Connect WhatsApp

How the connection works#

Karyagrah is the official WhatsApp Business provider SummonMind connects to. Once connected, messages to your WhatsApp number go to the agent you choose and its replies go back on WhatsApp. SummonMind sets up the message link with Karyagrah for you and switches Karyagrah's own bot off, so only your agent replies.

Connect your number#

1. 1

   Step 1: Open Integrations and find WhatsApp by Karyagrah

   Press Connect.

2. 2

   Step 2: Enter Your email with them and press Continue

3. 3

   Step 3: New to Karyagrah?

   Fill in Your name, Business name and, if you like, Phone, then press Email me a code. Type the code from your email (valid for ten minutes) and press Finish. Send it again sends a new code.

4. 4

   Step 4: Already have a Karyagrah account?

   Paste its API key and Secret key and press Connect.

   Tip: When you create the key in Karyagrah, allow it to manage the message webhook. Without that permission the connection shows an error.

5. 5

   Step 5: Choose the agent

   Press Manage. Under Answering WhatsApp, pick the Agent that answers WhatsApp. If you have only one published agent, it is chosen for you.

6. 6

   Step 6: Check the status

   Customer messages are reaching your agent. means you are live. If you see a problem instead, press Try again.

What customers see on WhatsApp#

• Menus with up to 3 options arrive as reply buttons; 4 to 10 options as a list behind a Choose button; more than 10 as a numbered text list. Button labels are cut at 20 characters, so keep them short.
• Quotations arrive as a PDF document named "Quotation <number>.pdf".
• Voice notes are transcribed and answered in text. The agent does not reply with audio.
• Photos, PDFs and office files customers send are read, up to 10 MB.
• Long replies are split into several messages.
• The workflow's welcome message is a website greeting and is not sent on WhatsApp.

Staff numbers#

There is no separate list of staff numbers. A WhatsApp message counts as coming from your team when it is sent from:

• the business phone under Settings → Profile, or
• the Phone of an active team member, set on Add Member or when editing a member.

Numbers are compared on their last 10 digits; a saved number that includes a country code must match in full. A number shared by two people, or one that belongs to a member who is switched off, is treated as a customer. Staff can do by chat what their role allows in the panel — no more.

What staff can do by chat#

Make a quotation

If the agent's workflow has a Quotation Builder step, staff ask for a quotation the way a customer would. They are offered their 9 most recently quoted clients and can search the rest by typing.

Add or change a product

naya product add karo: Kirloskar 1 HP monoblock pump, price 5200, GST 18% or 1 HP monoblock ka price 5400 kar do — name, price, GST, HSN, unit or SKU.

Add or change a client

naya client add karo Sharma Traders 98XXX XXXXX Jaipur — name, company, phone, email, GSTIN, city, address or PIN code.

In any language

Hinglish, Hindi and English all work. The same requests also work in Ask Agent in the panel.

1. 1

   Step 1: Send the change

   Something that already exists is updated rather than added twice — the agent shows the old and the new value. A product sent without GST gets 18%, and without a unit gets "pcs".

2. 2

   Step 2: Check the summary

   Nothing is saved yet. The agent replies with a summary and Haan, save karo, Badlo and Cancel (in English: Yes, save, Change, Cancel).

3. 3

   Step 3: Confirm

   Only a yes saves it. A summary left unanswered expires after 30 minutes.

Disconnect#

Press Manage on the card, then Disconnect, and confirm. SummonMind forgets the keys; if you connected an existing Karyagrah account, its own bot is switched back on. The agent you chose is remembered for next time.