How to Set Up Whatsapp Business for Multiple Agents or Team Members

StrategyDriven Online Marketing and Website Development Article | How to Set Up Whatsapp Business for Multiple Agents or Team Members

WhatsApp is one of the most popular tools for teams that want to connect with customers quickly and personally. But when your sales or support staff starts to grow, answering every message from a single device just doesn’t cut it anymore. Many business owners wonder: is it possible for more than one person to manage the same WhatsApp Business account smoothly?

The short answer is yes, but how you make that happen depends on your team’s size and workflow. WhatsApp offers ways to access your business inbox from multiple devices, but it’s not as simple as adding new users with their own logins like you would on email or a helpdesk. For small teams, the regular WhatsApp Business app lets you connect a handful of devices and get started in minutes. For larger teams or businesses that want full control like assigning chats, tracking activity, or integrating with customer management tools, the WhatsApp Business API unlocks a lot more power.

In this article, you’ll learn exactly how to set up WhatsApp Business for multiple users on your team. We’ll break down the options for both the app and the API, so every business, big or small can find the right setup without frustration.

Can You Set Up Multiple Users on WhatsApp Business?

Yes, you can let several team members manage your WhatsApp Business account, but the method and the number of users depend on whether you use the regular WhatsApp Business app or the WhatsApp Business API.

WhatsApp Business App (For Small Teams)

  • With the standard WhatsApp Business app, you can connect one main phone and up to four other devices (like computers or tablets) to the same WhatsApp number, so you get a total of five devices that can access the account.
  • If you sign up for WhatsApp Business Premium (also known as Meta Verified), this limit goes up to 10 devices, one phone and nine companions. This upgrade makes it a little easier for small teams to collaborate and answer customer queries faster.
  • However, even with more devices, all users still share the same inbox, there are no separate logins or roles, and there aren’t any in-depth tools to assign chats or track who replied. It’s a handy fix for very small teams, but things can get messy quickly as your volume grows.

WhatsApp Business API (For Larger Teams)

  • If you need more than 5 or 10 agents or want better management tools like assigning chats, tracking agent performance, or using advanced automation, the WhatsApp Business API is the way to go.
  • The API itself doesn’t offer a direct interface; instead, you connect through a third-party platform (such as Trengo, Freshchat, or similar). These tools let you add as many team members as you need, control agent permissions, assign messages, and even integrate with your CRM or helpdesk.
  • WhatsApp Business API is a robust solution designed for growing businesses and can scale up with your team without a set user limit.

How to Set Up WhatsApp Business App for Multiple Users

Step-by-Step: Sharing Access With Your Team

If you want your team to use the WhatsApp Business app from multiple devices, you’ll be taking advantage of its “Linked Devices” feature. Here’s how to get your whole crew logged in and helping customers together:

1. Open WhatsApp Business on Your Main Phone: This phone is the heart of your WhatsApp Business account, it’s where everything starts.

2. Open the Menu: On Android, tap the three-dot menu in the top-right corner; on iPhone, tap “Settings.”

3. Choose ‘Linked Devices’: Tap this option to see all devices currently connected.

4. Tap ‘Link a Device’: The app will prompt you to scan a QR code.

5. Go to WhatsApp Web or Desktop on Another Device: On your team’s computers or tablets, open the WhatsApp Web page or the official desktop app. It’ll display a QR code.

6. Scan the QR Code With Your Phone: Use the main business phone to scan the code. Each time you do this, a new device joins your WhatsApp Business account.

7. Give Each Device a Name (if prompted): This helps you keep track of which device is which.

    Hidden Struggles: WhatsApp Business App Limitations for Teams

    At first, adding a few devices feels like a win, everyone can pitch in and respond quickly. But as soon as more messages pour in, it’s easy for things to get messy. Here are the hiccups most teams run into:

    • No Chat Assignment: You can’t route conversations to just one team member. Everyone sees every message, and replies can step on each other.
    • Missed Messages: There’s no alert for missed or unanswered chats. You might not know what’s fallen through the cracks.
    • No Way to Prioritize: Urgent or VIP customer queries blend in with the rest. There’s no built-in system to sort what matters most, leaving important requests buried.
    • Lack of Resolution Tracking: Chats can’t be flagged as “done” or “resolved”, conversations can drag on or get lost without closure.
    • Customer Confusion: Multiple agents might message the same customer at once from different devices. Customers may get duplicate or even contradictory responses.
    • No Customer History: There’s no unified record of past conversations, order details, or notes. Returning customers have to repeat themselves, and agents can’t offer a tailored experience.
    • No Analytics: You can’t monitor your team’s performance, spot slow response times, or gauge customer satisfaction.
    • Limited Automation: The app doesn’t support chatbots, so every message requires a manual human reply, fine for a trickle, but a headache as chat volume grows.

