Still, some might find it hard to manage due to certain capacity and message limits. Simply put, since WhatsApp applies an authentication system that uniquely connects it to one phone number, it is challenging to access the WhatsApp account on multiple devices at the same time. This is exceptionally challenging for medium and large businesses, with thousands of inbound messages and countless users, how can they keep track of all communications with only one device?

WhatsApp window

This is especially true for businesses that use WhatsApp links that make it even easier for customers to contact them, leading to a surge in conversations. Such businesses may then choose to use a WhatsApp Manager to better manage conversations!

Tired of reading all blogs online? Want someone to talk to about your WhatsApp campaign?

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WhatsApp Business Multi-Device VS Multi-User

WhatsApp Business App users can log in to their account on mobile phones, tablets and laptops via WhatsApp Web. In other words, logging in to the same WhatsApp Business Account using multiple devices can be done easily.

However, when it comes to multiple users sharing the same account, it is another story. One account can be linked to one phone at a time so it is nearly impossible for multiple users to manage the same account using multiple phones. If it is a problem you have been facing, you would need to look into another solution - WhatsApp Business API.

How to use WhatsApp Business on multiple devices?

You can use WhatsApp on up to four linked devices at once without the need to keep your phone connected. However, you can only have one phone linked at a time.

Android

  1. Open WhatsApp on your phone.

  2. Tap More options > Linked devices.

  3. Tap LINK A DEVICE.

  4. Unlock your phone:

    • If your device has biometric authentication, follow the on-screen instructions.

    • If you don’t have biometric authentication enabled, you’ll be prompted to enter the pin you use to unlock your phone.

  5. Point your phone at the screen of the device you want to link to scan the QR code

iOS

  1. Open WhatsApp on your phone.

  2. Go to WhatsApp Settings.

  3. Tap Linked Devices.

  4. Tap Link a Device.

  5. Unlock your phone if you’re on iOS 14 or above:

    • Use Touch ID or Face ID to unlock.

    • If you don’t have biometric authentication enabled, you’ll be prompted to enter the pin you use to unlock your phone.

  6. Point your phone at the screen of the device you want to link to scan the QR code.

Read more: How Singtel leverages WhatsApp Business to drive Customer Experience 3.0

How to set up a multi-user login on WhatsApp Business?

As we just said, WhatsApp’s #1 position in the global messenger apps ranking list is well-earned. In August 2018, Facebook announced the launch of WhatsApp Business API, making it practical for brands to manage large volumes of messaging inquiries.

What is WhatsApp Business API?

Through the WhatsApp Business API, businesses can finally integrate WhatsApp with Customer Relationship Management (CRM) software, saving them from a lot of hassle, while boosting team productivity and streamlining communications with different stakeholders.

Adding WhatsApp to a CRM system unlocks many add-ons. For example, the whole team will be able to view and respond to messages received through WhatsApp together as the app is no longer limited to a single phone and user. Moreover, if a potential customer messages you for the first time, a lead card will be created and saved to the system. Once a lead already has an assigned responsible service agent, he or she will be the only one to be notified, thus, the rest of the team won’t get distracted.

In short, the WhatsApp Business API can greatly enhance workflow efficiency by allowing integrations with your own systems, helping the team to unleash the full potential of WhatsApp as a channel for communication with customers.

Android

How you can use WhatsApp Business API depends on your service provider. SleekFlow offers an Android version for users to download from Google Play.

sleekflow google play

iOS

An iOS version is also available for iPhone users. Go to App Store and download the application. Once the installation is finished, you can log in to your SleekFlow account and message your customers.

sleekflow app store

Unleash your WhatsApp Business potential today!

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What else can WhatsApp Business API bring you?

If you are not sure whether WhatsApp Business API suits your business, here is a quick question for you: are you feeling overwhelmed by incoming messages and assigning them to the right person?

If so, you should consider leveraging business process automation and other functionalities of custom CRM solutions by using tools such as SleekFlow.

