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