# WhatsApp

Connecting additional messaging accounts to WhatSnap is simple and immediate. Each new account expands your messaging capabilities and allows for better organization of your communications across different platforms.

{% hint style="info" %}
**Multiple Account Types**: WhatSnap supports connecting WhatsApp, SMS/iMessage (P2P), and Twilio SMS accounts. You can connect up to 10 accounts total across all types to your GoHighLevel system.
{% endhint %}

## Adding a New Account

### Choose Your Account Type

In your WhatSnap dashboard, click the **"Add Account"** button to see the available account types:

* **WhatsApp** - Connect via QR code scan
* **SMS/iMessage (P2P)** - Connect your personal phone or Mac
* **Twilio SMS** - Configure enterprise SMS with your Twilio number

### Connecting WhatsApp

{% stepper %}
{% step %}

#### Access WhatsApp Connection

Select **"Connect WhatsApp"** from the account type options.
{% endstep %}

{% step %}

#### QR Code Display

A QR code will appear on your screen. This code is unique and time-limited for security purposes.

{% hint style="warning" %}
**QR Code Expiration**: The QR code expires after 30 seconds for security reason. If it expires, it will refresh the new one automatically.
{% endhint %}
{% endstep %}

{% step %}

#### Scan with WhatsApp

On the mobile device with the WhatsApp account you want to connect:

1. **Open WhatsApp**
2. Go to **Settings** (⚙️)
3. Select **Linked Devices**
4. Tap **"Link a Device"**
5. **Scan the QR code** displayed on your screen
   {% endstep %}

{% step %}

#### Connection Confirmation

Once scanned successfully, you'll see a confirmation message that your WhatsApp account has been connected to GoHighLevel.

{% hint style="success" %}
**Connection Successful!** Your new WhatsApp account is now ready to send and receive messages through GoHighLevel.
{% endhint %}
{% endstep %}
{% endstepper %}

### Connecting SMS/iMessage (P2P)

{% stepper %}
{% step %}

#### Select Device Connection

Click **"Connect Device"** to set up SMS/iMessage on your personal phone or Mac.
{% endstep %}

{% step %}

#### Choose Platform

Select your device type:

* **iPhone/Android** - For mobile device SMS and iMessage
* **Mac** - For Mac computer iMessage integration
  {% endstep %}

{% step %}

#### Install Companion App

Download and install the required companion app on your device following the on-screen instructions.
{% endstep %}

{% step %}

#### Complete Authentication

Follow the device-specific authentication process to grant WhatSnap access to send and receive messages.

{% hint style="success" %}
**Device Connected!** Your personal device is now connected and ready to send SMS and iMessages through GoHighLevel.
{% endhint %}
{% endstep %}
{% endstepper %}

### Connecting Twilio SMS

{% stepper %}
{% step %}

#### Select Twilio Configuration

Click **"Configure Twilio"** to set up enterprise SMS with your Twilio account.
{% endstep %}

{% step %}

#### Enter Twilio Credentials

Provide your Twilio account information:

* **Account SID** - Your Twilio Account SID
* **Auth Token** - Your Twilio Auth Token
* **Phone Number** - Select your Twilio phone number
  {% endstep %}

{% step %}

#### Verify Configuration

WhatSnap will verify your Twilio credentials and confirm the phone number is active and SMS-enabled.
{% endstep %}

{% step %}

#### Activation Complete

Once verified, your Twilio SMS account will be active and ready to use.

{% hint style="success" %}
**Twilio Connected!** Your enterprise SMS number is now ready to send and receive messages through GoHighLevel with 99.95% uptime SLA.
{% endhint %}
{% endstep %}
{% endstepper %}

![](https://storage.insider-society.com/iphone-connect-device.gif)

## What Happens After Connection

### Automatic Tag Assignment

Once connected, WhatSnap automatically:

1. **Creates a unique tag** for the account (e.g., `whatsnap-account-[xyz]`)
2. **Associates the tag** with all future contacts from this messaging account
3. **Enables message routing** based on the tag system

### Account Activation

The newly connected account becomes immediately active and capable of:

* **Receiving messages** from contacts
* **Sending messages** through GoHighLevel interface
* **Participating in workflows** and automations
* **Creating contacts automatically** when people message the account

{% hint style="info" %}
**Universal Functionality**: All account types (WhatsApp, SMS/iMessage, and Twilio) work identically once connected. The same tag system, workflows, and contact management apply to all.
{% endhint %}

## Automatic Contact Creation

{% hint style="success" %}
**Smart Contact Management**: WhatSnap automatically creates GoHighLevel contacts when people message any of your connected accounts (WhatsApp, SMS/iMessage, or Twilio).
{% endhint %}

### How It Works

{% @mermaid/diagram content="sequenceDiagram
participant Contact as 👤 Contact
participant ACC as 📱 Messaging Account
participant WS as 🤖 WhatSnap
participant GHL as 🏢 GoHighLevel

```
Contact->>ACC: 💬 Sends Message
ACC->>WS: 📥 Message Received
WS->>GHL: 🔍 Check if Contact Exists

alt Contact Doesn't Exist
    WS->>GHL: 👤 Create New Contact
    WS->>GHL: 🏷️ Add Account Tag
    WS->>GHL: 💾 Store Message
else Contact Exists
    WS->>GHL: 🏷️ Add Tag if Missing
    WS->>GHL: 💾 Store Message
end

GHL->>WS: ✅ Contact Ready
WS->>GHL: 💬 Display in Conversations

Note over Contact,GHL: 🔄 Automatic Contact Creation Process
Note over WS,GHL: 🏷️ Tag-based account association ensures proper routing" %}
```

