For Support Teams

WhatsApp Support: Every Question Answered Fast

Answer customers on WhatsApp as a team, let an AI assistant handle common questions around the clock, and turn conversations into tickets in the tools you already use.

Join 30+ businesses already running WhatsApp with SyncMate

SM

Conversation

Assigned to Mike (Support)

Customer

Daniel · #2210

Topic

Return request

Status

Open

First reply

AI assistant

Note

Added 1 min ago

Refund approved, send label

DL

Daniel Lee

online

Hi Daniel, your return is approved. Here is your prepaid label: assistro.co/r/2210

16:20

That was quick, thank you!

16:28

Shared team inbox

AI assistant replies

Human handover built in

Your own WhatsApp number

Definition

What Is WhatsApp Support with SyncMate?

SyncMate gives your support team one WhatsApp number they can all work from. Chats are claimed, noted and closed in a shared inbox, an AI assistant answers routine questions from your own documents, and tickets are created from the conversation.

Who is it for?

Support teams handling order, booking or account questions on WhatsApp who have outgrown one shared phone.

Teammates join with an access key, so there is no phone to pass around end to end. You can run it on your existing number with no Meta verification, or connect the official WhatsApp Business API when you need a verified business identity — both are supported.

Use cases

Real Use Cases for WhatsApp Support

Named, concrete workflows you can set up in minutes.

Orders: Where Is My Order?

Order questions answered in minutes, not when one phone is free.

Example workflow

Customer asks → agent checks the order → reply with tracking

After Hours: AI First Response

The assistant answers common questions at night and hands over when it can’t help.

Example workflow

Message at 11 pm → AI answers from your docs → agent follows up

Escalations: Hand Over to a Specialist

Notes travel with the chat, so nobody asks the customer twice.

Example workflow

Chat claimed → internal note → reassigned to billing

Shared Inbox

Tickets: Log Every Conversation

Turn a WhatsApp question into a ticket in your helpdesk or CRM.

Example workflow

Chat → ticket in HubSpot, Zoho CRM or Freshdesk

Freshworks integration

Capabilities

Everything Support Teams Can Do with SyncMate

Twelve capabilities for answering WhatsApp together, faster.

Shared Team Inbox

Everyone works the same WhatsApp number from their own browser.

Chat Assignment

Claim a conversation so two people never answer the same customer.

Internal Notes

Leave private context on a thread that customers never see.

Conversation Status

Mark chats open, waiting or closed so nothing falls through.

AI Assistant

Answers common questions using documents you upload.

Human Takeover

Hand the chat to a person on keywords like “agent” or “refund”.

Business Hours

Send an away message and let the assistant cover nights and weekends.

Canned Replies

Keyword-based quick answers for the questions you get every day.

Satisfaction Surveys

Ask customers to rate the conversation when it wraps up.

Multi-language Replies

The assistant can answer in your customer’s language.

Tickets From Chats

Create HubSpot or Zoho CRM tickets without leaving WhatsApp.

Media and Files

Send screenshots, PDFs and return labels in the chat.

AI Takes the First Reply

The assistant answers from your help docs and FAQs, and steps aside the moment a person is needed.

Knowledge base: upload the documents it answers from

Handover: keywords or limits pass the chat to a person

Hours: different behaviour in and out of business hours

SM

Conversation timeline

Live

Customer asked about returns

WhatsApp · 23:04

AI assistant answered

Assistant · 23:04

Customer asked for a person

WhatsApp · 23:06

Claimed by Mike

Inbox · 09:02

The Whole Team on One Number

Everyone works the same WhatsApp number from their own browser, with no phone passed around.

Claim a chat so two people never answer the same customer

Leave internal notes customers never see

Revoke a teammate’s access the moment they leave

Works with

Works With Your Support Stack

Create tickets and keep records up to date from the WhatsApp conversation.

HubSpot

Save the contact and open a ticket from the chat, with the conversation logged.

