Connecting
1
Create the channel
Settings → Channels → Add channel → WhatsApp. Give it a name your team will
recognize, like “Sales” or “Support”.
2
Choose QR or pairing code
QR code — on your phone open WhatsApp → Linked devices → Link a device, and
scan what is on screen.Pairing code — enter your number with its country code, and WhatsApp shows a code
to type on the phone. Use this when you cannot scan, such as on a phone with a broken
camera.
3
Wait for Connected
The status moves through connecting → QR ready → connected. Once connected, existing
conversations start arriving.
Settings worth knowing
Each channel has its own:Statuses
Why it disconnects
This is the main drawback of a personal connection, and it is worth understanding rather than being surprised by:- Your phone went offline for an extended period. The link depends on it.
- You unlinked the device from the phone, deliberately or otherwise.
- WhatsApp ended the session. It does this periodically, and it is out of our control.
- You logged in somewhere else in a way that invalidated the session.
If reconnecting is becoming routine, that is the signal to move to
WhatsApp Business. It does not depend on a phone and
does not drop.
Disconnect, log out, delete
Three different things:- Disconnect — stops the session, keeps the channel and its history. Reconnect any time.
- Log out — also ends the link on the phone side.
- Delete — removes the channel. Its conversations go with it.