Your team number on WhatsApp

What a team number is

A team number is your company's WhatsApp Business number — the one on your website, your invoices, your visiting cards. Once it is connected to KretaOS:

• a client's message lands on that client's timeline, and rings the bell
• replies go out from the number the client already knows
• the team works the chats together, instead of passing one phone around the office

A workspace can connect more than one team number, for example one per branch.

Before you connect

Allow about five minutes, and do it from a computer.

1. Open Settings › Channels and find WhatsApp Business — team numbers.
2. Press Connect WhatsApp. If a number is already connected, the button reads Connect another number.
3. A sign-in window opens. Sign in with the Facebook account that manages your business.
4. Pick or create your WhatsApp Business account. Then add the company number and enter the one-time code.

A number that already runs on the WhatsApp Business app on a phone can be connected too. It keeps working on that phone, and the card marks it also on a phone.

Any teammate except a Viewer can connect a team number. That person becomes the number's connector.

Who can see the chats

This is the most important choice on the card. A team number is restricted by default. Only these people see its chats and can reply from it:

• every admin, and
• the person who connected it.

To open it up, press Who can see on the number's row. Then either:

• tick Everyone on the team can see and reply on this number, or
• leave that unticked and pick individual teammates.

Press Save. Only admins and the connector can change the list.

The list applies straight away, to old messages as well as new ones. Removing someone hides the chats from them at once. Being added to a client's team does not open a number's chats — only this list does.

If you can't see a number's chats, its row tells you whom to ask.

What arrives, and what it becomes

• Messages from clients you know land on the client's timeline, matched by their phone number.
• A text from a number you don't know — even a plain "Hi" — becomes a new lead, so no enquiry is lost. A lone sticker, reaction or photo from an unknown number does not.
• Consent. When a client writes to you first, KretaOS records that they are happy to hear from you on WhatsApp. If they have asked not to be contacted, a new message never reverses that.
• Memory. KretaOS reads a chat in bursts, not line by line. "Ok" and "thanks 🙏" are skipped. Anything that matters, such as a date or a promise, is remembered on the client's page.

Try it

1. Open Settings, then Channels, and find WhatsApp Business — team numbers.
2. If your number is connected, press Who can see and check that the right people are on it.
3. Open Inbox, pick a WhatsApp conversation, and look for From above the composer.