How to connect WhatsApp and invite your team in the initial setup wizard
In the last steps of the initial setup wizard, connect the company's WhatsApp using the QR Code and invite the people who will work with you.
2 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
After the trial, the initial setup wizard asks for two things: connect the company's WhatsApp so customer conversations arrive in Cognizy, and invite your team. Both steps can be skipped and done later in Settings.
Where to find it in Cognizy
Before you start
- Have the phone with the company's WhatsApp number ready, unlocked and connected to the internet.
- WhatsApp allows up to four devices connected per number. If you already have four, disconnect one on the phone.
- Have the email address of the person joining the team ready.
- It takes about 5 minutes. The QR Code is only valid for a short time: keep the phone nearby before generating it.
Step by step
- Step 1:
In the step Connect WhatsApp, click Connect WhatsApp. Don’t have the phone nearby? Click Skip for now and connect it later in Settings › Channels › WhatsApp.
- Step 2:
The QR Code appears in Scan with WhatsApp. Keep the screen open and grab your phone. The QR Code in this screenshot is just an example: use the one that appears on your screen.
- Step 3:
On your phone, open WhatsApp. On Android, tap the three-dot icon; on iPhone, tap Settings. Then tap Linked devices and Link a device. If your phone asks, confirm with your fingerprint, face, or PIN.
- Step 4:
Point your phone's camera at the QR Code on the Cognizy screen. It scans automatically.
- Step 5:
In a few seconds, WhatsApp connected successfully! appears. Click Next.
- Step 6:
In the step Who works with you?, fill in the Name and Email of a team member.
- Step 7:
Click Send invite. The person will receive an email with the link to create a password and sign in.
- Step 8:
The person appears in Invited. Repeat for the other teammates and click Next to finish the wizard.
How to know it worked
The WhatsApp step shows WhatsApp connected successfully! and your teammates appear in Invited. When you finish the wizard, Home opens with a guided tour of the dashboard.
If something goes wrong
The QR Code doesn’t appear or the screen says Failed to connect.
Click Connect WhatsApp again. If it keeps happening, click Skip for now and connect it later in Settings › Channels › WhatsApp.
The phone says the QR Code is no longer valid.
The QR Code is only valid for a short time, and the screen switches to a new one automatically. Scan the code that is on the screen at that moment.
I can’t find Linked devices on the phone.
On Android, it’s under the three-dot icon on the WhatsApp home screen; on iPhone, in Settings. If it doesn’t appear, update WhatsApp.
The invite failed.
Check if the email address is spelled correctly and whether the person is already part of the team. You can also invite them later in Settings › People and access.
The person didn’t receive the invite email.
Ask them to check their spam folder. If it’s not there, resend the invite in Settings › People and access.
Next step
Follow the guided tour on Home and define who will respond on the connected number.
Sign in with your Cognizy account to save your progress.
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