Connecting WhatsApp brings your busiest channel into Mastro's unified inbox, so a customer's messages sit alongside their emails and their project — instead of scrolling away on your phone.
Before you start
- You need to be an owner in Mastro (connections are owner-only).
- Have your WhatsApp Business number and Meta/Facebook Business login to hand.
Step 1 — Open Connections
Go to Settings → Connections. Find the WhatsApp card.
Step 2 — Start the guided sign-up
Click Connect WhatsApp. Mastro launches the official Meta Embedded Signup — a guided flow run by Meta, not a password you hand over. You'll confirm your business and the number customers will message.
Step 3 — Approve and finish
Complete the Meta steps and approve the connection. When you land back in Mastro, the WhatsApp card shows as connected.
Step 4 — Watch messages arrive
Incoming WhatsApp messages now appear in your Inbox. When the sender matches a known contact, the message threads onto their project automatically. Unknown senders land in triage, where you classify them (lead, customer, team or supplier) and link them.
Replying
Reply straight from the inbox thread — Mastro sends it back over WhatsApp. Because the thread is tied to the project, the next person who opens the job sees the full conversation, not a fragment.
Troubleshooting
- Card won't connect. The Meta sign-up must be completed in full — if you closed the popup early, click Connect and run it again.
- Messages aren't threading. Unknown numbers go to triage first; link the sender to a contact and future messages thread automatically.
Next: bring email into the same inbox with connect Gmail / IMAP.