Installing and connecting Syncdo

Syncdo installs from the Chrome Web Store in one click. It does not replace WhatsApp Web or change how it works. It adds a panel inside it.

Go to web.whatsapp.com and sign in the way you normally would. Give the page a few seconds to load your chats. Syncdo waits for WhatsApp to finish before it does anything, so the panel appears just after your chat list does.

Once the extension is installed but not yet connected, a strip appears across the top of WhatsApp Web. Click the link in it to open the sign-in card. The strip stays until your account is connected, so you cannot lose it.

Type your email. Syncdo sends you a six-digit code and works out from your email address whether you are new or coming back, so there is nothing to choose here.

If this is a new account, Syncdo asks for your business name, a line about what your business does, and where most of your customers are. If you are signing back in, you skip this and go straight to the code.

The country list covers every country Syncdo can read a phone number for, each shown with its dialling code.

Type the six-digit code from your email and choose Verify & connect. Syncdo picks up the WhatsApp number this browser is signed into and links it to your workspace.

If Syncdo cannot read your number automatically, a number field appears with a country selector next to it. Pick your country, then type your number. You can type it without the dialling code, or start with + and type it in full.

The country you pick here is what tells Syncdo how to read the digits in the box. If you get the code wrong and have to try again, your country stays selected.

Four messages are worth recognising.

That code didn’t work — check it and retry.

The code was wrong, or a newer one has been sent. Use the most recent email, or choose Resend code.

That number doesn’t look right — please re-enter.

Syncdo could not read those digits as a phone number for the country you picked. Check the country first. That is usually the part that is wrong.

We couldn’t auto-detect your WhatsApp number — please type it.

WhatsApp Web had not finished loading, or this tab is not the one you are signed into. The number field and country selector appear at this point, so you can type it and carry on.

This number is already connected to another Syncdo account. Disconnect it there first, then connect here.

Sign in to the other account and disconnect the number there. Syncdo will not move a number between accounts on its own, because that would take a working line away from whoever is using it.

For anything else, the troubleshooting guide covers the panel not appearing, chats not being picked up, and sync problems.

If you already have an API key, there is a second way in. Choose Have an API key? Enter it manually on the email step and paste it. Keys start with sk_ and live in the dashboard under Settings, then Numbers. Most people never need this. The emailed code is quicker.

You are connected. These four are worth doing in your first week, and each one takes a few minutes.

• Save three or four templates for the replies you send most often. You create them in the panel, which you now have.
• Set your lead stages in Settings so they match how you actually sell. See adding and organising leads.
• If you are moving from a spreadsheet, import your existing contacts from a CSV in the dashboard.
• Add a few of your open conversations as leads, so the panel has something to show you when you open a chat.