---
title: WhatsApp Integration, TeleCalling and Automations | Release Notes
description: This release brings WhatsApp, phone calls and automated workflows into your Sembark dashboard. Connect your WhatsApp Business number and chat with customers from a shared inbox, send quotes and bookings on WhatsApp, and collect trip details through WhatsApp forms. With TeleCalling, every incoming call becomes a lead, calls are logged with recordings, and your team can call customers with a single click. And Automations send the right message at the right moment - welcomes, quotation follow-ups, payment reminders, vouchers and trip check-ins.
version: 1.183
date: 2026-09-24
---

# WhatsApp Integration, TeleCalling and Automations

Version 1.183 · 2026-09-24 · by Sudhir Mitharwal

This release brings WhatsApp, phone calls and automated workflows into your Sembark dashboard. Connect your [WhatsApp Business number](https://sembark.com/travel-software/docs/whatsapp-integration.md) and chat with customers from a shared inbox, send quotes and bookings on WhatsApp, and collect trip details through WhatsApp forms. With [TeleCalling](https://sembark.com/travel-software/docs/telecalling.md), every incoming call becomes a lead, calls are logged with recordings, and your team can call customers with a single click. And [Automations](https://sembark.com/travel-software/docs/automations.md) send the right message at the right moment — welcomes, quotation follow-ups, payment reminders, vouchers and trip check-ins.

Let's dive into more details.

## 1. WhatsApp Integration — Your Official WhatsApp Business Number, Inside Sembark

Connect your WhatsApp Business number through Meta's official WhatsApp Cloud API and run every customer conversation from the dashboard. No shared phones and no copy-pasting between WhatsApp and Sembark.

![Image for Whats app Inbox](https://sembark.com/assets/images/uploads/release-notes-1-183-image-for-whatsapp-inbox.jpg)

### Highlights

* **Connect in minutes** — go to **Organization > Settings > Integrations > New Integration > Whatsapp Cloud API**, click **Connect WhatsApp Business** and finish Meta's sign-up. Your business accounts, phone numbers and approved templates are pulled in automatically, and **Check Connection Health** confirms at any time that messages are reaching Sembark. [Follow the step-by-step setup guide](https://sembark.com/travel-software/integrations/whatsapp-business-cloud-api-integration/).
* **Shared WhatsApp Inbox** — open **Trips > WhatsApp Inbox** to see every conversation, with live updates, unread counts, delivery ticks (sent, delivered, read), reactions and replies. Send text, images, videos, documents and audio — the composer shows the allowed file types and sizes, and a message that isn't delivered says why. New conversations go to a [default team](https://sembark.com/travel-software/docs/whatsapp-integration.md#default-team-for-new-conversations) you pick, and anyone can **Follow** a conversation to get notified. [Learn how the inbox works](https://sembark.com/travel-software/docs/whatsapp-integration.md#whatsapp-inbox).
* **Conversations linked to trips** — create a trip straight from a conversation, and see a trip's chats in its own **WhatsApp** tab. Leads show a WhatsApp badge that opens their conversations. [See WhatsApp on trips and leads](https://sembark.com/travel-software/docs/whatsapp-integration.md#whatsapp-on-trips-and-leads).
* **Know where a lead came from** — conversations started from a Click-to-WhatsApp ad show a **From ad** badge with the ad's headline. Turn on [Welcome messages](https://sembark.com/travel-software/docs/whatsapp-integration.md#accounts-tab) for a number, and customers who open your chat from an ad reach you — and can be greeted — even before they type.
* **Send quotes and bookings on WhatsApp** — the [quote Share dialog](https://sembark.com/travel-software/docs/share-quote.md) and [operational bookings](https://sembark.com/travel-software/docs/share-operational-services.md) now have **Send via WhatsApp**, which sends an optional template, the Quote PDF and your message from your business number. [See how to share on WhatsApp](https://sembark.com/travel-software/docs/whatsapp-integration.md#share-quotes-and-bookings-on-whatsapp).
* **Message templates, built in Sembark** — create and edit WhatsApp templates with text, image, video or document headers, variables that fill in from the trip, and Quick Reply, URL, Phone and Form buttons. Templates are sent to Meta for approval when you save. [Create your first template](https://sembark.com/travel-software/docs/whatsapp-integration.md#create-or-edit-a-template).
* **Quick Sends** — save ready-to-send replies such as your bank details or a visa checklist, and send one into any conversation in a single click. Create as many as you need; each can hold up to 10 messages — text, images, videos or documents — that go out in order. [Set up Quick Sends](https://sembark.com/travel-software/docs/whatsapp-integration.md#quick-sends).
* **WhatsApp Forms (Flows)** — collect trip details or trip feedback inside WhatsApp using ready-made presets. A submitted trip form can create a trip plan request automatically. [Create a WhatsApp form](https://sembark.com/travel-software/docs/whatsapp-integration.md#create-a-form).
* **Test mode** — send every message to a number on your team while you set things up, so no customer gets a test message. [Learn about test mode](https://sembark.com/travel-software/docs/whatsapp-integration.md#test-mode).

