1. Introduction
This guide walks you through [ Integration-WhatsApp App ] on SaleSmartly, enabling real-time chat management, team collaboration, and automated workflows.
2. Key Features
2.1. Smart search bar
Click the search bar at the top to search based on WhatsApp App device account name, mobile phone number, notes, and number status, helping you quickly find the WhatsApp App device account.
2.2. Add WhatsApp App device account
Most of the core functions are based on the prerequisite of successful integration. Therefore, successful authorization is very important. You can click Add Device to integrate your WhatsApp App device account. For detailed procedures, please refer to How to integrate WhatsApp App devices?
2.3. Add customer service-configure customer service
After integrating WhatsApp App devices into Salesmartly, you can configure customer service for your WhatsApp App device account to facilitate the management of your WhatsApp App device conversations.
You can add your customer service members in [ Basic Settings -Team ] and configure social media accounts during the creation process.
Click the link for detailed instructions on how to add members to a project.
After creating a customer service member, you can also return to the [ Integration ] interface to quickly configure the customer service .
Click Configure Customer Service > Check the members you want to configure to this homepage > Click OK.
2.4. Editing Automation
In addition, you can also configure the created automation process for WhatsApp App devices to achieve automatic replies, customer recalls, marketing and other demand scenarios.
Click Edit Automation > Select Associated Channels > Check the automation process you want to configure > Click OK.
Note: If you check the box "Associate all automations", the account will automatically associate with all the created automation processes.
If you haven't created an automated process yet, click How to create an automated process to learn the detailed creation process.
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