2 min readUpdated Oct 5, 2026get started, overview, onboarding
Welcome to LeadPattern
LeadPattern is a shared WhatsApp inbox and CRM for teams. Here's what it does and how to get set up in a few steps.
LeadPattern turns your WhatsApp Business number into a shared team inbox with a CRM. Your whole team replies to customers from one place, you broadcast templates to segments, automate replies with bots, and keep every contact's history in one timeline.
The setup, in order
1
Create your account
Sign up and verify your identity. Create your LeadPattern account
2
Create a workspace
A workspace holds one WhatsApp number, its team and its data. Create your first workspace
3
Connect WhatsApp
Link your WhatsApp Business number through Meta. Connect WhatsApp
4
Add your team
Invite colleagues and give them roles. Add your team
5
Send your first message
Open the inbox and reply to a customer. Send your first message
Key ideas
Workspace
A workspace is one WhatsApp number plus its team, contacts and settings. A business can run several workspaces (for example Sales and Support).
Shared inboxEveryone on the team sees the same conversations. Assign chats so each has a clear owner.
WhatsApp Business PlatformLeadPattern connects to WhatsApp through Meta's official Business Platform — so templates, limits and quality ratings all apply.
Ready? Start with Create your LeadPattern account
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