WhatsApp appears in two ways in Zoye, and mixing them up is the most common setup mistake.
The two halves
- You, running the business. You message the assistant from your own WhatsApp. It creates records, answers questions and takes voice notes. This links your personal number to your user account.
- Your customers, contacting you. Enquiries arrive from customers and are answered and captured automatically. This is the lead bot, the auto-message and broadcasts, and it runs on a business number.
This article covers the first half. It takes about a minute per person.
Link your number
- Open Connectors in the left sidebar. On a phone, tap More, then Connectors.
- Choose WhatsApp and follow the steps.
- Send a message from your phone to check that the assistant answers.
Each team member links their own number. Once linked, the assistant knows who you are, which organisation you work in and what you are allowed to do.
Switching workspace
If you belong to more than one workspace, the assistant follows the one you are working in. You can ask it from WhatsApp to switch, and everything after that runs in the new workspace.
Reply language
The assistant answers in the language you write in. To set your reply language, send /language to see the options, or add a code such as /language fr.