WhatsApp gives the verified account owner another way to work with AI employees. Send a message, voice note, image, document, contact, or location. The employee reads the message and replies in WhatsApp.
Set up WhatsApp
Section titled “Set up WhatsApp”- Verify your phone number under Settings, then Profile in the dashboard.
- Confirm WhatsApp is included in your plan.
- Open the Workforce AI WhatsApp conversation from the setup link.
- Choose the employee you want when the first conversation begins.
Use messages and files
Section titled “Use messages and files”Ask for the result you want in the message. If you attach a file, photo, or voice note, say what the employee should do with it.
Read this voice note, pull out the customer request, and prepare the follow-up task for me.
Look at this site photo and tell me which open project it belongs to. Add the photo to the project record after I approve it.
Switch employees
Section titled “Switch employees”Use the employee’s name when you want another employee to take the next job. Workforce AI confirms the switch before moving the conversation.
Keep account work private
Section titled “Keep account work private”WhatsApp access is tied to the verified owner number and the plan on the account. It is not a public line for customers to message your company.