Link your WhatsApp
1
Enter your WhatsApp number
Go to Settings > WhatsApp and tap Link WhatsApp. Enter the number you use on WhatsApp and tap Get pairing code.
2
Copy the pairing code
OnSite shows an 8-character code. Tap Copy code before it expires. If it runs out, tap Get a new code.
3
Tap the WhatsApp notification
No notification? In WhatsApp, go to Settings > Linked devices > Link a device > Link with phone number instead.
4
Confirm it's you
WhatsApp lists OnSite as “Chrome (Linux)”. That’s OnSite, so tap Confirm.
5
Enter the code
Paste the code. OnSite connects in a few seconds.
Add WhatsApp chats to a project
1
Open the WhatsApp list
In the project, tap +, then Add a WhatsApp chat. If your WhatsApp isn’t linked yet, OnSite walks you through linking first.
2
Pick your chats
Under Your WhatsApp chats, tick the groups and direct chats to bring in. The list shows chats that were active in the last 30 days.
3
Add them
Tap the button at the bottom, for example Add 2 chats to Site A. Your chats appear in the project’s chat list.
What history comes in
- Each chat brings in up to its latest 100 messages from the last 30 days.
- Photos from that history show as Photo sent on WhatsApp. Other files and voice notes show as a short label. Open WhatsApp to see them.
- While history is copying, the chat shows “Chat history is still syncing from WhatsApp”.
- New messages come through as they’re sent.
Make a new WhatsApp group
New groups can only be created in WhatsApp itself.- In the Add a WhatsApp chat list, tap Make a new WhatsApp group, then Open WhatsApp. OnSite copies the project’s name so you can paste it into the group name.
- Create the group in WhatsApp.
- Come back to OnSite. The new group appears at the top of the list, ready to add.
People who aren’t on OnSite
People who aren’t on OnSite keep using WhatsApp as normal. Their messages appear in OnSite, and the member list marks them Not on Onsite.- Members are managed in WhatsApp. To add someone, add them to the group in WhatsApp. They appear in OnSite automatically.
- Teammates on OnSite who haven’t linked their WhatsApp can read a WhatsApp group in OnSite. To send messages, they must be in the group on WhatsApp and link their own WhatsApp. If a teammate has already brought in a group you’re in, Settings > WhatsApp lists it under Waiting for you on WhatsApp. Link your WhatsApp and you join automatically.
- Direct chats belong to the person who brought them in. Only they can send messages there. Everyone else sees them as view-only.
Move a chat to another project
Project admins can move a WhatsApp group. You can only move a chat to an open project in the same organisation, and everyone in it who’s on OnSite must already be in that project.- Open the chat’s info and tap Move to another project.
- Choose the project, then tap Move.
Connection status
Settings > WhatsApp shows your status: Connected, Connection degraded, Disconnected or Not linked. WhatsApp chats show a banner when something’s wrong:
If a message doesn’t reach WhatsApp, a Not delivered to WhatsApp notice appears in the chat.
Leave or unlink
- Leave a chat: on your phone, tap Leave channel in chat info, then Leave in Onsite. On a computer, right-click the chat, choose Exit, then Remove from Onsite. You stay in the WhatsApp group and keep getting its messages in WhatsApp, so the chat may come back. To leave for good, exit the group in WhatsApp.
- Unlink WhatsApp: go to Settings > WhatsApp, tap Unlink, then Confirm. Your WhatsApp chats stay in OnSite but become read-only until you link again. To have them deleted, email [email protected].