Whatsapp

Send Scheduled Reports via WhatsApp (Along with Email)
Currently, in GoHighLevel, we can schedule reports from Settings → Reports and send them to clients via email. However, many users (especially in regions like India, UAE, and SMB businesses globally) do not actively check emails. Most communication with clients happens through WhatsApp. It would be extremely useful if we could send these scheduled reports via WhatsApp as well, instead of only email. --- 🚨 Problem Clients often miss reports sent via email Many businesses rely primarily on WhatsApp for communication Agencies need to manually send updates via WhatsApp No native way to automate report delivery on WhatsApp --- 💡 Proposed Solution Add WhatsApp as a delivery option for scheduled reports. When scheduling a report, users should be able to select: Email (existing) WhatsApp (new) Reports can be sent as: PDF attachment Summary message with key metrics Link to full report --- ⚙️ Example Use Case An agency sends daily performance reports to clients: Number of leads Appointments booked Campaign performance Instead of email, the report is automatically delivered via WhatsApp, ensuring higher visibility and engagement. --- 🎯 Benefits Higher report open/read rates Better client communication Reduced manual work for agencies Stronger adoption in WhatsApp-first markets --- 🔥 Why This Matters WhatsApp is the primary communication channel for many businesses. Adding report delivery via WhatsApp will significantly improve usability and make GoHighLevel more powerful for global users. --- 🧩 Optional Enhancements Custom WhatsApp message templates Trigger-based reporting via workflows Interactive report summaries
1
·
New Feature
Load More