WhatsApp privacy and security
Learn what Yesoma checks before sending and which connection details remain restricted.
Yesoma keeps WhatsApp’s technical connection work behind the scenes so your team can focus on customer conversations.
What your team sees
Customer-facing Yesoma screens show the business number, connection status, reply availability, setup progress, usage, and delivery status. They do not display private connection credentials or provider routing details.
Workspace Owners and Admins manage the connection. Authorized Agents can reply to assigned conversations when all sending checks pass. Viewers remain read-only. Yesoma operations staff use a separate restricted view for provisioning and support.
How Yesoma protects sending
Before a reply is sent, Yesoma verifies the exact workspace, connection, customer, inquiry, destination, role, assignment, consent, opt-out status, reply period, and saved message. No role can bypass those checks.
The exact saved reply is the version reviewed for sending. A later edit must be saved and reviewed again. Yesoma does not silently switch the reply to Email or SMS.
Yesoma keeps Save, Review, and Send attached to one stable request for that exact reply. Immediately before sending, it checks that the reviewed draft is still current and belongs to the same workspace, Case, customer, connection, and responder. A stale or mismatched request stops before the message is sent.
Connection changes are recorded in an append-only activity history. Customer activity views are redacted; message bodies and private provider responses are not placed in connection-state history or product analytics.
Privacy-safe product analytics
WhatsApp activation analytics may record the workspace, connection, event name, safe reason, time, and entitlement identifier. They do not include message content, customer phone numbers, connection credentials, or provider response payloads.
Your responsibilities
- Contact customers only when you have the right consent.
- Respect opt-outs immediately.
- Review suggested replies before sending.
- Give each teammate the least-privileged role they need.
- Do not paste passwords, sign-in codes, customer message content, or sensitive documents into setup notes or support requests.
- Contact Yesoma support if a connection status or delivery result looks wrong; do not repeatedly resend an uncertain reply.
For broader information about account and customer-data protection, read Is my customer data safe?.
More in Channels
- Setup10–15 min
Connect customer email
Forward your business inbox to Yesoma so every customer email becomes an inquiry, ready to triage and reply.
Read guide - Setup10 min
Connect a website form
Point any contact form at Yesoma's inbound endpoint so submissions land in the inbox as inquiries.
Read guide - Setup5 min
Connect WhatsApp to Yesoma
Request an assisted WhatsApp Business connection, follow eight clear setup stages, and know when to send the verification message.
Read guide - Beginner4 min
Reply to a WhatsApp customer
Review, edit, save, and send a WhatsApp reply from the Inbox without losing your approved draft.
Read guide - Beginner5 min
Why can’t I send a WhatsApp reply?
Match the message in Yesoma to the safe next step when a WhatsApp reply is unavailable or uncertain.
Read guide - Beginner4 min
Understanding Sent, Delivered, and Read
Understand WhatsApp delivery states, including what to do when a result is uncertain.
Read guide - Setup3 min
Pausing and resuming WhatsApp replies
Pause outgoing replies while messages keep arriving, then resume safely when your team is ready.
Read guide - Beginner5 min
Use WhatsApp click-to-reply
Reply to WhatsApp leads in one tap — Yesoma opens the chat with your draft pre-filled.
Read guide - Setup10 min
Connect Calendly
Pipe Calendly bookings into Yesoma: each booking becomes a customer, a logged event, and an automatic post-meeting follow-up.
Read guide - Beginner4 min
Managed Messaging overview
Understand assisted channel setup, honest readiness states, and which messaging options are available today.
Read guide - Beginner4 min
WhatsApp setup status
Follow all eight assisted setup stages and understand Connected, Receiving only, Replies paused, and other safe states.
Read guide - Beginner3 min
SMS setup status
How SMS is set up for you through Managed Messaging, and what happens before it goes live.
Read guide - Beginner3 min
Click-to-reply vs assisted vs connected
Compare replying from your own app, requesting assisted setup, and using a fully connected channel.
Read guide - Beginner3 min
What happens after I request setup
Follow the eight customer-visible stages from Request received to Setup complete, including the message verification step.
Read guide - Beginner3 min
Instagram, Messenger & TikTok
Honest status of social channels: Instagram + Messenger early access, TikTok waitlist.
Read guide
Was this article helpful?
If something was unclear or missing, tell us and we'll fix it.
Still stuck?
We'll help you get this working. Send us a message, or ask about Managed Setup.