members.

Can staff log in with their own password and see only their WhatsApp number?

Yes. Staff sign in to the Convexa mobile app with their own email and password; you choose which numbers each person can see and answer, and whether they see customers’ phone numbers. Seats: Free 1, Starter 2, Growth 5, Professional 10, Enterprise unlimited.

Can I connect more than one WhatsApp number?

Yes, on the Professional and Enterprise plans. Replies go out from the number the customer wrote to, and each staff member only sees the numbers given to them.

Can customers call my store on WhatsApp?

Yes. WhatsApp voice calls ring in the Convexa mobile app, for the person the conversation is assigned to when they are available. You choose when the call button shows and whether a missed call sends the customer a message.

Does Convexa use the official WhatsApp Business API?

Yes. Your number is connected to Meta’s WhatsApp Cloud API; templates are approved by Meta and message states (sent, delivered, read) show in the inbox.

My number is connected to my ERP or CRM. Can I still use Convexa?

Yes. “Use my existing WhatsApp number” connects it without taking it away from your other system. With Convexa Bridge your own system can forward messages to Convexa (Professional and Enterprise).

Can AI answer customer questions on WhatsApp?

Yes. The AI assistant answers with your products and order details, and you can switch it on or off per conversation. The Free plan includes 50 AI credits a month.

Can I send WhatsApp campaigns (broadcasts)?

Yes, on paid plans, with approved marketing templates. The number of recipients depends on the plan; only message customers who agreed to receive them.

Can I add a WhatsApp chat button to my store?

Yes. The Convexa app block in the theme editor adds a WhatsApp button to your storefront, with your colour, position and opening hours.

Does Convexa work with Shopify Flow?

Yes. The “Send WhatsApp Message” action sends a template from a workflow, and the “Customer message received” trigger starts a workflow when a customer writes on WhatsApp or Instagram.

Can I ask Sidekick about Convexa?

Yes. Sidekick reads unread and waiting conversations, delivery and read rates, and template and automation status from Convexa to answer your questions.

Is there a free plan?

Yes. The Free plan includes 100 conversations a month, order confirmation automations and the inbox. Paid plans add more conversations, abandoned checkout messages, campaigns, Shopify Flow and multiple numbers.

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