WYP.chat help centre
The WYP.chat manual in 57 articles: connect WhatsApp, reply as a team, send a campaign, set up the AI agent. The same articles as in the app, updated with every change.
Getting started
Create the workspace, invite the team, first settings.
- Getting started: your business and the first steps Right after you create your workspace and turn on two-factor authentication, WYP.chat asks about your business and prepares the workspace for you.
- Invite your team Add your colleagues to the workspace and give each one a role. Users are unlimited on every plan.
- Install WYP.chat on your phone and get notifications Install WYP.chat on iPhone or Android without an app store, then turn on notifications to be alerted to every new message, even when your phone is locked.
- Read the dashboard The Dashboard answers two questions: how is the team doing (Overview) and what should I do now (My day).
- Connect Messenger, Instagram and your email address Messages from your Facebook Page and your Instagram business account arrive in the same inbox as WhatsApp, and so do emails to your contact address…
- Organise the team: teams, response times, quick replies, tags Teams share out the conversations, response times prevent anything being forgotten, and quick replies and tags save everyone time.
- Get alerts in Slack WYP.chat sends its alerts to Slack: new conversation, response time almost exceeded, assignment, channel health.
- Reply from Slack Reply to customers from Slack: each conversation gets a thread where you read, reply, take or resolve it, on WhatsApp, Instagram, Messenger or email.
- Connect Ringover to WYP.chat Paste a Ringover API key in Settings: your calls show up in the customer’s conversation, with the duration, the team member and a Call back button.
- Connect Calendly to WYP.chat Paste a Calendly token in Settings: every booking, reschedule or cancellation shows in the customer’s conversation. Needs a paid Calendly plan.
- Connect Cal.com to WYP.chat Paste a Cal.com API key in Settings: every booking, reschedule or cancellation shows in the customer’s WhatsApp conversation.
- Connect Telegram to WYP.chat Create your bot with @BotFather and paste its token in Settings › Channels: your customers’ Telegram messages land in the same inbox as WhatsApp.
- Send from your own email address Send email channel replies from your own address (hello@your-business.com): add one line with your domain provider, then click Verify.
- Request the SnapCall set-up SnapCall handles claims that depend on evidence. Set up with WYP, no Connect button: how to ask for it and what stays manual.
Meta connection, number, templates and the 24-hour window.
- Connect your WhatsApp Business number Until Meta approves WYP.chat, our team sets up this connection with you. The steps below describe it.
- Write to a customer after 24 hours After 24 hours without a message from the customer, WhatsApp only lets you send a template it has approved.
- Keep the WhatsApp Business app with WYP.chat You can keep the WhatsApp Business app on your phone: the same number works both in the app and in WYP.chat, which is called coexistence.
- Why a file you received was refused WYP.chat checks every file it receives: blocked apps, type not accepted, file too large or altered. Here is each reason a file is refused and what to do.
- What you pay Meta on WhatsApp Meta charges your own card directly for WhatsApp messages beyond its free allowances. Rules, October 2026 rates for the UK, France and Spain, examples.
Contacts and campaigns
Importing contacts and permissions, entry points, campaigns, automatic messages.
- Prepare a template for your campaigns A WhatsApp campaign always sends an approved template. Create it in Sales › Templates, pick Marketing or Utility and send it to WhatsApp for approval.
- Import your contacts and their permission for offers The Contacts screen brings together all your contacts, whether they come from a conversation or a file.
- Send a WhatsApp campaign A campaign sends an approved template to the contacts in a segment. Replies arrive in the inbox, like a normal conversation.
- A/B test and automatic follow-up Two campaign options to get more replies: compare two templates before sending the better one, and follow up with people who did not react.
- Send an automatic message Send a WhatsApp template automatically when a contact gets a tag or reaches a stage, straight away or after a delay, and only once per contact.
- Delete contacts You can delete one contact, a selection, or every contact in the workspace. Only the owner and admins can do it.
- WhatsApp links and QR codes: entry points An entry point is a link or a QR code for one medium: shop window, till, flyer, business card, social media, website.
- WhatsApp consent form on your website The WhatsApp consent form goes on your website: visitors leave their name and number, choose “WhatsApp and phone” or “Phone only”, and can tick a…
Website chat
Installation, customisation, opening hours, bookings.
- Install the widget on your website Your website chat arrives in the same inbox as WhatsApp. All it takes is one line of code pasted into your website.
- The website chat for your visitors: live replies and new conversation In the bubble on your website, your replies appear straight away, whether they come from WYP.chat, the app, Slack, your AI agent or a scenario.
