Connect WhatsApp Business
Turn Allyos into a real-time messaging hub
For modern B2B teams, crucial deals and support conversations happen in chat apps just as often as they happen in email. Connecting your WhatsApp Business account brings those high-touch interactions directly into your CRM.
1Connect your account
Open Settings and go to the Connected Account section. From there, link your WhatsApp Business account. Once connected, Allyos begins capturing all new incoming and outgoing messages in real time. The sync handles live, forward-looking conversations only, so your database stays fast and clutter-free.
2Unified context
When a client messages you on WhatsApp, you no longer have to cross-reference your phone with your database. The message appears alongside their email history, meeting notes, and deal stages.
3Seamless handoffs
Because the new messages are synced to the contact record, your entire team stays in the loop. If a decision-maker is out of the office, another team member can step in and read the latest WhatsApp exchanges to provide immediate, context-aware support.
Next: let Allyos join your meetings with the Note Taker.