WhatsApp Business for Small Companies: Catalog, Replies, Opt-In

WhatsApp Business is a version of the familiar messaging app built for companies, and for many small businesses it has become the channel customers prefer. People already use WhatsApp every day, so a message to a shop or a service provider feels as easy as writing to a friend. For the business, the app adds tools that a personal account lacks: a business profile, a product catalog, saved quick replies, labels for organising chats and automatic greeting and away messages.
This guide explains how a small company can use WhatsApp Business well. It covers the difference between the free app and the larger platform for developers, what to put in the profile and catalog, how quick replies and labels save time, the rules about consent and opt-in, and when a website chat or another channel is a better fit. Features and policies change, so check the current WhatsApp Business documentation before you set up.
Two Products With Similar Names
WhatsApp offers two main business options, and confusing them is a common source of trouble. The WhatsApp Business app is a free app for a phone, designed for very small teams. The WhatsApp Business Platform is an interface for developers and approved providers, designed for larger volumes, multiple agents, automation and integration with other systems.
| Aspect | WhatsApp Business app | WhatsApp Business Platform |
|---|---|---|
| Who it suits | Sole traders and very small teams | Companies with higher volume or several agents |
| Setup | Install the app and verify a phone number | Requires an approved provider or developer integration |
| Tools | Profile, catalog, quick replies, labels, greeting and away messages | Templates, automation, integration with CRM and support tools |
| Costs | Free to use | Usually priced per conversation or message type, plus provider fees |
| Control | Manual, from one phone with limited linked devices | Programmatic, multi-user |
Do not mix the two by installing the regular personal app and the Business app on the same number without understanding the rules. Choose one route per phone number.
Build a Useful Business Profile
The profile is your shopfront in the app. Fill it in completely and accurately, because customers use it to decide whether to trust you.
- Business name and logo. Use the name customers know, with a clear picture.
- Description. One or two sentences about what you do and where.
- Category. Choose the closest option so that people understand your business type.
- Address and map. Add it if customers visit you.
- Opening hours. Keep them updated, including holidays.
- Website and email. Link your site so customers can verify you.
Add the WhatsApp number to your website, Google Business Profile and email signature, and use the click-to-chat link format so that people on phones can start a chat with one tap.
Use the Catalog
The catalog lets you show products or services inside the app with pictures, prices, descriptions and links. It works best for businesses with a manageable range, such as a bakery, a boutique or a repair shop. Customers can browse, ask a question about an item and send you a list of products they are interested in, so the conversation starts with details.
- Choose your best sellers first. Quality over quantity.
- Use clear photos. Square images with a neutral background work well.
- Write short descriptions. Size, material, availability and delivery notes.
- Keep prices current. An outdated price causes arguments.
- Organise into collections. Group items the way customers think.
- Share items in chats. Send a product card when a customer asks.
If you also run an online store, keep the catalog consistent with the website. Our article on selling through several channels, marketplaces alongside your own store, describes why one master product list prevents mistakes.
Quick Replies, Labels and Automatic Messages
These three tools turn a phone into a manageable inbox.
- Quick replies: saved texts triggered by a shortcut, for the questions you answer every day, such as opening hours, delivery information, price lists and directions.
- Labels: colour tags for chats, such as new enquiry, awaiting payment, order confirmed and follow-up. They let you filter the list.
- Greeting message: an automatic first reply to new contacts, which sets expectations.
- Away message: an automatic reply outside business hours, saying when you will answer.
Write quick replies in a friendly, human tone and personalise them before sending. Customers notice copy-pasted text. Review the list monthly, and remove replies that are out of date.
Consent and Opt-In: The Rules That Matter
The most serious mistakes concern permission. Replying to someone who contacts you is generally fine. Sending marketing messages to people who have not agreed is not. WhatsApp’s business policies require that you have opt-in from a person before you send them business-initiated messages, and in many countries data protection and electronic marketing laws also require consent for marketing.
- Get clear opt-in. A checkbox on a form, a keyword message from the customer or an explicit agreement during an order. Say what they will receive and how often.
- Record it. Save when and how the person agreed.
- Make opt-out easy. Respect “stop” requests immediately.
- Do not add people to groups or broadcast lists without permission. Broadcasts reach only people who saved your number, and unwanted messages lead to blocks and reports.
- Limit message types. Order updates and answers are different from promotions.
The general rules on consent, unsubscribes and sender identity are summarised in our guide on email marketing compliance, and the same principles apply to messaging channels. On the larger platform, business-initiated conversations outside the customer service window require approved message templates, so ask your provider about the current rules.
Privacy and Data Handling
Customer chats contain personal data: names, phone numbers, addresses and sometimes sensitive details. Use a company phone or dedicated account, not an employee’s personal number, so that conversations stay with the business when staff change. Decide who may read the chats, keep backups in line with your retention rules and avoid asking customers to send documents with sensitive data through chat. If a customer asks you to delete their data, treat it as a formal request.
