Intro to Cooby
Getting started with Cooby
Cooby connects your team's WhatsApp to your CRM. Every customer conversation syncs to HubSpot, Salesforce or the tool of your choice, so your whole team can see it, follow up on it and report on it. This guide gets you set up in three steps, then shows you everything you can do once you're connected. Get started in three steps Step 1: Set up your Workspace and invite your team Your Workspace is created when you sign up. It's where yoFew readersCooby glossary
This glossary defines common terms that you might see as you're working in Cooby, or throughout our Help Center. 🔍 A Admin Auto-sync B Billing Broadcast C [Chat with non-contact](https://help.cooby.co/en/article/chat-with-non-contact-4jFew readers
Getting started for Cooby admin
Change the member permission
Easily change other team members' permissions with just one click. Only Cooby workspace admins can edit the permissions of the entire team. The permission settings only affect joined users; you cannot edit invitee's permissions until they have joined. Change the permission Go to your member page. Locate the member to whom you want to change the permission. Click the dropdown in the member's role section to change permissFew readersRemove team member
Cooby workspace admins can remove members' accounts. When a member's account is removed, they will not receive a notification. Their contacts and settings, including tabs, templates, etc., will be deleted along with the account. Only information that has been synced to their related CRM will be retained. Revoke team member Go to your member page. Locate the member to whom you want to remove. Click the "3 dots" to access more actionsFew readersConnect 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 a browser open? | No | No | Yes,Few readersInvite team members
When it comes to Cooby Teams, we believe that the more members, the better! Follow the steps below to invite team members to your Cooby: Go to your member page Click on Invite members Input the team member's email address or search for a member within your Google Workspace or HubSpot. ![](https://storage.crisp.chat/users/helpFew readersResend the invitation
The invitation email will expire after 14 days, and the member is unable to join your teams with this link. If an invitation you sent has expired or was lost, you can resend it. You can also revoke an invitation to prevent an invited member from accepting it. Resend the invitation Go to your member page. Locate the member to whom you want to resend the invitation. Click the "3 dots" to access more actions. Select **ResenFew readersRevoke the invitation
For certain reasons, you may need to revoke an invitation sent to a member. When you revoke an invitation, the invited member will be deactivated. Revoke the invitation Go to your member page. Locate the member to whom you want to remove the invitation. Click the 3 dots to access more actions. Select Remove. Learn how to [change the member's permission.](https://help.cooby.co/en/article/change-the-member-permissiFew readers