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Connect WhatsApp so your teammates 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.

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Access levels

WhatsApp has one level. The connect window shows it as Default and describes it as “Standard access.” Teammates can use all 17 WhatsApp actions. You cannot choose a narrower level for WhatsApp. You can block single teammates with No access under One teammate at a time. 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 teammates can use.

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What teammates 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 teammate searches for the matching action.
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 a teammate in plain words, for example “What can you do in my WhatsApp account?” The teammate can search the WhatsApp actions for you, and it can see which levels run each action.
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 teammates 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
Agents cannot read incoming WhatsApp messages. No WhatsApp action lists or reads messages. Agents can send messages, and they can manage templates and media.

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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.
1

Open Apps

Click Settings at the bottom of the sidebar, then Apps.
2

Add an integration

Under Connected apps, click the Add integration card.
3

Find WhatsApp

Find WhatsApp in the catalog and click it. You can type the name in Search the catalog.
4

Keep the default level

Under What every teammate can do, keep Default. It is the only option.
5

Choose who may use it

If other people are in your squad, the window also shows Share this account with everyone in this squad. It is ticked for the owner and clear for everyone else. Leave it ticked to let your teammates use the account for anyone’s requests. Clear it to keep the account for your own requests.
6

Click Connect WhatsApp

Click Connect WhatsApp. The WhatsApp sign-in page opens in a new tab.
7

Sign in to WhatsApp

Sign in to WhatsApp and approve the request. The Squad window waits and closes by itself when the account shows up.
Check that it works: WhatsApp shows under Your connections in its own card, with a row for the account and its access level.

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Set access for one teammate

Every teammate can use the account unless you block it. Only you and your Administrators see One teammate at a time. The window says “Each teammate can do what’s set above unless you choose otherwise here. A change applies from their next use of it.”
  1. Under Your connections, open the account menu (⋯) on the WhatsApp account.
  2. Click Manage scope.
  3. Under One teammate at a time, find the teammate.
  4. Choose No access to block the teammate. Choose Default (Default) to allow it again.
  5. Click Save access.
Changes apply from the teammate’s next call. A teammate with No access does not see the account.

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Use more than one WhatsApp account

Click + Account on the WhatsApp card to connect another account. Teammates try the main account first unless they are asked to use a specific one. When other people are in your squad, a person’s own accounts come before shared accounts.
  • After you click + Account, follow the connect steps above.
  • The first account you connect becomes the main account. Its row shows Main account.
  • To change the main account, open the account menu (⋯) and click Make it the main account. Only you and the Administrators who can see every teammate can do this.
  • To tell accounts apart, open the account menu (⋯) and click Rename.
  • Each account is private to the person who connected it unless that person shares it. When other people are in your squad, connecting an account asks whether to share it with everyone. See Who can use an account.

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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. Only the person who connected the account can reconnect it. An account whose sign-in has expired shows Needs reconnecting on its row, with a Reconnect button for the person who connected it. Open the account menu (⋯) on the WhatsApp account and click Disconnect…. A dialog asks you to confirm and says “Your teammates lose access to WhatsApp through this account.” Click Disconnect. Teammates then lose access to that account at once. If it was the main account, another connected WhatsApp account becomes the main account.

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Costs

WhatsApp actions do not use Squad credits. Connected apps never use credits. For what does use credits, see What Squad costs.

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Troubleshooting

A teammate says it has no access to WhatsApp, or it does not see the account.
  • Cause: the teammate is set to No access under One teammate at a time, or the account is not connected.
  • Fix: you or an Administrator opens Manage scope and changes the teammate’s row. If the account is missing, connect it again.
Connecting or saving fails with “Your subscription isn’t active.” A teammate says the WhatsApp connection has expired.
  • Cause: the sign-in for that account is no longer valid.
  • Fix: click Reconnect on the account row, or open the account menu (⋯) and click Reconnect.

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Common questions

You cannot choose a narrower level for WhatsApp. You can block single teammates with No access under One teammate at a time.
Click + Account on the WhatsApp card to connect another account. Teammates try the main account first unless they are asked to use a specific one. When other people are in your squad, a person’s own accounts come before shared accounts.
Open the account menu (⋯) on the WhatsApp account and click Disconnect…. A dialog asks you to confirm and says “Your teammates lose access to WhatsApp through this account.” Click Disconnect. Teammates then lose access to that account at once.

Connect apps

Add an MCP server or an API key

Use this when an action you need is not in this app.