When WhatsApp Is Not the Best Fit
WhatsApp is a personal, conversational channel and works best for questions, bookings, order updates and simple support. It is less suited to complex tickets with several staff, strict service-level tracking, or handling very high volumes at the same time. Customers who visit your website may also prefer a chat on the page itself or a form. Our comparison of live chat, contact forms and phone helps decide which channel suits which enquiry, and the guide to omnichannel support for small teams explains how to bring several channels into one inbox so that nothing is missed.
For official feature descriptions, see WhatsApp Business, and for background on the service, the WhatsApp overview.
A Worked Example
A small bakery with two shops receives orders by phone and Instagram messages and often misses them during busy hours. The owner installs the WhatsApp Business app on a dedicated phone, completes the profile with address, hours and a short description and adds ten best-selling cakes to the catalog with photos and prices. Quick replies are created for opening hours, allergen information, custom cake requests and delivery areas.
Labels mark chats as new, awaiting deposit and confirmed. A greeting message promises an answer within an hour during opening times, and an away message covers evenings. The number goes on the website, the shop door and the Instagram profile. For marketing, the bakery invites customers to join a holiday-orders reminder by sending a keyword, records the agreements in a spreadsheet and sends just two messages a month. Within a quarter, most custom orders arrive by chat, missed enquiries drop and the owner reviews the replies list monthly to keep it accurate.
Messages That Work Well for Small Businesses
The tone of a WhatsApp conversation is personal and quick, and long formal paragraphs feel out of place. Short, helpful messages with one clear next step perform best. Here are four types worth preparing.
- Greeting. “Hello, thanks for contacting us. We reply within an hour during opening hours, Monday to Friday, 9 to 18. How can we help?” It sets expectations and invites the question.
- Quote request. A short list of what you need to know, such as size, date and location, so the customer can answer in one message.
- Order or booking confirmation. The key details, the date and time, the address and how to change the booking. Keep it scannable.
- Follow-up after service. A thank-you, a question about satisfaction and, if appropriate, a link to leave a review. Send it once, not repeatedly.
Avoid sending long promotional texts or many messages in a row. Use voice notes sparingly, and never send sensitive documents without a good reason. When a conversation becomes complex, offer to continue by phone or email, and note the outcome in your customer records. Check the label list regularly, close finished chats and keep the inbox clean, since an organised inbox is the main advantage of using the Business app over a personal account.
Common Mistakes
- Using an employee’s personal number for business chats.
- Sending promotions to people who never opted in.
- Letting the catalog and prices fall out of date.
- Pasting quick replies without personalising them.
- Promising instant answers and then leaving chats unread.
- Collecting sensitive documents through chat.
- Trying to run a large support operation from one phone.
Measure Whether It Is Working
Decide in advance how you will judge the channel. Simple measures are enough: the number of new conversations per week, the share that turn into orders or bookings, the average time to the first reply and the number of enquiries that came from the website button or a printed code. The app provides basic message statistics, and you can add a note in your customer records about where each contact came from. Review the numbers monthly, and adjust.
Also collect feedback. Ask a few customers whether the channel was convenient, and what they would change. If many people ask the same question in chat, add the answer to your website and your quick replies. If customers write outside hours and wait too long, extend your hours or improve the away message. A channel that is measured and tuned stays useful, while one that is left alone slowly fills with unanswered messages.
Finally, keep the team aligned on tone. A short written guide, with examples of good replies and phrases to avoid, helps every person who uses the phone to sound like the same business, even when different people cover different days.
Frequently Asked Questions
Is WhatsApp Business free?
The WhatsApp Business app is free to use. The WhatsApp Business Platform, designed for larger volumes and integrations, is usually charged by message or conversation type, and providers may add their own fees.
Can I use WhatsApp Business and personal WhatsApp on one phone?
You can run both apps on one device, but each must use a different phone number. Do not mix personal and business conversations.
Do I need consent to message customers?
You may reply to people who contact you. For business-initiated and marketing messages you need clear opt-in, both under WhatsApp’s policies and often under data protection and marketing laws.
What is a catalog useful for?
It lets customers browse products or services with photos and prices inside the app, and send you a list of items they want, which makes enquiries more specific.
How many people can answer chats?
The app supports a small number of linked devices, which suits very small teams. Larger teams usually move to the Business Platform through a provider that offers a shared inbox.
Should I replace my website chat with WhatsApp?
Not necessarily. Many customers prefer chat on the page, and WhatsApp adds a second route. Offer the channels that fit your enquiries and make sure that all of them reach one inbox.
The Bottom Line
WhatsApp Business gives a small company a familiar channel with a professional profile, a catalog, quick replies and labels. Choose the right product, complete the profile, keep the catalog current, build a short list of personalised replies and be strict about opt-in and privacy. Use it for conversations, bookings and order updates, and move to a shared inbox when volume or team size grows. Handled with care, it shortens the path from question to sale without annoying the people you want to serve.