Steps
- Sign in to the web CRM and open My WhatsApp.
- On your phone, open WhatsApp > Linked devices > Link a device.
- Scan the code shown in BizzSetu.
- Wait for the status to show connected, then open a lead and send a message.
Who sees what
Only people who can see a lead can read or send its WhatsApp messages. A manager with team scope sees their team's conversations, not the whole company's.
If it will not connect
- Keep the phone online while you scan.
- Disconnect and scan again from My WhatsApp.
- If it still fails, email [email protected] with your workspace ID.
AI replies (optional)
The AI WhatsApp Outreach & Auto-Reply module can send re-engagement messages to cold leads and answer lead questions from your Knowledge Base. It is a separate module and is off unless you buy and enable it.
Questions
- Is this the WhatsApp Business API?
- No. It links your own WhatsApp account by scanning a code. Follow WhatsApp's terms and message only people who expect to hear from you.
- Can the whole team share one number?
- WhatsApp is linked per employee. Each person links their own.
- Where do I see old chats?
- On the lead, in the same timeline as calls, notes and quotations.
Still stuck? Email [email protected] with your workspace ID, or look up a term in the glossary.