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Connect WhatsApp by scanning a QR code — no Facebook app required.
SalesWhiz supports two distinct WhatsApp integration methods. The Cloud API method (covered in the WhatsApp Business Integration guide) requires a Facebook Business Manager account. The Direct method covered here uses the open WhatsApp Web protocol — you simply scan a QR code with your phone, and no Facebook App is required.
This approach is powered by the whatsmeow library and is ideal for businesses that cannot obtain Facebook Business verification or want a faster setup.
Note: whatsmeow-based sessions operate on your personal or business WhatsApp number — not the official Business API. Check applicable terms of service before using.
The Direct integration has minimal prerequisites compared to the Cloud API method.
Any active WhatsApp account (personal or Business app) registered on an active SIM.
The phone must be available to scan the QR code during initial pairing.
Both the phone and the SalesWhiz server need internet access to maintain the session.
To connect your WhatsApp via QR, navigate to Dashboard > Settings > Channels > WhatsApp Direct. A QR code will appear on screen, refreshing every 20 seconds.
Open the WhatsApp or WhatsApp Business app.
Tap the three-dot menu (Android) or Settings (iPhone) and select Linked Devices.
After pairing, SalesWhiz maintains the WhatsApp session on the server. You can manage sessions from the WhatsApp Direct settings page.
The dashboard shows whether the session is Connected, Connecting, or Disconnected.
Click Disconnect to log out the WhatsApp session from SalesWhiz. This does not affect your phone.
The Direct integration supports real-time WhatsApp presence detection — you can see whether a contact is currently online or when they were last seen directly in the conversation view.
Presence data is fetched on demand. Click a contact name in the inbox to trigger a presence check. You can also subscribe to presence updates to receive automatic notifications when a contact comes online.
Both integration methods deliver messages to your SalesWhiz inbox. The key differences:
Direct: 2 minutes (scan QR). Cloud API: 30–60 minutes (Facebook verification).
Direct: Just a phone. Cloud API: Facebook Business Manager, verified business.
Tap Link a Device and point your camera at the QR shown in SalesWhiz. The session connects within a few seconds.
SalesWhiz will show your WhatsApp profile name and number once connected.
If the session drops, click Reconnect to initiate a new QR scan. Your message history is preserved.
Direct: Yes, real-time online/offline status. Cloud API: Not available.
Direct uses the unofficial WhatsApp Web protocol. Cloud API is the official Meta-approved integration.
Both support text, images, documents, and audio.