Setting Up WhatsApp Web
This article helps you to setup WhatsApp Web as channel to your picky assist project
This is a paid adon once enabled you will able to connect WhatsApp Web with Picky Assist as Channel and able to send and receive WhatsApp messages right from the Picky Assist Web Console or API. Please Click Here to Complete Details

Pre-requisite

    1.
    WhatsApp Personal / Business App installed in a Phone Connected to the Internet.
    2.
    WhatsApp Web Automation Adon Enabled in your Picky Assist Project
    3.
    The phone should be always on and connected to the internet for an uninterpreted service.

Please note you should keep your phone always on and connected to the Internet, a stable Wifi connection is recommended with the backup of cellular data for smooth operations of the WhatsApp Web Automation.

Please disable all services or apps which put the phone or WhatsApp into sleep/doze/power saving mode as which can cause disconnection of the WhatsApp Web from the phone and automation will stop.

Limitations

    1.
    Not able to use WhatsApp Web or WhatsApp Desktop Software once connected the WhatsApp Web with Picky Assist Servers
    2.
    Not able to sync the media messages which are sent manually from the phone , only thumbnail of image and video is available. (Text messages will sync)
​

Video Tutorial

----Contents of the Video------ 0:00​ - Introduction 0:26​ - How Web Automation Works? 1:09​ - Getting the Demo Access 1:49​ - Connecting WhatsApp 2:11​ - Using QR Code Connecting URL 3:23​ - Before Scanning QR Code 4:26​ - Scanning QR Code 5:26​ - Disconnecting Connected WhatsApp 5:42​ - Deleting Queued Messages 6:08​ - Various Statuses 6:54​ - Disabling Incoming Messages 6:59​ - Disabling Outgoing Messages 7:12​ - How Queue Limit Works 7:38​ - How Delay Between Message Works 7:59​ - Sync Message from Connected Phone 8:53​ - Setting Disconnection Event Alerts 9:54​ - How to Restart App 10:14​ - How to Restart Server 10:37​ - Getting Help

Connect Your Phone

Before you pair the WhatsApp Web please make sure that you have logged out from all WhatsApp Web Sessions.

If you are using our bridge app on the same phone it's recommended to turn off WhatsApp from the bridge app or click the "Logout" button in order to avoid processing duplicate incoming messages.
Once the WhatsApp Web automation is enabled you need to scan the QR code from your WhatsApp App from Settings -> Channels -> WhatsApp Web Automation as seen below
A popup will appear as below "Select the Data Centre" which is near to your country then click on "Activate WhatsApp Web" button as shown below

Scan the QR Code

    1.
    Open WhatsApp on your phone
    2.
    Tap Menu or Settings and select WhatsApp Web
    3.
    Point your phone to this screen to capture the code

The QR Code keep changing in every 10 seconds so please don't take a screenshot and share it with others to pair it, instead use the QR Code Connection URL to share the QR code

It will take 20 seconds to 5 minutes to connect the WhatsApp Web with your Picky Assist Project, so please wait until it re-direct automatically to the settings page. If you have more than 1000 open chats and lots of groups then synching with WhatsApp Web will taking longer time, you can either delete the unwanted chat conversation from the phone or "Delete All Chats" for quick pairing and best performance.

QR Code Connecting URL

If the WhatsApp phone is not with you or you are using the services for your customers then you can make use of the QR Code Connecting URL, to see the QR code connecting URL please scroll till you see the URL option as shown below;
You need to enable the Status then only the user can scan the QR code, once the status is enabled you can simply share the URL with your customers and guide them to open the WhatsApp App and scan the QR Code Please note this URL will work only when your WhatsApp Web Adon is in pairing mode i.e not connected with a number.

