How to turn every WhatsApp conversation into a CRM card with history and metrics
Every WhatsApp conversation connected to Jestor automatically becomes a CRM card, with a complete message history, an indicator of who replied last, and a consolidated dashboard for the whole WhatsApp operation.
Why does turning WhatsApp conversations into CRM cards matter?
Without this connection, support history stays trapped inside WhatsApp itself, with no link to the rest of the sales or support process.
How does Jestor turn conversations into CRM cards?
- You can add different WhatsApp numbers for different areas of the company, connected via Meta's official API.
- Every conversation becomes a card, where you can add details, chat directly right there, and check in real time what an AI agent has already replied to the customer.
- A side chat lets you discuss each case with the team without leaving the customer conversation screen.
- Outside the card, the panel shows the exact number of messages in each conversation and the time spent at each stage.
- A complete dashboard brings together all this data, charts, and metrics for the whole WhatsApp operation in one place.
| Metric | Where it appears |
|---|---|
| Number of messages in the conversation | Panel, outside the card |
| Time spent per stage | Panel and consolidated dashboard |
To configure the WhatsApp CRM:
- Connect the WhatsApp number via Meta's official API.
- Link that number to a specific process (table).
- Set up ready-made message templates or train an AI agent to reply automatically.
Why choose Jestor to turn WhatsApp into a CRM?
Turning every conversation into a trackable unit of work — with history, an owner, and a status indicator — is what sets using WhatsApp as a standalone channel apart from using it as a structured part of a CRM.
Frequently asked questions
Does every conversation automatically generate a card?
Yes, as soon as a message arrives, a card is created in the process linked to that number.
Can I see what the AI agent has already replied to the customer?
Yes, you can follow the automatic replies in real time and step in when needed.
Can I discuss a case with the team without leaving the conversation?
Yes, there's a side chat linked to the same card as the conversation.
Does the dashboard show data from all connected numbers?
Yes, you can consolidate data, charts, and metrics for the entire WhatsApp operation.
Reference video
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