For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/messaging/start-conversation-from-contact.md.
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      • Start a WhatsApp conversation from a contact

      Click Start WhatsApp conversation on the contact or the opportunity: that contact's conversation opens in a window over the screen, ready for you to type — without leaving the opportunity. If there is no conversation with the contact yet, it opens empty. If you handle more than one number, the window asks which one to speak from before it opens.

      Before you start

      • The contact needs a phone number on record — without one the button does not appear.
      • The workspace needs at least one connected WhatsApp number. See Connect your WhatsApp.
      • Role: Owner, Admin, Editor and Attendant can start the conversation. An Attendant only uses the numbers assigned to them — see Attendant assignment.

      Steps

      1. Open the contact (or their opportunity) in the CRM.
      2. In the contact panel, click the WhatsApp icon — Start WhatsApp conversation.
      3. The WhatsApp conversation window opens over the screen. If you have one number available, the conversation opens on it directly. If you have more than one, New conversation appears asking you to Select the number that will send the message: pick it and the conversation opens.
      4. Type in the message box. If the contact's 24-hour window has closed, the conversation offers an approved template instead of the free-text box.
      5. To leave, click the X, click outside the window or press Esc — you are back on the opportunity as you left it.

      The number you pick is the sender the contact sees. If the contact was already talking to your company on another number, that conversation stays as it is — the one you opened here runs on the number you chose.

      Continue in Inbox

      To work the conversation with the full inbox, click View all at the top of the window — Inbox opens on the same conversation. When it came from an opportunity, the Back button at the top of Inbox takes you back to the pipeline with that opportunity already open — you pick the card up right where you left off. If you entered Inbox some other way (menu, contact, direct link), Back takes you to the opportunities overview.

      If the conversation does not open

      What you seeWhat to do
      No channel assigned to youYou are an Attendant with no number assigned yet. Ask an Owner, Admin or coordinator to assign one under Inbox.
      No account connected — asking you to connect oneThe workspace has no WhatsApp number connected. Connect one in Accounts.
      No account connected — asking you to contact an adminSame as above, but your role cannot connect numbers. Ask an Owner or Admin.
      We could not load your WhatsApp numbersTemporary failure loading your numbers. Click again; if it persists, reload the page.
      This contact has no phone numberAdd a phone number to the contact to chat over WhatsApp.
      No active WhatsApp number to start this conversationThe contact had no conversation yet and none of your numbers is active (for example blocked or restricted by Meta). Check the connection in Connected accounts.
      You have no access to any WhatsApp number in this workspaceAsk an Owner or Admin to grant you an account.
      The number of this conversation is not active right nowThe history opens read-only; sending returns when the account is active again.

      You can also start from the inbox

      Inside Inbox, the + button next to Conversations opens New conversation as a palette, useful when you did not come from the CRM:

      1. On the left, the list of all contacts with WhatsApp, in alphabetical order with the total in the footer. Scroll to load more.
      2. To search, type in Search by name, phone, email or pipeline... (from 2 characters). If the contact does not exist, use Create contact or Import contacts.
      3. Click the contact (or use ↑↓ and Enter). On the right you see their summary and opportunities.
      4. Under Send from which number?, pick the number — if there is only one, it is already set. Contacts with No WhatsApp registered cannot be picked.
      5. Click Continue to the message template and send the template; use Back to change contact.