Settings & Configuration

Once the WhatsApp Web is successfully connected with the Picky Assist Project you will able to see the Settings menu as shown below ;
Settings Name
Description
WhatsApp Number
This is the number of your Connected WhatsApp
​
Disconnect : On clicking the disconnect button the number will get released from Picky Assist Servers, you can connect another number or can connect same number after sometime
Queued Messages
This will show messages which are in queue , you can click on the refresh icon to get the latest queue count, for any reason if you wish to delete queued messages then you can use the "Clear Queue" button , this will clear all messages in the queue and there will no refund process for these messages.
Connected Status
This helps you to identify whether the connection between your phone and our server is established or not, below are the possible status
​
Connected = Connection Established
Timeout = Please check your Phone Internet Connection
Unpaired = WhatsApp Web is not paired with our Server
No Response = Our Server is not giving response, please click the "Restart App"
Connected Date
On which date the number is connected with your project
Expiry Date
This is the date when your adon will expire , so please keep this date in mind in order to avoid disruption of service.
Incoming Message
This helps you to disable the incoming messages , once disables incoming messages will be processed by Picky Assist (you will also not be billed)
Outgoing Message
This helps you to disable the outgoing messages, once disables you will not able to send messages out. (messages will fail)
Queue Limit
This is one of the important value which helps you to queue the messages after it reaches certain count, for example if you set the value to 10 then whenever you send more than 10 messages at a time then system will automatically queue the message and start processing as per the delay between the message you configured
Delay b/w Messages
This is the value used to process messages from the queue , i.e if you set to 10 seconds then the system will wait 10 seconds to send next message in the queue, the recommended delay between messages is 10 seconds in order to avoid blocking of WhatsApp number.
Sync Messages From Connected Phone
When this is enabled the system will track and sync all messages which are manually sent from the connected phone. Please note only text will sync correctly for images and videos only thumbnails will sync
Send Sync Message Out to Webhooks
This is only for developers who would like to get the messages which are sent manually from the phone, you will get an additional variable "direction"
Download Incoming Video
If you would like to download the video files then please enable this, enabling this will slow down the regular message sending and receiving speed of your Server.
If you are facing any issues then please contact us through live chat or by sending an email to [email protected]

Server Restart & App Restart

Don't get confused with Server Restart & App Restart both works differently, so let's understand the difference before using the commands.
Restart App : This is the automation app that runs in the WhatsApp Server, mostly Restart app solves the issues like QR code Not Showing, Connection Timeout, Low message sending speed etc
Server Restart : This is the dedicated server allocated to your project to connect WhatsApp Numbers, generally server restart is not required until suggested by our support team. Server restart will take 5 to 10 minutes so once the command is given please wait for 10 minutes to perform next action.
Use the Server Restart & App Restart only and when required as mentioned above.

Disconnecting & Connecting Another Number

If you wish to disconnect the existing number and connect another number then please follow the below guide;
First click on "Disconnect" as shown below
This will prompt a new confirmation popup as below;
If you wish to delete all the queue and message history from the WhatsApp Server then please check the "Clear Queue & Messages" , still you will have the message history in the Picky Assist Account, the message history will get deleted only from WhatsApp Server.
In case you want to disconnect and connect again with the same or different number and process the pending queue then please uncheck this option, when a new/same number is connected the pending queue messages will get processed.
After clicking on the "Continue" button it may take 1-2 minutes to show another QR code, please refresh the page to see the new QR Code.

Number Disconnected from WhatsApp App

If the number is forcefully disconnected from the WhatsApp App then you may not see the option to disconnect instead it will show a box as below;
If you are seeing this option then please click on "Restart App" then you will able to see below options'
If you tick "Disconnect Existing Number & Restart" this will destroy the last connected number session and you need to scan the QR code again to repair the number.
If you tick "Clear Queue & Messages" this will destroy all the queue and message history from the WhatsApp Server
Even after restarting the app if you are unable to connect or see the QR code to scan then please repeat the restart process again.

Monitoring Disconnection Events & Alerting

This feature helps you to get alert when the WhatsApp number is disconnected or difficult to connect with our Server
To make this feature works more accurately you need to enable the "Keep Online" status on , when you turned this on your connected WhatsApp number will show always Online
Following types of alerts you will get;
Manual Disconnection : When the WhatsApp Web is manually disconnected from the phone i.e User go to the WhatsApp Web Menu and tapping "Logout from All Devices" in this case you will get real-time alert
Internet Disconnection : This mostly happens when the phone having internet issues and as a result, WhatsApp Web stops working, this event is not realtime , it may take upto 10 minutes to get the alert if the phone lost the internet connection or phone is not online.
You can add email address to get alerts in the below shown field;
This feature is currently in beta and not tested widely, by default this setting is off, if you are facing any issues then please email [email protected]

API Customers

Those who are using API or Zoho CRM Workflow then please use application=10 in the API & Webhooks in order to send and receive messages from WhatsApp Web

Enabling / Disabling WhatsApp Groups

You can enable processing messages from WhatsApp Groups by clicking the respective settings to turn on or off as shown below;
Please note currently WhatsApp Group is available only for customers who are using our API Services. If you have too many active WhatsApp Group's then it may drastically slow down your regular WhatsApp Sending & Receiving Speed

Most Common Problems & Solutions

This is the list of most common problems and it's solutions, if the issue facing by you is not listed there then please feel free to contact us by sending an email to [email protected]

Getting Error "Couldn't scan code. Make sure you're on web.whatsapp.com and scan again" after scanning the QR Code

This error could be because the QR code is expired, you can simply click on the Restart text to generate a new QR Code, please make sure you are scanning directly from the phone to the QR Code, taking a screenshot of the QR code and sharing won't work since the QR code keeps changing in every 10 seconds.
​

Even after restarting the App if the issue is not getting solved then please contact us for Reboot your Server.

