Workspace answers on the go
Ask about tasks, records, meetings, and recent activity from WhatsApp when opening the full Kato app would interrupt a call, commute, or field workflow.
What you can do
Link your phone and text Kato’s WhatsApp number to ask questions about tasks, CRM records, meetings, and more — the same Ask Kato assistant, on the go.
Verified phone connection
Kato confirms the phone with a one-time code and associates it with the connected account rather than treating every incoming message as trusted workspace access.
Permission-aware responses
Answers continue to follow the connected Kato user's workspace permissions. WhatsApp is another conversation surface, not a way around workspace authorization.
Connect WhatsApp
Open Settings → Integrations → WhatsApp, enter your phone number, and confirm the one-time code sent via WhatsApp. Choose a default workspace. Text the Kato number shown on the page. Commands: /new, /ws <slug>, /help. Replies use Meta WhatsApp Cloud API (not unofficial clients).
- 01Open Settings → Integrations → WhatsApp.
- 02Message the Kato WhatsApp number once (required in Meta test mode), then enter your phone and send a verification code.
- 03Enter the 6-digit code from WhatsApp and select your default workspace.
- 04Text the Kato number shown on the page with a question.
Made for your workflow
Pre-meeting questions
Ask for the latest tasks or account context shortly before a client conversation when you are away from your desk and need a concise grounded answer.
Mobile status checks
Check what changed in a workspace or which work needs attention using the messaging application already open on your phone.
Switching workspace context
Use the supported workspace command when the next question belongs to a different workspace, then begin a new conversation when you need a clean thread.
Common questions
How is a phone connected?
Open the WhatsApp integration in Kato, enter the phone number, receive and confirm the one-time code, then choose the default workspace for future questions.
Can WhatsApp access every Kato workspace?
No. The connection belongs to a Kato user and follows that user's existing workspace membership and permissions. A default workspace only determines where a conversation begins.
Is this built on the official WhatsApp platform?
Yes. Replies use Meta's WhatsApp Cloud API rather than an unofficial client. Availability can still depend on the Meta application and phone-number configuration in use.
Last updated Jul 18, 2026