> ## Documentation Index
> Fetch the complete documentation index at: https://squad.so/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# WhatsApp

> What agents can do in WhatsApp with standard access, and how to connect, limit, and disconnect WhatsApp.

Connect WhatsApp so your agents can work in your WhatsApp Business account.

WhatsApp here means a WhatsApp Business account. The actions use the business account's message templates, business profile, and business phone numbers.

## Access levels

WhatsApp has one level. The connect window shows it as **Default** and describes it as "Standard access." Agents can use all 17 WhatsApp actions.

You cannot choose a narrower level for WhatsApp. You can block single agents with **No access** under **Per-agent access**.

The WhatsApp sign-in page asks you to approve full access to your account. This is expected. Squad does not narrow the sign-in, and standard access does not limit which WhatsApp actions agents can use.

## What agents can do

The summary below groups the WhatsApp actions into plain tasks. The full list after it names every action, grouped by what the action works on. You do not need to name actions. Ask in plain words, and the agent searches for the matching action.

<Tip>**Find an action.** Open the list and use your browser's find (Ctrl+F, or Cmd+F on a Mac) with a word from the task or part of a slug. Or ask your agent in plain words, for example "What can you do in my WhatsApp account?" The agent can search the WhatsApp actions for you.</Tip>

Each action shows its name, a one-line description where the WhatsApp action catalog has one, and its slug. The slug is the ID that agents use when they call the action.

* View, create, and send media
* View, create, and delete templates
* Send messages
* Send contacts
* Send lists
* Send locations
* View profiles

<AccordionGroup>
  <Accordion title="All 17 WhatsApp actions">
    | Works on          | Action                   | What it does                                                                         | Slug                                |
    | ----------------- | ------------------------ | ------------------------------------------------------------------------------------ | ----------------------------------- |
    | **Contacts**      | Send contacts            |                                                                                      | `WHATSAPP_SEND_CONTACTS`            |
    | **Lists**         | Send interactive list    | Send an interactive list message to a WhatsApp number.                               | `WHATSAPP_SEND_INTERACTIVE_LIST`    |
    | **Locations**     | Send location            | Send a location message with coordinates, name, and address to a WhatsApp user.      | `WHATSAPP_SEND_LOCATION`            |
    | **Media**         | Get media info           | Get metadata and download URL for uploaded WhatsApp media.                           | `WHATSAPP_GET_MEDIA_INFO`           |
    |                   | Send media               | Send a media message to a WhatsApp number.                                           | `WHATSAPP_SEND_MEDIA`               |
    |                   | Send media by ID         | Send media using a media ID from previously uploaded media.                          | `WHATSAPP_SEND_MEDIA_BY_ID`         |
    |                   | Upload media             | Upload media files (images, videos, audio, documents, stickers) to WhatsApp servers. | `WHATSAPP_UPLOAD_MEDIA`             |
    | **Messages**      | Send message             | Send a text message to a WhatsApp user.                                              | `WHATSAPP_SEND_MESSAGE`             |
    |                   | Send template message    | Send a template message to a WhatsApp number.                                        | `WHATSAPP_SEND_TEMPLATE_MESSAGE`    |
    | **Profiles**      | Get business profile     | Get the business profile information for a WhatsApp Business phone number.           | `WHATSAPP_GET_BUSINESS_PROFILE`     |
    | **Templates**     | Create message template  | Create a new message template for the WhatsApp Business Account.                     | `WHATSAPP_CREATE_MESSAGE_TEMPLATE`  |
    |                   | Delete message template  | Delete a message template from the WhatsApp Business Account by name.                | `WHATSAPP_DELETE_MESSAGE_TEMPLATE`  |
    |                   | Get message templates    | Get all message templates for the WhatsApp Business Account.                         | `WHATSAPP_GET_MESSAGE_TEMPLATES`    |
    |                   | Get template status      | Get the status and details of a specific message template.                           | `WHATSAPP_GET_TEMPLATE_STATUS`      |
    | **Other actions** | Get phone number         | Retrieve detailed information about a specific WhatsApp Business phone number.       | `WHATSAPP_GET_PHONE_NUMBER`         |
    |                   | Get phone numbers        | Retrieve all phone numbers registered to your WhatsApp Business Account.             | `WHATSAPP_GET_PHONE_NUMBERS`        |
    |                   | Send interactive buttons | Send an interactive button message with up to 3 reply buttons to a WhatsApp user.    | `WHATSAPP_SEND_INTERACTIVE_BUTTONS` |
  </Accordion>
</AccordionGroup>

<Tip>Agents cannot read incoming WhatsApp messages. No WhatsApp action lists or reads messages. Agents can send messages, and they can manage templates and media.</Tip>

## Connect WhatsApp

Before you start:

* You need a WhatsApp Business account that you can sign in to.
* Your Squad subscription must be active. Squad does not connect apps while the subscription is not active.

