WhatsApp Chats
Who this is for
Section titled “Who this is for”Users with chats: read access, and chats: edit when synchronization or group management is available.
Before you start
Section titled “Before you start”Open the conversation that is relevant to the CRM record. Keep message content and participant data within your organization’s privacy and access rules.
- Open Chats to review permitted conversations and their linked CRM context.
- Open a conversation to inspect the available message history and related analysis.
- Request a sync or group-management operation only when you have edit access and understand that it depends on the configured bridge/provider.
- Link or unlink a group only after confirming the intended CRM relationship.
What happens next
Section titled “What happens next”The CRM reflects the synchronization result it receives. A sync request or a displayed connection state is not independent proof of provider delivery or message receipt.
Troubleshooting
Section titled “Troubleshooting”- No chat data: check chat permission, bridge configuration, and provider connectivity separately.
- Cannot sync:
chats: editis required. - Need broader integration status: see Integrations.