### Contact Information Extracted

When someone messages your connected account, WhatSnap automatically extracts and stores:

* **Phone Number**: The contact's phone number
* **Name**: Display name from the messaging platform (when available)
* **Account Tag**: Tag identifying which messaging account received the message
* **Platform**: The messaging platform used (WhatsApp, SMS/iMessage, or Twilio)

## Managing Multiple Accounts

### Account Organization Tips

{% tabs %}
{% tab title="Business Departments" %}
**Organize by Function**

Connect separate accounts for different business functions:

* `whatsnap-account-sales` (WhatsApp)
* `whatsnap-account-support` (SMS/iMessage P2P)
* `whatsnap-account-billing` (Twilio SMS)

**Benefits:**

* Clear departmental boundaries
* Specialized message handling
* Department-specific workflows
* Mix platforms based on needs (enterprise Twilio for billing, personal WhatsApp for sales, etc.)
  {% endtab %}

{% tab title="Geographic Regions" %}
**Organize by Location**

Use different accounts for different service areas:

* `whatsnap-account-newyork`
* `whatsnap-account-california`
* `whatsnap-account-international`

**Benefits:**

* Local phone numbers for each region
* Time-zone appropriate messaging
* Regional compliance management
  {% endtab %}

{% tab title="Campaign Types" %}
**Organize by Purpose**

Separate accounts for different types of communication:

* `whatsnap-account-marketing`
* `whatsnap-account-followup`
* `whatsnap-account-vip`

**Benefits:**

* Campaign-specific messaging
* Clear communication purposes
* Better performance tracking
  {% endtab %}
  {% endtabs %}

## Troubleshooting Account Connection

### Common Issues and Solutions

<details>

<summary>WhatsApp Connection Fails After Scanning</summary>

**Possible Causes:**

* QR code has expired, wait and scan again
* WhatsApp app needs updating, if not remove WhatsApp and install it again
* Network connectivity issues

**Solutions:**

* Wait to get a new QR code
* Update WhatsApp to the latest version or remove/re-install
* Check internet connection on both devices

</details>

<details>

<summary>SMS/iMessage Device Connection Issues</summary>

**Possible Causes:**

* Companion app not properly installed
* Permissions not granted on device
* Device not connected to internet

**Solutions:**

* Reinstall the companion app
* Check and grant all required permissions in device settings
* Verify device has stable internet connection
* Restart device and try again

</details>

<details>

<summary>Twilio Configuration Errors</summary>

**Possible Causes:**

* Incorrect Account SID or Auth Token
* Twilio phone number not SMS-enabled
* Insufficient Twilio credits

**Solutions:**

* Double-check credentials from Twilio dashboard
* Verify phone number is active and SMS-capable
* Add credits to your Twilio account
* Contact Twilio support for account-specific issues

</details>

<details>

<summary>WhatsApp Account Disconnects Frequently</summary>

**Possible Causes:**

* The WhatsApp Account is not used on real device
* It's not a WhatsApp Business app but instead a WhatsApp app

**Solutions:**

* Ensure your WhatsApp account remains connected to a real device with internet access. Open the app at least once weekly and maintain natural activity by sending reactions, reading messages, or engaging in brief conversations to keep the account active and avoid potential restrictions
* Consider using WhatsApp Business app because WhatsApp app disconect every 2 weeks

</details>

## Next Steps

Once you've successfully added WhatsApp accounts, explore these related features:

### Add More Account Types

* [**iMessage Accounts**](https://github.com/WhatSnap/documentation/blob/main/Account-management/adding-imessage-accounts.md) - Connect iPhone/Mac for personal messaging
* [**P2P SMS Accounts**](https://github.com/WhatSnap/documentation/blob/main/Account-management/adding-p2p-sms-accounts.md) - Use personal phones for SMS
* [**Twilio A2P Accounts**](https://github.com/WhatSnap/documentation/blob/main/Account-management/adding-a2p-twilio-account.md) - Enterprise-grade SMS at scale

### Configure and Use Your Accounts

1. [**Account Settings**](https://github.com/WhatSnap/documentation/blob/main/Account-management/account-settings.md) - Configure individual account preferences and settings
2. [**Tag Management**](https://whatsnap.gitbook.io/whatsnap-docs/account-management/settings/tag-management) - Master the tag system for effective contact routing
3. [**User Assignments**](https://whatsnap.gitbook.io/whatsnap-docs/account-management/settings/user-assignments) - Set up automatic contact assignment to team members
4. [**Conversations**](https://github.com/WhatSnap/documentation/blob/main/conversations/messaging-basics.md) - Start messaging through your connected accounts

{% hint style="info" %}
**Ready to Scale?** With multiple messaging accounts connected across different platforms (WhatsApp, SMS/iMessage, Twilio), you can now implement sophisticated messaging strategies and handle larger volumes of communication efficiently.
{% endhint %}
