> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.refrens.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # How to send documents from your own WhatsApp number? Refrens' **WhatsApp Integration** allows you to send important documents—like invoices, quotations, and payment reminders to clients from your own WhatsApp number. This means no more switching between platforms, saving you time and making client communication faster and smoother. # Benefits of WhatsApp Integration with Refrens * **One-Click Communication**: Share documents instantly with clients or leads in a single click. * **Seamless Workflow**: Reduce the need to toggle between apps, keeping all your business communication in Refrens. * **Efficient Document Sharing**: Send invoices, quotations, and updates directly to WhatsApp, ensuring timely communication. * **Improved Client Experience**: Respond faster and keep your clients engaged with real-time updates. How to Set Up WhatsApp Integration on Refrens? # Step 1: Go to WhatsApp Integration Settings Go to **Business Settings > Lead Management > Third-party Integration > Connect WhatsApp as shown below:** ![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/di-8dq190xxbdijizq1pdmcnl0iwv9_1qyeljd.png =800x317) # Step 2: Connect Your AiSensy account When you click on “Connect WhatsApp”, you will see the following pop-up form: Here, you will have to add  Project ID and API Key. AiSensy is a WhatsApp service provider that allows you to manage your WhatsApp business account. [Here’s how to create your AiSensy account and set up your WhatsApp Business API >](https://faq.aisensy.com/steps-to-apply-for-whatsapp-business-api/) | Need help setting up your AiSensy account? Feel free to ask your account manager for a free setup assistance! ### 2.1) Adding Project ID Once your AiSensy account is set up, go to your AiSensy account. You will see your Project ID in the URL as highlighted below: ![](https://storage.crisp.chat/users/helpdesk/website/27e86bc3a2904800/fd453567-5217-4386-9d99-4b5fbd_96kio0.png =825xauto) Copy this Project ID and paste it into the pop-up modal we saw above. ### 2.2) Generate API key Next, you will have to generate API keys for your project. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-www-app-aisensy-com_p00apj.png =800x454) For this, go to **Developer Option** in sidedar > **Project API Key** > **Generate Key **> **Add a Key Name** and click "**Create Key**" as shown above. Your API Key is now generated: ![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-www-app-aisensy-com_1ugfayy.png =800x317) Just click on "**Click to Copy**" to copy your API keys. ### 2.3) Adding API Key and Project ID on Refrens Once you get the API key, add it along with the Project ID and click on “Connect”: ![](https://storage.crisp.chat/users/helpdesk/website/18933947a86a9000/13d0ae33-68be-40da-882e-c5bd99_5khecl.png) That’s it! You have successfully connected your WhatsApp Business Account with Refrens. You will see the details in your WhatsApp Integration section like this: ![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-staging-bizsuggest-_ijcg9b.png =700x355) Next step is creating a template... ### 2.4) Creating A Template Click on the "**Create Template**" button to create a new template for document sharing in your Aisensy account. You will see the following pop up: ![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-staging-bizsuggest-_cyab5q.png =400x247) Just write the template name and click "**Create Template**". ||| Important: Template name can only contain lowercase letters and underscores. On successfull template creation, you will see the follwoing message: ![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-staging-bizsuggest-_15dny4o.png =700x347) You will see that the WA Approval Status shows "Pending" as It takes some time to get your template approved by Meta. Just click on "Check Status" after a few minutes to see if the template got approved: ![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-staging-bizsuggest-_15di0qa.png =700x355) If it is approved, you will see the status as "Approved": ![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-staging-bizsuggest-_1rrylnb.png =700x336) Once Approved, click on "Create Campaign". You will see that the Linked Campaign name gets updated: ![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-staging-bizsuggest-_1fzszck.png =700x160) That's it! You can now start using this template to send WhatsApps from your own number! ### 2.5) Set Defaults If you want to send all your documents from your own number by default, just click on "Set As Default": ![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-staging-bizsuggest-_fwrig1.png =700x173) ### 2.6) Connect Multiple Numbers You can also connect multiple WhatsApp business numbers with your Refrens Account by just clicking on "Add New WhatsApp": ![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-staging-bizsuggest-_1bcm6r2.png =700x183) # Step 3: Start sending Documents via WhatsApp WhatsApp integration is currently supported in our accounting suite only - support for the Sales CRM section will soon be available. To send documents such as invoices, quotations, etc. via WhatsApp, go to the document preview page and click on “Send WhatsApp”: ![](https://storage.crisp.chat/users/helpdesk/website/d9cdd66b12390800/f9f2b43d-b1f6-4e8f-9771-b4e7a4_9bjomy.png =928xauto) You will see that “From Number” will now show your connected WhatsApp number: ![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/2026-01-16-194431_nej7fw.gif =400x466) Select your WhatsApp templates from the "Select Template" dropdown. You can either send the WhatsApp directly OR schedule it for later. You can also set up automated payment reminders from your own WhatsApp number from here only. | Tip: If you are trying out this feature for the very first time, you can put your personal WhatsApp number in the “Client’s Phone No.” section to quickly test it! That’s it! If you still have any questions, reach out to your account manager or drop us a message on chat support for quick assistance!