ClientWindow
pateikė ORANGE SHARK LIMITED
Manage WhatsApp Chats in Outlook and Microsoft Teams
Overview
WhatsApp is widely used by clients, but unmanaged messaging creates compliance, record-keeping, and governance risk for organisations operating in regulated or professional environments.ClientWindow provides a Microsoft-native WhatsApp integration that routes live conversations into Microsoft 365, enabling organisations to manage WhatsApp as an operational communication channel — not just an archived data source.
How ClientWindow integrates with Microsoft 365
ClientWindow connects WhatsApp Business messaging directly into the Microsoft 365 environment, allowing teams to view and respond to WhatsApp conversations within the tools they already use, including:
- Microsoft Outlook
- Microsoft Teams
- Microsoft Power Automate workflows
Messages are routed into Microsoft 365 as structured conversations, enabling collaboration, visibility, and workflow automation without relying on unmanaged mobile devices or standalone messaging inboxes.
Compliance and governance
ClientWindow enables centralised visibility and governance of WhatsApp communication alongside email and Teams data, supporting audit, supervision, and retention requirements for professional and regulated organisations.
By routing WhatsApp conversations into Microsoft 365, ClientWindow helps ensure external client communications are available within governed Microsoft data boundaries.
ClientWindow is designed to align with Microsoft data governance and compliance strategies, including integration scenarios with Microsoft Purview for unified oversight of business communications.
Key benefits
- True Microsoft 365 integration – WhatsApp conversations routed into Outlook and Teams
- Improved compliance and auditability – Centralised governance and visibility
- Reduced operational risk – Eliminates unmanaged WhatsApp usage on personal devices
- Increased efficiency – Respond to clients without switching tools
Designed for professional and regulated organisations
ClientWindow is suited to organisations where accountability, record-keeping, and data governance are critical, including:
- Accountancy and tax advisory firms
- Legal practices
- Wealth management and financial services
- Professional services firms
- Public sector and regulated environments
Built for Microsoft partners and MSPs
ClientWindow is designed to be sold and implemented by Microsoft-aligned partners, including:
- Microsoft Solutions Partners (Modern Work, Security, Compliance)
- MSPs supporting regulated clients
ClientWindow attaches naturally to Microsoft 365 security reviews, Teams deployments, and external communications governance projects. Key features:
- Live WhatsApp integration for Microsoft Outlook and Teams
- Centralised WhatsApp conversation routing and visibility
- Power Automate workflow enablement
- Governance-friendly architecture supporting audit and retention
- MSP-friendly deployment and commercial model
Important for Microsoft Teams Users
If you see a "Requested" label when trying to install this app, it means your Microsoft Teams administrator needs to approve it before use.
Share this message with your IT admin:
_Hi, I’d like to use the “ClientWindow” app in Microsoft Teams. It’s currently marked as “Requested” meaning it needs admin approval in the Teams Admin Center. Once approved, I’ll be able to install it.
This app supports Microsoft Teams, Outlook and Microsoft 365 hubs.
In order to use this app, you need to have an active ClientWindow account.
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