For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/messaging/start-conversation-from-contact.md.
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      • Start a WhatsApp conversation from a contact

      Click Start WhatsApp conversation on the contact or the opportunity: Inbox opens with that contact's conversation ready for you to type. If you handle more than one number, the screen asks which one to speak from before it opens.

      Before you start

      • The contact needs a phone number on record — without one the button does not appear.
      • The workspace needs at least one connected WhatsApp number. See Connect your WhatsApp.
      • Role: Owner, Admin, Editor and Attendant can start the conversation. An Attendant only uses the numbers assigned to them — see Attendant assignment.

      Steps

      1. Open the contact (or their opportunity) in the CRM.
      2. In the contact panel, click the WhatsApp icon — Start WhatsApp conversation.
      3. If you have one number available, the conversation opens on it directly. If you have more than one, New conversation appears asking you to Select the number that will send the message: pick it and the conversation opens.
      4. Type in the message box. If the contact's 24-hour window has closed, Inbox offers an approved template instead of the free-text box.

      The number you pick is the sender the contact sees. If the contact was already talking to your company on another number, that conversation stays as it is — the one you opened here runs on the number you chose.

      If the conversation does not open

      What you seeWhat to do
      No channel assigned to youYou are an Attendant with no number assigned yet. Ask an Owner, Admin or coordinator to assign one under Inbox.
      No account connected — asking you to connect oneThe workspace has no WhatsApp number connected. Connect one in Accounts.
      No account connected — asking you to contact an adminSame as above, but your role cannot connect numbers. Ask an Owner or Admin.
      Failed to start conversationTemporary failure loading your numbers. Click again; if it persists, reload the page.

      You can also start from the inbox

      Inside Inbox, the + button next to Conversations opens the same New conversation, but with contact search — useful when you did not come from the CRM. It searches by name, phone or funnel and lists only contacts with WhatsApp on record.