Related settings: Your personal WhatsApp number is in My Profile. The organization
WhatsApp Operator is under
Advanced Settings > Organization.
Connect your WhatsApp (per user)
Each team member connects their own number.1
Open your Profile
Go to My Profile and scroll to the WhatsApp section.
2
Enter your number
Enter Your WhatsApp Number, including the country code (for example +1 for the US).
3
Activate
Click Activate. ProPilot sends a test message to your WhatsApp - reply to it to confirm
the connection. Activation completes only after you reply.
WhatsApp Operator (per organization)
One member can be the WhatsApp Operator, who can reply to and manage conversations over WhatsApp. Other members receive notifications only.1
Open Organization settings
Go to Advanced Settings > Organization > WhatsApp Operator
(admins only).
2
Select and save
Choose a team member from the dropdown and click Save Operator. The operator should
have their own WhatsApp connected and activated first.
Common questions
Can everyone on my team act on conversations from WhatsApp?
Can everyone on my team act on conversations from WhatsApp?
No - only the designated WhatsApp Operator. Everyone else receives notifications only;
they reply from Messages as usual.
No test message arrived?
No test message arrived?
Verify the number is correct and includes the country code, and that WhatsApp is active on
that number, then try Activate again.
I got the test message but I'm still not activated.
I got the test message but I'm still not activated.
You need to reply to the test message in WhatsApp - the reply is what confirms the
connection.
How do I change my WhatsApp number?
How do I change my WhatsApp number?
In My Profile, click Remove next to your current number, enter the new one, and
click Activate again.
Who can set the WhatsApp Operator?
Who can set the WhatsApp Operator?
Only organization admins, under
Advanced Settings > Organization.