Can Copilot Send WhatsApp Messages? Yes, With Carly
Yes. Add Carly to your Copilot agent and it can message customers on WhatsApp from your business number, answer the replies and book them.
In Copilot Studio, add Carly as a tool to your agent: choose Model Context Protocol, enter https://carlyassistant.com/team/mcp and sign in to Carly. Then ask your agent to turn on WhatsApp for your number.
What Copilot can do on WhatsApp with Carly
- Message a customer. “WhatsApp Michael that his renewal paperwork is ready to sign.”
- Book onto Outlook. Carly offers open times from your reps’ Outlook calendars and books customers right in the chat.
- Follow up with a list. “WhatsApp everyone with an open quote that the price holds until Friday.”
- Answer the WhatsApp inbox with your hours, policies and booking link, 24/7.
- Send documents. “Send Emily the proposal PDF on WhatsApp.”
- Pass it to a person. Carly hands the conversation to a teammate when it should, and your team can see everything from Microsoft 365.
- Keep one record. WhatsApp, texts, calls and email per customer, logged to Dynamics 365, Salesforce, HubSpot or Carly’s CRM.
- Connect the rest. Carly works with thousands of apps, and every message can start a workflow.
More: how to run your business on WhatsApp and can Copilot make phone calls. Using another AI? ChatGPT, Claude and Grok Bot.
FAQ
Can Microsoft Copilot send WhatsApp messages?
Yes, with Carly. Add Carly to your Copilot agent in Copilot Studio and it messages customers on WhatsApp from your business number.
Do I need the WhatsApp Business API?
No. Carly turns WhatsApp on for your number, or connects the WhatsApp Business app you already use.
Does it work with Outlook calendars?
Yes. Customers who book on WhatsApp land on your team’s Outlook or Google calendars.
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See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."
