New WhatsApp Business feature enhances note-taking capabilities

New WhatsApp Business feature enhances note-taking capabilities blog

By Maxine Hess

Writer | WhatsApp marketer | Creative

Posted: April 23, 2024

Updated: May 02, 2024

WhatsApp's new WhatsApp Business feature lets you add messages to notes, streamlining your workflow and boosting efficiency. Perfect for SMEs. Find out what it is and how it works.

Meta has introduced a game-changing feature for its WhatsApp Business app, allowing users to add messages directly to notes within the app.


This enhancement is designed to streamline communication and organization for small and medium business owners who use on the WhatsApp Business app to engage with customers and manage their operations.


typie-chatSo you know: This new feature is for WhatsApp Business app users using their phones, and doesn't apply to our customers: WhatsApp Business API users. These are larger businesses who use our desktop platform with rich features, powerful automation and analytics. Head here to learn more about the WhatsApp Business API.


What does this new WhatsApp Business feature do?

The new feature in the WhatsApp Business app (not the WhatsApp Business API) enables users to select specific messages and save them into a dedicated notes tab.



WhatsApp messages to notes functionality

For WhatsApp Business app users with the messages to notes functionality, this is what it looks like (Source: WABetaInfo)



This can be particularly useful for businesses to track customer requests, order details, or important reminders without leaving the app's ecosystem.


The ability to quickly refer back to these notes can improve response times and enhance customer service.


How to use the new WhatsApp Business "message to notes" feature

To use this feature, users simply long-press on a message and select the option to add it to notes.


These notes are accessible within the app and can be edited or added to over time, providing a dynamic way to manage information and interactions that are critical to business operations.


Where is this new feature available?

This feature is currently only available in the WhatsApp Business app across several countries, including India, one of WhatsApp’s largest markets. And only for beta testers.


It's designed to enhance the functionality of the app specifically for business users who need efficient tools to manage communication.


Does this apply to larger businesses using the WhatsApp Business API?

No. This is for smaller businesses using the WhatsApp business app on their phones.


Larger businesses manage WhatsApp Business activities on a desktop user interface, provided by a WhatsApp Business Solution Provider like charles.


We're a Meta Partner based in Berlin that offers a powerful WhatsApp marketing platform with rich functionality, automation, analytics and expertise.


typie-chatCMO or CRM manager at an enterprise brand? Get a demo of our software and get into WhatsApp.



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Why choose charles?

charles is the premier choice for integrating WhatsApp within your business framework, especially for European consumer brands looking to maximize revenue through innovative marketing strategies and stay GDPR compliant.


Here’s why:

  • WhatsApp marketing and ROI focus: We focus on profitability – in particular with the marketing use case of WhatsApp. While WhatsApp is a personal
  • Essential WhatsApp integrations: We lessen disruption and make your marketing efforts go further with integrations with CRM platforms like Emarsys and Klaviyo, plus service integrations for Zendesk, Freshdesk and Gorgias, plus messaging app and shop integrations   
  • Continual optimization: We help you measure your WhatsApp success so you can continue improving it (with our help and advice) and boost your revenue
  • Excellent support: Our platform is known for the quality and passion of our customer support, which is essential for success in this new platform



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What this new feature means for businesses

It's a clear signal that Meta believes in WhatsApp Business. The messages to notes feature may just be for the app, but the API is also continuously gaining features and investment from the social media giant.


Whatsapp Business is here to stay, and is only going to grow more popular and mainstream (it's already a way of life in India, Brazil, Indonesia and other countries).


According to MSN: "This latest feature follows WhatsApp's recent rollout of conversation filters, enabling users to swiftly locate important chats and messages. Meta CEO Mark Zuckerberg, announcing this feature on his official WhatsApp channel, reiterated WhatsApp's dedication to enhancing user experience."




To sum up: great new feature for WhatsApp Business app users, but API can do much more 

This WhatsApp Business "messages to notes" feature may be small but it's useful, and a sign that WhatsApp Business is being invested in by Meta.


For businesses looking to implement the WhatsApp Business API and take full advantage of the WhatsApp opportunity, charles provides the expertise and support necessary to transform your marketing strategies and drive significant revenue growth.

For any business looking to get started with WhatsApp Business API or to enhance their existing setup, reach out to us for expert guidance, software and service.


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