WhatsApp Settings in GoHighLevel: Step-by-Step Guide
If you manage client communication in ClickUp or any other project tool, setting up WhatsApp inside GoHighLevel will help centralize conversations and automate messaging flows. This guide walks you through every WhatsApp settings screen in GoHighLevel so you can configure numbers, templates, and routing correctly.
Follow the steps below in your agency or sub-account to connect WhatsApp, manage approved message templates, and control how messages are delivered to contacts.
Accessing WhatsApp Settings in GoHighLevel
Before you configure any options, you need to open the WhatsApp settings area inside your GoHighLevel dashboard.
- Log in to your GoHighLevel account as an admin or user with permissions.
- Open the sub-account where you want to manage WhatsApp.
- In the left-side navigation menu, click Settings.
- Under communication channels, choose WhatsApp.
The WhatsApp settings page in GoHighLevel is divided into logical sections so you can connect numbers, set defaults, and manage templates from one place.
Connecting WhatsApp Numbers in GoHighLevel
The first step is to make sure your WhatsApp numbers are visible and properly connected inside GoHighLevel.
WhatsApp Numbers Overview in GoHighLevel
At the top of the WhatsApp settings screen, you will see a panel showing the connected numbers. From here you can:
- View which WhatsApp numbers are attached to the current sub-account.
- Check the status of each number (connected or not connected).
- Confirm which number is set as the default for outbound messaging.
If no numbers appear, your number may not be fully set up at the agency level or connected through your WhatsApp Business API provider. In that case, verify your provider configuration and then return to GoHighLevel.
Setting the Default WhatsApp Number
When you have multiple WhatsApp numbers connected, choose one default number that GoHighLevel will use for most standard outbound messages.
- In the WhatsApp numbers section, locate the number you want to mark as default.
- Click the action or settings icon next to that number.
- Select the option to set it as the Default WhatsApp Number.
Once set, this default number is used when:
- A new conversation is started manually from the contact record.
- A workflow sends a WhatsApp message without specifying a different number.
- Standard broadcast or bulk campaigns are triggered via WhatsApp.
Managing WhatsApp Templates in GoHighLevel
WhatsApp requires pre-approved templates for business-initiated conversations. GoHighLevel displays these templates so you can use them in workflows and campaigns.
Viewing Approved WhatsApp Templates
Inside the WhatsApp settings area of GoHighLevel you will see a section labeled Templates. This screen typically includes:
- A table of all WhatsApp templates approved in your WhatsApp Business account.
- Template names and descriptions.
- Language and category information for each template.
- The current approval status (e.g., approved, rejected, pending).
Because templates are managed by your WhatsApp Business API provider, you cannot usually create brand-new templates directly in GoHighLevel. Instead, you sync or pull them in from your provider.
Using WhatsApp Templates in GoHighLevel Workflows
After templates appear in the settings screen, you can use them throughout GoHighLevel:
- Select a template in Workflows when adding a WhatsApp action.
- Use templates in Campaigns or Bulk Actions for proactive outreach.
- Trigger a template message after form submissions, purchases, or other events.
Always match the template content and language set in your provider so WhatsApp will allow the message to send correctly.
Configuring Message Routing in GoHighLevel WhatsApp
Depending on your setup, GoHighLevel can route WhatsApp messages through specific numbers or workflows so that replies are properly handled.
Inbound WhatsApp Message Handling
Within the WhatsApp settings, you may see options or notes related to inbound message behavior. In most GoHighLevel configurations:
- Inbound WhatsApp messages appear in the Conversations tab for the related contact.
- The system matches the inbound number with the contact’s phone field.
- Replies are associated with the same number that originally sent the message.
If your provider has additional routing logic or webhooks, confirm that they are correctly mapped to your GoHighLevel sub-account so incoming messages do not get lost.
Outbound WhatsApp Message Rules
Outbound rules in GoHighLevel are influenced by your default WhatsApp number and the way templates are implemented:
- GoHighLevel checks whether the conversation is within WhatsApp’s session window.
- If the contact has replied recently, standard session messages can be delivered.
- For new or re-engagement messages, GoHighLevel uses approved templates.
- Messages are sent using the default number unless a different number is selected in the specific workflow or campaign.
Monitoring delivery status inside Conversations and your provider dashboard will help confirm that messages are being routed correctly from GoHighLevel.
Best Practices for WhatsApp Settings in GoHighLevel
To maintain reliable communication and avoid policy issues, follow these practical tips:
- Verify phone ownership before connecting numbers to GoHighLevel.
- Keep templates organized by naming them clearly by purpose and language.
- Respect WhatsApp policies for content, opt-in, and frequency.
- Test workflows with internal test contacts before launching live campaigns.
- Monitor spam or block rates via your WhatsApp provider to protect your sending reputation.
Where to Learn More About GoHighLevel WhatsApp
For deeper technical details on each field or status shown in the WhatsApp settings screen, always reference the official documentation. You can review the original help article here: GoHighLevel WhatsApp Settings Help.
If you need implementation help, automation planning, or custom workflows around WhatsApp and GoHighLevel, you can also contact a specialist agency such as Consultevo for consulting and done-for-you setup services.
Summary: Getting WhatsApp Working in GoHighLevel
To configure WhatsApp successfully in GoHighLevel, remember these core steps:
- Open the sub-account and navigate to Settings > WhatsApp.
- Confirm that your WhatsApp numbers are connected and set the default number.
- Sync and review approved WhatsApp templates from your provider.
- Use templates in workflows, campaigns, and bulk actions.
- Verify inbound and outbound routing and test the full journey with a sample contact.
Once your WhatsApp channel is properly configured in GoHighLevel, you can automate follow-ups, send broadcast campaigns, and handle two-way messaging directly from the CRM, keeping your client communications organized and efficient.
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