Messaging Guide

Overview

WhatsBoard provides a full messaging experience directly inside monday.com. You can send text, images, videos, documents, and audio — and receive all WhatsApp message types including stickers, locations, and contacts.

Where You Can Chat

Board View — Chat Inbox

The Board View gives you an inbox-style interface to manage all your WhatsApp conversations for a board.

1. Add WhatsBoard as a Board View on any board
2. Select the WhatsApp connection if you have more than one
3. The left panel (sidebar) lists all conversations:
   • Contact name and phone number
   • Last message preview
   • Timestamp of the most recent message
   • Unread message badge
4. Click a conversation to open it in the main chat panel
5. Use the search bar to find conversations by name or number

Item View — Single Contact Chat

The Item View focuses on a single contact tied to a board item.

1. Open any item on your board
2. Click the WhatsApp tab
3. WhatsBoard reads the item's Phone column to identify the contact
4. The full chat history with that contact loads automatically
5. For group chats, WhatsBoard reads the Group ID column instead

Sending Messages

Text Messages

1. Click the message input field at the bottom of the chat
2. Type your message
3. Press Enter or click the Send button
4. The message appears instantly in the chat with a status indicator

Emoji

1. Click the emoji icon (😊) in the chat input
2. Browse or search for an emoji
3. Click to insert it into your message
4. Send as usual

Media Messages

1. Click the attachment icon (📎) next to the chat input
2. Select a file from your computer
3. Supported file types:

4. Add an optional caption for images and videos
5. Click Send

Receiving Messages

WhatsBoard automatically receives and displays all incoming WhatsApp messages in real-time via WebSocket connections.

Supported Incoming Message Types

Real-Time Updates

• New incoming messages appear instantly without page refresh
• The chat list updates with the latest message preview and timestamp
• Unread counts increment in real-time
• Message status (sent → delivered → read) updates live

Notifications

When you're not actively viewing the chat:

• A notification badge appears on the chat in the sidebar
• If Create incoming messages as updates is enabled in settings, the message is also posted as a monday.com update on the item
• Team members with board access can view all incoming messages

Message Status Tracking

Every outgoing message shows its delivery status:

Board-Level Status

WhatsBoard also updates a "WhatsApp Status" column on your board:

Mark as Read

When you open a chat conversation, messages are automatically marked as read. This:

• Clears the unread badge in the chat list
• Updates the WhatsApp Status column to "Seen"
• Sends read receipts to the contact (standard WhatsApp behavior)

Chat History

Loading Older Messages

1. Scroll to the top of the chat
2. WhatsBoard automatically loads older messages in batches
3. Continue scrolling to load more history

Date Dividers

Messages are grouped by date with dividers showing the day (e.g., "Today", "Yesterday", "March 5, 2025"). This makes it easy to navigate through conversation history.

Sender Identification

• Outgoing messages display the monday.com user avatar of the sender
• Incoming messages show the contact's WhatsApp profile info
• In group chats, each sender's name is displayed above their message

Phone Number Format

WhatsBoard requires phone numbers to include the country code for proper routing.

Valid Formats

Common Issues

• Missing country code — ensure the Phone column value includes the full international dialing code
• Spaces or dashes — these are handled automatically; +1-234-567-8901 works fine
• Leading zeros — some countries use leading zeros in local format; include the country code instead (e.g., use +44 7911 123456 instead of 07911 123456)

Group Chat Messaging

Group chats work the same as individual chats with a few differences:

1. Group messages show the sender's name above each message
2. Group chats appear in the Board View chat list alongside individual chats
3. To link a group chat to an item, use the Group ID column (text column named "Group ID")
4. Group IDs follow the format: 120363XXXXXXXXXX@g.us

Using Templates in Chat

For repetitive messages, use templates to save time.

1. In the Item View chat, click the Templates button
2. Search for your saved template
3. Select it — all {{ColumnTitle}} placeholders are replaced with actual item column values
4. If the template includes an image, it will be attached automatically
5. Review the populated message and click Send

See the Templates Guide for details on creating and managing templates.