SleekFlow combines all channels in one user interface where users can send and receive messages across all messaging channels – including but not limited to SMS, WhatsApp, Facebook Messenger, WeChat, and Line.

Check out our product features: an all-in-one inbox.

Almost 100% of our customers contact us via WhatsApp, the rest of them will contact us via Instagram and Facebook. With the help of SleekFlow, we can handle all the conversations from different social media and hand over some inquiries between colleagues well.

Cheuk Ying

SleekFlow client / Beauty Salon Weirdo Beauty founder

TeamInbox2

In order to improve operational performance, multi-staff access feature is available. With SleekFlow, you can quickly and easily add users to your platform and organize them into teams. When a new conversation comes in from a new customer, it will be set as unassigned. As soon as one of the teammates replies, he or she will automatically take the conversation, any new notifications from such conversation will therefore only be visible to that person. In the following tab, members can see all the conversations assigned to them.

Conversations

These basic functions help to boost customer support efficiency and cross-functional collaboration across teams. You can also use the automation workflows to segment contacts and allocate inquiries to specific staff. By making the bots handle all the fuss, businesses can now focus on providing better and faster assistance at various touchpoints of the customer journey.

Multiple users for WhatsApp Business: Team/User Management on SleekFlow

How to set up multiple users for Whatsapp Business on SleekFlow? Here’s the step-by-step guide.

Team Management

First of all, you can view all your teams, members, and Team Admins under the “Team Management” tab by accessing the Settings button on the top right.

Team management

If you want to create a new team, click on the “Add Team” button on the top right-hand corner of the screen.

Create a team

A popup to create a team will appear. Give the team a name and choose a Team Admin to create a new team. After pressing “Save”, the team will be created.

You can add members to your team by pressing the white “Edit” button while hovering over the teams.

Add members

You can add members by pressing the “Add Member” button on the top right.

Add members

You can edit the group details by pressing the “Edit” button next to the “Add Member” button.

Select the teammates in the dropdown to add them to the team.

Add members

The collaborator function

SleekFlow's collaborator function allows team members to co-own the conversation. As long as you are the collaborator, you will receive a notification whenever the customer sends you a message. This reduces the chance of overlooking any messages.

See how the education center AfterSchool let their teachers and tutor assistants co-own the conversation with parents and students.

User Management

User management

View all your team members, along with their basic information and roles under the “User Management” tab by accessing the Settings button on the top right.

To invite a new user, click on the white “+ Invite User” button on the top right-hand corner of the screen.

Inviting people to SleekFlow

A popup to invite users will appear. Choose the correct role, select the Expiration date and press the “Copy” button and paste the link for your team to register their accounts.

You can also press the bottom left of the pop up to directly send an invitation email

Send invitations

Once all fields have been filled in, click on the blue “Send Invitations” button at the bottom of the popup.

Send invitations

The new team member will be added to the list of users with a “Pending” tag. The “Pending” tag indicates that the team member has not accepted the invite and created an account on SleekFlow.

Pending tag

An email invite will be sent to the respective team members’ email inboxes. The invited team member should check both the email and junk or spam folders for the email invitation to join the team on SleekFlow. To join the team, simply click on the blue “Join” button in the email.

Email invite

The new team member will be redirected to SleekFlow and will have to create a SleekFlow account in order to be added to the team. Fill in all the basic information and then click on the blue “Join SleekFlow” button at the bottom.

Once that is done, the new team member will be added to your list of users.

List of users

To edit a team member’s role and basic information, hover over the team member’s name and click on the “Edit” button.

Edit role

Make changes such as editing the team member’s profile picture, basic contact information, phone number, time zone, teams and user role.

Edit-Role

Once all edits have been completed, click on the blue “Save” button on the top right-hand corner of the screen.

Apply for a WhatsApp Business API account

You are recommended to do more research on the official providers and the WhatsApp pricing. Here is something for you to read further:

Want to sign up for a WhatsApp Business API account but don’t know how to get started?

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