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Documentation Index

Fetch the complete documentation index at: https://docs.cobalt-ia.com/llms.txt

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WhatsApp is available as a communication channel in Cobalt. You use it in your workflows (via a communication block), alongside email and LinkedIn, to reach candidates and prospects where they’re most responsive.

Use cases

  • Conversational follow-up — complement a first email or LinkedIn touch with a more direct, personal message.
  • Hard-to-reach people — some check WhatsApp more often than their work inbox.
  • Quick follow-ups — a short message can unblock a conversation that got no reply on other channels.

Use in workflows

A sequence is a type of workflow: a workflow made of communication blocks. WhatsApp steps are therefore configured as communication blocks in the workflow builder, just like email and LinkedIn. See the Block list and Sequence to learn more.

Connection

Connect your WhatsApp account from your personal settings. Cobalt shows a QR code to scan from the WhatsApp app on your phone. A second method, using a code, is also available for syncing.

Conversation sync

Once connected, your existing conversations with clients and candidates are synced into Cobalt.
If a person’s phone number isn’t in Cobalt, their conversation can’t be synced. Syncing happens automatically as soon as the number is added.

Message templates

You can create reusable WhatsApp message templates for your workflows. See Message templates.