WhatsApp Lite

August 7, 2020

WhatsApp Lite is a free integration that allows you to connect your WhatsApp account to Kommo. This is an amazing opportunity to respond to your clients without leaving your Kommo account.

The integration was created by the Kommo team, so it’s absolutely safe to use. Installing and using WhatsApp as a lead source and business communication tool is free and simple to do.

With its help, your whole team can work from a single WhatsApp account. And what’s more amazing, now you can connect several numbers, name them, and link them to different pipelines!

In this article, you will learn:

How to connect WhatsApp Lite

You can find the integration by going to Chats > Chat tools > Channels.

foto

foto

Once you click on the Install button, the integration window will pop up. There, you need to accept WhatsApp Lite privacy policy and give access to your Kommo account by ticking the box. After that, the install button will be available for you to click.

foto

Now let’s connect your WhatsApp to Kommo.

  1. Click on the ‘Connect’ button.
foto

  1. Choose your phone type on a new appearing window (android or iPhone).
  2. Scan the QR code on your screen.

You can scan the QR code simply by:

  1. Opening WhatsApp on your phone.
  2. Going to Menu or Settings > Linked devices > Link a device.
  3. Scanning the QR code on the install page of Kommo.
foto

foto

You are now ready to win more customers!

💬 Do note

To stay connected, please do not log out of Kommo in WhatsApp (WhatsApp Web > Logged in devices) and use your phone at least once within 14 days.

How to set up WhatsApp Lite

Once you add your first WhatsApp number, you will see the integration settings window. Here you can delete your added numbers or add a new one, rename, or link added numbers to a certain pipeline.

foto

foto

You can also choose your backup number – this one will be used in case your other numbers get disconnected.

foto

How to use WhatsApp Lite

Now when everything is set up, let’s see how the integration works.

Once a lead writes you a message, it will appear in your Chat section with a WhatsApp logo. You can easily have a talk with them there and all messages will be saved in the card feed.

What’s more, a new incoming lead card will appear in the linked pipeline. You can accept it by clicking a green tick or by moving it to any other pipeline stage; or delete it if it is spam or not your audience. You can also merge it with an existing lead if you already had a conversation with the same person reaching you from a different number.

foto

💬Do note:

  • The integration works only for direct chat messages. Group messages are not visible in Kommo.
  • You can send out documents and media files up to 10 MB in size.

Need more help with setting up or troubleshooting? Contact us by sending an email to support@kommo.com or writing to us on Facebook.

Not a user yet? Visit our Tour page or contact us for a demo.

Try Kommo free

Discover how Kommo can transform your client management now