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Connect WhatsApp by scanning a QR code, the same way you link WhatsApp Web. Use it to send to prospects, to talk to Guhan from your phone, or both.

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What you need

  • A phone with WhatsApp installed (personal or Business).
  • A minute to scan a QR code.
WhatsApp is treated as a personal channel. Use it for people who have already replied or agreed to hear from you, not for cold outreach.

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Steps

1

Open Sender accounts

Settings, Sender accounts, then Add sender. You can also connect from your profile under Sender accounts.
2

Pick WhatsApp

The dialog shows how many senders you have used out of your limit. Click Continue authentication.
Add sender with WhatsApp selected. Click Continue authentication

Add sender with WhatsApp selected. Click Continue authentication

3

Scan the QR code

On your phone, open WhatsApp, go to Settings, Linked Devices, Link a Device, and scan the code on screen. Codes expire quickly. If yours does, generate a new one.
Link WhatsApp: scan the QR code with your phone within 60 seconds, or choose a pairing code instead

Link WhatsApp: scan the QR code with your phone within 60 seconds, or choose a pairing code instead

4

Confirm it is active

After a short check, the sender appears in the list. A healthy sender shows no warning badge.

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Sending to prospects

Add a WhatsApp step to a campaign and choose this sender. The prospect needs a phone number on their record. If a prospect has no phone number, the step cannot send. You can reveal phone numbers from the prospect list. See Enrichment. Every WhatsApp message goes out from your own number as a one-to-one chat. Replies come back to your Inbox. WhatsApp has the lowest daily limit of any channel. See Sending safety.
Sending a lot of unsolicited WhatsApp messages can get your number restricted by WhatsApp. Stay near the defaults.

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Ask Guhan on WhatsApp

Open the account’s settings and turn on Conversation agent on WhatsApp. Then message your own number from your phone. Guhan answers in that chat, with the same abilities as the in-app chat. See Ask Guhan. Only messages you send to yourself are picked up. Messages to prospects or contacts are never intercepted.

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Disconnecting and reconnecting

Use the account’s menu, Disconnect, or unlink Guhan from your phone under WhatsApp, Settings, Linked Devices. If WhatsApp ends the linked session, the sender shows a status that needs attention and Guhan cannot send until you reconnect and scan a fresh QR code. See Sender accounts.

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If something’s off

Generate a new code and scan it again.
The prospect may have no phone number, or the sender may need reconnecting. Check the prospect record and the sender’s status.
Check that the toggle is on for that account, and that you are messaging your own number rather than another chat.

Ask Guhan

What you can ask from your phone.

Sender accounts

Limit and statuses.

Sending safety

WhatsApp limits.