Setting Up WhatsApp Archiving

WhatsApp is one of the most commonly used off-channel communication tools in financial services. Comma captures WhatsApp business messages without touching personal content, draining battery, or requiring new apps on the device.

How WhatsApp capture works

Comma uses a QR-code pairing method to link each user’s WhatsApp account. Once paired:

Business messages are captured automatically in real time
Personal messages are never accessed or stored
No MDM or device management is required
No additional apps are installed on the user’s device
No battery impact since Comma does not run on the device

Prerequisites

Admin access to your Comma dashboard
The “Allow your team to connect” toggle enabled for WhatsApp (set by an admin under Integrations)
Each user needs their WhatsApp app open on their phone during initial pairing

Setup steps

Admin setup

Log in to the Comma Compliance dashboard
Navigate to Integrations in the top navigation bar
Find WhatsApp under available platforms
Toggle on “Allow your team to connect”

User setup

Each team member completes these steps individually:

Log in to the Comma dashboard
Navigate to Integrations > Personal Integrations
Click Connect under WhatsApp
A QR code will appear on screen
Open WhatsApp on your phone
Go to Settings > Linked Devices > Link a Device
Scan the QR code displayed on the Comma screen
Once linked, Comma begins capturing business messages automatically

Troubleshooting

QR code expired - QR codes are time-limited. If the code expires, click Connect again to generate a new one.

WhatsApp shows “Linked Devices limit reached” - WhatsApp allows up to 4 linked devices. Remove an unused linked device to make room for Comma.

Messages not appearing in archive - Allow a few minutes after pairing for initial sync. If messages still don’t appear after 15 minutes, disconnect and reconnect the integration.

What’s next

Signal Setup - Add Signal archiving
Personal Integration Guide - Connect other personal platforms