Send a photo of a business card to the assistant on WhatsApp and it reads the card, including layouts where the job title sits above the name. What happens next depends on what you say with the photo.
What you send, and what happens
- Photo and "add this lead": creates the contact, attaches the card image and marks the source as a business card.
- Photo and "attach this to the Gulf Interiors deal": attaches the image to that record only. No new contact is made.
- Photo and "file this in Docs": saves the file and nothing more.
- Photo and a question: answers the question and writes nothing.
- Photo with no words: shows you what it read and asks what you want. It writes nothing until you answer.
No quiet duplicates
If you send the same person's card twice, the assistant tells you they already exist instead of creating a second record. A contact counts as the same when the email or the phone number matches. If you really want a second copy, say so.
The trade-show rule
At an event you do not want to caption forty photos. Set a rule once:
- Tell the assistant in one sentence: "I'm at Dubai Expo, from now on any card I send, add the lead and link it to that deal."
- Send cards with no words. Each becomes a lead with its own photo, linked to that deal.
- Say "stop" when the day ends. The next card is treated as an ordinary one again.
Moving to another event? Say so, and the rule moves to the new deal.
Add what the card does not say
The useful part of a conversation is never printed on the card. Send a voice note right after the photo and it attaches to that person: what they need, when, and what you promised to send.
Follow up on the day
After you capture cards, the assistant can offer an automation that waits a day and then creates a follow-up task or sends your message for every contact whose source is a business card. Accept it while you are still at the event. See Automations.
Good to know
One card is one AI credit. See Memory and AI credits. WhatsApp removes location data from photos, so the event comes from your rule, not from the image.