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Replace SMS as Conversation Provider (WhatsApp)

This is the alternative method (SMS Provider) for connecting WhatsApp. It sets WhatsApp as a custom SMS provider for your sub-account before connecting.

Recommended

Most users should follow the newer WhatsApp Full Setup flow instead. Use this page only if you specifically need the SMS provider method.

Step 1: Install the app on sub-accounts​

Quick Tip

For an easier setup you can click on Select All sub-accounts

GoGHL.ai Onboarding

Select the sub-accounts and click on continue on connect and select your locations.



Step 2: Select sub-account​

Onboarding Step 1 Onboarding Step 1

You can always select more than one location.



Step 3: Enable SMS Provider for your Sub-account​

  • Select your target sub-account and go to settings
    • Go to Settings > Phone Number > Advance Settings
  • Select WhatsApp as custom SMS provider
  • Click on Save button

GoGHL.ai Onboarding

IMPORTANT!

Make sure WhatsApp custom provider have Default tag.
Click on Save Button to add Default tag.

Step 4: Connect WhatsApp​

Once you've successfully installed our app and changed the SMS provider, lets connect your WhatsApp

  • Go to the WhatsApp tab from your sub-account or directly go to GoGHL.ai dashboard
  • Click on Connet button, wait for the QR Code.\

GoGHL.ai Connect WhatsApp with QR Code

  • Once QR code is visible follow the mentioned steps on your phone:
    • Open WhatsApp β†’ Settings β†’ Linked Devices β†’ Link Device β†’ Scan QR

Connect WhatsApp with QR Code from mobile

These are iOS screenshots, Android flow might vary slightly.

  • Wait a few moments, and you should see a confirmation in your console indicating that your WhatsApp is now connected.

GoGHL.ai WhatsApp confirmation screen

Your WhatsApp number is connected and ready to use.

Step 5: Verify the setup​

  • Once connected, you can start sending messages directly to your contacts.
  • Go to Contacts β†’ Select Contact β†’ Send Message

Connect WhatsApp with QR Code from mobile

Hurray, You've completed the setup!

Let's connect