Showing Connection Status as "Timeout" Incoming and outgoing messages are not processing.

The timeout status means we are unable to communicate with your phone, make sure the phone is connected to the internet and the phone is switched on, if the phone is connected to the internet then please do any of the following actions
    1.
    Restart the phone network sometimes solves the issues like Turn off the Wifi or Mobile data and on again or Switching to flight mode and turn back.
    2.
    Disable all power saving modes in your phone as sometimes if the power saving mode is enabled phone restricts background usage of data and as a result the WhatsApp will work, so highly recommend disabling power saving mode in your phone
    3.
    Close WhatsApp from the background and open it again
    4.
    Restart the Phone

Incoming & Outgoing Messages are not processing

πŸ‘‰ The very first thing here is to check your phone internet connection and make sure the phone is turned on and connected to the internet, please send a WhatsApp message to your connected number and ensures it's showing in your phone.
πŸ‘‰ Please check the Connection Status from the Picky Assist Web Console -> Settings -> Channels -> WhatsApp Web Automation -> Settings
πŸ‘‰ If the connection status is other than "Connected" then please click on the "Restart App" please wait 5-10 seconds after Restart the refresh the Connection status by clicking the refresh icon. Even after the connection is not established then please click on the "Disconnect" and try to pair your WhatsApp again by scanning the QR Code.
πŸ‘‰ Always makes sure the WhatsApp Web is not paired in any other computer, in case you have paired then please go to WhatsApp & Click on WhatsApp Web then tap on "Log out from all devices" after that pair your number again with us.

Taking a longer time to Connect WhatsApp Web, frequent disconnection & Incoming Message Missing

The issue could be occurring for any of the below mentioned cases;
In order to solve this issue let's understand a few things;
WhatsApp Web is connected with your phone directly , i.e the incoming messages first comes to your phone then sync with the WhatsApp Web similarly the outgoing messages sent from the WhatsApp Web comes to the phone to send them out, so without the mobile phone the incoming or outgoing messages won't be processed.

1. Unstable Internet Connection

The very first thing you need to check whether the phone is connected to Internet or not and please run a speed test as well, make sure you have both download and upload speed showing.

2. Phone Battery / Power Saving Mode enabled

Almost all phones by default have Power Saving Mode or Battery Saving mode enabled or automatically enable when your battery percentage goes below certain limit, the best ways is to disable all phone battery/power saving mode in your phone and make sure that your phone don't restrict background data usage of WhatsApp.
If the phone is automatically put app into sleep then opening WhatsApp App may restore the Internet connection to WhatsApp App.

3. More than 1000 Open Chats or too many WA Groups

WhatsApp saves all your incoming and outgoing messages in your mobile phone storage and when you connect the WhatsApp Web the open chat details and history will be synched from your Phone to the connected computer and further it saves in the computer / browser cache, so here if you have a lot of open chats and groups it may take longer time to complete the sync and sometimes your phone becomes unresponsive during this process, the syncing speed depends based on your phone configuration and internet upload speed. By keeping these things in mind we suggest the following maintenance for your phone and WhatsApp App to operate smoothly with Whatsapp Web.

Finding Open Chat Counts

Open the WhatsApp App then select a contact and then from the 3 dotted menu click on "Select All" and you able to see the total open chat count as shown below;

Deleting One by One

Open the WhatsApp App select one contact and delete it

Deleting Multiple Selected Chats

Open the WhatsApp App then long press on the contact and mark multiples to then tap on Delete as shown below
When using Select All if any groups are in the chat window then the delete option will not display, so manually find the groups and unselect those to get the delete button visible as shown above.

Delete All Chats

This is the recommended method , open the WhatsApp click tine 3 doted -> Settings -> Chats -> Chat History -> Delete All chats as shown below;
​
Please note Archive Chats will not help.

Experimental Scalability Option

We have an experimental feature of upgrading your existing WhatsApp Server configuration to a higher spec which may help to minimize the disconnection frequency and reconnect faster after disconnection, in order to do this option your phone should also be upgraded apart from the servers since the phone is primarily responsible for synching the messages and when the phone becomes unresponsive the WhatsApp Web get disconnects. Please note this is an experimental feature and we don't guarantee whether this approach works with your setup and this will cost you $49 extra per month.for each 10k open chats and when your open chat increases you need to upgrade again your phone and servers , you can consider 10k open chats costs you $49 per month (We provide free 7 days trial to check whether this upgrade works for you or not)
Last modified 5mo ago