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Shareable QR Link for WhatsApp Connection

The Shareable QR Link feature generates a temporary connection link that allows anyone to connect a WhatsApp account without CRM login credentials. The link is valid for 1 hour and provides direct access to the WhatsApp QR code scanning page.

This is useful for agencies setting up client accounts, business owners delegating WhatsApp management to team members, or any scenario where you need someone to connect WhatsApp without granting CRM access.

Key Benefits​

Secure Delegation - Share connection access without exposing CRM credentials

Time-Limited - Links automatically expire after 1 hour

No Login Required - Recipients connect through a simple browser link

Quick Setup - Connection takes seconds with no authentication needed

Who Should Use It​

Agencies - Set up client WhatsApp accounts without requesting CRM passwords

Business owners - Allow team members to connect WhatsApp without full system access

Account managers - Enable self-service WhatsApp setup for clients

Step 1: Navigate to WhatsApp Section​

  1. Log into your CRM dashboard
  2. Click WhatsApp in the left sidebar
  3. Select the WhatsApp instance and click on Manage button
  1. Look for the QR code section
  2. Click Generate Shareable Link above the QR code
  3. Then copy the link to your clipboard
  4. Share the link with the person who will connect WhatsApp

Important: The link expires in 1 hour. Generate a new link if it expires before use.

Generate Shareable Link

  • Click the link or paste it into any web browser
  • A connection page will load showing the WhatsApp QR code

Step 2: Scan the QR Code​

  1. Open WhatsApp on your mobile device
  2. Tap Menu (three dots) or Settings
  3. Select Linked Devices or WhatsApp Web/Desktop
  4. Tap Link a Device
  5. Scan the QR code displayed in the browser

Step 3: Connection Complete​

  • The QR code will show Connected
  • Message confirms the account is connected and ready
  • Browser can be closed

Important Notes​

Security:​

  • Each link expires after 1 hour
  • Recipients cannot access the CRM dashboard through the link
  • Only grants WhatsApp connection capability

Best Practices:​

  • Only share links with trusted individuals
  • Use links promptly after generation
  • Generate a new link if the first one expires

Requirements:​

  • Recipients need a web browser and internet connection
  • WhatsApp mobile app is required for scanning
  • Only one WhatsApp account can be connected per instance

Troubleshooting​

  • Verify the complete URL was copied correctly
  • Try a different browser
  • Generate a new link if expired

QR Code Does Not Scan​

  • Ensure good lighting on the screen
  • Hold phone steady at proper distance
  • Refresh the page to generate a new QR code
  • Update WhatsApp app to latest version

Connection Fails​

  • Check internet connection on both devices
  • Generate a new shareable link
  • Ensure WhatsApp instance still exists in CRM
  • Links expire after 1 hour for security
  • Generate a new link from the CRM
  • Share the new link with the recipient

Support​

We're happy to help you with any questions about shareable QR links.

FAQs​

How long is the link valid?

The shareable link expires after 1 hour from generation. Generate a new link if it expires.

Can someone access my CRM through the link?

No. The link only provides access to the WhatsApp connection page. Recipients cannot access any CRM features or data.

Can I generate multiple links?

Yes, you can generate new links at any time. However, only one WhatsApp account can be connected per instance.

Does the recipient need a CRM account?

No. Recipients only need the link URL and their WhatsApp mobile app.

What happens if the link expires before use?

Simply generate a new shareable link from the CRM and share it with the recipient.

Can the same link be used multiple times?

No. Generate a new link for each connection attempt.

What if I delete the instance before the link is used?

The connection will fail and the recipient will see an error message.

Can I see who connected the WhatsApp?

The CRM shows which WhatsApp number is connected but does not log who performed the connection.
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