Device Management

Manage your WhatsApp devices for sending and receiving messages through Whatify.

Overview

Device management allows you to:

• Connect multiple WhatsApp devices
• Monitor connection status
• Switch between devices
• Disconnect and reconnect devices
• View device information

Understanding Devices

What is a Device?

A device in Whatify represents a WhatsApp account connection:

• Each device uses a unique phone number
• One WhatsApp number = One device
• Multiple devices can be used in one organization
• Each device can send/receive messages independently

Device Limits

Based on your subscription plan:

Creating a Device

Add New Device

Create a new WhatsApp device connection:

1. Navigate to Dashboard → Devices
2. Click + Add Device or Create New Device
3. Enter device information:
   • Device Name (required) - Friendly name (e.g., "Customer Support", "Sales Team")
   • Phone Number (optional) - The WhatsApp number you'll connect
   • Description (optional) - Notes about this device
4. Click Create Device

The device is now created and ready to connect.

Connecting a Device

Method 1: QR Code Connection

Connect using QR code (default method):

1. Open your newly created device
2. Click Connect Device
3. A QR code will appear on screen
4. Open WhatsApp on your phone:
   • Android: Menu (⋮) → Linked Devices → Link a Device
   • iPhone: Settings → Linked Devices → Link a Device
5. Scan the QR code with your phone
6. Wait for connection to complete
7. Status will change to "Connected"

Method 2: Pairing Code

Connect using 8-digit pairing code:

1. Create or open device
2. Click Connect with Pairing Code
3. Enter your WhatsApp phone number
4. Click Generate Code
5. An 8-digit code will appear
6. Open WhatsApp on your phone:
   • Go to Linked Devices
   • Tap Link a Device
   • Tap Link with phone number instead
7. Enter the 8-digit code
8. Connection completes automatically

Connection Requirements

Before connecting:

• ✓ WhatsApp installed on your phone
• ✓ Phone has internet connection
• ✓ WhatsApp account is active
• ✓ Not already linked to maximum devices (4 linked devices max per WhatsApp account)

Device Dashboard

Viewing Devices

Navigate to Devices to see all your devices:

Device Card Shows:

• Device name and icon
• Connection status (Connected, Disconnected, Connecting)
• Phone number
• Last active time
• Messages sent/received count
• Quick actions (Connect, Disconnect, Settings)

Device Status

Status Indicators:

• 🟢 Connected: Device is online and ready
• 🟡 Connecting: Connection in progress
• 🔴 Disconnected: Device is offline
• ⚫ Never Connected: New device not yet connected

Device Information

Click on a device to view details:

• Device ID: Unique identifier
• Phone Number: Connected WhatsApp number
• Status: Current connection state
• Connected Since: Date and time of connection
• Last Active: Most recent activity
• Messages This Month: Sent/received count
• Storage Used: Data usage for this device
• WhatsApp Version: Client version information

Managing Devices

Renaming a Device

Change device name:

1. Open device details
2. Click Edit or the pencil icon
3. Enter new name
4. Click Save

Setting Default Device

Set which device to use by default:

1. Open device details
2. Click Set as Default
3. This device will be used for:
   • New API tokens
   • Default messaging
   • Automated campaigns

Disconnecting a Device

Temporarily disconnect:

1. Open device
2. Click Disconnect
3. Confirm disconnection
4. Device will be unlinked from WhatsApp
5. Can reconnect anytime

Note: Disconnecting doesn't delete the device or its settings.

Reconnecting a Device

Reconnect a disconnected device:

1. Find device in devices list
2. Click Reconnect
3. Follow QR code or pairing code steps
4. Device will reconnect to WhatsApp

Deleting a Device

Permanently remove a device:

1. Disconnect device first (if connected)
2. Open device settings
3. Click Delete Device
4. Type device name to confirm
5. Click Delete Permanently

Warning: This action cannot be undone. All device settings and API tokens linked to this device will be removed.

Device Settings

General Settings

Configure device behavior:

• Auto-reconnect: Automatically reconnect if disconnected
• Message Queue: Keep unsent messages when disconnected
• Rate Limiting: Set sending speed limits
• Delivery Reports: Track message delivery status
• Read Receipts: Send read receipts for received messages

Notification Settings

Configure device notifications:

• Connection Alerts: Get notified when device disconnects
• Error Notifications: Alert on sending errors
• Daily Summary: Receive daily activity report
• Low Balance: Warning when approaching plan limits

Security Settings

Protect your device:

• 2FA Required: Require two-factor authentication
• IP Whitelist: Restrict API access to specific IPs
• Auto-logout: Disconnect after inactivity period
• Session Timeout: Maximum connection duration

Switching Between Devices

Use Multiple Devices

Work with several devices:

1. Create multiple devices
2. Connect each to different WhatsApp numbers
3. Switch between them in:
   • Messaging interface
   • API requests
   • Bulk campaigns

Per-Message Device Selection

Choose device when sending:

1. Compose new message
2. Click Select Device dropdown
3. Choose from connected devices
4. Send message through selected device

API Device Selection

Specify device in API requests:

// Using device ID in API call
await client.send({
  to: "1234567890",
  text: "Hello!"
});

Troubleshooting

Device Won't Connect

QR Code Issues:

• Refresh QR code if expired (typically 60 seconds)
• Ensure phone camera works properly
• Check phone has internet connection
• Try pairing code method instead

Pairing Code Issues:

• Verify phone number is correct
• Ensure code hasn't expired (valid for 10 minutes)
• Check for typos in code entry
• Generate new code and try again

Messages Not Sending

Check Device Status:

• Verify device is connected
• Check phone has internet
• Ensure WhatsApp is running on phone
• Review message limits

Network Issues:

• Test with simple text message
• Check firewall settings
• Verify API token is valid
• Review rate limiting settings

Device Best Practices

Organization

1. Naming Convention: Use clear, descriptive names

   • Good: "Customer Support Main", "Sales Team Line 1"
   • Bad: "Device 1", "New Device"

2. Documentation: Add descriptions noting:

   • Purpose of device
   • Responsible team/person
   • Phone number details

3. Regular Monitoring: Check devices daily

   • Review connection status
   • Monitor message volumes
   • Check error rates

Security

1. Access Control:

   • Limit who can create devices
   • Set up team permissions
   • Monitor device access logs

2. Device Cleanup:

   • Remove unused devices
   • Disconnect old connections
   • Archive inactive devices

3. Backup:

   • Export device settings
   • Save API keys securely
   • Document configurations

Performance

1. Load Balancing:

   • Distribute messages across devices
   • Don't overload single device
   • Monitor device capacity

2. Maintenance:

   • Check devices periodically
   • Clear message queue regularly
   • Update WhatsApp on phone

3. Optimization:

   • Set appropriate rate limits
   • Configure retry settings
   • Enable auto-reconnect

Device Limits & Quotas

Message Limits

Per device daily limits:

Storage Limits

Each device has storage allocation:

• Message history
• Media files
• Queue data
• Logs

Connection Limits

WhatsApp restrictions:

• Maximum 4 linked devices per WhatsApp account
• One primary phone required
• Linked devices don't work without phone internet

Next Steps

• WhatsApp Connection - Detailed connection guide
• API Setup - Link devices to API tokens
• Messaging - Send messages through devices
• Organization Settings - Manage device permissions