Klipy connects to WhatsApp with a QR code, the same linked-device method as WhatsApp Web, through Unipile, the infrastructure also behind LinkedIn and Telegram. Once linked, your WhatsApp messages show up automatically in Messaging, and when you switch on CRM tracking for a chat, Klipy logs it to the matching contact and can draft a follow-up for your approval. About the last 14 days of message history import automatically on first connection.
What Klipy captures from WhatsApp
Klipy reads direct WhatsApp messages only. Klipy never processes group chats or broadcast lists. Captured messages surface in Messaging automatically, identified against the contact wherever the phone number resolves; turning on CRM tracking for a chat logs it to that contact and company record.
This is not the WhatsApp Business API, Meta's cloud-based, business-verification-gated product. Klipy links to the WhatsApp already installed on your phone, the same mechanism WhatsApp Web uses. There's no broadcast campaign tooling and no business-verification step to clear first.
How WhatsApp connects
Open Settings, then Channels, then WhatsApp in Klipy and it shows a QR code on screen. On your phone, open WhatsApp, tap the three-dot menu (Android) or Settings (iPhone), select Linked devices, then Link a device, and point your camera at the QR code. Once linked, the session appears among your phone's own linked devices, and messages start appearing in Messaging within a few minutes while roughly the last 14 days of history backfills automatically.
The QR code expires after a few minutes. If it times out before you scan it, refresh the Settings, Channels, WhatsApp page for a new one.
WhatsApp's architecture routes messages through your phone as the primary device. If your phone stays offline for an extended period, the linked session can go inactive. Reconnect by scanning a new QR code from Settings, then Channels, then WhatsApp, the same flow used for the initial connection. Connected channels show a status (connected, errored, or connecting), and a refresh-to-reconnect control appears when an account errors. See connecting WhatsApp and how connections work in Klipy.
Disconnect from Settings, then Channels, then WhatsApp and confirm, or remove the linked device directly from WhatsApp on your phone (Linked devices, then Klipy, then Log out). Disconnecting removes the linked device. Source: connecting WhatsApp.