Load old chats and messages from WhatsApp
After you link a number that was already in use, bring its past chats into Cortex Chat. Loading runs in the background, and you get a notification when it’s done.
Before you start · 1 thing · for ownersA WhatsApp Web session in “Working” status
- You need: The Create permission on a channel
- A WhatsApp Web session that’s Working.
Steps
How it works
Loading chats brings in the list of chats, with the latest activity in each. Loading messages brings in each chat’s messages in batches. You can ask for up to 1,000 messages per chat; the default is 100.
When it’s done, you get a WhatsApp message from the default session with the number of sessions and chats, as long as your profile has a mobile number. If the load fails, you get a message saying so.
Loaded chats go through the same record creation rules.
If something goes wrong
A real example
The company has used its number for 3 years and wants its clients’ history inside the CRM.
- After linking, the manager pressed Load Old Chats.
- The team opened the important clients’ chats and pressed Load Old Messages.
The message history with major clients is now available in their records.