WhatsApp numbers

AgentSDR messages over WhatsApp from numbers you link in Unipile. Each number has a status, a warm-up period after linking and its own daily limit for starting new chats. This page covers linking, syncing and the guards that every WhatsApp send passes through.

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Before you start

WhatsApp messaging and calling run on your organization’s Unipile connection, the same one LinkedIn uses. Connect it first on Settings → WhatsApp → Integrations. Until it is connected, the Numbers page shows a Connect prompt instead of your numbers. Setup details are in Integrations.

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Link a number

Sync reads only WhatsApp accounts, never your LinkedIn ones. A number that Unipile no longer lists is marked Disconnected at the next sync. The first time AgentSDR sees a number connected, it records that moment. The warm-up below counts from it.

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What the Numbers page shows

A strip at the top counts your numbers:

• Connected, out of all linked numbers.
• Needs attention: numbers that are disconnected, need credentials or report an error. Relink these in Unipile, then sync.
• Warming up: numbers still inside their warm-up.
• New chats a day: the total your connected numbers may start per day, with the per-number limit and the gap between sends underneath.

Each number has one of four statuses: Connected, Needs credentials, Disconnected or Error. Only a connected number can send. A number still warming up shows “Warming up until” and the date.

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Number actions

Open the three-dot menu on a row. By default a message goes out from the number that is already chatting with that person. If there is no such number, it uses the default one.

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Set a limit for one number

Choose New chats a day on the number. Enter a value, or leave the field empty to follow the organization’s rule, then click Save limit. Use organization limit clears an override you set before. The allowed range is 1 to 200. The dialog warns you above 25.

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The guards

Every WhatsApp send passes through the same checks: replies from the Messages page, CRM replies, message campaigns and call follow-ups. They run on the server under a per-number lock, so two sends at the same moment cannot both slip through. A “new chat” means a number this account has never messaged. Chats the lead started, or that you started from your phone, do not count against the limit. The day is a rolling 24 hours rather than a calendar day, so sending 25 at 23:59 and 25 more at 00:01 is not possible. Other refusals you may see: the number is not connected, the message is empty, or the message is longer than 4096 characters.

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Change the defaults

The numbers above are your organization’s Sending rules for WhatsApp, on Settings → WhatsApp → Sending rules:

• Warm-up after linking a number: 0 to 336 hours. AgentSDR warns below 24.
• New chats per day, per number: 1 to 200. It warns above 25.
• Seconds between messages, per number: 3 to 600. It warns below 10.
• Sending hours for campaigns: any time unless you set hours. These apply to campaigns only, not to messages you send yourself.

A number’s own New chats a day overrides the organization rule. See Sending rules for how rules and overrides combine.

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Messages and where they come from

Chats on your linked numbers appear under WhatsApp → Messages. Each message has an origin:

• lead: the person wrote it.
• agentsdr: AgentSDR sent it through Unipile.
• phone: an echo of something you typed on your phone or in WhatsApp Web, which AgentSDR did not send.

A reply from a lead you already know by phone lands in the CRM on a WhatsApp conversation. A message you send from your phone also counts as answering the lead.

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