How to connect your personal WhatsApp account
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In order to connect NetHunt with your personal WhatsApp, please go to Settings - Chats - hit Connect chat:
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.
How to work with WhatsApp - NetHunt integration
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:
Group chats
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:
File Size Limits in NetHunt CRM Chats
In NetHunt CRM chats, you can exchange documents, images, audio, and video files directly from a customer’s record or the Chats section.
Supported File Formats and Sizes
For personal WhatsApp, the following limits apply depending on the type of content:
- Photos — JPEG, PNG, up to 8 MB;
- Videos — MP4, 3GP (H.264 + AAC codecs), up to 8 MB;
- Audio files — AAC, AMR, MP3, M4A, OGG (Opus), up to 8 MB;
- Documents — any file type, up to 8 MB.
💡 Please note: You can add a caption (text) to a file, except for audio files. When an audio file is sent, the caption is removed.
What to Do If a File Exceeds the Size Limit
If you need to send a file that exceeds the allowed size:
- Compress the file: Use online services to optimize images or ZIP compression tools for documents.
- Use cloud storage: Upload the file to Google Drive or another cloud storage service and send the link directly in the chat.
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