Many customers prefer messaging. Using it professionally takes some planning.
Separate business and personal
Use a dedicated business number so personal chats stay private.
Set expectations
State your response hours so customers know when to expect a reply.
Respect consent
Only message people who have agreed to hear from you, and follow the app's business policies.
Keep records
Note important agreements in your own system.
Check the platform's terms
Rules for business use change, so review the official policies.
Quick checklist
- Do I have a dedicated number?
- Have customers opted in?
Please note: this guide is general information, not professional, legal, medical or financial advice. Check details on official websites, as products and prices change.
