Pam is available on WhatsApp — send a text or voice message from any phone and get the same AI-powered CRM assistance as in the web app. No laptop required.
WhatsApp is the fastest channel for field reps: debrief while walking to your car, look up a deal in the lobby, or log a note between meetings — all through your regular WhatsApp app.
Prerequisites
- A Pam account with at least one CRM integration connected (see Integrations)
- WhatsApp installed on your phone
- Your mobile number linked to Pam
Setup
Pam recognises you by your WhatsApp phone number. If your number is not linked yet, Pam sends you a link to connect it to your account.
Open the link from WhatsApp while signed in to Pam. Pam opens Customize > Integrations and links the phone number automatically.
You can also link your number manually from Customize > Integrations in the Pam is everywhere you are section.
Asking CRM Questions
Ask Pam a question in plain language, the same way you would in web chat. Pam searches your CRM and replies directly in WhatsApp.
In this example, the rep asks which deal needs attention. Pam answers with the highest-priority opportunity, including amount, probability, stage, and a suggested next question.
Tip: Be specific when you can. "Which Global Manufacturing deal should I focus on?" is easier for Pam to answer than "which one is urgent?"
Sending Voice Notes
Record a WhatsApp voice note instead of typing. This is useful when you are walking between visits or want to capture a longer follow-up.
How it works:
- Hold the microphone icon in WhatsApp
- Speak naturally and include the CRM action you want Pam to take
- Review the recording if needed
- Tap Send
Pam transcribes the voice note, performs the requested action, and replies with the result.
Here, Pam creates a high-priority follow-up task linked to the deal and includes a CRM link so you can open the task directly.
What Pam Can Do via WhatsApp
Everything available in web chat is available via WhatsApp:
- Look up deals, contacts, and companies by name
- Update deal stages, amounts, close dates, and owners
- Log meeting notes and call summaries
- Create new contacts, tasks, and follow-up reminders
- Draft follow-up emails for your review
- Summarise account history and open items
Responses are optimised for mobile — concise, no markdown tables, plain text only.
How Sessions Work
WhatsApp conversations with Pam are persistent. Pam maintains context across messages in the same session. After discussing a deal, you can say "create a follow-up task for tomorrow" and Pam knows which deal you mean.
Sessions also appear in your Chat History (the Actions page) with your web chat and voice sessions.
Best Practices
- Debrief immediately after meetings — before you start the car. The context is freshest and the update takes under a minute.
- Use voice for longer updates — voice messages are transcribed accurately and are faster than typing when you have a lot to say.
- Be specific with names — "TechStart" is better than "that startup I met today". Pam searches your CRM by name.
- Ask Pam to confirm — end a debrief with "what did you update?" to get a summary of every CRM change made.
- Use slash commands — if you've defined a
/debriefcommand in your Playbook, it works on WhatsApp too. Just type/debrief.
Troubleshooting
Pam didn't respond to my message
WhatsApp messages are processed within a few seconds. If there's no reply after 30 seconds, check your internet connection and try again. If the issue persists, check that your number is correctly registered in Customize > Integrations.
Pam says it does not recognise my number
Open the linking URL Pam sent in WhatsApp while signed in to the correct Pam account. If the automatic link does not complete, go to Customize > Integrations and link your number manually.
Pam says it can't find the deal or contact
Be more specific with the name. If your CRM has multiple companies with similar names, include the full name or the country. You can also look up the exact name first: "Search for TechStart in HubSpot."
Voice message wasn't transcribed correctly
Speak clearly and include proper nouns (company names, contact names) slowly. If a name was misheard, correct it in a follow-up: "The company is TechStart, not Tech Start."
My WhatsApp session doesn't appear in Chat History
WhatsApp sessions appear in the Actions page after processing. If the session is missing, try refreshing the list. Sessions from unregistered numbers are not saved.
Related Documentation
- Integrations — Register your phone number and connect your CRM
- Playbook — Define slash commands that work across WhatsApp, voice, and web chat
- Web Chat — The desktop equivalent of WhatsApp for Pam
- Voice Calls — Talk to Pam in the browser
- Telephony — Call Pam from any phone without WhatsApp
- Chat History — Review past WhatsApp sessions and CRM actions