How to Use WhatsApp Group Collaborators
Give teammates access to a WhatsApp group chat in LeadPattern without adding them to the group on WhatsApp.
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
Open Group details
Add collaborator
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
| Participant | Collaborator | |
|---|---|---|
| Is in the WhatsApp group | Yes | No |
| Visible to group members | Yes | No |
| Uses one of the 8 places | Yes | No |
| Works from | LeadPattern |
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Related Articles
How to Assign a Chat
Assign WhatsApp conversations to the right team member so every customer gets a clear owner in the LeadPattern shared inbox.
How to Use Notes
Add internal notes to a WhatsApp conversation in LeadPattern — private context for your team that the customer never sees.
What Are WhatsApp Groups
Create invite-only WhatsApp groups from your business number and run them from the LeadPattern inbox — eligibility, limits and features.
How to Create a WhatsApp Group
Create a WhatsApp group from your business number in the LeadPattern inbox, on web or in the mobile app.

