This lets you automatically engage new or existing leads via WhatsApp, without getting restricted or banned.

Just set it once, and Privyr automatically sends multiple follow-ups to your leads from your WhatsApp Business number — until they reply or buy.

Win the follow-up game with automations

Leads rarely convert on the first touch. Most deals are won or lost based on how consistently you follow up.

But manually checking in with every lead is exhausting, at different times, and many will slip through the cracks.

With Automated WhatsApp Sequences, you’re always first to follow up and always consistent — no need to track or send anything yourself.

 Build the perfect follow-up system: Add multiple WhatsApp message templates to a sequence and set time delays between each one.

 Automatically execute every touch point across weeks or months: Keep new and existing leads engaged until they’re ready to buy — even if they ignore you the first time.

 One-to-one follow-ups: Messages are sent directly to each lead from your WhatsApp Business number, personalised based on what stage they’re in.

 Never over-message someone: Sequences stop automatically when a lead responds, or when you take over the conversation from your WhatsApp Business app.

 Official WhatsApp Integration: Keep your account safe while automating follow-ups.

Getting Started

1. Go to your Content tab on the Privyr mobile or web app.
2. Under Sequences, you’ll see the option to create a new Automated WhatsApp Sequence.

– Team Privyr

The post New: Automated WhatsApp Follow-Up Sequences appeared first on Privyr Blog.

1. Just go to your WhatsApp Campaigns page.
2. Open a specific WhatsApp Campaign you’ve sent to see its Overview.
3. Click on the “Retry sending to failed recipients” button.
4. Once clicked, Privyr will try sending the message again to failed recipients within the same campaign.

You can access this on Privyr web! We hope you found this pro-tip helpful.

The post Pro-Tip: Retry Sending WhatsApp Campaigns to Failed Recipients appeared first on Privyr Blog.

Let’s dive into it.  

WhatsApp has always identified users and businesses through phone numbers. Even so, this approach has raised some privacy concerns, especially when users interact with businesses or unknown individuals. In response, WhatsApp is finally introducing “Usernames”. 

Similar to social media and messaging platforms like Telegram, WhatsApp usernames will allow users to connect with each other without sharing their phone numbers. 

If you’re a business relying on WhatsApp for communications, this shift can affect lead generation, lead engagement, and CRM integrations. So what do you need to know and how do you prepare your account for a smooth transition? 

This article will explain everything you need to know about WhatsApp Usernames, what to expect, and when it will be released. 

What are WhatsApp Usernames?

Usernames will be the new identity for WhatsApp users very soon. Just like in social networks or messaging platforms like Telegram, a WhatsApp Username will function as one’s public-facing identity. This will not remove phone numbers, which will still remain a backend credential for verification, but users will have more control over who to share their private number with. 

Usernames may be expected to be unique across WhatsApp to prevent duplication or impersonation at the platform level.

Users and businesses will be able to message each other using usernames without first saving a phone number to their contacts. Phone numbers will still exist underneath the system, each tied to a specific username, but they will no longer be the default visible identifiers.

How WhatsApp Usernames are expected to work

When a username is enabled, it becomes the primary identifier shown in chat headers, search results, and contact discovery. Users can initiate conversations by searching for a username on WhatsApp. You’ll no longer need to save a phone number to contact someone on WhatsApp.

With usernames implemented, the recipient of a WhatsApp message will not automatically see the sender’s phone number unless the sender decides to share it. WhatsApp maintains the link between username and phone number internally for security, abuse prevention, and account recovery. This feature is also expected to reduce unnecessary exposure of personal data.

Release dates

As of now, WhatsApp Usernames are not available to the public. WhatsApp is expected to introduce the feature gradually just like WhatsApp Coexistence. Industry reporting hints at early to mid-2026 as the main rollout period.

If you’re a WhatsApp API user, you may have already been informed about the deadlines to support new identifiers before mid-2026. Early rollout phases may prioritise personal accounts before expanding fully to business and API-based use cases. As a business account user, you may need to comply with the changes by June 2026. 

What changes for WhatsApp Business accounts

With usernames, WhatsApp Business accounts will be able to choose names that reflect their brands. Displaying phone numbers as primary contacts will become optional. And customers can start conversations with you without storing your number in their contacts.

Usernames will also help you promote your brand better. You can make your business profiles more recognisable and trustworthy through consistent branding. Additionally, WhatsApp Usernames will make it easier to get your audiences to get in contact with you. As a brand, you can easily include your WhatsApp handles in ads, email signatures, and social bios, rather than a string of numbers that is harder to remember. As a result, WhatsApp could become more accessible to live chat or social DMs. As a business, you may see increased inbound engagement.

