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Migrating From Whatsapp Personal OR WhatsApp

Relaio Docs Team-Feb 26, 2026-4 min read

practical guide for Migrating From Whatsapp Personal OR WhatsApp in Relaio deployments.

Migrating From Whatsapp Personal OR WhatsApp Overview

Migrating From Whatsapp Personal OR WhatsApp is a simple guide for setting up this part of Relaio.

Use this page to understand what the feature does, what you need before starting, and how to check that it works.

The steps below are written for regular users and admins, not for setup teams.

What You Need

  • Access to your Relaio workspace.
  • The feature or channel you want to set up.
  • Basic business details and owner access.
  • A test contact or test scenario to check the setup.

Setup Steps

  • Open Workspace Settings > Channels > WhatsApp in your Relaio workspace.
  • Turn on the feature and complete the required settings.
  • Save your changes and use the test option if one is available.
  • Make sure the setup matches the way your team wants to use it.

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Check It Works

  • The feature opens correctly.
  • The settings are saved.
  • A test action works as expected.
  • The result appears in the right place.

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Common Issues

  • Check that your access is correct.
  • Confirm the feature is turned on.
  • Review the saved settings again.
  • Run the test once more with fresh data.

Frequently Asked Questions

  • Where do I set this up? Start from Workspace Settings > Channels > WhatsApp.
  • Can I come back and edit it later? Yes.
  • How do I know it is ready? Complete the setup and run a test.
  • Who should own it? Assign one person to keep it updated.