Connect your own WhatsApp

Why connect your own number

In most Indian B2B teams, clients message you — your own number, not the office line. Those chats hold half of what a client has told you. Until now none of it reached KretaOS unless you copied it across by hand.

Your WhatsApp fixes that. You connect your own number once, and then:

• a client's message reaches your phone and their page in KretaOS
• a message you type on your phone is logged as your touch with that client
• a reply you write in the KretaOS Inbox goes out from your number, and appears in WhatsApp on your phone too

Your phone keeps working exactly as before.

Before you connect

It takes about two minutes, from a computer.

1. Use the WhatsApp Business app. Your number needs to be on the free WhatsApp Business app. On ordinary WhatsApp? Switch once inside the app. You keep the same number, and your chats stay.
2. Keep your phone with you. You'll scan a QR code from it.
3. Sign in as yourself. When the sign-in window asks, use your own Facebook account. Your admin will already have added you to the business.

Then open Settings › Channels, find Your WhatsApp, and press Connect my number. In the window that opens, pick "Connect an existing WhatsApp Business app number" and follow the steps on your phone.

Once it is done, the card shows your number with private to you and still works on your phone.

Your chat history

While connecting, you can choose to share your recent one-to-one chat history. It's optional. If you share it:

• past chats are filed on clients and contacts already in KretaOS, with their real dates
• chats with numbers that aren't on record are skipped
• your phone's address book is never imported

The card shows importing your chat history… while it runs, and chat history imported when it is done.

Who sees your chats

Chats on your own number follow the same rule as your Gmail. They are private to you, and teammates do not see them. Being an admin doesn't change that, and neither does sharing a client with someone.

What is shared is the fact that you were in touch. The client's last-touched date and score move for everyone, so the team knows the client is not going quiet.

A new number that texts you becomes a lead owned by you.

Disconnecting

Press Disconnect on the Your WhatsApp card, then Confirm disconnect. Messages to your number stop reaching KretaOS. What was already logged stays on the timelines.

Try it

1. On your phone, check that your number is on the WhatsApp Business app.
2. On a computer, open Settings, then Channels, and press Connect my number under Your WhatsApp.
3. The next time a client messages your number, open Clients, pick that client, and find the chat on their timeline.