How it works

• Access setup – Go to Account Settings → Core Integrations → Integrations and click Connect WhatsApp.

• Integration limits – Each user can connect one WhatsApp account.

• Automatic logging – Dalil logs WhatsApp chats with contacts linked to your records and maintains full message history.

• In-platform replies – You can reply to WhatsApp messages directly from within Dalil without switching apps.

• Activity tracking – All WhatsApp interactions are displayed in the timeline of linked People and Companies records.

• Privacy and visibility – Messages respect your workspace visibility settings—content stays private unless explicitly shared.

Tips

• Use WhatsApp integration in markets where it’s the primary business communication tool.

• Regularly check integration status to ensure ongoing message sync.

• Keep contact phone numbers up to date to ensure proper matching.

• Train your team to use in-app replies for faster response times.

FAQ

Q: What does the WhatsApp integration do?

A: It logs messages with your contacts and lets you manage conversations directly from Dalil.

Q: Can teammates see my WhatsApp messages?

A: Only if you choose to share them—otherwise, they’re visible only to you.

Q: How do I disconnect WhatsApp?

A: Go to Settings → Integrations, find WhatsApp, and click Disconnect.