WhatsApp in customer service – advantages, hurdles and best practices

How to use whatsapp for customer service

WhatsApp has become an integral part of modern communication. With over 2 billion users worldwide, the platform offers enormous opportunities for customer service. Companies can use this channel to strengthen customer loyalty, communicate efficiently and offer modern service. But how can WhatsApp be meaningfully integrated into existing systems and what challenges need to be overcome?

In this article, we show the advantages WhatsApp offers in customer service, how typical hurdles can be overcome and what best practices exist.

Advantages of using WhatsApp in customer service

Customer friendliness and accessibility


With a penetration rate of over 80% in Germany, WhatsApp is a familiar communication channel for customers. Companies that offer this channel significantly lower the entry barriers for inquiries.

Speed and efficiency


According to a survey by HubSpot, 53% of customers prefer quick responses. WhatsApp not only enables real-time communication, but also the transfer of images, videos and documents – ideal for quick problem solving.

Multimedia interactions


Companies can use the interactivity of WhatsApp to support customers with product images, video instructions or real-time updates, for example. This not only increases the quality of interaction, but often also satisfaction.

Integration of WhatsApp into customer service

WhatsApp Business App vs. API


The WhatsApp Business app is suitable for small companies looking for a quick start. The WhatsApp Business API, on the other hand, is ideal for larger organizations that want to handle high message volumes or use automation.

Seamless integration into existing systems


By connecting to systems such as Zendesk or HubSpot, companies can use WhatsApp as part of an omnichannel strategy. This bundles the entire communication process in one place, which increases efficiency. You can find out more about this in our article on customer service tools.

Automation with chatbots


Chatbots can answer simple queries such as delivery times or product information around the clock. According to a Forrester study, companies using Microsoft Azure OpenAI Service in their contact centers can achieve efficiency gains of 20% to 50%. Leafworks offers customized solutions for your automation strategy. (Source: Forrester)

Challenges and solutions

Data protection and GDPR


Compliance with the GDPR is a must. Companies must ensure that customers consent to communication via WhatsApp and that sensitive data is protected. Our solutions ensure GDPR compliance – read more in this article on GDPR-compliant working.

Managing high message volumes


A high volume of messages can put a strain on the support team. Smart workflows and automation, such as those we develop for customers, help to manage the volume efficiently.

Training and process optimization


Employees should be trained in how to use WhatsApp to ensure professional and consistent communication. You can find our tips on this in our article on effective customer service strategies.

Best practices for the use of WhatsApp in customer service

  • Communicate clear availability: Customers expect quick answers. Service times should be made transparent and adhered to.
  • Personalized communication: By connecting to CRM systems such as Zendesk, messages can be individually tailored to the customer.
  • Use omnichannel strategy: WhatsApp should be seamlessly integrated into the overall strategy to keep the customer experience consistent across all channels. You can find tips on this in our article on multichannel messaging.

optimize Whatsapp usage in customner service

Practical examples: Successful use of WhatsApp

E-commerce companies use WhatsApp to inform customers about the shipping status or to simplify returns processes. According to Statista, 45% of consumers have a more positive attitude towards brands that use WhatsApp for support.

Want to see for yourself? We are always available for an individual demo.

Outlook for the future: Trends and developments


AI and advanced automation will continue to revolutionize the use of WhatsApp. Companies that pick up on these trends early on will gain a clear competitive advantage. Find out more in our article on CX trends 2025.

Conclusion: More efficiency and customer proximity with WhatsApp


WhatsApp offers companies the opportunity to serve customers efficiently and personally. By integrating it into existing systems, using automation and complying with the GDPR, companies can make the most of this channel. We at Leafworks are here to support you with our expertise to future-proof your customer service.

About Leafworks

As modern consulting company and Zendesk Premier Partner we help our clients to optimize their customer experience
Contact us on a non-committal basis and find out how we can help you.
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