WhatsApp Personal Integration – Help Guide

Overview

The WhatsApp Personal Integration allows you to connect your personal WhatsApp number to Recruitly and send messages directly to:

• Candidates

• Clients

• Leads

• Contacts

All messages are sent individually from your connected WhatsApp number within the system.

Important: Bulk messaging is not supported. Only one-to-one messages can be sent.

How to Enable WhatsApp Personal

Step 1: Access the Recruitly Marketplace

1. Click your Profile icon in the top-right corner.

2. Navigate to Recruitly Marketplace.

3. Locate WhatsApp Personal.

4. Click on it.

5. Click Enable WhatsApp Personal.

Connecting Your WhatsApp Number

Step 2: Add Your Number

1. Click Add Number.

2. A QR code will appear on your screen.

There is no external setup required.

Step 3: Scan the QR Code

1. Open WhatsApp on your mobile phone.

2. Go to Settings.

3. Tap Linked Devices.

4. Select Link a Device.

5. Scan the QR code displayed in Recruitly.

This process is exactly the same as connecting to WhatsApp Web.

Once scanned, your number will be successfully connected.

Managing Connected Numbers

After connection, you can:

• Assign a label to the number.

• View the account owner.

• Connect multiple WhatsApp numbers (if required).

• View how many numbers are currently connected.

Activity Logging & KPI Tracking

You can enable Activity Logging if you would like:

• WhatsApp messages to be tracked as activities.

• Messages to contribute towards KPI reporting.

• Communication visibility within candidate/client records.

Simply toggle on Enable Activity Logging during configuration.

Privacy & Sync Settings

You can customise how WhatsApp data is handled:

Group Chat Sync

Enable or disable syncing of WhatsApp group chats.

Unknown Contact Policy

Choose how the system handles unknown numbers:

• Sync all messages

• Ignore unknown numbers

• Sync only if the number exists in Recruitly

This ensures your communication stays aligned with your workflow preferences.

Sending WhatsApp Messages from Recruitly

Once your number is connected:

1. Go to the Candidate, Contact, or relevant module.

2. Open an individual profile.

3. Click the dropdown next to the New Email button.

4. Select WhatsApp.

5. Type your message.

6. Click Send.

You can also receive and reply to messages directly within Recruitly.

Important Notes

• Only individual messages can be sent.

• Bulk WhatsApp messaging is not supported.

• Messages are sent from your personal connected number.

• Activity logging is optional but recommended for KPI tracking.

• Multiple numbers can be connected if needed.

Why Use WhatsApp Integration?

• Faster communication with candidates and clients

• Centralised messaging inside Recruitly

• Improved response rates

• Better KPI visibility

• No need to switch between platforms