Neo WhatsApp

Neo WhatsApp brings WhatsApp chats into NeoDove so your team can manage conversations and leads in one place.

Your organisation connects each user’s business WhatsApp number to NeoDove using a QR scan. Each agent continues using their own number, while managers can monitor chats on web based on hierarchy access.

Why Neo WhatsApp

Most SMB sales teams in India work like this:

• Each sales executive has their own business WhatsApp number

• They chat with leads on WhatsApp to follow up and close

Neo WhatsApp helps you keep this workflow, with added visibility and lead tracking inside NeoDove.

Data access and security

• Chat visibility follows your NeoDove role + reporting hierarchy

• You can view chats only for users who report under you (based on your access)

• Sales agents can access only chats linked to their connected WhatsApp number

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What you can do with Neo WhatsApp

• Connect each agent’s WhatsApp number to NeoDove using a QR scan

• Send and receive WhatsApp messages in real time

• View lead details alongside the chat

• Use templates inside chat for faster, consistent replies

• Managers can monitor team chats based on hierarchy access (role-based visibility)

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1) Getting Started

Connect your WhatsApp number (QR Scan)

1. Open NeoDove → Neo WhatsApp

2. Click Connect WhatsApp

3. On your phone, open WhatsApp and scan the QR code

4. Once connected, your chats will start syncing

Tip: If you log out from WhatsApp on your phone, you may need to scan the QR again.

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2) Admin Portal — Monitor Your Team’s WhatsApp Chats

Admins and managers can view chats for users in their hierarchy.

How it works

• On the Admin portal, you can switch to a team member (sales agent) and view their WhatsApp chats (based on hierarchy rules).

• You will see the chats exactly as they appear for that user’s connected number.

What you can do as an admin/manager

• View chats for your team members (within hierarchy)

• Review lead context alongside chats

• Use the lead details panel to track status, follow-ups, and activity

Note: If a lead is outside your hierarchy access, you may see limited/placeholder information (as per your role permissions).

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3) Working with Leads from WhatsApp

A) “Add Lead” (when the number is not in CRM)

If a conversation is not linked to any lead, you may see an Add Lead option.

When you click Add Lead:

• Lead creation form opens

• Contact details (name/number) are pre-filled

• Campaign selection may be pre-filled based on your recent usage

Note: Visibility of the Add Lead option depends on your role and access. If a lead already exists for the number (based on what you can access), NeoDove will show the existing lead instead of creating a new one.

B) If an unassigned lead exists (Agent portal)

If the number already exists as an unassigned lead in a campaign you are part of:

• You will be guided to the existing unassigned lead (instead of creating a new one)

• You may see Assign to Myself (where applicable)

If multiple unassigned leads exist for the same number:

• You will see them listed inline in the lead details so you can select the right one

C) Lead Disposition / Lead Action (Agent portal)

• The Lead Action option opens the disposition popup for the selected lead

• If duplicate leads exist, the option appears inline for each lead (so you update the correct lead)

• Lead Action is not shown if the lead is unassigned

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4) Duplicate Leads (Same number in multiple leads)

If the same phone number exists in multiple leads:

• The Lead Details panel will show a list of all matching leads (based on your access)

• You can select a lead to view its timeline and details

Lead status + follow-up tags

If follow-up and lead status are both applicable at the same time:

• Follow-up status takes priority

• Only one tag is shown at a time

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5) Notifications (Sound Alerts)

NeoDove can play a short sound for new incoming WhatsApp messages when:

• NeoDove tab is not in focus, or

• You are in another NeoDove module (Leads/Reports/etc.)

No sound is played when:

• You are already on the WhatsApp chat screen

You can enable/disable sound alerts from settings (availability depends on portal).

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6) Settings & Logout (Hamburger Menu)

Admin portal

When viewing your own number:

• You can access number-specific settings

• Logout is available (logs out the connected WhatsApp)

When viewing another user’s number:

• You can view settings for that number

• Logout is not available for other users’ numbers

Agent portal

• Settings visibility is limited

• Logout is available for your own WhatsApp number

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7) Message Activity Report

Outbound WhatsApp messages sent via Neo WhatsApp can be tracked in Message Activity Report (where available).

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8) Troubleshooting

QR code not scanning

• Refresh the page and try again

• Ensure WhatsApp is active on your phone

• Try using a different browser tab/window

Messages not syncing / connection issues

• Check if WhatsApp is still connected

• If disconnected, reconnect by scanning QR again

• Retry after a few minutes if the connection is unstable

I can’t see a teammate’s chats

• Chat visibility depends on role + reporting hierarchy

• If you need access, contact your admin to confirm hierarchy/permissions

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9) FAQ

Can my manager monitor my WhatsApp chats inside NeoDove?

Yes. Neo WhatsApp provides hierarchy-based chat visibility for managers/admins based on your organisation setup.

Can I connect multiple numbers?

Neo WhatsApp is designed to connect a WhatsApp number per user profile. If you manage multiple numbers, use the relevant profile/selection flow (as enabled in your org).

Does Neo WhatsApp support bulk messaging?

No. Neo WhatsApp is for 1:1 WhatsApp conversations and template usage inside chat.