Guide

Confirming Orders on WhatsApp: The Right Way, Step by Step

Confirmation agents spend most of their day calling people who don't pick up. When a WhatsApp message goes out before the call, some customers confirm on their own with a button, and the agent picks up an order whose status they already know instead of starting from scratch.

WeSell team · · 3 min read

Why WhatsApp before the call?

  • A customer may not answer an unknown number, but they will open a WhatsApp message with the store's name and the product.
  • The reply is written down and on record, so there's no "I never said that" at delivery.
  • The customer sees the final price and the address with their own eyes, so the orders that get confirmed are clearer.
  • Agents are freed up for the orders that really need a conversation: customers who didn't reply, want to change something, or have a question.

Official WhatsApp Business or a regular number?

Sending automated messages in bulk from a regular WhatsApp number or through unofficial tools puts the number at risk of being banned. The safe way is Meta's WhatsApp Business Platform (Cloud API): a number verified under your brand name, messages sent from approved templates, and quick-reply buttons.

The 24-hour ruleMeta allows free-form messages within 24 hours of the customer's last message. Outside that window you have to send an approved template, and that is exactly what a confirmation message is: a template with variables for the name, order number, product and price.

What a good confirmation message looks like

A good message is short, contains everything the customer needs to decide, and ends with buttons:

ExampleHi {name} 👋 Your order {order number} from {store name}: {product}. Total {price} EGP including shipping, delivered to {area}. Shall we confirm your order?
[ Confirm order ] [ I want to change it ] [ Cancel ]
  • The total price including shipping: the biggest reason for refusals at delivery is a surprise in the price.
  • The area, so the customer notices if the address is wrong.
  • Exactly three buttons: confirm, change, cancel. Any more gets confusing.

What happens after each button

Customer's replyWhat should happen
Confirm orderThe reply is recorded on the order, and the agent sees that the customer has confirmed. They check the details and confirm quickly.
I want to change itIt goes to an agent who calls the customer or carries on with them in the same chat.
CancelThe reason is recorded if the customer gives one, and the order doesn't ship.
No replyAfter a set time, it joins the regular call queue.

When should you send the message?

As soon as the order comes in. The customer still remembers what they ordered and why, and they're far more likely to reply than they will be tomorrow. Every hour of delay lowers the chance of a reply.

Working out the cost

Meta charges for messages by template type and country. When you use a platform that connects your number directly to your official account, you only pay Meta for the messages, with no middleman taking a cut on every message. Compare that with the cost of agents' time on calls nobody answers, and with the cost of a single returned order.

Common mistakes

  • A long message full of offers and promotions. Keep it about the order only.
  • Sending from a personal number or an unofficial tool. The number gets banned at the worst possible moment.
  • Ignoring "I want to change it" replies. These are customers who really do want to buy.
  • Relying on WhatsApp alone. Customers who don't reply still need a call.

WhatsApp confirmation in WeSell

WeSell works with ConfirmX, an official WhatsApp Business platform that connects your number with a Sign in with Meta button. ConfirmX receives each new order from WeSell and sends the confirmation message, and the customer's reply is recorded back on the same order in WeSell, so the confirmation agent sees it while working through the confirmation queue.

FAQ

Can I confirm orders from a regular WhatsApp Business number (the app)?
You can do it by hand for a small number of orders, but sending automatically or in bulk from the app or through unofficial tools puts the number at risk of being banned. For automation, use Meta's official WhatsApp Business Platform.
Do I need a new message template for every product?
No. One template with variables (name, order number, product, price, area) works for all orders, and Meta approves it once.
If the customer confirms on WhatsApp, do I ship right away?
It's better for an agent to quickly check the details (governorate, area and mobile number) before shipping, especially if the customer typed the address by hand. Confirming on WhatsApp saves the call; it doesn't replace the check.

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