Your WhatsApp phone number will still exist and you would still be able to share your number with your customers. However, customers will have the option not to share their phone numbers with you. This may affect your communication strategy, since you won’t be able to text, call, share their number, or contact them on platforms outside of WhatsApp. There will be a unique Business-Scoped User ID for each user you interact with.

So what is a Business-Scoped User IDs (BSUID)? 

Business-Scoped User ID is a unique identifier for a user that is specific to their interaction with a particular business. BSUIDs will replace phone numbers as the primary way businesses identify users. 

The same user will have a different ID for each unique business they interact with. As a business, a BSUID will help you recognise returning users even if their phone numbers are hidden. This means you’ll not be able to share a customer’s information to external people or feed it into other systems like SMS. This will prevent cross-business tracking, improve privacy, and allow businesses to maintain conversation history and continuity.

How Usernames might impact WhatsApp Business API and Integrations

Most WhatsApp integrations currently assume phone numbers as the core identifier for users. With usernames and BSUIDs, integrations will need to support alternative identifiers in message events and webhooks.

CRMs will need to map conversations to BSUIDs instead of relying on phone numbers. Automation rules, chatbots, and routing logic must adapt to Usernames (or BSUIDs). Your systems should update integrations to avoid breaking automated workflows. If you’re using a CRM, ask support about these integrations. 

Privyr has already implemented the necessary changes to its WhatsApp integrations. If you’re a Privyr user, you won’t need to make any manual changes. The tool will update itself as the usernames feature rolls out.

How to prepare for these changes as a business on WhatsApp 

With WhatsApp Usernames, customers can choose not to share their phone numbers at all. Based on only BSUIDs, you won’t be able to call them, send them an SMS, or contact them outside of WhatsApp. You’ll need to adapt your communication strategy to this change. 

Updating your tools in line with WhatsApp Usernames rollout boils down to the tool you’re currently using. Many WhatsApp-first CRMs or lead engagement tools will most likely update their WhatsApp integrations, so you won’t need to make any changes on your own.  

However, it’s always good to be aware of a few things to make necessary changes, just in case your tools don’t support the updates or become obsolete. For instance, your systems that store WhatsApp contacts will now have to support non-phone-number identifiers as well. Databases may require updates to avoid dependencies on phone numbers. 

More importantly, your team should clearly know how to recognise users with new Business-Scoped User IDs. Furthermore, documentation and compliance processes should include the new identifier model. We highly recommend you plan for a transition period where phone numbers and usernames coexist.

Common misconceptions

As WhatsApp plans to introduce usernames, there’s been plenty of speculation about what this means for users. Let’s clear up the most common misconceptions.

Misconception 1: Phone numbers are being removed from WhatsApp.
According to WhatsApp, phone numbers are not being removed entirely. WhatsApp will still require a phone number for account registration, verification, and security purposes. Usernames add an additional way to connect and ensure privacy, not to replace phone numbers.

Misconception 2: My existing chats or contacts will disappear.
All existing chat history, contacts, and conversations will remain completely intact. Introducing usernames does not affect your current messages, contact lists, or backups in any way.

Misconception 3: Everyone will be forced to use a username.
Usernames are expected to be optional, not mandatory. You can continue using WhatsApp exactly as you do today. You can still share your phone number without ever setting up a username, if they choose not to.

Misconception 4: Usernames can be changed freely at any time.
To prevent impersonation, spam, and misuse, WhatsApp will likely limit or control how often usernames can be changed. This helps maintain trust and ensures that usernames remain reliable identifiers. It’s good to refer to WhatsApp’s official channels for their latest policies.

Pro-Tip

WhatsApp Usernames is an additional identifier feature that complements the traditional number-based identifiers. They will help business users share their WhatsApp account more effectively, as a brand, not a contact point.   

High-demand usernames may be claimed quickly, creating brand protection issues. To avoid  confusion during the transition phase, we recommend updating your username and implementing technical updates with your tools as soon as it’s possible, if necessary.  Bear in mind that mixed identifier systems can cause data fragmentation if not handled carefully.

The post WhatsApp Usernames: What is it and what business numbers can expect appeared first on Privyr Blog.

You can now enable Daily Follow-Up Alerts in your Privyr app!

Get daily summaries on your phone at your preferred times, showing how many follow-ups are due today and which ones are overdue from the past week.

See everything in one go, at times that work for you

Instead of checking each follow-up alert as it comes in throughout the day, now you get a complete overview of what needs your attention – all consolidated into one notification.

This is especially helpful for managing follow-ups that are due at the same time, or reminders that come in when you are busy.

