WhatsApp Integration
Meet your customers where they are. Link your WhatsApp number to automate replies and handle inquiries instantly.
The WhatsApp Integration links a WhatsApp number to an agent. Once connected, messages sent to that number are handled by the agent automatically, no manual monitoring needed.
The WhatsApp tab is only visible if WhatsApp is enabled on your account. Contact your Admin if you don't see it.
Accept the Risk Consent
The first time you open the WhatsApp tab, a consent screen appears. Using third-party WhatsApp integrations may violate WhatsApp's Terms of Service and can result in suspension of the connected number.
Click I Agree & Accept Risks to proceed. You only need to do this once per account.

Create a Session
- 1. Go to Integrations → WhatsApp and click Create Session.
- 2. Enter a session name — e.g. "Support Line" or "Sales Bot".
- 3. Click Create. The session card appears with a Scan QR status.

Scan the QR Code
- 1. Click the ⋮ menu on the session card and select Scan QR.
- 2. A QR code appears in the modal.
- 3. On your phone: open WhatsApp → tap ⋮ → Linked Devices → Link a Device.
- 4. Scan the QR code and wait for the connection confirmation.

Click the ? button in the top-right corner to open the built-in tutorial with screenshots for the full setup flow.
If the QR code expires before you scan it, close the modal and select Scan QR again to get a fresh code.
Link the Session to an Agent
- 1. Go to AI Workspace → Agents and click Edit on the agent you want to use for WhatsApp.
- 2. Open the Tools tab, scroll to WhatsApp Bot, and select your connected session.
- 3. Click Save.
- 4. The agent will now automatically respond to incoming WhatsApp messages on the connected number.

Managing Sessions
From the ⋮ menu on each session card: Scan QR to reconnect, Edit to rename, or Delete to permanently remove a session and disconnect the number. Click Refresh to update session statuses if they appear stale.