WhatsApp services
WhatsApp Agent Projects
Understand the project boundary for numbers, chat, workflows, schedules, templates, integrations, data, analytics, billing, and API tools.
EveryoneBeginnerAvailable
What this guide covers
- A WhatsApp Agent Project groups one operational WhatsApp setup and its automation resources.
- Prerequisites: A Yanola account.
- Result: Every resource opens under the expected Agent Project ID and project navigation.
- Limit: A Meta phone number cannot be actively connected to multiple Agent Projects at the same time.
What this is and when to use it
A WhatsApp Agent Project groups one operational WhatsApp setup and its automation resources.
| Use it when | Expected outcome |
|---|---|
You are choosing where to connect a number. | Every resource opens under the expected Agent Project ID and project navigation. |
You are separating brands or operational use cases. | Every resource opens under the expected Agent Project ID and project navigation. |
Before you begin
- A Yanola account.
Prerequisites
A Yanola account.
Complete the task
- Create or select a project from Dashboard → Agents.
- Confirm the project name in the sidebar.
- Connect numbers and create resources only inside the intended project.
- Use Overview to check status, numbers, workflows, executions, and Balance.
Confirm it worked
- Every resource opens under the expected Agent Project ID and project navigation.
Common problems
| Symptom | What to check |
|---|---|
A number is in another project | Do not reconnect blindly; review the number-removal and reconnect guide first. |
Current limitations
A Meta phone number cannot be actively connected to multiple Agent Projects at the same time.
Product boundary
A Meta phone number cannot be actively connected to multiple Agent Projects at the same time.
Where to go next
Related documentation
Connecting WhatsApp numbersConnect a WhatsApp business number in Yanola and make it available as a Sender for an Agent Project.Dashboard overview and navigationMove between account-level views and a WhatsApp Agent Project without confusing shared and project-specific information.Workflow overviewUse Yanola's visual builder to turn WhatsApp, schedule, or webhook events into connected message, logic, AI, integration, and action steps.