<Steps>
  <Step title="Open Integrations">
    Open **Settings** > **Integrations**.
  </Step>

  <Step title="Add an integration">
    On the **Connected apps** tab, click **+ Add integration**.
  </Step>

  <Step title="Find WhatsApp">
    Find **WhatsApp** in the catalog and click it. You can type the name in **Search the catalog…**.
  </Step>

  <Step title="Keep the default level">
    Under **Default scope**, keep **Default**. It is the only option.
  </Step>

  <Step title="Click Connect WhatsApp">
    Click **Connect WhatsApp**. The WhatsApp sign-in page opens in a new tab.
  </Step>

  <Step title="Sign in to WhatsApp">
    Sign in to WhatsApp and approve the request.
  </Step>
</Steps>

Check that it works: WhatsApp shows under **YOUR CONNECTIONS**, with a row for the account and its access level.

## Set access for one agent

Every agent can use the account unless you block it.

1. Under **YOUR CONNECTIONS**, open the account menu (⋯) on the WhatsApp account.
2. Click **Manage scope**.
3. Under **Per-agent access**, find the agent.
4. Choose **No access** to block the agent. Choose **Default (Default)** to allow it again.
5. Click **Save access**.

Changes apply from the agent's next call. An agent with **No access** does not see the account.

## Use more than one WhatsApp account

Click **+ Account** on the WhatsApp card to connect another account. Agents use the primary account unless they are asked to use a specific one.

* After you click **+ Account**, follow the connect steps above.
* The first account you connect becomes the primary account. It shows **★ PRIMARY**.
* To change the primary account, open the account menu (⋯) and click **Make primary**.
* To tell accounts apart, open the account menu (⋯) and click **Rename**.

## Reconnect or disconnect

Reconnect when the connection has expired, or when you need to change what the account can reach on the WhatsApp side:

1. Open the account menu (⋯) and click **Reconnect**.
2. Click **Reauthorize on WhatsApp**.
3. Sign in to WhatsApp and approve the request.

Reconnect signs in to the same account again. It does not add a second connection.

Open the account menu (⋯) on the WhatsApp account and click **Disconnect**. Agents lose access to that account at once.

<Warning>**Disconnect** acts at once, with no confirmation step. If it was the primary account, another connected WhatsApp account becomes primary.</Warning>

## Costs

WhatsApp actions do not use Squad credits. Connected apps never use credits. For what does use credits, see [What Squad costs](/docs/costs).

## Troubleshooting

An agent says it has no access to WhatsApp, or it does not see the account.

* Cause: the agent is set to **No access** under **Per-agent access**, or the account is not connected.
* Fix: open **Manage scope** and change the agent's row. If the account is missing, connect it again.

Connecting or saving fails with "Your subscription isn't active."

* Cause: your Squad subscription is not active.
* Fix: resubscribe. See [Manage your subscription](/docs/billing).

An agent says the WhatsApp connection has expired.

* Cause: the sign-in for that account is no longer valid.
* Fix: use **Reconnect** on the account.

## Common questions

<AccordionGroup>
  <Accordion title="Can I limit what agents can do in WhatsApp?">
    You cannot choose a narrower level for WhatsApp. You can block single agents with **No access** under **Per-agent access**.
  </Accordion>

  <Accordion title="Can I connect more than one WhatsApp account?">
    Click **+ Account** on the WhatsApp card to connect another account. Agents use the primary account unless they are asked to use a specific one.
  </Accordion>

  <Accordion title="How do I disconnect WhatsApp?">
    Open the account menu (⋯) on the WhatsApp account and click **Disconnect**. Agents lose access to that account at once.
  </Accordion>
</AccordionGroup>

## Related pages

<CardGroup cols={2}>
  <Card title="Connect apps" icon="plug" href="/docs/integrations" />

  <Card title="Add an MCP server or an API key" icon="server" href="/docs/custom-integrations">
    Use this when an action you need is not in this app.
  </Card>
</CardGroup>
