# WhatsApp in MJX CRM — chat, reply, drafts and quotes

> See each enquiry's WhatsApp chat, reply by hand, let the AI draft a reply, send quotes and fee quotes, and reach the inbox, templates and broadcasts.

Source: https://pathshala.mjxtechnologies.com/docs/crm/whatsapp-in-crm/

MJX CRM is WhatsApp-first: every enquiry (lead, for a business) has its WhatsApp chat on its page, and you can reply, send files, send a quote, or let the AI draft a message. The full shared inbox, templates and broadcasts belong to **MJX WhatsApp Automation** and appear in the CRM menu when you have it.

## WhatsApp rows in the CRM menu

| Row | Opens | Needs |
|---|---|---|
| WhatsApp inbox | `/whatsapp/inbox` — every chat in one place | WhatsApp Automation, feature "inbox" |
| WhatsApp templates | `/whatsapp/templates` — your own templates for Meta approval | WhatsApp Automation, feature "templates" |
| WhatsApp broadcasts | `/whatsapp/broadcasts` — WhatsApp broadcasts | WhatsApp Automation, feature "broadcasts" |

> [!PATH] Apps › WhatsApp › WhatsApp inbox

![WhatsApp Inbox with the WhatsApp inbox row marked in the sidebar](media/crm/whatsapp-in-crm-1.jpg "Apps › WhatsApp › WhatsApp inbox")

If your plan does not include one of these, its row shows a lock. The CRM's own scheduled broadcasts to enquiries by step or tag are on [Auto messages](crm/follow-ups-and-sequences).

## The chat on an enquiry

Open an enquiry and choose the **WhatsApp Chat** tab. The newest messages are at the bottom. Each message shows who sent it — the AI, a template, or 👤 **You** for a message typed by staff.

### How to reply by hand

![An enquiry's page with the WhatsApp Chat tab marked, beside the AI help card](media/crm/whatsapp-in-crm-2.jpg "Apps › MJX CRM › Enquiries › (an enquiry) › WhatsApp Chat")

1. Type in **Type a reply...**.
2. To send one of your saved files, press the file button next to the box.
3. Press [[Send]].

When staff reply, the chat changes from **🤖 AI Active** to **👤 Manual Mode** ("AI paused (owner is replying)"). Press [[Resume AI]] to let the AI answer again.

> [!WARNING]
> **24-hour window closed.** Free-form messages may fail — use an approved template. WhatsApp only allows typed messages within 24 hours of the person's last message.

| Limit | Value |
|---|---|
| Message length | 4,096 characters |
| Photo | Up to 5 MB ("A photo can be at most 5 MB on WhatsApp. Send a smaller one.") |

The [[WhatsApp]] button at the top of an enquiry opens a chat with that number in your own WhatsApp app instead.

## Let the AI draft a reply

The **✨ AI help** card on an enquiry has **Draft a WhatsApp reply**:

1. Pick a tone: **Warm**, **Short** or **Formal**.
2. Say what it should say, e.g. "invite them for a demo on Saturday 5 pm".
3. Press [[Draft]].
4. Edit the draft, then press [[Put in the reply box]], [[Open in WhatsApp]] or [[Copy]].

"AI drafts, you decide — nothing is sent until you send it. It reads only this enquiry." A fee, date or offer is only written if you type it. The same card has [[Brief me before I call]], a short summary before a call.

## Send a quote or fee quote on WhatsApp

| From | Button | What is sent |
|---|---|---|
| An enquiry (schools and institutes with MJX Fees) | [[💰 Send fee quote]] → [[Send on WhatsApp]] | The fee quote for what they asked about |
| A quote under **Quotes** / **Fee quotes** | Send on WhatsApp | The quote's lines to the phone on the lead or the account |

If the message cannot be sent, you see why ("Not sent: …") and can use [[Open in WhatsApp]] to send it yourself. A quote needs at least one line ("Add at least one line first.") and a phone number. See [Accounts, deals and quotes](crm/modules-accounts-deals-quotes).

## WhatsApp that runs by itself

| Feature | Where | Plan |
|---|---|---|
| New WhatsApp contacts become enquiries | Automatic | Every plan |
| Follow-up messages on chosen days | [Follow-ups and sequences](crm/follow-ups-and-sequences) | CRM Basic |
| Sequences and broadcasts | [Follow-ups and sequences](crm/follow-ups-and-sequences) | CRM Pro |
| Template sent by a rule | [Automation](crm/automation) | CRM Pro |
| Meeting invites and reminders (you press send) | [Tasks and meetings](crm/tasks-and-meetings) | Every plan |

## Who can use it?

Anyone who can open an enquiry can see its chat. Replying by hand comes with **MJX CRM Basic** and above. The inbox, templates and broadcasts rows need **MJX WhatsApp Automation**.

## Tips

- Reply inside 24 hours whenever you can — after that only approved templates go through.
- Get two or three templates approved before admission season so you can always reach people.
- Hand the chat back with [[Resume AI]] after you have answered, so night-time questions still get a reply.

## Questions people ask

### Does every WhatsApp message become an enquiry?

Yes. A new number that messages your WhatsApp becomes an enquiry (lead) by itself, with the source WhatsApp, and the chat shows on its page.

### Why does my typed reply fail?

WhatsApp lets a typed message reach only people who wrote to you in the last 24 hours. After that, send an approved template.

### Does the AI keep answering when I reply by hand?

When you reply, the chat switches to manual mode and the AI pauses. Press "Resume AI" to hand it back.

### Why can't I see WhatsApp inbox in the CRM menu?

The WhatsApp rows show only when your organisation has MJX WhatsApp Automation. Inbox, templates and broadcasts are its own features.