- Start the conversation on WhatsApp from your website chat Your website chat can open WhatsApp instead of the chat: on a phone, a tap on the bubble opens WhatsApp with a message already written; on a computer…
Shared inbox and team
Assignment, buttons, meetings, voice notes, duplicates.
- Assign a conversation Assign each conversation to a person and a team: everyone knows who is replying.
- Send an interactive message (buttons, list, carousel, products) An interactive message lets the customer reply with a single tap: a button, a list row, a carousel card.
- Suggest a Google Meet meeting Suggest a free slot from your Google calendar: the meeting is created with a Meet link, and the message to the customer is ready to send.
- Listen to and find voice messages You can listen to your customers’ voice messages in the thread, at the speed you choose, and have them transcribed.
- Group a customer who uses several channels WYP.chat groups a customer who writes on WhatsApp, Instagram and by email into one record: shared name, tags and notes, conversations kept per channel.
- See who is replying to the customer The “who is replying” badge in Messages shows who holds the conversation: your team, a scenario, your AI agent or another tool, and how to take over.
- Last message preview and previous conversations The conversation list in Messages shows the start of the last message of each conversation. The contact record brings back their past exchanges.
Orders and products
Product base, WhatsApp orders, proposals, Meta catalogue.
- Import your product base Import your price list once: your products are then used for orders, proposals, product messages and the WhatsApp catalogue.
- Receive and confirm an order Take orders through the WhatsApp cart, by message or by voice: WYP.chat turns each one into a record counted in boxes, with a delivery date and a summary.
- Send a proposal to accept Prepare a proposal (products, discount, delivery, validity): the customer accepts it with a button, and the order confirms itself.
Scenarios
Ready-made scenarios, editor, testing and activation.
- Create a scenario Create a WYP.chat scenario from the gallery or from scratch, started by a message or by your AI agent, test it in the simulator, then activate it.
- Follow and edit an active scenario You run an active scenario from its diagram: how many contacts enter it, where they stop, who is in progress.
- Missed call: reply on WhatsApp Two minutes after a missed call, WYP.chat sends the customer a WhatsApp message inviting them to write, unless your team has called them back.
- Appointment reminder the day before on WhatsApp The Appointment reminder scenario messages the customer on WhatsApp the day before at 6 pm, with I confirm and Change, for Calendly or Cal.com bookings.
Your AI agent
Its look, messaging channels, what your AI agent knows, voice replies, limits.
- Set up your AI agent: what it knows and where it replies Your AI agent is set up on a single page, Automation › AI agents, with four tabs: What it does, What it knows, How it replies and Where it replies.
- Your AI agent on WhatsApp, Messenger, Instagram, Telegram Your AI agent answers your customers on WhatsApp, Messenger, Instagram and Telegram once the owner has turned it on and you have chosen, channel by…
- Coucou, Allô and Veilleur: your AI agents Coucou and Allô are the two looks of your AI agent, and Veilleur replies when you are closed. Set them up in three steps: set up, try, activate.
- Several sites or brands: what your AI agent knows Create one base per website or brand: your AI agent answers only from what the right base knows, never from what another site’s base knows.
- Let your AI agent reply with a voice message On WhatsApp, your AI agent can reply with a synthetic voice note: the setting, the voice per language, what stays in text and what it costs.
- Veilleur: replying when you are closed Veilleur replies to customers who write while you are closed, with the reopening time, then passes the request to your team for when you open.
Account and security
Two-factor authentication, Google, plans and credits.
- Turn on two-factor authentication Two-factor authentication protects your account: as well as your password, a six-digit code is requested when you sign in.
- Sign in with Google Get into WYP.chat with your Google account, with no password to remember.
- Sign in with a passkey (Face ID, Touch ID) A passkey replaces your password and the 6-digit code: your face or your fingerprint is enough.
- Choose a plan and manage your subscription WYP.chat offers four plans for the whole workspace, with unlimited users: Free, Solo at €29 excl. VAT a month, Team at €99 and Pro at €199.
- Buy and use credits Credits pay for what goes beyond your monthly plan: conversations, campaign recipients, replies from your AI agent and, without a subscription, automatic…
- Connect Google Calendar, Meet and Contacts Connect your Google account to suggest meetings with a Google Meet link, see today’s meetings and import your Google contacts.
- Message retention period WYP.chat keeps messages for 24 months by default. The owner or an admin can choose 6 or 12 months; permissions, refusals and the audit log are kept.
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