WhatsApp

The WhatsApp channel uses QR login instead of a bot token. RealTimeX links a WhatsApp account, then routes incoming chats into the workspace you choose.

Open the setup flow from Settings > Channels > Add Channel > WhatsApp.

What you need

Before you start:

• choose the target workspace
• decide whether you want a dedicated thread or per-user threads
• decide who should be able to message the channel
• have the phone that owns the WhatsApp account available for QR scanning

What you configure during setup

The current setup wizard includes:

• workspace
• optional thread
• optional display name
• DM policy
• group policy
• Self Chat Mode

DM policy

The current WhatsApp flow supports:

• Pairing: require admin approval before a user can chat
• Open: allow anyone to chat
• Disabled: do not accept direct messages

Group policy

The current WhatsApp flow supports:

• Disabled: no group messages
• Open: respond in groups

Self Chat Mode

Self Chat Mode is designed for testing. It lets you message the connected WhatsApp account from the same number.

Connect the account

1. Open Settings > Channels.
2. Click Add Channel.
3. Choose WhatsApp.
4. Fill in workspace, optional thread, optional display name, and policies.
5. Click Next: QR login.
6. On your phone, open WhatsApp and go to Settings > Linked Devices > Link a Device.
7. Scan the QR code shown in RealTimeX.
8. Wait for the connection confirmation.
9. Click Save & Start.

Unlike token-based channels, the setup flow itself can finish the start step after QR login.

How to use it

After the account is connected and started:

• users can message the connected WhatsApp account directly if DM policy allows it
• users can message in groups if group policy allows it
• if DM policy is Pairing, approve the request in Pairing Codes first
• use Users later to disable or remove existing WhatsApp users

Settings you can change later

The current Settings view lets you change:

• display name
• default thread routing
• agent whitelist
• DM policy
• group policy
• Self Chat Mode

Re-login and recovery

WhatsApp is one of the current providers with an in-place relogin path.

If the plugin enters error:

1. open the channel card
2. use the QR relogin action
3. scan the new QR code
4. let RealTimeX restart the plugin

Use this before resorting to delete-and-recreate.

Troubleshooting

The QR code expires or never completes

Cancel the QR flow and start it again. You may need a fresh scan if the login window times out.

The account connected but users still cannot talk to it

Check:

• the plugin status is running
• the DM or group policy actually allows the route being tested
• a required pairing request was approved

Group replies are too noisy

Turn group policy back to Disabled, or keep it enabled only while you intentionally test that channel.