![Image for Send Quote via WhatsApp](https://sembark.com/assets/images/uploads/release-notes-1-183-image-for-send-quote-via-whatsapp.jpg)

::: note 

The WhatsApp Integration is an add-on and needs a WhatsApp Business number that is not in use on the WhatsApp Business app. See the [WhatsApp Integration docs](https://sembark.com/travel-software/docs/whatsapp-integration.md) and the [integration guide](https://sembark.com/travel-software/integrations/whatsapp-business-cloud-api-integration/) to get started.

:::
          

## 2. TeleCalling — Every Call Logged, Every Caller a Lead

Connect your Tata Tele Business (Smartflo) account and bring your phone calls into Sembark. [Follow the Tata Tele setup guide](https://sembark.com/travel-software/integrations/tata-tele-business-telecalling-integration/) to connect it in a few minutes.

![Image for Call Logs](https://sembark.com/assets/images/uploads/release-notes-1-183-image-for-call-logs.jpg)

### Highlights

* **Incoming calls become leads** — every new incoming call creates a [trip plan request](https://sembark.com/travel-software/docs/trip-plan-requests.md) with the caller's number, and the agent who answered is assigned to it automatically. Missed calls go through your usual lead assignment. [See how call leads work](https://sembark.com/travel-software/docs/telecalling.md#leads-from-incoming-calls).
* **Click to Call** — click the phone icon next to a customer's number on leads, trips and trip sources. Sembark rings your phone first and then connects the customer. [Learn about Click to Call](https://sembark.com/travel-software/docs/telecalling.md#click-to-call).
* **Call Logs with recordings** — see every call in **Trips > Call Logs**, on each trip's **Call Logs** tab and on each trip source's **Calls** tab, with direction, agent, missed status and the call recording to play in the browser. [Explore Call Logs](https://sembark.com/travel-software/docs/telecalling.md#call-logs).
* **Past Interactions** — see every earlier call from the same number right from the leads list, before you pick up the conversation. [See Past Interactions](https://sembark.com/travel-software/docs/telecalling.md#past-interactions).
* **Calls follow the lead** — when a lead is [converted into a trip](https://sembark.com/travel-software/docs/query-conversion.md), its calls move with it. A lead from an existing customer can be linked to their existing trip. [Read more](https://sembark.com/travel-software/docs/telecalling.md#converting-a-call-lead).

![Image for Click to Call](https://sembark.com/assets/images/uploads/release-notes-1-183-image-for-click-to-call.jpg)

::: note 

Click to Call and call assignment match your team by phone number. [Add each user's Tata Tele number](https://sembark.com/travel-software/docs/telecalling.md#link-your-teams-phone-numbers) to their profile before you start.

:::
          

## 3. Automations — The Right Message at the Right Time, Automatically

Automations do the repetitive customer communication for you. Pick a ready-made template, choose the WhatsApp message, and Sembark sends it when something happens — a lead arrives, a quotation is ready, a payment is due or a trip ends.

