Selling

WhatsApp Business multiple users: set up team access on one number, from WhatsApp's own rules

You've outgrown one person holding the business phone. WhatsApp lets a team share one number in three ways: linked devices on the Business app, a shared inbox on top, or the Business Platform through a vendor. Here's what WhatsApp's own help centre says each one allows, what breaks, and how to set up ownership so chats don't walk out the door with a leaver.

The one-phone problem

It starts with one phone on the front desk or in the owner's pocket. Enquiries come in, one person answers, and it works.

Then you run a promotion, or hire a second salesperson, and the phone becomes a queue. Someone asks "did anyone reply to the lady about the delivery?" Two people answer the same customer with two different prices. Or nobody answers, because everyone assumed someone else had it.

WhatsApp has an answer for part of this, built into the free Business app. For the rest, you need to decide how your team works, and sometimes add a tool. This post covers both. For what to send and when, WhatsApp for sales covers the selling side.

What the WhatsApp Business app allows

The Business app lets you link other devices to your business number. WhatsApp's help centre says: "You can use up to four linked devices and one phone at a time." Linked devices can be WhatsApp Web, the desktop app, tablets and other phones set up as companion phones.

So without paying anything, five screens can answer from one number. Here's what else WhatsApp's own pages say about them:

  • Linked devices work without your main phone being online, but they log out if the main phone is unused for over 14 days.
  • WhatsApp disconnects a linked device after 30 days of inactivity.
  • You still register the account and link each new device from the main phone.
  • Some features don't work on linked devices, including creating and viewing broadcast lists, and sharing live location.

That last point catches teams out. If your broadcast lists are part of how you sell, they stay on the main phone.

How to link a device

WhatsApp's steps for linking with a QR code are short:

  1. Download and open WhatsApp Business on the device you want to link. It shows a QR code.
  2. On the main phone, open the WhatsApp Business app and go to Linked devices, then Link a device.
  3. Point the main phone at the screen and scan the code.

For a second phone, you choose "Link as companion device" when you open the app on it, then scan from the main phone the same way.

What linked devices don't do

Linked devices solve access. Everyone can see and reply from their own screen. They don't solve coordination.

On the free app, there's no way to assign a chat to one person, and no record of which teammate sent which message. Two people can open the same chat and both start typing. Nothing tells a new starter who's been talking to whom.

Multi-agent: up to 10 devices with a subscription

WhatsApp has a paid step up. Its multi-agent help page compares the two:

Without multi-agentWith multi-agent
DevicesUp to fourUp to 10
Name each linked deviceYesYes
Assign chats to agentsNoYes
See which device or agent sent a messageNoYes

The same page says the maximum number of devices "is determined by the benefits included in your Meta Verified or Meta One subscription". It also warns the paid version may not be available to you yet. So check in the app, under Tools and then Subscriptions, whether it's offered where you are and what it costs.

A few details from that page matter for a team:

  • You can name each device after the person using it, and change the name any time.
  • Customers can't see which agent or device sent a message, or who their chat is assigned to.
  • With more than four linked devices, calls ring only on the main phone.
  • If you cancel, only your four most recently active devices stay linked.

For a team of five to ten people on one number, this closes most of the gap: names, assignment and a record of who sent what.

The three ways a team shares one number

Put together, you have three options. They suit different teams.

WayWhat it isSuitsWatch out for
Linked devices on the Business appUp to four extra screens, or up to 10 with multi-agent2 to 10 people answering one numberNo chat assignment on the free version; broadcast lists stay on the main phone
A shared inbox on topSoftware that shows your number, or several numbers, in one inbox with assignment and notesA team using more than one number, or wanting chats on each client's recordHow the tool connects, and which WhatsApp features still work through it
The WhatsApp Business PlatformMeta's API, usually through a vendorBusinesses sending at high volume, or needing many agents and automationPer-message charges, templates for messages outside the 24-hour window, a setup project

WhatsApp's page on its business products draws the same line: the app for small businesses, the Platform for "medium to large" businesses managing "high volumes of conversations", either directly or through a Business Solution Provider.

