Prerequisites
Before you start, you need:- An Escalar plan subscription.
- The phone with the WhatsApp account you want to connect, on hand.
What changes when you use your own number
Higher adherence. The patient sees the message came from you, not from a third party’s number. That tends to raise the questionnaire response rate. No number confirmation. On the Pro plan, the patient has to message the assistant to confirm the number is theirs. Since the message here comes from your own number, that step disappears — one less point of friction between the patient and the questionnaire. Custom messages. LiveClin’s shared number uses standardized text, identical for every professional. With your number connected, you write your own messages.How LiveClin sends from your number
There are two ways to send messages from your own number, and each one has its trade-off.
The Escalar plan uses the unofficial API, through Z-API, a Brazilian service that connects to WhatsApp by QR code. It costs around R$ 100, and that amount is already built into the plan’s monthly price — part of why Escalar costs more than Pro.
The unofficial API was chosen for its fixed cost. On the official API, Meta classifies each message and charges accordingly. In a simulation with 25 patients receiving a questionnaire every day, the bill lands around R$ 26 as long as Meta treats the message as utility. If it reclassifies the same send as marketing, the cost jumps to R$ 243.
How to connect your number
1
Open integrations
In the sidebar, go to Settings → Integrations and find the WhatsApp field.
2
Generate the QR code
Click to display the QR code. It appears on screen while no number is connected yet.
3
Scan it with your phone
Point your phone’s camera at the screen and finish the connection in WhatsApp, the same way you would with WhatsApp Web.
How to customize the messages
Go to Reminders and pick the message type you want to edit. Click the bubble next to the type to create the templates that will be sent to your patients. Inside a template you insert variables that LiveClin replaces at send time:- Patient’s first name, shown as
[Client First Name]in the editor. - Questionnaire title.
- Questionnaire due date.
Hi [Client First Name]! Your questionnaire is ready to be answered.
Below the message, the patient gets the button to answer the questionnaire.
You customize the three message types independently: new questionnaire, service completed, and response reminder.
How to lower the risk of being blocked
Because the unofficial API is not a Meta-verified service, there is a risk the number gets blocked if the sending pattern looks like mass automation. Two practices cut that risk considerably.Register at least ten templates per message type
LiveClin picks a different template at random for each patient at send time. With ten templates registered, fifty patients receive varied text instead of the same repeated message, making it harder for Meta to spot an automation pattern.Spread out the send times
When you link a questionnaire to a patient, shift the time by a few minutes relative to the others. If you usually send at 07:00, use 07:05 for one patient, 07:08 for another, 07:12 for the next. You do not need to reorganize your whole base at once. Adjust as you register new patients. The effect is that questionnaires stop going out all in the same minute, which also moves them away from looking like spam.Expected result
Your WhatsApp connected to LiveClin, with questionnaires and reminders going out from your own number, messages written by you, and a varied set of templates that keeps your line healthy.Next steps
Schedule sends
Set the delivery frequency and time for each patient.
Schedule sending
Which day to send, the response deadline, and the usage agreement.