Quidly allows you to remind customers of open offers via WhatsApp. For data protection reasons, Quidly does not communicate directly with WhatsApp (Meta) servers. The redirection happens securely locally on your device.
How Sending Works
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In the text generator, select the channel "WhatsApp".
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The AI creates a suitable text draft (concisely worded, formal address, no emojis).
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Click on "Open WhatsApp Chat". Your WhatsApp app (or WhatsApp Web) will open. The customer's phone number and the text will already be pre-filled.
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You review the message and tap Send in WhatsApp.
What You Need to Know About Data Protection and History
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No automatic data transfer: Quidly does not use a direct WhatsApp interface. No data transfer from Quidly to Meta takes place. The text is only transferred to WhatsApp when you open the app on your device.
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Entry in the History: Quidly does not receive feedback from WhatsApp on whether you actually send a message in the end. The system therefore documents the contact attempt in the offer history the moment you click the "Open WhatsApp Chat" button.
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Which number is used: For the chat, Quidly uses exactly the phone number you have stored in the offer.
Disable WhatsApp for the Entire Team
Does your company have an internal policy not to use WhatsApp for customer contact? An admin can centrally disable this channel for all employees:
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Navigate to Profile → Company Settings.
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Set the toggle for WhatsApp Channel to "Off".
Effect: The "WhatsApp" option in the text generator will henceforth be blocked for all team members and marked with the note "Disabled by Admin". Other channels like email remain available. You can re-enable WhatsApp at any time later using this toggle.