> ## Documentation Index
> Fetch the complete documentation index at: https://help.messagesync.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Connect WhatsApp to CRM and send unlimited messages right from your CRM.

## WhatsApp inside CRM

Connect your own **WhatsApp** number to CRM and send or receive messages directly
from the CRM Conversations tab, with no Meta template approvals, no per-message fees, and no
leaving your CRM.

Add interactive buttons and list menus, manage groups and announcements, and automate
follow-ups through your existing CRM workflows, all from a single white-labeled dashboard.

<Info>
  New here? Start with the **7-day free trial**, then connect your number using the setup
  guide below.
</Info>

## Get started

<Card title="WhatsApp Setup Guide" icon="whatsapp" href="/whatsapp/full-setup" horizontal>
  Complete step-by-step instructions to connect your WhatsApp number with CRM.
</Card>

## Connect your number

Choose how you want to link your WhatsApp account.

<Columns cols={3}>
  <Card title="Log in with Phone Number" icon="phone" href="/whatsapp/link-with-phone-number">
    Connect using an 8-character code instead of scanning a QR, ideal when you can't scan
    or are setting up on the same device.
  </Card>

  <Card title="Shareable QR Link" icon="qrcode" href="/whatsapp/shareable-qr-link">
    Generate a temporary connection link so anyone can connect a WhatsApp account, no CRM
    login required.
  </Card>

  <Card title="Disconnection Notifications" icon="bell" href="/whatsapp/disconnection-notifications">
    Get automated alerts whenever your WhatsApp instances go offline.
  </Card>
</Columns>

## Interactive messaging

Build engaging WhatsApp experiences that work with your CRM workflows.

<Columns cols={2}>
  <Card title="WhatsApp Buttons" icon="square-check" href="/whatsapp/whatsapp-button">
    Create Quick Reply and CTA buttons that integrate with your automations.
  </Card>

  <Card title="List Buttons" icon="list" href="/whatsapp/list-button">
    Build organized menu lists so customers can pick from structured options.
  </Card>

  <Card title="Groups & Announcements" icon="users" href="/whatsapp/whatsapp-groups-and-community-announcements">
    Manage WhatsApp Groups and one-way Community Announcements inside CRM.
  </Card>

  <Card title="Meta & Google Ad Tags" icon="tag" href="/whatsapp/ads-tags-and-details">
    Automatically tag WhatsApp leads from ads and append campaign data to messages.
  </Card>
</Columns>

## Go further

<Columns cols={2}>
  <Card title="Contact Tags" icon="tags" href="/whatsapp/whatsapp-contact-tags">
    Tag and organize WhatsApp contacts automatically inside CRM.
  </Card>

  <Card title="Multiple Messaging Instances" icon="layer-group" href="/multiple-instances/overview">
    Manage multiple numbers and learn how the system intelligently picks which number
    to use for each message.
  </Card>
</Columns>