Needl.ai-WhatsApp integration allows you to sync all or specific chats into Needl.ai. Follow these steps to get started:
Video Tutorial 📽
1. Link your Whatsapp - Autosync
- Click on the
All apps are synced
bar on the top right corner, or go to theApps & Website
section on the left side of the app, and click onAdd
- Hover over the
WhatsApp
icon, and click onConnect
- A pop-up will open. Make sure you have read the Terms of Service and Privacy Policy before agreeing to them. Click on
Get Started
- Follow the instructions on the screen to scan your
Whatsapp
QR code
- You will see a success message once the integration is complete
2. Choose contacts
You can choose the contacts and groups from which you want chats to appear in your Needl.ai account. To choose contacts, follow the below steps.
- On the
Connected Apps
page, hover over the Whatsapp icon again. Click onOptions
- Click on
Manage
. You will see a list of all yourWhatsApp
contacts classified into chats and groups
- Select the ones you would like to sync into Needl.ai, and click on
Sync
3. Modify your integration
You can always change the contacts and groups you would like to be synced to Needl.ai. To modify your integration, follow the below steps.
- On the
Connect Apps
page, hover over theWhatsApp
icon again, and click onOptions
- Click on
Manage Contacts
. You will see a list of all yourWhatsApp
contacts and groups
- Select/ deselect the ones you would like to sync into Needl.ai, and click on
Sync
- On the
Connected Apps
page, hover over the Whatsapp icon, and click onOptions
- You can click
Delink
to delink the current integration from here
FAQs
‣
‣
‣
‣
‣
‣
‣
‣
‣