Paste a WhatsApp chat or an email to create an enquiry

Qadiyo does not read WhatsApp or your inbox itself. You copy the text and paste it in. On plans with AI, Qadiyo helps fill in the details. On those plans the pasted text is sent to Qadiyo's AI provider to do this. The privacy notice at qadiyo.com/privacy says who that is. Without AI it fills in what it can, and you type the rest.

To add messages to an enquiry that already exists, open it and select Paste messages above the timeline.

1. 1

   On the Dashboard select Create, then Paste a conversation. (Or open Leads and select Paste a conversation.)

2. 2

   Under Where is it from? choose WhatsApp or Email.

3. 3

   Copy the text. WhatsApp Web or Desktop: select the messages and copy them. Phone: open the chat, tap the name, choose Export chat, Without media, and copy the text. Email: copy everything from the From line down.

4. 4

   Paste it into Conversation. Select Read conversation.

5. 5

   Check the next screen. If the chat has more than one person, choose the client under Who is the client? The others count as your firm. If the person already has an open enquiry, choose Add to that enquiry or Create a new lead.

6. 6

   Check Full name, Phone / WhatsApp, Email, Company (if applicable), They are, Title and What is the matter about? For an email, set When did it arrive?, or leave it empty if it just came in.

7. 7

   Select Create lead. When adding to an existing enquiry, select Add messages.

The enquiry page opens. Each WhatsApp message sits on the timeline at the time it was sent. The first client message sets the received time. Messages from your firm count as replies, so response times are worked out from them. Pasting the same chat again skips messages already saved.