Each summary shows you:

• How many follow-ups are still due today
• Any overdue follow-ups from the last 7 days

Never miss a lead: Catch follow-up reminders for leads that came in overnight, on weekends, or during busy hours

Plan your day: Get your full to-do list at 8 AM and plan your outreach

Stay on track: Enable additional check-ins in the afternoon to make sure nothing was missed

See what’s overdue: Make sure you clear overdue follow-ups from the past week

Jump into action, right away

Tapping on the notification summary will bring you to the Actions tab. Here you can see what you need to do, across many types of activities, and get them done from one place.

Getting Started

To enable this, go to your Account tab > Settings > Follow Ups > Daily Follow Up Notifications.

Choose which times work you want to receive a summary alert – enable one, two, or all three daily check-ins!

The post Get summaries of your daily follow ups and overdue tasks 🔔 appeared first on Privyr Blog.

Privyr can now automatically import new leads from your WhatsApp conversations.

Whenever a new chat is initiated in your WhatsApp Business app, a new lead will be created in your Privyr account.

Just connect your number, and Privyr will do the rest!

As a Meta Business Partner, Privyr helps you eliminate manual data entry while keeping your WhatsApp data safe.

How it works

Depending on your settings, Privyr will automatically create a new lead:

When a prospect messages you on WhatsApp for the first time (they could’ve found your number from your ads, social media, etc.)

When you send a message to someone new

A new lead will be created if they’re not already in your Privyr account.

This ensures you save time on data entry, while automatically keeping your CRM up-to-date.

Getting Started

You can set this up under your Integrations tab > WhatsApp Chats.

Once you’ve connected your WhatsApp Business account to Privyr, you’ll gain access to this and many other official WhatsApp automations.

The post New: Import leads from WhatsApp chats appeared first on Privyr Blog.

Now you won’t have to click in and out of each client to view and execute your next steps.

You can complete your pending actions in one smooth flow, simply by tapping left or right to go to the next client.

Why you’ll love Action Mode

Effortlessly navigate between each client that needs your attention by tapping left or right – no need to manually switch screens

Stay in the flow while completing your pending follow-ups, calls, or sequence steps by tapping the suggested action

Focus on what matters and see only the clients you need to perform actions on

Now you can power through your daily to-dos much more efficiently!

To get started, go to your Actions tab on mobile and tap on “Start Action Mode” at the bottom of your screen.

The new Action Mode is now available on the latest Privyr mobile app. We hope you find it useful.

See you at our next update!

– Team Privyr

The post Introducing Action Mode on Mobile ⚡ appeared first on Privyr Blog.

You can now instantly message hundreds or thousands of leads with a targeted campaign from your own WhatsApp Business number – without worrying about getting restricted or banned.

Campaigns make it easy for you to instantly and safely reach a large audience, whether you want to promote new products, send limited-time offers, or simply follow up in bulk via WhatsApp.

Unlike WhatsApp Broadcast Lists, your message can be delivered even if a recipient hasn’t saved your number to their phonebook.

You can also track your campaign performance directly in Privyr, with detailed insights on who received your message, who read it, and more.

Do more with WhatsApp Campaigns

Reconnect with existing leads in seconds: That list of leads from 3 months ago? Follow up with all of them in one click

Launch promotions instantly: New listing? Price drop? Flash sale? Get it in front of your entire audience immediately without manual work

Official WhatsApp Integration: Protect your account by using Campaigns, a WhatsApp-approved method for automated bulk messaging that doesn’t get you banned

Auto-personalised templates: Every message feels one-to-one, even when you’re messaging hundreds and thousands of people

Monitor performance: Track campaign delivery, reads, and opt-outs in real-time

Ideas for your next WhatsApp Campaign

• Re-engage old leads who went quiet
• Announce new products or limited-time offers
• Send greetings for the holiday season
• Send your post-event follow-ups

Getting Started

You can set up your WhatsApp Campaigns on the web version of Privyr. Just go to your Integrations tab > Configure Lead Automations > WhatsApp Campaigns.

For a step-by-step tutorial, check out our help guide article.

Want inspiration on what campaigns to run? We have tons of message templates on our blog as well.

The post Introducing WhatsApp Campaigns in Privyr appeared first on Privyr Blog.

Now Privyr can automatically alert you if a new lead hasn’t been contacted within 15 and 60 minutes.

You can New Lead Reminders for yourself, just in case you ever miss the first alert.

And if you manage a sales team, you can also turn on this setting to receive alerts whenever your salespeople are not reaching out to their new leads within 15 and 60 minutes.

This lets you be more proactive and take action while a lead is still warm. You can step in quickly, ask probing questions, or reassign the lead to someone else if needed.

Getting Started

You can enable New Lead Reminders on your Privyr mobile app. Just go to your Account tab > Settings > Notifications > New Lead Reminders.

