WhatsApp conversations in Kepler

WhatsApp conversations sit in Communications beside your email, and on each candidate's and contact's Communications tab. Kepler brings them in from two kinds of number:

• Your own WhatsApp: the number on your phone, linked like WhatsApp Web. Only you see these chats unless you choose to share them. See Connecting your WhatsApp number.
• A WhatsApp Business number: a verified number the team shares, listed under Settings → Phone & messaging. Only admins manage it. Contact support to connect one.

Find a conversation

In Communications, choose the WhatsApp channel (beside All and Email). If you haven't linked a phone and your workspace has no business number, the tab offers Connect your WhatsApp instead. On a record, open the Communications tab and pick WhatsApp.

Reply

Open the conversation, type in Message on WhatsApp and press Enter to send. Messages are text only, up to 4,096 characters.

• New conversations start on the phone. Kepler replies in existing chats; it can't start a new WhatsApp conversation. In the Compose menu, WhatsApp reads Reply from an existing conversation.
• Business numbers have a 24-hour window. WhatsApp lets a business reply freely for 24 hours after the person last messaged. The reply bar shows how long is left, and once it closes you can't send until they message again. Personal numbers have no window, but Kepler paces what you send; see Sending health.
• A teammate's own number is theirs. If a teammate shares their personal chats, you can read them (marked via [name]'s WhatsApp) but only they can reply.
• If a conversation is shared with you as activity only, you see who talked and when, not the messages, and you can't reply.

Link a conversation to a record

Kepler links a chat to the candidate or contact it belongs to when it can match them. A chat it can't match shows Not in CRM: choose Add to CRM to create the person, or Link to record to pick an existing one. To fix a wrong match, open the linked record's menu and choose Change linked record or Unlink.

Save an attachment to the record

Files people send you show in the conversation. Select Save to files under one to copy it to the linked candidate's or contact's files (or to the record whose page you're on). If a file couldn't be brought in, for example because it's too large, use Open in WhatsApp to get it from your phone.

Opt-outs

When someone replies STOP (or "unsubscribe", "opt out", "remove me") to a business number, Kepler records that they withdrew consent for Marketing · WhatsApp on their record, and the reply bar shows Opted out of marketing · service replies only. See Consent and GDPR records.