![Image for Automation Templates](https://sembark.com/assets/images/uploads/release-notes-1-183-image-for-automation-templates.jpg)

### Highlights

* **15+ ready-made automation templates** for every stage of a trip — from the first enquiry to the feedback after the trip, including:

  * [Trip Plan Request Welcome](https://sembark.com/travel-software/docs/automations.md#trip-plan-request-welcome) and [Trip Plan Request Assigned](https://sembark.com/travel-software/docs/automations.md#trip-plan-request-assigned) — greet new leads and introduce the person handling them.
  * [Quotation Follow-up](https://sembark.com/travel-software/docs/automations.md#quotation-follow-up) — send the Quote PDF as soon as it is priced, and follow up after it.
  * [Trip Converted Confirmation](https://sembark.com/travel-software/docs/automations.md#trip-converted-confirmation) and [Hotel Voucher](https://sembark.com/travel-software/docs/automations.md#hotel-voucher) — confirm bookings and deliver vouchers without lifting a finger.
  * [Payment Reminder](https://sembark.com/travel-software/docs/automations.md#trip-instalment-payment-reminder) and [Overdue Reminder](https://sembark.com/travel-software/docs/automations.md#trip-instalment-overdue-reminder) — remind customers before and after a payment falls due.
  * [Trip Start](https://sembark.com/travel-software/docs/automations.md#trip-start-follow-up) and [Trip End Follow-up](https://sembark.com/travel-software/docs/automations.md#trip-end-follow-up) — share guidelines before departure and ask for feedback after the trip.
  * [WhatsApp Conversation Welcome](https://sembark.com/travel-software/docs/automations.md#whatsapp-conversation-welcome) — greet customers who message you or come from an ad, and turn every new conversation into a trip plan request.
  * [WhatsApp Form to Trip Plan Request](https://sembark.com/travel-software/docs/automations.md#whatsapp-form-to-trip-plan-request) — turn every submitted WhatsApp trip form into a lead with the customer's answers.
* **Message sequences** — send several messages with waits in between, e.g. the quotation now and a follow-up two days later. [See the template form](https://sembark.com/travel-software/docs/automations.md#template-form).
* **Conditions** — run only for the records you want: a tag just added, B2B or B2C trips, a particular destination and more.
* **Send window** — scheduled messages are sent between 9 AM and 9 PM by default, so nobody is woken up by a reminder.
* **Full visibility** — every run is recorded step by step. Try an automation with a [Dry Run](https://sembark.com/travel-software/docs/automations.md#dry-run) before it goes live, and [Retry](https://sembark.com/travel-software/docs/automations.md#runs-and-retries) a failed run without sending messages twice.
* **Custom automations** — for anything the templates don't cover, build your own. [Learn more](https://sembark.com/travel-software/docs/automations.md#custom-automations).

![Image for Automation Runs](https://sembark.com/assets/images/uploads/release-notes-1-183-image-for-automation-runs.jpg)

Read the [Automations docs](https://sembark.com/travel-software/docs/automations.md) for every template and its settings.

## 4. WhatsApp Messages on Follow-ups and Tasks

When you add a [follow-up](https://sembark.com/travel-software/docs/query-followups.md) or [task](https://sembark.com/travel-software/docs/tasks-and-comments.md) with a due date on a trip, a trip plan request or an instalment, you can now switch on **Message the customer on WhatsApp** and pick a template. The message goes out automatically when the task falls due — and only if the task is still unresolved by then. A preview shows exactly what the customer will receive.

![Image for WhatsApp message on follow-up](https://sembark.com/assets/images/uploads/release-notes-1-183-image-for-whatsapp-message-on-follow-up.jpg)

\
\
[Learn how to attach a WhatsApp message to a follow-up](https://sembark.com/travel-software/docs/query-followups.md#whatsapp-message-on-a-follow-up).

