Getting Started
Connecting WhatsApp
How to connect, manage, and troubleshoot your WhatsApp connection.
Connection types
The platform supports two ways to connect your WhatsApp number. Choose the one that fits your setup.
Normal WhatsApp (QR Code)
Best for personal numbers and small businesses. Works with any WhatsApp account.
How it works: Your phone stays connected to WhatsApp as usual. The platform links as an additional device, the same way WhatsApp Web works.
Requirements:
- A phone with WhatsApp installed and an active account
- The phone must stay connected to the internet (WhatsApp requires this for linked devices)
Limitations:
- WhatsApp allows up to 4 linked devices per account
- If your phone loses internet for an extended period, the link may disconnect
Verified Business (Cloud API)
Best for established businesses that need guaranteed message delivery and higher throughput.
How it works: Uses Meta's official WhatsApp Business API. Messages are sent and received through Meta's servers, so no phone connection is needed.
Requirements:
- A Meta Business account
- A verified business phone number
- Completion of Meta's embedded signup flow
To set up a verified business connection, go to the Verified Setup page in the dashboard sidebar and follow the onboarding steps.
Connecting via QR code
Scan this QR code with WhatsApp or enter the pairing code below from "Link a device".
Pairing code expires in 45 seconds
- From your dashboard, find your instance card and click Connect
- A QR code will appear on screen along with a pairing code
- On your phone, open WhatsApp and go to:
- Android: Three-dot menu → Linked Devices → Link a Device
- iPhone: Settings → Linked Devices → Link a Device
- Point your camera at the QR code, or tap "Link with phone number" and enter the pairing code
- Wait a few seconds — the instance status will change to Connected
Once connected, the instance card shows:
- Your WhatsApp profile picture
- Your display name
- Your phone number
- A green Connected status badge
Managing your connection
Checking connection status
Each instance shows its current status:
| Status | What it means |
|---|---|
| Connected (green) | Everything is working. Messages are being sent and received. |
| Connecting (yellow) | The platform is establishing a connection. Wait a few seconds. |
| Disconnected (red) | The connection has dropped. Click Connect to re-link. |
| Created (gray) | The instance exists but hasn't been connected yet. |
Disconnecting
To disconnect your WhatsApp number:
- Click the three-dot menu on the instance card
- Select Logout
- Confirm the action
This unlinks the platform from your WhatsApp account. You can reconnect at any time by scanning a new QR code.
Deleting an instance
To permanently remove an instance:
- Click the three-dot menu on the instance card
- Select Delete
- Confirm the deletion
This removes the instance and all its configuration. This action cannot be undone.
Troubleshooting connections
QR code expired
QR codes are only valid for a short time. If yours expires, the page will show a refresh option. Click it to generate a new QR code.
Connection keeps dropping
- Make sure your phone has a stable internet connection (Wi-Fi or mobile data)
- Check that WhatsApp is updated to the latest version on your phone
- Ensure you haven't exceeded WhatsApp's 4-device limit — unlink an unused device if needed
"Phone not connected" warnings
WhatsApp requires your phone to be online periodically to keep linked devices active. If your phone is off or without internet for too long, the link will disconnect. Reconnect by scanning a new QR code.
Can't scan the QR code
- Make sure your camera is clean and has enough light
- Try using the pairing code option instead — it's displayed below the QR code
- Check that your phone's WhatsApp version supports linked devices (update to the latest version)
Next steps
Once connected, your WhatsApp number is ready for automation. Set up your AI agent:
- Agent Setup — Write the instructions that shape your agent's behavior and tell it how to use its tools
- Auto-Responder Rules — Control who the agent responds to and when
- Integrations — Enable code sandboxes, image generation, payments, and more