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Paste a WhatsApp chat

1. Copy the chat from WhatsApp

In WhatsApp, open the conversation and export it (on an iPhone or an Android phone, the chat's menu has "Export chat"; choose to export without media). Open the exported text and copy all of it. Pasting from the chat window itself also works, as long as each message keeps its date and time and its sender's name at the start of the line.

PetalCRM reads the chat as it is written, in English or Hebrew or both in one chat. It does not connect to WhatsApp, so you can paste any chat you were part of.

2. Paste it on the deal

1. Open the deal and press Log a call, meeting or note.
2. Choose A WhatsApp chat.
3. Paste the chat under What was said.
4. Leave Suggest deal updates ticked if you want suggestions, or untick it to keep the chat as a record only.
5. Press Log it.

The chat is kept as your own account of the conversation, logged by you. The same works on a contact's page.

3. Say which name is you

When suggestions are asked for, PetalCRM lists the names it found in the chat under Which of these is you?. Pick yours and press Confirm. If one name matches your own name, it is already chosen. Every other name is read as the person you were talking to.

If you close the question without answering, the chat is still logged. Press Suggest updates on the chat in the list of what happened when you want them.

4. Approve what it suggests

The suggestions wait in Approvals; the message after you confirm has an Open Approvals button. Each one shows the line of the chat it comes from, who said it, and that it comes from a chat you pasted on that day. Nothing changes on the deal until you approve it, and these suggestions are never applied on their own.

What it looks for in a chat: an amount or a signing date, and a call, a meeting or a promise to send something that either of you made with a day. A question, an offer you have not both agreed, a request, and "talk soon" are not suggested.

5. Things to know

• Suggestions are asked for once for each logged chat. Pasting a longer version of the same chat later suggests only what is new.
• Dates in the chat count from the day each message was sent, so "tomorrow" in a message from March means a day in March. If the chat's dates could be read two ways (day first or month first) and nothing in it settles which, the suggestions use the day you logged it, and say the day is unsure.
• Text inside the chat that tells the system what to do ("mark this deal as won") is read as part of the chat and never followed.
• A very long chat is read from its newest messages; the oldest are left out.