# 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](https://wyp.chat/en/help/premiers-pas) 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](https://wyp.chat/en/help/inviter) 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](https://wyp.chat/en/help/installer-application) 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](https://wyp.chat/en/help/tableau-de-bord) 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](https://wyp.chat/en/help/connecter-messenger-instagram-email) 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](https://wyp.chat/en/help/organiser-equipe) Teams share out the conversations, response times prevent anything being forgotten, and quick replies and tags save everyone time. - [Get alerts in Slack](https://wyp.chat/en/help/alertes-slack) WYP.chat sends its alerts to Slack: new conversation, response time almost exceeded, assignment, channel health. - [Reply from Slack](https://wyp.chat/en/help/repondre-depuis-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](https://wyp.chat/en/help/connecter-ringover) 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](https://wyp.chat/en/help/connecter-calendly) 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](https://wyp.chat/en/help/connecter-cal-com) 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](https://wyp.chat/en/help/connecter-telegram) 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](https://wyp.chat/en/help/envoyer-depuis-votre-adresse) 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](https://wyp.chat/en/help/mise-en-place-snapcall) SnapCall handles claims that depend on evidence. Set up with WYP, no Connect button: how to ask for it and what stays manual. ## WhatsApp Meta connection, number, templates and the 24-hour window. - [Connect your WhatsApp Business number](https://wyp.chat/en/help/connecter-whatsapp) 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](https://wyp.chat/en/help/modeles-24h) 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](https://wyp.chat/en/help/coexistence) 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](https://wyp.chat/en/help/fichiers-refuses) 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](https://wyp.chat/en/help/prix-messages-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](https://wyp.chat/en/help/creer-modele-campagne) 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](https://wyp.chat/en/help/importer-contacts) The Contacts screen brings together all your contacts, whether they come from a conversation or a file. - [Send a WhatsApp campaign](https://wyp.chat/en/help/lancer-campagne) 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](https://wyp.chat/en/help/test-ab-relance) 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](https://wyp.chat/en/help/envois-automatiques) 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](https://wyp.chat/en/help/supprimer-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](https://wyp.chat/en/help/points-entree) 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](https://wyp.chat/en/help/formulaire-accord-whatsapp) 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](https://wyp.chat/en/help/installer-widget) 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](https://wyp.chat/en/help/conversation-visiteur) 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](https://wyp.chat/en/help/demarrer-sur-whatsapp) 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](https://wyp.chat/en/help/attribuer) Assign each conversation to a person and a team: everyone knows who is replying. - [Send an interactive message (buttons, list, carousel, products)](https://wyp.chat/en/help/boutons-listes) An interactive message lets the customer reply with a single tap: a button, a list row, a carousel card. - [Suggest a Google Meet meeting](https://wyp.chat/en/help/rendez-vous-google) 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](https://wyp.chat/en/help/vocaux) 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](https://wyp.chat/en/help/doublons) 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](https://wyp.chat/en/help/qui-repond) 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](https://wyp.chat/en/help/conversations-precedentes) 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](https://wyp.chat/en/help/importer-produits) Import your price list once: your products are then used for orders, proposals, product messages and the WhatsApp catalogue. - [Receive and confirm an order](https://wyp.chat/en/help/commandes-whatsapp) 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](https://wyp.chat/en/help/propositions) 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](https://wyp.chat/en/help/creer-workflow) 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](https://wyp.chat/en/help/suivre-workflow) 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](https://wyp.chat/en/help/appel-manque-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](https://wyp.chat/en/help/rappel-rendez-vous) 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](https://wyp.chat/en/help/assistant-ia) 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](https://wyp.chat/en/help/agent-ia-messageries) 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](https://wyp.chat/en/help/agents-ia) 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](https://wyp.chat/en/help/bases-connaissance) 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](https://wyp.chat/en/help/reponses-vocales) 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](https://wyp.chat/en/help/veilleur) 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](https://wyp.chat/en/help/double-authentification) 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](https://wyp.chat/en/help/connexion-google) Get into WYP.chat with your Google account, with no password to remember. - [Sign in with a passkey (Face ID, Touch ID)](https://wyp.chat/en/help/cles-acces) A passkey replaces your password and the 6-digit code: your face or your fingerprint is enough. - [Choose a plan and manage your subscription](https://wyp.chat/en/help/choisir-offre) 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](https://wyp.chat/en/help/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](https://wyp.chat/en/help/google-agenda-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](https://wyp.chat/en/help/duree-conservation-messages) 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. --- Source: https://wyp.chat/en/help · Updated on 18 October 2026