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How to Use WhatsApp Group Collaborators

Give teammates access to a WhatsApp group chat in LeadPattern without adding them to the group on WhatsApp.

2 min readUpdated Nov 13, 2026

A collaborator is a teammate who can read and reply in a group chat from LeadPattern without being the person the chat is assigned to — and without joining the group on WhatsApp.

Why use collaborators

Normally a team member sees a chat when it is assigned to them, or when their role lets them see all chats. Collaborators let you bring in the right person for one group:

  • The group is assigned to the account manager.
  • A finance teammate is needed for a billing question.
  • Add them as a collaborator. They see the group in their inbox, answer, and can be removed again.

Group members notice nothing: no one is added to or removed from the WhatsApp group.

Add a collaborator

1

Open Group details

Open the group in Chats and click the info button (on mobile, tap the group name).
2

Add collaborator

Under Collaborators, click Add collaborator and pick a teammate.

The group appears in that teammate's inbox straight away. They can read it, reply, add notes and tags, just like the assignee.

Remove a collaborator

Click the × next to their name under Collaborators. The group disappears from their inbox unless their role lets them see it anyway.

Collaborators and group participants

ParticipantCollaborator
Is in the WhatsApp groupYesNo
Visible to group membersYesNo
Uses one of the 8 placesYesNo
Works fromWhatsAppLeadPattern

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