Choose a connection method
Connect WhatsApp to Cooby: which option is right for you?
Cooby syncs your team's WhatsApp conversations to your Cooby Workspace and your CRM. Each team member can connect in one of three ways, and different members can use different options. Compare the options WhatsApp Business API (recommended) Cloud Sync Chrome Extension Best for WhatsApp Business app numbers, or a new number just for Cooby Personal WhatsApp numbers and group chats Teams already using the Cooby extension Needs aFew readersCan I use Cooby on multiple devices or WhatsApp numbers?
It depends on how you connect WhatsApp to Cooby. Each member in your Workspace can connect through the WhatsApp Business API, Cloud Sync, or the Chrome Extension, and each option works differently with devices and numbers. Not sure which one you use? Go to WhatsApp Connections in your Cooby Workspace to see each member's connection. WhatsApp Business API This is the best option if your team shares one business number. Your whoFew readersCan I change the WhatsApp number connected to Cooby?
Yes, you can switch to a different WhatsApp number at any time. Your plan and seat billing are not affected. The steps depend on how you connect. Chrome Extension Log out of WhatsApp Web and log back in with your new number. Settings tied to your old number, such as custom tabs and notes, may not carry over. Cloud Sync Disconnect your current connection. See Managing Cloud Sync Connections. Scan the QRFew readersHow to disconnect or remove Cooby
This article shows you how to stop syncing your WhatsApp with Cooby based on how you connected, and what happens to your data afterwards. Disconnecting or uninstalling Cooby does not cancel your subscription. If you are on a paid plan, cancel it first in Cancel my subscription, otherwise you will continue to be charged. Not sure about your plan? Email support@cooby.co. Chrome Extension OpenFew readers
WhatsApp Business API
How to connect Cooby with WhatsApp Business API
Cooby now supports connecting your WhatsApp through the official WhatsApp Business API. This article shows you how to connect so your conversations start syncing into your Cooby Workspace. Before you start Before your team connects through the WhatsApp Business API, your company's Meta Business portfolio needs to be set up. Your admin should complete these two steps first. Add your team members to your Meta Business portfolio Every team member who will conneFew readersMessage Templates
Message templates let your team reach a contact after the 24-hour WhatsApp reply window closes. Meta reviews every template before it can be sent, so your customers always get a trusted message. Templates only work with WhatsApp Business API numbers. If your workspace has no WhatsApp Business API number connected, Templates won't appear in your workspace sidebar. To start using templates, connect a WhatsApp Business API number first. When you need a template On a WhatsApp Business API nuFew readers
Cloud Sync
Cloud Sync Setup Guide
Cloud Sync lets your team sync WhatsApp messages directly to your CRM without keeping WhatsApp Web open. Once a member's WhatsApp is connected to your workspace, messages sync automatically even when they are sent or received on mobile. Setup takes two steps. First connect your team members' WhatsApp accounts, then connect your CRM in the Integration Center. Cloud Sync is available on every plan. Historical message sync is available on the Growth and Custom plans only, and covers the most reFew readersManaging Cloud Sync Connections
Once Cloud Sync is set up, you can monitor and manage your team's WhatsApp connections from the WhatsApp connections page. This guide covers how to check connection status, disconnect an account, and keep your syncs running smoothly. Check your connections In your Cooby workspace, go to WhatsApp connections in the sidebar. Each row shows a team member and how they are connected. API Connection shows the member's WhatsApp Business API connection, if they use one. **Extension / ClFew readersTroubleshooting Cloud Sync Issues
Having trouble with Cloud Sync? Don't fret! This guide covers the most common issues and how to resolve them. Follow the self-diagnostic steps below before reaching out to our team. My WhatsApp connection is not working Make sure you are using an updated version of WhatsApp on your device Check that you have granted Cooby all necessary permissions Try disconnecting and reconnecting the WhatsApp account Messages are not syncing to my CRM Verify that your CRM integration is propeFew readers
Chrome Extension
How to install the Cooby Chrome Extension
The Cooby Chrome Extension adds Cooby's features directly into WhatsApp Web. It also syncs your WhatsApp conversations to your CRM while WhatsApp Web is open. This guide shows you how to download it, install it and get it ready to use. Not sure if the extension is the right option for you? Compare it with Cloud Sync and the WhatsApp Business API in [Connect WhatsApp to Cooby: which option is right for you?](https://help.cooby.co/en/article/connect-whatsapp-to-cooby-which-option-is-right-for-youFew readersWhat extensions conflict with Cooby?
Cooby works seamlessly with your WhatsApp Web as long as there aren't any other extensions that conflict with our functionality. Users have reported issues with their inbox, tabs, and even the disappearance of Cooby all together. After investigation, the root cause was the presence of other WhatsApp web extensions installed in Chrome. Below is a list of known conflicting extensions: WA Web Plus WhatsUp+ WhatHub WASender FREE Plugin Eazybe WA Manager Prime Sender WAWCD IfFew readers