WhatsApp integration

2. Pick WhatsApp (Personal) from the list:

3. Connect your personal WhatsApp account to NetHunt CRM by following the steps in the instruction:

4. Once you've completed those steps, your WhatsApp account is successfully connected:

In the chat settings you can change your channel name:

Also, you can decide which contacts conversations you want to save in NetHunt - all of them, only approved contacts (messages from the listed contacts), or exclude some contacts:

Important note: if you have several users in the workspace, you can connect their multiple WhatsApp accounts to NetHunt.

Once you've configured the integration, your WhatsApp chats will appear under the relevant section of Chats (if you have multiple messengers connected):

In this view you can also filter your conversations by certain criteria - all conversations, assigned to yourself, not replied, replied, unassigned:

Apart from this, you can close or delete a conversation from here:

You can link a chat to a record in NetHunt or create a new one:

You can reply directly from NetHunt, basic formatting, hyperlinks or file attachments are also available:

Please note, as long as you we are working with personal WhatsApp, only the person who owns this WhatsApp account can respond. Other users will have the following notification displayed:

WhatsApp chats are also being linked to the relevant record and appear on the record timeline:

Except from personal WhatsApp conversations, NetHunt call also capture group chats:

If you don't need all of the private/group chats to appear in NetHunt, you can choose the once that you need in WhatsApp integration settings:

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