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TimelinesAI WhatsApp Integration for Copper — setup & usage

Install and use the TimelinesAI WhatsApp integration for Copper: two-way WhatsApp messaging synced to your Copper People.

What this integration does

TimelinesAI brings your team's WhatsApp conversations into Copper. Every incoming and outgoing WhatsApp message is matched to a Copper Person by phone number and logged on their record in real time — using your existing WhatsApp numbers, no WhatsApp Business API required. Messages from new numbers automatically create a new Person in Copper.

Before you start

  • A TimelinesAI workspace with at least one connected WhatsApp number (sign up at https://timelines.ai).

  • A Copper account with permission to add People and log activities.

Connect Copper to TimelinesAI

  1. Click Connect Copper.

  2. Approve the access request in Copper. The integration uses Copper's standard API access to create People and log activities.

  3. Sign in with your TimelinesAI account when prompted and authorize the connection.

  4. You'll land back on the integration page showing Connected to Copper, with your WhatsApp numbers and a send form.

From this moment, new WhatsApp messages start syncing into Copper automatically. Messages are logged with the actual time they were sent. Only messages received after you connect are synced — earlier chat history is not imported. Group chats are not synced.

Send WhatsApp messages from Copper

Sending happens from the integration page (the same page where you connected):

  1. Under Send a WhatsApp message, choose the WhatsApp number to send from.

  2. Enter the recipient's phone number in international format, for example +32470000000.

  3. Type your message and click Send.

  4. You'll see Sent when the message goes out. If a send fails, you'll see an error and the message credit is refunded automatically.

Note: Copper doesn't offer a built-in button on Person pages for third-party apps, so sending is done from the integration page rather than inside a Copper record.

Disconnect

Open the integration page and click Disconnect. Message syncing stops immediately; your existing People and activities stay untouched. To start syncing again, just reconnect from the same page.

FAQ

Do I need the WhatsApp Business API? No — TimelinesAI works with your existing WhatsApp numbers, both the regular app and the WhatsApp Business app.

Can I connect multiple WhatsApp numbers? Yes — connect as many numbers as you like and pick which one to send from.

Are my own replies synced too? Yes — both incoming and outgoing messages are logged, so Copper shows the full conversation.

Troubleshooting

  • Messages aren't appearing in Copper: check the chat's phone number — only valid international numbers can be matched or used to create a Person. Group chats are not synced.

  • Duplicate or mismatched contacts: the integration matches by phone number in international format. If a Person's number is saved in a non-standard format, align it on the existing record.

  • The connection stopped working: if access was revoked on the Copper side, disconnect and reconnect from the integration page.

Need help? Reach us via the chat widget on timelines.ai.

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