Getting Started

• An active monday.com account with admin or owner permissions
• A smartphone with WhatsApp installed and an active internet connection
• Phone number associated with your WhatsApp account

1. Navigate to the monday.com Marketplace
2. Search for "WhatsBoard"
3. Click "Install App"
4. Authorize the app to access your monday.com account

1. Go to any board where you want to enable WhatsApp integration
2. Click on the "WhatsApp" integration tab in the board view
3. Click "Connect WhatsApp"
4. A QR code will appear on your screen
5. Open WhatsApp on your phone
6. Tap on the three dots (menu) and select "WhatsApp Web"
7. Scan the QR code with your phone
8. Wait for the connection to be established (indicated by a green "Connected" status)

1. To start messaging to your existing whatsapp chats, you can import whatsapp chats as items in monday.com
2. You can import
   • All chats from your phone
   • Chats from your contact lists
   • Manually selected chats from your Phone
3. Once imported, these will appear as items in your board
4. To send messages or seeing chat history, you can click on the item to open the chat

Send a Message from an Item View

1. Navigate to any item on your board that has a phone number in the mapped column
2. Click on the "WhatsApp" tab in the item view
3. Type your message in the chat input field
4. Press Enter or click the send button
5. Your message will be sent instantly to the contact's WhatsApp

Receive Messages

1. When a contact replies to your WhatsApp message, their response will appear in the chat view
2. You'll receive a notification in monday.com
3. The message will be visible to all board users with access to the integration

1. Go to the "WhatsApp" board view
2. Click on the "Templates" tab
3. Click "Create New Template"
4. Give your template a name
5. Create your message content
6. Add dynamic variables using {{column_name}} syntax to pull data from your board
7. Save your template

1. Go to your board's "Automations" section
2. Click "Create new recipe"
3. Select a trigger (e.g., "When status changes to...")
4. Choose "WhatsApp" as the action
5. Select either:
   • "Send WhatsApp Message" - for a custom message
   • "Send Template Message" - to use one of your saved templates
6. Configure the message settings
7. Save your recipe

• Keep your phone connected to the internet to maintain the WhatsApp Web session
• Use templates for consistent communication
• Set up automation recipes to send messages for critical status changes
• Keep messages professional and concise
• Regularly check for new messages in the chat view

• QR Code Expired: If the QR code expires, click "Refresh QR Code" and try again
• Disconnected Status: If your WhatsApp shows as disconnected, click "Reconnect" and scan the QR code again
• Messages Not Sending: Verify the phone number format (include country code, e.g., +1234567890)
• Template Variables Not Working: Ensure the column names match exactly and are enclosed in double curly braces

For additional support, contact our support team at support@whatsapp-integration.monday.com

• All messages are end-to-end encrypted via WhatsApp's protocol
• The app only stores message metadata and content for displaying in monday.com
• Your WhatsApp account remains secure with standard WhatsApp security measures
• Access to chats is restricted to authorized board users only