What you can do

Tickets · Notes · Contacts · Sync

HubSpot integration

Zoho CRM

Create cases, tasks and notes in Zoho CRM from any conversation.

What you can do

Tickets · Tasks · Notes · Sync

Zoho CRM integration

Freshworks

WhatsApp for Freshdesk and the rest of the Freshworks suite.

What you can do

Freshdesk · Freshsales · Alerts

Freshworks integration

Chrome Extension

A CRM sidebar in WhatsApp Web and the shared inbox for your team.

What you can do

Shared inbox · Sidebar · Export

Chrome extension

3 Ways to Connect Your WhatsApp

Choose the connection method that fits — from a two-minute browser setup to the official enterprise API.

Web WhatsApp

Connect through WhatsApp Web — the fastest way to start. Scan a QR code in your browser and automate.

Instant setup — under 2 minutes

Works with personal WhatsApp

No API approval needed

Requires your machine and browser to stay on

Assistro Standard

Scan a QR code once and Assistro's cloud relay keeps your WhatsApp connected 24/7 — no machine needed.

No machine-on limitation

Cloud-based 24/7 relay

Works with personal WhatsApp

No API approval needed

Always connected — no machine required

Meta Business Number

Use the official WhatsApp Business API via Meta for enterprise messaging with a verified business identity.

Official Meta verification

Green badge verified business

Higher messaging limits

The most reliable way to send at scale

Shared Inbox

One WhatsApp number, your whole team

Give each teammate an access key and they answer from their own browser — no phone passing around, and every chat shows who owns it.

Chat assignment — claim a conversation so two people never answer the same customer

Internal notes — private context on a thread that only your team can read

Open, waiting, closed — track where every conversation stands

CRM context — HubSpot, Zoho CRM or ClickUp record beside the chat

Shared Inbox from $10/month — see how it works.

SyncMate Inbox

NR

TM

LP

AC

Acme Ltd

Looks great — approving now.

3m

Nadia R.

BC

Beta Co

Can you resend the invoice?

20m

1

TR

Tom Reilly

Is the demo still on for 3pm?

2h

AC

Acme Ltd

Nadia R.

Open

Proposal sent — let me know if you have questions.

16:20

Looks great — approving now.

16:28

Internal note · Nadia R.
Asked about annual billing — loop in finance before Friday.

CU

HubSpot

Contact

Acme Ltd

Deal stage

Proposal

Assignee

Nadia R.

Follow-up

Friday

Synced

FAQs

WhatsApp Support FAQs

Can my whole team answer from one WhatsApp number?

Yes. The admin connects the number once and shares access keys. Teammates answer from their own browser and can claim, note and close chats.

How does the AI assistant work?

You upload your help documents and the assistant answers routine questions from them. You choose its name, welcome and fallback messages, business hours and the keywords that hand a chat to a person.

Can the AI hand over to a person?

Yes. Set keywords like “agent” or “refund”, or a message limit, and the chat passes to your team.

Can customers see internal notes?

No. Internal notes stay inside SyncMate and are only visible to your team.

Does my phone or computer need to stay on?

With Assistro Standard the cloud relay keeps your number connected 24/7. If WhatsApp Web is your source, the admin’s WhatsApp Web tab needs to stay open.

Can I create tickets from WhatsApp chats?

Yes. With the SyncMate Chrome extension you can create HubSpot or Zoho CRM tickets, tasks and notes straight from a conversation.

Do I need the WhatsApp Business API?

No. SyncMate sends from your personal or WhatsApp Business number with no BSP approval or Meta verification. If you need the green verified badge and higher limits, connect the official Meta Business API instead.

How much does it cost?

The shared inbox starts at $10/month, and paying yearly gets you 12 months for the price of 10. Talk to our team about the AI assistant and integrations for your setup.

Ready to Support Customers on WhatsApp?

One number, your whole team, with an AI assistant for the questions you answer every day.