Try it today to make sure your leads never slip through the cracks!

The post Introducing New Lead Reminders 🔔 appeared first on Privyr Blog.

Today’s announcement is super special because we just released a BIG feature you’ve been asking for – Follow-Up Sequences in Privyr!

You can now create multi-step Follow-Up Sequences in Privyr, making it super easy to engage your leads with a pre-defined set of actions, over multiple days, weeks, or months.

Sequences can include templated messages, trackable files, phone calls, time delays, and other types of follow ups.

Following a sequence is incredibly easy. When viewing a client, just tap to perform the suggested action when prompted. Privyr automatically tracks what to do next and when, so you can follow the perfect playbook without having to think, type, or remember anything.

Default Intro Sequence: Your Go-To for New Leads

The Default Intro Sequence is your most basic and essential sequence in Privyr. Whenever you view an uncontacted lead, this sequence is automatically suggested to you.

For example, you can have a default sequence of 8 touch points over 2 weeks for every lead. As each step is due, Privyr alerts and prompts you to perform the action in one tap, and then starts counting down to the next step.

You’ll always do the right action, at the right time — no need to plan, type, or think.

You can enable and customise your Default Intro Sequence under your Account tab > Settings > Uncontacted Leads in the Privyr mobile app.

Creating & Managing Sequences

Besides the Default Intro Sequence, you can create other types of sequences for leads who meet certain criteria or milestones. For examples:

• A Post-Meeting Sequence for leads who attended a meeting with you
• A Post-Purchase Sequence to check in with leads who converted
• A Quarterly Catch-Up Sequence to stay in touch with existing clients or leads who are not ready to buy at the moment 

You can create, view, and manage all your sequences on Privyr web or mobile. You can add or edit steps in an existing sequence, and see which leads are at which step of a sequence.

When you view any Client in your Privyr app, you can also see which sequence(s) the lead is in, and when the next step is due. Simply tap to add or remove them from any sequences.

Your Actions tab on mobile also shows you all the sequence steps that are due today, overdue, or upcoming, letting you take quick action from one place.

For a full step-by-step tutorial, check out our detailed guide on creating and using Sequences.

Getting Started

Sequences are now live in the latest Privyr app, on both mobile and web! They save you a lot of time and effort in tracking and organising your follow ups, while making sure every lead gets the same level of attention.

The post 🆕 Follow-Up Sequences: Execute the perfect sales playbook for every lead appeared first on Privyr Blog.

Meta Lead Ads Optimisation, powered by Meta Conversions API v2!

The best part? Now the entire setup only takes less than 5 minutes! No need to wait weeks for Meta’s learning and analysis phase. No pixel setup or funnel configuration needed, and no minimum lead requirements!

Introducing Meta Lead Ads Optimisation v2

One-click setup: Meta Lead Ads Optimisation is now automatically set up once you connect Privyr to your Facebook account.

Optimise for specific events: You can now select a specific Conversion Event in your Meta Ads Manager to optimise your ads on, based on any Lead Stage field in Privyr (e.g. Booked a Meeting, Purchased). You won’t need to manually configure a sales funnel on Meta to signal quality leads.

Unlock Meta’s best AI models for your ads: Enhance your campaigns with Meta’s latest, most advanced algorithms to target higher-quality leads.

Works with any lead volume: Previously, you needed at least 200 leads per month to qualify for conversion optimisation. Now, anyone can optimise their campaigns with Privyr from Day 1 – even with just a few leads.

Getting Started

Start enhancing your Facebook Lead Ads with Privyr’s Meta Conversions API in 3 simple steps!

Step 1: Connect Privyr to your Facebook account

This takes less than a minute, and ensures new leads from your Facebook Ads are automatically and instantly sent to your Privyr account. You can skip this step if you’re already receiving leads from Facebook into Privyr.

Step 2: Update the Lead Stages in your Privyr app

As you follow up with Facebook leads and move them through your sales funnel, simply update their LEAD STAGE in Privyr (e.g. Meeting Booked, Attended Viewing, Purchased). Privyr automatically sends this conversion data back to Meta to train your ads.

If you want, you can always customise your Lead Stages under your Custom Field settings.

Step 3: Optimise your ad settings in Meta Ads Manager

In your Ads Manager, create a new Ad Set. Select the performance goal “Maximise number of conversion leads”, along with the appropriate Dataset and Conversion Event.

This will tell Meta to optimise your campaigns based on the lead quality signals you’re sending from Privyr.

For the full step-by-step tutorial, check out our detailed guide on setting up Meta Conversions API v2.

The post New: Meta Lead Ads Optimisation v2 appeared first on Privyr Blog.