If you use WhatsApp to follow up with leads or customers, it helps to know exactly what happened after each message was sent. This CRM feature lets you view message results right inside your automation, so you can quickly see what was sent, what was delivered, what was read, and what may need attention.

📌 Why This Matters

WhatsApp delivery is not always guaranteed. A message might stay pending, fail, or never reach the customer. When you can see those results inside the same place where your automation runs, it becomes much easier to spot problems, review performance over time, and make better decisions about your follow-up process. For small business owners, that means fewer missed conversations and more confidence that important messages are actually reaching people.

✨ What’s New

• Detailed message status tracking: View the full message lifecycle, including sent, pending, delivered, read, and failed statuses for WhatsApp messages sent through an automation.
• Custom date range analysis: Choose a specific time period to review how your messages performed during a campaign, promotion, or follow-up window.
• Individual message details: Open a specific message to see recipient information and exact timestamps for better visibility.
• Export options: Download your statistics when you want to review the data outside the CRM or keep records.
• Real-time updates: Refresh message results without reloading the whole page.

🛠️ How to Use It

1. Step 1: Open your CRM automation and choose a workflow that includes a WhatsApp message action.
2. Step 2: Click on the WhatsApp action and open the statistics view.
3. Step 3: Review the message results to see how many were sent, delivered, read, pending, or failed.
4. Step 4: Use the date range selector to focus on a specific time period.
5. Step 5: Open individual message details if you want to check recipient-level information and timestamps.
6. Step 6: Export the data if you want to analyze results further or share them with your team.

💡 Pro Tip

If you notice read rates are strong but replies are low, try adjusting your message wording or offer so more conversations turn into bookings or sales.