• OUTBOUND
  • CONTEXT
  • HUMAN
  • SYNCED

How to send WhatsApp and SMS messages with your AI

Connect crm4 solution to your AI client once. From then on, you can trigger outbound messages to leads without leaving your chat.

Ask AI about this page

Short answer

How can I send WhatsApp and SMS messages with my AI?

You tell your AI to reach out to a lead, and it uses the connected CRM data to send a message via WhatsApp or SMS. You'll see how the specific messaging steps work below.

Messaging outcomes

Direct lead contact

What happens when you trigger a message.

OUTBOUND

Instant messaging

The AI sends a WhatsApp or SMS message immediately. You reach leads on their phones without switching apps.

CONTEXT

Personalized text

The agent pulls contact details from your CRM. This ensures the message hits the right number with the right info.

HUMAN

Drafting mode

You can ask the AI to write the message first. This lets you review the text before it actually sends.

SYNCED

Direct delivery

The message goes straight to the recipient. Your agent handles the handoff to the mobile carrier or WhatsApp.

The workflow

What your AI does when you request a message.

Your agent handles the lookup and the delivery.

  1. Find the contact

    The AI searches your CRM to grab the correct phone number for the lead you mentioned.

    send_whatsappsend_sms

  2. Send WhatsApp

    The agent uses the WhatsApp channel to deliver your message to the lead's mobile device.

    send_whatsapp

  3. Send SMS

    The agent sends a standard text message to the contact's phone number.

    send_sms

  4. Confirm status

    The AI tells you in the chat that the message was successfully sent.

    send_whatsappsend_sms

Try it

Copy these to start.

Paste these into your chat to trigger an action.

Starting points

These are opening lines. Swap the names and numbers for your actual lead data.

CRM4 Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_MkPYkHvat61czNiWopK541BgHm7uyEYFlRvU0Wod/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — CRM4 capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "crm4-solution-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_MkPYkHvat61czNiWopK541BgHm7uyEYFlRvU0Wod/mcp"
    }
  }
}
Copy into chat04

  • Send a WhatsApp message to the lead named Sarah Jenkins.

  • Send an SMS to +15550198765 asking if they are available.

  • Draft a WhatsApp message for the contact in my CRM before you send it.

  • Send an SMS to the most recent lead in my list.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect crm4 solution once, then ask.

Follow the link to connect your CRM. Your login stays encrypted on our side, and you can start messaging immediately.

Connect crm4 solution to your AI

FAQ

How the messaging behaves

  • 01

    Can the AI send messages on its own?

    No. The AI only sends a message when you specifically tell it to.

  • 02

    Can the AI send emails?

    No. This connector only supports WhatsApp and SMS.

  • 03

    Can the AI delete a message after it is sent?

    No. There is no tool to delete or recall messages once they are sent.

  • 04

    Does the AI use the phone number from my CRM?

    Yes. It pulls the contact's phone number directly from the CRM record.

  • 05

    Can I check the message before it goes out?

    Yes. You can ask the AI to draft the message first so you can review it.

  • More questions about crm4 solution? The Connector page answers them. See everything the crm4 solution Connector can do

Connect CRM4 to Claude, Cursor, ChatGPT & more