    How to Manage Multiple Team Members on WhatsApp Business API (with Trengo)

    If your team’s outgrown the basic WhatsApp Business app, it’s time to consider the WhatsApp Business API together with a robust shared inbox platform like Trengo. Unlike the app, which just links a few devices, the API lets you give every teammate their own account, no matter if you have five agents or fifty. With Trengo, each person logs in with their own credentials, and you unlock tools that keep your inbox organized and your team on the same page.

    Getting Started: Setting Up Multi-User Access on Trengo

    Here’s how you can onboard your whole team onto WhatsApp Business via Trengo, step by step:

    1. Create a Trengo Account: Sign up using your company email and set up your main workspace.

    2. Connect Your WhatsApp Business API: In Trengo, navigate to Settings > Channels, and choose WhatsApp. Here, you’ll connect your API-enabled WhatsApp number. (This process involves Meta Business verification and phone number setup. Trengo guides you through it.)

    3. Invite Your Team: Go to Settings > Users & Roles. Add each teammate by email and set roles like admin, agent, or manager.

    4. Assign Conversations and Permissions: With Trengo, you can assign incoming customer chats to specific team members. If you work with sensitive clients, you can restrict access so only certain staff can see or reply to specific conversations.

    5. Personalize Agent Experiences: Each agent can log in from their own device, view only the chats assigned to them, and collaborate internally for faster, more accurate responses.

      Trengo Bonus: Collaboration and Control

      With Trengo, you don’t just share access, you truly collaborate. Features like internal notes, chat assignment, message snoozing, and real-time reporting make it simple to track who’s working on what, how customers are being served, and who needs an extra hand. You can also automate workflows, set up bots for first responses, and integrate with your CRM, all to boost efficiency.

      Why Not Just Link Devices?

      Remember: only with the API and a platform like Trengo do you get separate logins, advanced permissions, and accountability for every team member. This makes scaling customer communication seamless, and means you’ll never lose track of an important chat again.

      Benefits of Setting Up Multiple Agents on WhatsApp Business API

      Setting up multiple users on the WhatsApp Business API offers several key advantages that can greatly improve how your sales team operates and how your business interacts with customers. Here’s how enabling multi-agent access can benefit your sales process:

      1. Clearer Visibility Into Team Performance

      When all customer interactions happen through one shared account, managers get a real-time, transparent view of the team’s activity. You can easily see which agent handled which conversation, measure response times, and track overall performance for individuals and the entire sales team. This data helps you spot top performers, address any issues quickly, and provide targeted coaching to improve results.

      2. Unified Customer Interaction History

      Having all communications stored in a single inbox means every team member can access the full chat history with each customer. This eliminates the risk of duplicated messages or customers having to repeat themselves. Agents can quickly understand past issues or requests and continue conversations smoothly, providing consistent support and a professional customer experience across the board.

      3. Smarter Workload Distribution

      With multiple agents sharing one WhatsApp Business account, no one has to carry the burden of a full inbox alone. Conversations can be assigned or automatically routed to available staff, speeding up reply times and preventing overload. This is especially useful during busy periods like sales promotions or campaigns, letting your team handle a high volume of inquiries without dropping the ball.

      4. Easy Team Growth and Scalability

      As your business grows, managing customer chats on one or two devices becomes impractical. Having unlimited user access through the API means you can onboard new agents effortlessly to meet rising demand. You avoid the hassle and confusion of creating multiple WhatsApp accounts or limited device setups, ensuring customers get timely responses no matter how big your team gets.

      5. Improved Cross-Department Collaboration

      Many businesses involve multiple teams, sales, support, and marketing, all of which need to interact with customers. Sharing one WhatsApp Business account through the API helps these departments work together smoothly. For example, when sales converts a lead into a customer, support can pick up seamlessly without missing context or forcing the customer to start fresh. This makes handoffs cleaner and improves the overall customer journey.

      Final Thoughts

      Managing customer conversations smoothly is key to growing any business today. Whether you’re running a small sales team or scaling up to a larger operation, WhatsApp Business offers tools to keep your communication efficient and personal. For small teams, the WhatsApp Business app’s linked devices feature can help share access quickly, but it has its limits.

      When you’re ready to take collaboration to the next level, the WhatsApp Business API paired with a platform like Trengo provides true multi-agent support. It lets each teammate log in individually, assign conversations, track performance, and maintain a clear view of customer history, all essential for delivering fast, consistent service as your business grows.

      By setting up multiple agents on the same WhatsApp Business account, you gain better control, improved teamwork, and the flexibility to scale without missing a message. This not only boosts your team’s productivity but also enhances the customer experience, keeping your brand professional and responsive.

      So take the step that fits your team today. Whether you start simple or go full API-powered collaboration with Trengo, you’ll be better equipped to turn chats into sales and customers into loyal fans.