## Release Notes

Current release: [WhatsApp Integration, TeleCalling and Automations](https://sembark.com/travel-software/release-notes/1-183.md)

### 2026

* [v1.183 — WhatsApp Integration, TeleCalling and Automations](https://sembark.com/travel-software/release-notes/1-183.md)
* [v1.182 — AI Itinerary Importer, Tourist Profile and Document Management Improvements, Improved Profit Reports with Payment-Level Exchange Rates](https://sembark.com/travel-software/release-notes/1-182.md)
* [v1.181 — Trips Tags Management, Flight Per Person Pricing, and Minimum Markup Settings](https://sembark.com/travel-software/release-notes/1-181.md)
* [v1.180 — Guest Document Management, Tourist Profiles, Duplicate Trip Source Prevention](https://sembark.com/travel-software/release-notes/1-180.md)
* [v1.179 — Real-Time Exchange Rates with Markup Percentage, Trip Operations & Email Improvements](https://sembark.com/travel-software/release-notes/1-179.md)
* [v1.178 — Hotel Booking Calendar, Smart Notifications, and AI Email Reader Enhancements](https://sembark.com/travel-software/release-notes/1-178.md)
* [v1.177 — Customisable Hotel Reports, Cab Type Indicators, Voucher and Email Enhancements](https://sembark.com/travel-software/release-notes/1-177.md)
* [v1.176 — AI Email Reader & Revocable Permissions](https://sembark.com/travel-software/release-notes/1-176.md)
* [v1.175 — Advanced Quote PDF Template Settings, Branded & Non-Branded PDF](https://sembark.com/travel-software/release-notes/1-175.md)
* [v1.174 — Activity Voucher, Activity FOC, Total FOC & Trip Plan Request- Bulk Assign](https://sembark.com/travel-software/release-notes/1-174.md)
* [v1.173 — Stop Sale & Blackout Dates, Customer Payment Preferences, and Pick-up & Drop Locations](https://sembark.com/travel-software/release-notes/1-173.md)
* [v1.172 — Supplier Payment Preferences, Transport Cost Distribution, and Trip Source Enhancements](https://sembark.com/travel-software/release-notes/1-172.md)
* [v1.171 — Bulk Payment Clearance, Quote PDF Enhancements, and Supplier Management Improvements](https://sembark.com/travel-software/release-notes/1-171.md)
* [v1.170 — Enhanced Sales Reports, Transport Service Improvements, and Cab Metric Pricing Sheet System](https://sembark.com/travel-software/release-notes/1-170.md)
* [v1.169 — Multi-Guest Management, Enhanced Proforma Invoice, and All Task Filters](https://sembark.com/travel-software/release-notes/1-169.md)
* [v1.168 — Hotel Suppliers, Multi-Month Reports Download, Quote PDF Template, Bulk Trip Sales Assignment](https://sembark.com/travel-software/release-notes/1-168.md)

### 2025

* [v1.167 — Hyper localisation of Currency, Trip Plan Request Follow-up Notes](https://sembark.com/travel-software/release-notes/1-167.md)
* [v1.166 — Transport Services Edit, General Hotel Notes, New metrics, Multi cab Management in Single Service, and Cab Capacity](https://sembark.com/travel-software/release-notes/1-166.md)
* [v1.165 — Advanced Flight System and Account Protection](https://sembark.com/travel-software/release-notes/1-165.md)
* [v1.164 — Travel Activity Bulk Disable,Trip Voucher Customisation, Trip Source Management & Transport and Travel activity logs](https://sembark.com/travel-software/release-notes/1-164.md)
* [v1.163 — Multipurpose Hotel Notes, Self Booked Accommodation, Custom Column Report & Upgraded Proforma Invoice ](https://sembark.com/travel-software/release-notes/1-163.md)
* [v1.162 — Advanced Lead Assignment, Trip Plan Request Dashboard, Hotel Booking Sharing Via WApp](https://sembark.com/travel-software/release-notes/1-162.md)
* [v1.161 — Task Management, Transporter wise Rates, OnTrip Changes, Rate compare in Profit Report, Hotel Entry Method ](https://sembark.com/travel-software/release-notes/1-161.md)
* [v1.160 — Component-wise Markup and Taxation in Itinerary Builder](https://sembark.com/travel-software/release-notes/1-160.md)
* [v1.159 — Bulk disabling of Transport Service, All operational services download for a trip, Transport Service Closing days & Hotel edit log & history checking](https://sembark.com/travel-software/release-notes/1-159.md)
* [v1.158 — Proforma Invoice Templates and Quote PDF Banners](https://sembark.com/travel-software/release-notes/1-158.md)
* [v1.157 — Improved Password Security and User Management](https://sembark.com/travel-software/release-notes/1-157.md)
* [v1.156 — Trip-Wise Transport Ledgers and Improved Hotel Listing](https://sembark.com/travel-software/release-notes/1-156.md)
* [v1.155 — Trip Source/Agent Tagging and PDF/Email Customizations](https://sembark.com/travel-software/release-notes/1-155.md)
* [v1.154 — Payment Receipt, Hotel Check-In-Out Reports](https://sembark.com/travel-software/release-notes/1-154.md)
* [v1.153 — Quick Vouchers, Lock/Unlock Trip and Monthly Accounts Ledgers](https://sembark.com/travel-software/release-notes/1-153.md)
* [v1.152 — Activity Closing Days and Trip Operations Overview Download](https://sembark.com/travel-software/release-notes/1-152.md)

