> ## Documentation Index
> Fetch the complete documentation index at: https://docs.callprep.app/llms.txt
> Use this file to discover all available pages before exploring further.
# WhatsApp Integration
> Connect your WhatsApp number and let the Autopilot follow up with leads who already engaged — warm-only by default, 20 messages a day, from your own number.
## Overview
Connect the WhatsApp number your outreach is sent from. Messages go out from
**your own number**, exactly as if you typed them.
WhatsApp is a follow-up channel by design. Out of the box it messages **only
leads who already engaged** — someone who accepted your LinkedIn invite or
replied to your email. Cold messaging is possible, but you have to switch it on
deliberately.
Add a **WhatsApp step** to a sequence in **Dashboard → Autopilot** — a
connected number on its own never sends anything. WhatsApp is available on the
BDR+ plan; see the [Billing page](https://call-prep-api.vercel.app/billing).
***
## Setup
### Step 1 — Connect your number
Go to **Integrations → WhatsApp** and click **Connect WhatsApp**. A page opens
with a QR code: scan it from your phone the same way you would sign in to
WhatsApp Web (**WhatsApp → Settings → Linked devices → Link a device**). You are
returned to CallPrep and the number shows as *connected*.
Keep the phone online and the linked device in place. If you unlink CallPrep
from your phone, or the session expires, the number goes to *disconnected* and
WhatsApp steps stop until you reconnect.
### Step 2 — Tell CallPrep where the phone number lives
Under **Phone number source**, list the HubSpot contact properties that hold the
lead's number, in the order they should be tried. The default is *Mobile phone
number*, then *Phone number*.
Numbers should be in international format (for example `+48 600 123 456`). A lead
with no number on any of the listed properties is skipped, with *No phone number
on the contact* on the timeline — and the number is looked up again in HubSpot
right before each send, so a number added later still gets used.
### Step 3 — Set the schedule
| Setting | Default | Notes |
| -------------------------- | ----------------------- | ----------------------------------------------------------------- |
| **Timezone** | Your browser's timezone | Everything below is in this timezone |
| **Send from / Send until** | 06:00 – 22:00 | A WhatsApp message at 3 a.m. is worse than no message |
| **Send on weekends** | Allowed | WhatsApp is not a professional network — weekends are normal here |
| **Daily limit** | Up to **20** messages | A hard ceiling. It cannot be raised, only lowered |
***
## Who can be messaged
This is the most important setting on the page.
**Warm leads only (recommended, on by default).** A WhatsApp step is sent only
after the lead has shown a warm signal — they accepted your LinkedIn invite or
replied to your email. Until then the message waits and is re-checked; if the
lead never warms up within three weeks it is dropped with *never warm* on the
timeline, and the rest of the sequence carries on.
**Cold outreach (off by default).** Turning warm-only off lets this number
message people who never responded. CallPrep asks you to confirm and records the
decision, because messaging strangers' phone numbers is the exact pattern
WhatsApp bans for — and WhatsApp bans outright, with no restricted middle state
like LinkedIn's.
***
## What gets sent
Messages are written per lead from the research and from the angle you gave the
step. They are deliberately **very short** — a couple of lines, no links, no
emoji, and they say who you are, because an unexplained message from an unknown
number gets reported.
If the research found nothing credible to build on, the message is skipped with a
reason rather than sent as filler.
Every message sent is logged as a note on the HubSpot contact, and a reply stops
the sequence on all channels.
***
## Pausing and disconnecting
* **Pause** stops this number sending while keeping the connection.
* **Disconnect** removes it. WhatsApp steps have nowhere to send from until a
number is connected again. You can also remove CallPrep from your phone under
**WhatsApp → Linked devices**.
***
## Frequently asked questions
No. It links to your existing WhatsApp account as a device, the same mechanism
as WhatsApp Web — so messages come from your normal number, with no templates
to get approved and no per-message fee.
Only if you switch **Warm leads only** off, confirm the warning and accept the
risk. We keep it on by default because unsolicited WhatsApp messages are what
gets numbers banned.
No. The limit is enforced in the product, so a higher number would be a setting
that silently does nothing. It protects the number.
Almost always because the lead has no phone number in HubSpot. Open the
Autopilot's **Activity** and expand a lead to see the reason on each step, and
check the delivery chip on the Autopilot row for how many of its leads have a
number at all. Inbound leads who filled in a form usually have one; prospected
lists usually do not.
From HubSpot, using the properties you listed under **Phone number source**, in
order. CallPrep does not buy or guess phone numbers.
Yes. The link works like WhatsApp Web: your phone has to be reachable, and if
the device is unlinked the connection ends and CallPrep tells you it is
disconnected.
There is no marker on the message — it comes from your number and reads like
something you wrote. Which is also why the messages are short, mention who you
are, and never carry a link.
The sequence stops on every channel, and the reply counts as a win in the
Autopilot's analytics. Answer them yourself in WhatsApp as usual.
***
## Need help?
Contact us at [hello@callprep.app](mailto:hello@callprep.app) and we'll help you
connect your number.