How to connect Izy to your WhatsApp and receive the daily summary
Chat with Izy through the business's WhatsApp and get, every day, at the time you choose, a summary of your schedule, tasks, and sales.
2 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
With Izy connected on your WhatsApp, you can ask how your day, schedule, and sales are going without opening Cognizy, and confirm actions right there. Izy uses your permissions. You can also get a daily summary at the time you choose.
Where to find it in Cognizy
Before you start
- The business needs a connected WhatsApp that receives messages (Settings › Channels › WhatsApp).
- Have on hand the phone you'll use to talk to Izy.
- Once connected, anything you send from that phone to the business number goes to Izy and won't show up in the inbox.
- The code is valid for 15 minutes.
Step by step
- Step 1:
Click your name at the bottom of the menu, and open Profile. On the Izy on WhatsApp card, click Connect my WhatsApp.
- Step 2:
The card shows a code and a QR code. From the phone you'll use, send that code to the business's WhatsApp: point your camera at the QR code or, if you're already on your phone, tap Open in WhatsApp. The code and number in this screenshot are examples.
- Step 3:
In WhatsApp on your phone, send the message with the code to the business number.
- Step 4:
When the message arrives, the card changes to Connected, showing your number. Turn on Daily summary and choose the Time to receive, every day, your schedule, tasks, approvals, and yesterday's sales.
How to know it worked
The card shows Connected, with your number. Send a "hi" from your phone to the business's WhatsApp: Izy is the one who replies. At the time you chose, the daily summary arrives.
If something goes wrong
The card says the business doesn't have a connected WhatsApp.
Ask an administrator to connect a number in Settings › Channels › WhatsApp and turn on message receiving.
I sent the code and the card is still waiting.
Check that the message was sent to the business number shown on the card and that the code hasn't expired (15 minutes). Click Cancel and generate another code.
The summary didn't arrive.
On official WhatsApp, summaries sent outside the 24-hour window depend on a template approved by Meta. Until it's approved, the summary only goes out if you've talked to Izy in the last 24 hours.
I want to go back to talking with the team through this number.
Click Disconnect on the card. Your messages will go back to arriving like those of a regular customer.
Next step
Ask Izy, via WhatsApp, how today's schedule looks.
Sign in with your Cognizy account to save your progress.
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