### 2024

* [v1.151 — Tax Types, Trip Cost-Profit Report and 2FAs](https://sembark.com/travel-software/release-notes/1-151.md)
* [v1.150 — Monthly Tour Downloads, Trip Check-In Reports and Multi-Timezone Access](https://sembark.com/travel-software/release-notes/1-150.md)
* [v1.149 — Travel Activity Ticket Bookings and Suppliers](https://sembark.com/travel-software/release-notes/1-149.md)
* [v1.148 — New Dashboard,  To-Dos and New Roles](https://sembark.com/travel-software/release-notes/1-148.md)
* [v1.147 — Email Docx Download and Template Customizations ](https://sembark.com/travel-software/release-notes/1-147.md)

### 2023

* [v1.146 — Customization of Quote Email and PDF Template](https://sembark.com/travel-software/release-notes/1-146.md)
* [v1.145 — Salesperson, Destination and Source Reports](https://sembark.com/travel-software/release-notes/1-145.md)
* [v1.144 — Multi-Category Quotations](https://sembark.com/travel-software/release-notes/1-144.md)
* [v1.143 — Trip Sources Merging](https://sembark.com/travel-software/release-notes/1-143.md)
* [v1.142 — Proforma Invoice and Guest City](https://sembark.com/travel-software/release-notes/1-142.md)
* [v1.141 — Cab Types Management and Destination-wise Contact or Billing Addresses](https://sembark.com/travel-software/release-notes/1-141.md)
* [v1.139 — Hotel Advanced Search, Marketing Person Leads, Website/Ads Leads Tagging](https://sembark.com/travel-software/release-notes/1-139.md)
* [v1.138 — Activities and Transports](https://sembark.com/travel-software/release-notes/1-138.md)
* [v1.137 — Cab Price Calculator for Quotes](https://sembark.com/travel-software/release-notes/1-137.md)

### 2022

* [v1.135 — Merge Hotels and Destination-wise Support Numbers](https://sembark.com/travel-software/release-notes/1-135.md)
* [v1.133 — Select Same Cabs to Quote for All Days](https://sembark.com/travel-software/release-notes/1-133.md)
* [v1.131 — Download Trip Sources and Guest Data](https://sembark.com/travel-software/release-notes/1-131.md)
* [v1.120 — Markups in Quotes](https://sembark.com/travel-software/release-notes/1-120.md)
* [v1.105 — API Integrations](https://sembark.com/travel-software/release-notes/1-105.md)
* [v1.104 — Images in Quote PDFs and More Personalization](https://sembark.com/travel-software/release-notes/1-104.md)

### 2021

* [v1.99 — Add Similar Hotel Options in Packages](https://sembark.com/travel-software/release-notes/1-99.md)
* [v1.98 — Open Signup and Test Data Mode](https://sembark.com/travel-software/release-notes/1-98.md)
* [v1.96 — Trip Cancellation and Payment Refunds](https://sembark.com/travel-software/release-notes/1-96.md)

### 2020

* [v1.72 — Hotel Bookings Ledger](https://sembark.com/travel-software/release-notes/1-72.md)
* [v1.70 — Introducing Sales Reports](https://sembark.com/travel-software/release-notes/1-70.md)