Connect your WhatsApp number to Ask AI Dispatch so you can message your Ask AI copilot, review conversations, and move your connection when needed. Ask AI Dispatch gives you another way to access supported Ask AI capabilities when you are away from your computer. This guide explains how to connect and verify your number, use Ask AI through WhatsApp, review Dispatch conversations, and move an existing connection.
TABLE OF CONTENTS
- What is Ask AI Dispatch on WhatsApp?
- Key Benefits of Ask AI Dispatch on WhatsApp
- Prerequisites and Limitations
- How To Setup Ask AI Dispatch on WhatsApp
- Use Ask AI From WhatsApp
- Review WhatsApp Conversations in Dispatch
- Move Your WhatsApp Number
- Frequently Asked Questions
- Related Articles
What is Ask AI Dispatch on WhatsApp?
Ask AI Dispatch on WhatsApp gives you another way to reach your Ask AI copilot. After connecting your WhatsApp number, you can send Ask AI requests directly from WhatsApp instead of opening a new Ask AI conversation in the platform.
Ask AI can retrieve platform data, create content and assets, and perform supported platform actions through conversational requests.
WhatsApp is a Dispatch channel within Ask AI. It is separate from the customer-facing WhatsApp integration.
Key Benefits of Ask AI Dispatch on WhatsApp
Ask AI Dispatch makes your copilot accessible from WhatsApp while preserving the supported Ask AI experience. This gives you another way to complete supported work when you are away from your computer.
Work from WhatsApp: Send Ask AI requests from your phone without opening the platform.
Use your existing Ask AI copilot: Access supported Ask AI capabilities through another conversation channel.
Handle CRM tasks on the go: Look up contacts, review opportunities, update supported records, and check calendar information.
Delegate content creation: Request supported content such as blog drafts, email templates, images, video, or audio.
Schedule recurring work: Ask Ask AI to create supported recurring tasks from the conversation.
Use your custom Skills: Run supported Ask AI Skills from your WhatsApp conversation.
Keep conversations accessible: Review, search, and sort WhatsApp Dispatch conversations from Ask AI.
Prerequisites and Limitations
Understanding connection ownership and number limits before setup helps prevent conflicts when linking a WhatsApp number to Ask AI Dispatch.
Only one WhatsApp number can be connected to a location at a time.
Each connected WhatsApp number is tied to the user who connected it.
Other users cannot manage or take over your connected number.
If your own number is already connected elsewhere, you can move it during the connection process.
Verification requires access to WhatsApp so you can receive the verification code.
The verification code expires after five minutes.
A number already connected by another user cannot be moved into your connection.
How To Setup Ask AI Dispatch on WhatsApp
Connecting your number creates the link between WhatsApp and Ask AI. Verification confirms that you control the number before Ask AI begins accepting requests from it.
Open Ask AI.
Select Customize.
Select Dispatch.
Click Connect WhatsApp.
[Screenshot: Ask AI Customize Dispatch page with the Connect WhatsApp button.]
Select your country.
Enter your WhatsApp number without the country code.
Click Continue.
On the verification screen, locate the QR code and the Enter your verification code field.
[Screenshot: WhatsApp verification screen with the QR code and verification code field.]
Scan the QR code with your phone.
Open the WhatsApp conversation.
Send a message to receive your verification code.
Wait for the verification message in WhatsApp.
Return to the verification screen.
Enter the code in Enter your verification code.
Click Verify.
After verification succeeds, return to WhatsApp and message the connected Ask AI conversation whenever you want to use your copilot.
Use Ask AI From WhatsApp
Once your number is connected, you can make supported Ask AI requests directly in the WhatsApp conversation. Use natural-language instructions to ask questions, create supported content, retrieve information, or perform available actions.
Manage contacts and opportunities: Look up contact details, add notes, update supported fields, or make supported opportunity changes.
Check calendars and appointments: Request an upcoming schedule or ask Ask AI to perform supported appointment actions.
Create blog content: Delegate a blog draft and review the resulting content.
Generate email templates: Request reusable email content for follow-up, outreach, or replies.
Generate images: Create or refine supported images through conversational prompts.
Generate video and audio: Request supported video or audio assets through Ask AI.
Create recurring tasks: Ask for supported work to run on a schedule instead of repeating the request manually.
Run a Skill: Use instructions you have already configured in Ask AI Skills.
Ask support questions: Ask product or account questions that can be routed to Support AI.
Ask general questions: You do not need to begin with a specific platform action.
Review WhatsApp Conversations in Dispatch
Dispatch keeps your WhatsApp Ask AI sessions available so you can return to earlier conversations without relying only on the WhatsApp thread. Search, filter, and sort these sessions when you need to find previous requests.
Open Ask AI.
Select Customize.
Select Dispatch.
Click View Dispatch Sessions.
Review the conversations under Dispatch conversations.
[Screenshot: Dispatch conversations page with search, dispatch type, and sort controls.]
Use Search conversations to find a conversation.
Open Dispatch type and select WhatsApp to view WhatsApp Dispatch conversations.
Use Sort to change the conversation order when needed.
Move Your WhatsApp Number
If your WhatsApp number is already connected through Ask AI Dispatch elsewhere under your user, you can move it during the new connection flow. You do not need to disconnect it manually first.
Open Ask AI.
Select Customize.
Select Dispatch.
Start the WhatsApp connection process.
Enter the WhatsApp number that is already connected elsewhere.
Continue until the Move WhatsApp number? confirmation appears.
[Screenshot: Move WhatsApp number confirmation with the Yes, move it here option.]
Review where the number is currently connected.
Click Yes, move it here.
Complete any remaining verification steps shown in the connection flow.
Moving the number disconnects it from the previous Ask AI Dispatch connection and connects it to the current one.
Another user's number cannot be taken over: If the number is already connected by someone else, Ask AI Dispatch blocks the connection instead of presenting the move option.
Frequently Asked Questions
Q: Is Ask AI Dispatch on WhatsApp a separate version of Ask AI?
A: No. WhatsApp is another Dispatch channel for reaching the same Ask AI copilot.
Q: Can I connect more than one WhatsApp number to the same location?
A: No. Only one WhatsApp number can be connected to a location at a time.
Q: Can I move my WhatsApp number if it is already connected elsewhere?
A: Yes. If the existing connection belongs to you, the setup flow can display Move WhatsApp number? Select Yes, move it here to move the connection.
Q: Can I take over a number connected by another user?
A: No. Ask AI Dispatch does not allow one user to take over another user's connected WhatsApp number.
Q: Where can I find previous WhatsApp Ask AI conversations?
A: Open Ask AI → Customize → Dispatch, then click View Dispatch Sessions. WhatsApp conversations appear under Dispatch conversations.
Q: Can I search my WhatsApp Dispatch conversations?
A: Yes. Use Search conversations on the Dispatch conversations page.
Q: How long is the WhatsApp verification code valid?
A: The verification code expires after five minutes.
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