From install to first WhatsApp message in four steps

No code, no hosting and no business API account. Here is the full setup, with what the app needs at each step.

  1. Install WhatsApp Pilot on your store

    Install from the Shopify App Store. The app opens inside your Shopify Admin like any embedded app.

  2. Add your number and enable the widget

    In Settings, choose your country code, enter your WhatsApp number and write the default message shoppers will send you. In Floating Widget, adjust the look. Then enable the app embed in Theme Editor.

    Floating widget settings page
    Widget settings with live preview
  3. Connect WhatsApp on Pro

    Open the WhatsApp page and scan the QR code with the phone that holds your number. The page shows the connected number (masked) and lets you check or disconnect the connection at any time.

    WhatsApp connection status on mobile
    Connection status with a masked number
  4. Activate automations

    Create an Order Confirmation flow, edit the message, preview it with sample data and activate. Order Cancellation and Abandoned Cart Recovery live in the same hub and are activated separately. For back-in-stock alerts, add the product button block to your product template. Requests are collected automatically on Pro, and you can edit the restock message in Product Demand.

    Automations list on mobile
    Your automations on mobile

Screenshots are taken on a test store with sample data.

Requirements

  • A Shopify store with the Online Store sales channel (the widget is a Theme App Extension).
  • A WhatsApp number on a phone you control. WhatsApp keeps linked devices connected even when the phone is offline, but logs them out if the phone itself is unused for about 14 days.
  • Pro plan for the WhatsApp connection and automations.
  • Customer phone numbers on orders for confirmations, and WhatsApp marketing consent for recovery reminders.

How the WhatsApp connection works, and how it differs from the Business API →

What data the app uses

AccessWhy
Themes (read)Enable the storefront widget as a Theme App Extension
Orders (read)Trigger order confirmations and build the order status link
Customers (read)Find the customer's phone number and WhatsApp marketing consent for recovery messages
Discounts (read and write)Create and verify unique recovery discount codes

Frequently asked questions

Do I need to keep my phone online?

Not for every message. WhatsApp Pilot is a linked device, like WhatsApp Web, and WhatsApp keeps linked devices working while the phone is offline. WhatsApp does log out linked devices if the phone has not been used for about 14 days, so keep using WhatsApp on that phone.

Can I use a WhatsApp Business number?

Yes. Any number that runs WhatsApp or WhatsApp Business can be linked.

Can I disconnect and reconnect?

Yes, from the WhatsApp page in the app. Automations pause while disconnected and resume after you reconnect.

Related guides

All guides →

Ready to put WhatsApp to work on your store?

Start with the free widget. Upgrade to Pro for order messages, cart recovery, the smart product button, back-in-stock alerts and Product Demand.

Chat with support on WhatsAppWe usually reply within one business day