Moving to the Platform doesn't always mean giving up the app

Meta now lets businesses connect an existing Business app number to the Platform through a vendor and keep using the app. Meta's developer page on this says messages sent from the app stay free, messages sent through the Platform are charged, and chat history is kept in sync between the two.

It also lists what changes. Broadcast lists are disabled and existing lists become read-only. Disappearing messages are turned off in one-to-one chats. And all linked devices are unlinked when you connect, so you re-link them after.

If your team relies on broadcast lists from the app, that's the trade to weigh before you sign up with a vendor.

If your team needs to see who's waiting and hand chats between people, ActivityTracker's team inbox puts every number you use in one place, lets you assign a chat to a teammate, keep private notes, and lands every chat on the client's record.

See the WhatsApp team inbox

Who owns each chat

Most of the mess on a shared number isn't technical. It's that nobody decided who answers what.

Write down three rules and stick them where the team can see them:

  1. Who picks up new chats. One person, or whoever's on shift, claims each new chat within a set time, say 15 minutes in working hours.
  2. Who owns a chat after that. Once someone has replied, it's theirs until they hand it over. Others don't jump in.
  3. How to hand over. A short note before passing it on: what the customer wants, what's been promised, what's next and when.

On the free app, you can use labels for this. Make one label per person and one for "new". On multi-agent or a shared inbox, use the assignment feature instead.

When someone leaves

This is where teams lose customers. The rep leaves, and the chats, the promises and the half-finished quotes leave with them.

Three habits prevent it:

  • Keep the business number on a phone and SIM the business owns. If a rep sells from their personal WhatsApp, those chats are theirs, not yours.
  • On their last day, log their device out. On the main phone, go to Linked devices, tap their device and log out. WhatsApp's help centre also suggests turning on push notifications so you can remove devices you don't recognise.
  • Keep a record of each client outside the chat: what they want, what was promised and the next step. A new owner can pick it up without scrolling six months of messages.

Then reassign their open chats the same day, and tell each customer who'll be looking after them.

Made-up example: a four-person tuition centre gets about 60 parent enquiries a week on one WhatsApp number.

Monday: the owner, Lin, links the front desk laptop and two teachers' laptops to the main phone. Each device is named after its user. She makes labels: "new", "Lin", "Aziz", "Mei", "trial booked".

Tuesday: 14 new chats. The front desk claims each within 15 minutes, answers the first question and labels it for the teacher who covers that subject.

Wednesday: a parent writes to Aziz's chat while he's teaching. The front desk sees the label, replies "Aziz will call you at 4pm", and leaves a note in the team's group. Nobody sends a second price.

Thursday: Lin notices the monthly fee-reminder broadcast won't open on her laptop. It only works on the main phone, so she sends it from there.

Friday: Mei hands in her notice. Lin logs out Mei's laptop from Linked devices, relabels her 9 open chats to Aziz, and messages each parent to introduce him. The count for the week: 60 enquiries, all answered the same day, 11 trials booked.

What to do first

  1. Move the business number onto a phone and SIM the business owns, if it isn't already.
  2. Link one device for each person who answers, and name it after them.
  3. Write the three ownership rules and share them with the team.
  4. Set up a label per person, or turn on assignment if you have multi-agent.
  5. Check Linked devices on the main phone once a month, and log out anything you don't recognise.

If you're already at 10 people on one number, or you use several numbers, that's when a shared inbox or the Platform is worth a proper look. ActivityTracker's WhatsApp integration links the number you already use as a device and shows every chat on the client's card. It isn't one of WhatsApp's own apps, and WhatsApp's linked devices page warns that "linking your device through unofficial apps or websites may put your account at risk." So ActivityTracker spaces out the messages your number starts on its own, and stops them if WhatsApp warns the number. If the gap is evenings and weekends, answering leads at night covers replying first from your own number.

Keep reading

Questions people ask

Sources

One number. Clear owners.

Decide who answers what before the next busy week.