> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trellistech.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect WhatsApp

> Connect an approved WhatsApp account, verify incoming messages, and recover the connection safely

## What this helps you do

Connect the WhatsApp account shown in your workspace so supported conversations
can appear in Trellis Inbox. The integration page shows the capabilities
available for your connection.

## Before you start

* Confirm which business account and number your team owns.
* Use an admin or manager account in Trellis.
* Keep automatic replies off or in review mode for the first test.
* Use a safe test contact that is not a guest.

## Connect and test

<Steps>
  <Step title="Open WhatsApp integrations">
    Go to **Settings > Integrations > WhatsApp**.
  </Step>

  <Step title="Review the account">
    Follow the displayed connection steps. Before approving, verify the business
    account and number.
  </Step>

  <Step title="Confirm the status">
    Return to the integration page and confirm the expected number is shown as
    connected.
  </Step>

  <Step title="Send a safe inbound message">
    From the test contact, send a short message with no guest details. Confirm
    it appears once in **Inbox** with WhatsApp as the channel.
  </Step>

  <Step title="Review the reply path">
    Check the recipient, conversation, and any AI draft. Send only after your
    team approves the test.
  </Step>
</Steps>

## How to check it worked

* The intended business number is connected.
* The inbound test appears in the correct conversation.
* The channel label is WhatsApp.
* A teammate with the right access can review the conversation.

## Recover a disconnected account

Open **Settings > Integrations > WhatsApp**. Confirm the account has not changed,
then follow the displayed reconnect steps. Repeat one inbound test after the
status is restored. If delivery is uncertain, do not resend the same outbound
message.

## Common problems

<AccordionGroup>
  <Accordion title="The safe test does not appear">
    Clear Inbox filters, confirm the test reached the connected number, and
    refresh once. Then review the integration status.
  </Accordion>

  <Accordion title="The account or number is wrong">
    Stop testing and ask an admin to reconnect the approved business account.
  </Accordion>

  <Accordion title="A reply needs review">
    Keep the AI Agent in review mode and ask the teammate responsible for that
    channel to approve or edit the draft.
  </Accordion>
</AccordionGroup>

## Related articles

* [Inbox](/platform/inbox)
* [Launch and hand off your AI Agent](/guides/launch-and-handoff-ai-agent)
* [Troubleshooting](/platform/troubleshooting)