Rich WhatsApp Media Messaging in CareFunnels Conversations

We just upgraded WhatsApp inside CareFunnels Conversations to support richer, more reliable media messaging. This update is available in the new Conversations experience and makes it easier for home care teams to send documents, photos, and videos with clear context, right from the CareFunnels CRM.

This is a big win for faster intake, smoother caregiver recruiting, and cleaner communication with families and referral partners.

You can now add captions when sending files through WhatsApp so the recipient understands exactly what they are receiving.

Works when you:

• Upload files directly from the conversation composer

• Attach files from Media Storage

If you send multiple attachments together, your message text is automatically applied as a caption, so every file comes with context.

Home care examples

• “Here is our pricing overview and service agreement for review.”

• “Here is the caregiver onboarding checklist and next steps.”

• “Here is the care plan draft. Please confirm the schedule and start date.”

WhatsApp conversations in CareFunnels now support all file formats allowed by the WhatsApp Business API, including commonly requested document types.

You can send:

• Images: PNG, JPG, JPEG (up to 5MB)

• Videos: MP4, 3GP (up to 16MB)

• Audio: AAC, AMR, MP3, M4A (up to 16MB)

• Documents: TXT, PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX (up to 100MB)

This removes previous limitations where certain files could not be shared via WhatsApp.

Home care examples

• Intake forms, service agreements, privacy notices, invoices (PDF/DOCX)

• Care plans, schedules, medication lists (PDF/XLSX)

• “What to expect” guides, orientation decks, referral one-pagers (PPTX/PDF)

• Short video walkthroughs: “How to book your consultation” (MP4)

You can now browse and attach files from Media Storage directly inside a WhatsApp chat:

• Reuse existing assets without re-uploading

• Preserve original filenames for a more professional experience

• Send unlimited attachments from Media Storage

Home care examples

• Approved “Welcome Packet” sent consistently by every intake coordinator

• Standard caregiver onboarding documents always sent in the right version

• Referral partner kits, facility flyers, and discharge planner materials ready to go

WhatsApp media can expire over time. With this release, WhatsApp attachments remain compatible with Add to Documents, so you can store important files and customer assets safely inside the CRM.

Home care examples

• Signed service agreements

• Care plan versions

• Identification documents submitted by applicants

• Insurance or authorization paperwork

• Facility referral docs and notes

We fixed multiple issues that impact day-to-day messaging:

• Media no longer duplicates when replying

• Broken document thumbnails are fixed

• Text and attachments now send as a single clean message

• Filenames no longer appear as “Untitled”

• Improved composer layout when sending links and attachments together

Captions reduce confusion and back-and-forth, especially for service agreements, pricing docs, care plan drafts, schedules, and invoices.

Sending the right documents and a quick video explanation directly in WhatsApp helps families move forward without waiting for email threads.

Send hiring packets, interview prep, onboarding checklists, and policy documents in one clean WhatsApp message.

Expanded file support means you can send what you need the first time, without format issues that slow down intake or hiring.

Reliable delivery, clean filenames, and long-term storage inside the contact record help your agency look organized and responsive.