Skip to main content
You can receive notifications from ProPilot on WhatsApp, so important conversation activity reaches you even when you are away from the app. In addition, one team member - the WhatsApp Operator - can act on conversations directly from WhatsApp.
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.
Use Remove to disconnect your number at any time. To switch to a different number, remove the current one, enter the new number, and activate again.

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. The person who created the organization is the operator automatically. You can activate WhatsApp from My Profile without setting this first. Admins can change the operator later if someone else should handle replies.
1

Open Organization settings

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.
You can change the operator at any time by selecting a different member and saving again. If the selected operator leaves the organization, ProPilot automatically assigns the oldest remaining owner or admin so WhatsApp command access does not stay with the removed account.

Common questions

No - only the designated WhatsApp Operator. Everyone else receives notifications only; they reply from Messages as usual.
Verify the number is correct and includes the country code, and that WhatsApp is active on that number, then try Activate again.
You need to reply to the test message in WhatsApp - the reply is what confirms the connection.
In My Profile, click Remove next to your current number, enter the new one, and click Activate again.
No. The person who created the organization is already the operator. Connect your number in My Profile and click Activate. Admins can later change the operator in Advanced Settings > Organization.
Only organization admins, under Advanced Settings > Organization. The organization creator is already selected by default.