WhatsApp Integration

The WhatsApp integration allows you to connect your work or personal number to the Chats platform.

Setting Up the WhatsApp Account Integration

To connect your WhatsApp account to the system, go to the Control Panel in the console and follow the steps below:

Under Accounts / Social:

1. Locate WhatsApp and click the settings button (gear icon).

2. Click Add.

On the next page:

1. Enter a name for the account (this name will be displayed in the system interface);
2. If needed, enable the autoreply and configure it (message text, timer);
3. If needed, turn on read state sync to provider;
4. If needed, turn on read state sync from provider;
5. Turn on automatic access to this channel (if needed) for all new users (employees);
6. Select an AI assistant (if needed). To create a new one or manage existing ones, click AI assistant management (the autoreply must be enabled for the assistant to work in a chat). Learn more about AI tools in Chats here;
7. If needed, enable auto-assignment by selecting Round Robin — in this mode, the system evenly distributes incoming requests among users;
8. Click + Add User to specify who will have access to this integration.

After clicking + Add User, a new row will appear where you can:

1. Select the user you want to add;
2. Set the access level (All Chats or Only Assigned Chats). The Only Assigned Chats access level narrows the user’s visibility to only those chats assigned to them.

To revoke a user’s access, click the trash icon next to that user.

3. Once you have finished configuring the connection, click Add.

You will see a status of Adding — wait a moment (this usually takes a few seconds) and refresh the page. The status should change to Authorization Required.

Creating a Session

Click Log in and scan the QR code or open the link on a device where you are already logged in to your WhatsApp account.

You should see Status: Ready after successfully logging in.

To connect another account, repeat the steps described above. For other channels (messengers and social networks) and their instructions, see the link.

To return to your chats, click “Back” in the bottom-left corner of the panel.

Usage

From this point on, all client messages sent to your account will be stored in the system. You can view and send messages via the interface under the WhatsApp tab (Chats module → WhatsApp tab). If you have added multiple accounts, you can switch between them using the dropdown menu.

For more information about the platform’s features, see the Chats Module page.

Editing and Deleting the Connection

You can edit or delete the integration from the Control Panel. Go to Accounts / Social and follow the steps below:

1. Locate WhatsApp and click the gear icon (settings).

2. Select the account you want to edit and click the gear icon (settings).

Here you can edit the connection (rename it, update the autoreply or AI settings, add or remove users, change access permissions, etc.), as well as delete the connection.

To delete the integration:

3. Click Delete;
4. Confirm the deletion by clicking Delete again.