Connect your own WhatsApp

In most Indian B2B teams, each person talks to clients from their own phone. Your WhatsApp connects that number to KretaOS. You keep chatting on your phone exactly as before, and your client chats also land on their pages in KretaOS, visible only to you.

Before you connect

It takes about two minutes, from a computer, with your phone in hand.

• Your number must be on the WhatsApp Business app. It is free. On ordinary WhatsApp? Switch once inside the app: same number, and your chats stay.
• Use your own Facebook account when asked. Your admin needs to have added you to the company's business first.
• Keep your phone with you. You will scan a QR code from it.

Connect it

1. Open Settings › Channels on a computer.
2. On the Your WhatsApp card, press Connect my number.
3. In the WhatsApp sign-up window, sign in with your own Facebook account.
4. Pick "Connect an existing WhatsApp Business app number".
5. Scan the QR code with your phone, as the window asks.
6. Choose whether to share your recent chat history. It is optional.

The card then shows your number, "private to you" and "still works on your phone".

What happens from now on

• Clients' messages reach your phone and KretaOS. They land on the client's timeline as your touches.
• Messages you type on your phone also appear in KretaOS as your outbound touches. You do not need to log them.
• Replies you type in KretaOS go out from your number and show up in the chat on your phone.
• Chat history, if you shared it, is added to clients and people already in your book, with their real dates. Chats with numbers that are not in KretaOS are skipped. The card says "importing your chat history…" and then "chat history imported".

Good to know

• Private to you. Your chats follow the same rule as your synced Gmail: under the default policy, not even admins see them. See Who sees a WhatsApp number.
• One number per person. You can connect one personal number.
• Group chats are not brought in.
• Your phone contacts are not imported into KretaOS.
• Leaving the team disconnects your number automatically.
• Disconnect any time from the same card: Disconnect, then Confirm disconnect.