> ## Documentation Index > Fetch the complete documentation index at: https://docs.mercora.io/llms.txt > Use this file to discover all available pages before exploring further. # WhatsApp > Ask the Copilot from your phone, hand in deals and documents, capture hedge requests from trader groups, and approve automations by reply. Mercora's WhatsApp number is set up for your workspace by the Mercora team. Your workspace has its own Mercora number on WhatsApp. Members use it to reach the Copilot from their phone, and admins route WhatsApp groups to Mercora's workflows. There are two kinds of connection: | | Who sets it up | Where | | - | - | - | | **Workspace WhatsApp**: Mercora's number, which groups it listens to, hedge rules | Workspace admins | **Settings → Integrations → WhatsApp** | | **Personal WhatsApp**: your own phone number | Each member, then an admin activates it | **Settings → Integrations → Personal → WhatsApp** | > [!WARNING] > > **Sending is off until the Mercora team turns it on.** Until then, Mercora sends nothing on WhatsApp: the Copilot can't reply, broker orders and thumbs-up reactions aren't sent, and approvals aren't sent to phones. Messages Mercora receives in routed groups still reach the Inbox. Ask the Mercora team when you are ready to send. ## What WhatsApp is used for | Use | Where | Learn more | | - | - | - | | Ask the Copilot about trades, documents and invoices | Your 1:1 chat with Mercora | [Copilot](https://docs.mercora.io/copilot/overview.md) | | Hand in a deal recap | Forward it to Mercora in your 1:1 chat | [Deal capture](https://docs.mercora.io/workflows/deal-capture.md) | | Hand in a document | Send a PDF, image or Word file to Mercora | [Uploading documents](https://docs.mercora.io/documents/uploading.md) | | Capture hedge requests and broker fills | Trader and broker groups an admin routes | [Hedging](https://docs.mercora.io/workflows/hedging.md) | | Start automations from group messages | Groups an admin sets to Automations | [Automations](https://docs.mercora.io/workflows/automations.md) | | Approve automations by reply | Your 1:1 chat, after you opt in | [Automations](https://docs.mercora.io/workflows/automations.md#approve-from-your-phone) | ## Link your own number **1. Open your personal WhatsApp page** Go to **Settings → Integrations**, and under **Personal**, click **WhatsApp**. The page shows the channel's status and Mercora's **Bot number**. **2. Add your number** Under **Your numbers**, enter your phone number in international format (for example +41 79 123 45 67) and click **Link number**. **3. Wait for activation** Your number shows **Waiting for admin activation**. Once a workspace admin activates it, it reads **Active**, and Mercora answers you with your own permissions. To stop, unlink the number on the same page. ## Use the Copilot on WhatsApp Message Mercora's number from your linked phone. You get the same Copilot as on Home, with your own Mercora access, with a few differences for a phone: * Answers are short and formatted for WhatsApp. Charts arrive as images, and links are full addresses. * **Changes wait for your typed yes.** There are no buttons on WhatsApp. When the Copilot would change a record, it describes the change and asks; it acts only after you reply yes. A no changes nothing. * Ask the way you would on Home, for example "What's the status of VCS-S-2026-0714?" or "Is Meridian Foodstuffs' invoice VCS-INV-2026-0731 paid yet?". * When you forward a recap, the Copilot asks "Should I create a deal out of this?". Reply yes, or react with 👍, and it goes to the Inbox for review. * A conversation lasts 24 hours after its last message; after that, a new one starts. * Files you send (PDF, JPEG, PNG or Word) become documents, processed and reviewed in the Inbox like an upload. Upload spreadsheets in the app instead. ## Set up the workspace connection (admins) Open **Settings → Integrations → WhatsApp**. The number itself is set up by the Mercora team; the page shows whether it is connected. The switch at the top turns WhatsApp on or off for the workspace. While it is off, Mercora ignores incoming WhatsApp messages. ### Activate members' numbers Under **WhatsApp integration**, the table lists the numbers that may use Mercora, with the member who linked each one. Click a number's status to switch it between **Active** and **Inactive**. Mercora only answers a number that a member linked and an admin activated. ### Route groups to workflows Add Mercora's number to the WhatsApp groups you want it in. Mercora ignores every group you don't route. * **WhatsApp Group Routings** maps a group to a hedging role: `hedge-source` for trader confirmations, `broker-confirm` for where the broker replies with fills. See [Hedging](https://docs.mercora.io/workflows/hedging.md). * **Groups for automations** lists the groups the bot is in. Switch a group on and its messages start the automations listening to it. Hedge groups stay with the hedge flow. ### Hedge rules **Commodity Hedge Rules** sets how hedges are sized and where they are logged. See [Hedging](https://docs.mercora.io/workflows/hedging.md#add-hedge-rules). ### What automations can do with it The page also lists Mercora's WhatsApp actions for automations and the Copilot: **Find a group**, **Send to a member** and **Send to a group**. Every action starts off; sending always asks first. Mercora only messages members who linked their number and groups the bot is already in, never a group used for hedging. See [Integrations](https://docs.mercora.io/integrations/overview.md). ## Approvals on your phone If you switch on WhatsApp under **Settings → Notifications** and your number is linked and active, approvals and questions from automations that wait for you are also sent to WhatsApp, each with a number to reply with. See [Approve from your phone](https://docs.mercora.io/workflows/automations.md#approve-from-your-phone). ## Next steps > **[Copilot](https://docs.mercora.io/copilot/overview.md)** > > What you can ask, and how changes wait for your approval. > **[Deal capture](https://docs.mercora.io/workflows/deal-capture.md)** > > Review a recap you forwarded and create the contract. > **[Hedging](https://docs.mercora.io/workflows/hedging.md)** > > Turn trader confirmations into broker orders and fills. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.