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The WhatsApp integration lets you communicate with customers through WhatsApp directly from SmartPyme, without switching between apps. You can manage conversations, track session status, and view activity summaries all from a single panel.

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Activating WhatsApp

The WhatsApp module is an optional add-on that must be enabled for your SmartPyme account before you can use it. Contact your SmartPyme administrator to request activation. Once enabled, the WhatsApp option appears in the left sidebar.

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Connecting a WhatsApp Session

1

Open the WhatsApp panel

Click WhatsApp in the left sidebar to open the WhatsApp management area.
2

Start a new session

Click Connect Session. SmartPyme generates a QR code that you will use to link your WhatsApp Business account.
3

Scan the QR code

Open the WhatsApp Business app on your phone, go to Linked Devices, and tap Link a Device. Point your camera at the QR code displayed in SmartPyme.
4

Confirm the connection

After a successful scan, the session status updates to Connected. Your WhatsApp Business number is now linked to SmartPyme.

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Sending Messages

Once a session is connected, use the Messaging panel to send and receive WhatsApp messages with your customers. Select a contact or enter a phone number to start a conversation. All messages are logged within SmartPyme so your team maintains a shared view of every customer interaction.

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Managing Sessions

The WhatsApp Sessions panel gives you a full view of every linked number. From there you can:
  • View which sessions are currently active or inactive.
  • Disconnect a session to unlink a number from SmartPyme.
  • Reconnect a session by scanning a new QR code if a connection drops.
Each session represents one linked WhatsApp Business number. You can maintain multiple sessions if your business operates more than one number.

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Executive Summary

The Executive Summary tab inside the WhatsApp panel provides an overview of your messaging activity, including the number of conversations opened, messages sent, and response metrics over a selected date range. Use this data to monitor your team’s responsiveness and customer communication volume.
Only connect WhatsApp Business accounts to SmartPyme. Personal WhatsApp accounts are not designed for business use and may be blocked or banned by Meta when used for commercial messaging.