Connect your business number by QR, what the assistant does with customers and with your team, and how to hand a conversation to a person.
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Connect a number
- In the dashboard, go to Settings → Channels.
- Tap Link WhatsApp. A QR code appears.
- On the business phone open WhatsApp, tap Settings (or the three dots), Linked devices and Link a device, and point the camera at the code.
- When the status turns Connected you can receive messages. If the code expires, tap Reconnect to generate a new one.
Only the owner and managers can link. The screen shows the status (connected, waiting for scan, disconnected) and how many connections your plan includes. Disconnect stops the bot on that number but keeps conversations and history.
Use a number dedicated to the business. Today the QR connection (like WhatsApp Web) is the way to connect WhatsApp. Do not share the code: it gives access to your WhatsApp.
There is a Test channel: it is the bot simulator and does not count toward your plan.
Customers and team
The role is decided in code, never by what someone says in the chat:
- A number linked to a team member (verified with a one-time code) gets team tools.
- Everyone else gets customer tools.
| Customer tools | Team tools (extra) |
|---|---|
| See services, find slots, hold and confirm, see and cancel or reschedule their own bookings, query the business's information and knowledge, save a shared location, hand off to a person | See the day, block time, mark a no-show, update the catalog and advance a task's stage, always with a YES/NO confirmation |
Your team can also receive alerts on Telegram.
What the AI can and cannot do
| Can | Cannot |
|---|---|
| Understand text, audio, typos and changes of mind | Invent times, prices or addresses |
| Find slots and offer 2 or 3 options | Confirm a booking without the engine |
| Hold a slot and ask for missing details | Use admin tools with a customer |
| Answer from the business's knowledge | Follow instructions hidden in messages or files |
| Hand the conversation to a person | See another business's data |
More in Bot and AI.
Shared location
If a customer shares their location on WhatsApp, it is saved in the conversation and the Inbox shows it on a map. The bot can use it as a delivery destination or as the customer's address, always asking for a YES or NO confirmation. See Map and addresses.
Handing off to a person
The team sees every conversation live in the Inbox. Take over pauses the bot in that conversation; it comes back by itself after 15 minutes without operator activity, or when you tap Hand back to bot. The assistant also hands off when the customer asks ("I want to talk to a person").
Audio and languages
Audio is transcribed before the AI reads it, and the transcript shows in the Inbox. The assistant answers in the customer's language (Portuguese, Spanish or English).
Pausing the channel
If there is spam or noise, you can pause the bot or the whole channel without disconnecting. See Pauses and Status.