Registered-customer verification and secure CRM linkage
Verify one-to-one inbound contacts by a unique registered mobile or exact active-contact email and expose only verified history to the correct customer.
Guides in this workflow
Select the exact setup, Inbox, verification, automation, portal, audit or troubleshooting action you need.
Enable registered-customer verification
Select Verify new WhatsApp contacts against registered customer email and save Settings.
Disable registered-customer verification
Turn off the verification workflow while retaining manual Inbox operation and existing evidence.
Enable registered-mobile recognition
Allow a unique active contact telephone match to verify immediately.
Disable registered-mobile recognition
Force unknown/new one-to-one conversations through the exact registered-email workflow when verification remains enabled.
Understand one-to-one conversation scope
Know that groups, status broadcasts and non-personal WhatsApp contexts do not enter the customer verification flow.
Understand unique mobile-number verification
A single active contact whose registered number matches the canonical WhatsApp number is linked immediately.
Understand ambiguous mobile matches
More than one active contact match is not auto-verified and moves to registered-email checking.
Understand unknown mobile numbers
A number with no qualifying active contact match receives the configured registered-email prompt.
Configure verification attempts
Set a value from 1 to 10 before the workflow moves an unresolved session to manual review.
Configure the initial registered-email prompt
Edit the first message sent to an unknown or ambiguous number and keep it within 4,000 characters.
Configure the invalid email-format response
Edit the message used when a reply is not a valid standalone email address.
Configure the email-not-found response
Edit the message used when the exact address does not resolve to one active contact.
Configure the manual-review response
Edit the message sent after the allowed attempts are exhausted or automatic verification cannot complete.
Configure the successful verification response
Edit the confirmation sent after an exact active-contact email match.
Configure the registered-number welcome
Use {{company_name}} and {{client_name}} placeholders in the immediate mobile-match and continuation welcome.
Submit a registered email from WhatsApp
Reply with only the exact email address used on the active customer contact.
Understand exact active-contact email matching
Verification succeeds only when one active CRM contact has the exact submitted address.
Understand verification retry handling
Invalid, missing or ambiguous results increment the session attempt count until success or manual review.
Understand manual-review status
Know that staff can continue handling the conversation manually when automatic verification stops.
Understand canonical telephone updates
After successful verification, the contact telephone value is normalised to the verified international WhatsApp number.
Understand conversation CRM linkage
Successful verification stores the contact and customer IDs on the conversation and verification session.
Understand verification message unread behaviour
Automated verification replies do not mark the customer’s inbound conversation as read.
Understand verification-session isolation
Each verification attempt series has its own session and event trail rather than sharing state across unrelated conversations.
Review verification evidence in Audit Trail
Filter the verification-session table and inspect status, attempts, contact link and event sequence.