From the Symphony Messaging mobile app
- Tap the + menu icon and select Add contact.
- If you are entitled to more than one Federation channel, select WhatsApp as the channel to which you’d like to onboard your contact.
- Fill in the fields with your contact’s information: First name, Last name, Company, Email (optional), Phone number. You can later edit the contact’s details from their profile.
- Alternately, tap Start a chat from your address book and search for and select a contact in your phone’s directory. The contact information is automatically added to the fields.
- Tap the Add button.
- Review the contact details summary, then tap Confirm. Your new contact is added to Symphony Messaging.
- Tap Open chat if you want to open a chat with them and start exchanging right away. Otherwise, or close the popup to return to the chat list.
From the Symphony Messaging client app
- Select
(Create) or
(Connections), then select the Add contact link.
- In the Add Contact form, select WhatsApp from the list of channels, and fill in the contact detail fields.
Create a chat with this contact now (optional): Check this box to create a chat with the contact, or leave it unchecked to add the contact without creating a chat.
- Select Add.
- Review the contact’s information and select Confirm. The contact card will be created. If the option was selected, a chat room with the contact will also be created and opened.
From the Contacts app of your mobile device
- Open the Contacts app on your phone.
- Select a contact and select the Share option for the contact card.
- Select Symphony as the app you want to share your contact to.
- Choose Add contact and select Continue. (You can also choose to share the contact’s details in a Symphony Messaging conversation.)
- Complete the contact onboarding process and create a new chat (optional).
Onboard Federation contacts in bulk
You can onboard WhatsApp contacts in bulk via the Connect Bot. Please refer to the Connect Bot User Guide for detailed steps.