BizCortex documentation

Settings: Channels

Link WhatsApp or SMS for briefings, reminders and approvals on your phone.

WhatsApp gives you briefings, reminders and approvals right in WhatsApp. SMS gives you briefings and reminders if you do not use WhatsApp. Each channel can be linked only if your administrator allows it on the Company tab.

Settings: Channels
Screenshot of this screen

Who can use this

  • Owner
  • Admin
  • Sales
  • Accountant

Steps

  1. 1. Start linking

    Click "Link WhatsApp" or "Link SMS". A dialog shows "Your code", the number to send it to and a QR code.

  2. 2. Send the code

    For WhatsApp, scan the QR code or click "Open in WhatsApp" and just send the prepared message. For SMS, text the code to the shown number ("Open SMS app"). The dialog shows "Waiting for your message" until it arrives.

  3. 3. Finish

    When the code arrives, you see "Linked". Click "Done". If the code did not arrive, click "Request a new code".

  4. 4. Choose what the channel gets

    Switch "Approvals via WhatsApp", "Briefing via" and "Reminders via" on or off for each channel. Use "Pause" to stop messages for now.

  5. 5. Unlink

    Click "Unlink" and confirm. The Assistant stops writing to this number. You can link it again at any time.

Fields and options

Status

Waiting for code, Linked, Paused, Unlinked.

Code

8 characters, valid for 10 minutes. After 5 wrong attempts the code is voided.

Pause

No messages for now. Replying STOP pauses as well.

Good to know

  • A phone number can be linked to only one member.
  • SMS can never approve actions, even if approvals are switched on.
  • WhatsApp can send free messages only within 24 hours after your last message. Outside that window, the Assistant uses fixed WhatsApp templates.

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