      How to Build a Sustainable Link Building Strategy for 2025

      How to Build a Sustainable Link Building Strategy for 2025 | StrategyDriven Online Marketing and Website Development Article

      The SEO realm is a constantly changing place, but one fact holds: link building is an influential ranking factor. While links are necessary for digital marketing success, search engine algorithms are more sophisticated than ever. Guest post spamming, mass directory submissions, and link farms can hurt your website’s popularity and rankings. To stay ahead in this year and beyond, digital marketers need to emphasize sustainable link-building efforts based on long-term value, relevance, and quality.

      Emphasize High-Quality, Relevant Content

      High-caliber content is the core of any successful backlink strategy. In 2025, search engines will reward content that is relevant, valuable, and user centric.    Before you try to earn a link, ask yourself several questions about your content. Is it worth a link? Is it original? Does it solve a problem? Webmasters, journalists, and bloggers are more likely to reference this kind of content, particularly if they provide something timely and unique.

      Prioritize Relationship-Based Outreach

      Building links sustainably in 2025 requires honest relationships. Identify relevant websites within your niche that have active audiences and high authority, avoid low quality, irrelevant spam sites. Use social media to engage with their content and start leaving thoughtful comments on their different blogs.

      Utilize Digital PR for Natural Backlinks

      Digital PR is a fundamental pillar of contemporary SEO. Create newsworthy content before pitching it to publications or journalists for coverage. Various platforms exist where you can connect with journalists who are looking for expert insights. Digital PR done right can earn you links and mentions from high-authority domains.

      Leverage Content Partnerships and Collaborations

      Collaborations can help both sides win. Host joint webinars, get involved in expert roundup posts, or co-author blog content with a mutual industry peer. Guest posting remains highly relevant in 2025, provided it’s done strategically. Pick reputable websites, make sure the content is appropriate and high in quality, and avoid over-optimization or spammy anchor text.

      Audit and Reclaim Lost or Broken Links

      While most of your efforts are going to focus on acquiring new links, you also need to maintain the ones you’ve already earned. Use tools to identify broken backlinks to your content so you can fix 404 errors and make sure old URLs point to more updated content. Reclaim any links you’ve lost due to redirects or site changes. Friendly requests to editors and webmasters to fix broken links and redirect them to the correct destinations are a low-effort tactic that often yields high returns.

      Monitor and Adapt to Algorithm Updates

      Search engines are continually refining their methods for analyzing backlinks, and Google’s AI-driven systems are now highly adept at understanding content quality, link context, and topical relevance. Sustainable link building must align with this. Follow trusted SEO publications to keep updated with applicable algorithm changes, and be prepared to adjust tactics that prioritize long-term value instead of short-term gains.

      Measure and Analyze Link Performance

      Sustainable link building requires a data-driven approach, so find practical SEO tools you can use to track key metrics. These include the number of new backlinks you’re getting, referring domain authorities, traffic from linked pages, and how your link gains impact your keyword rankings. This data lets you know which strategies are working, so you know where to invest your efforts moving forward.

      More Than Just Getting Links

      Sustainable link-building strategies in 2025 involve more than quantity. You need to deliver value, earn trust, and form ongoing partnerships. Emphasize content quality, continuous improvement, and ethical outreach to future-proof your strategy. Doing so will help you stand out from the competition in the modern digital landscape.

      5 Cheltenham Link Building Agencies That Can Help Your Business Grow

      5 Cheltenham Link Building Agencies That Can Help Your Business Grow | StrategyDriven Online Marketing and Website Development Article

      When it comes to boosting your search engine visibility and driving organic traffic, link building remains a powerful tool in any digital marketer’s arsenal. Cheltenham, a thriving hub of creative and digital talent, is home to several high-performing link building agencies that can help your business climb the search rankings.

      Here are five Cheltenham-based link building agencies that stand out for their experience, strategy, and results.

      1. Click Intelligence – Award Winning, Results Driven Link Building Experts

      Click Intelligence sits at the forefront of Cheltenham’s digital marketing scene with over 10 years of experience in SEO and link building services. Known for its data-led approach and transparent client communication, this award winning agency has built a reputation for delivering measurable results for clients across a variety of sectors.

      What truly sets Click Intelligence apart is their bespoke Click Intelligence App, an intuitive platform that allows clients to manage campaigns, track deliverables, and access real-time updates with ease. Their easy-to-use ordering portal makes the process seamless for marketing teams and agencies alike.

      The company also boasts an impressive library of case studies, showcasing success across industries such as finance, e-commerce, travel, and law. Whether you need white-label services or custom campaigns, Click Intelligence combines tech innovation with SEO expertise to drive real growth.

      2. Angelfish Marketing – Inbound Marketing with a Link Building Edge

      Angelfish Marketing brings a unique blend of inbound marketing strategy and outreach expertise to the link building space. As a HubSpot-certified agency, they specialize in attracting and converting high-quality leads, but they also offer strong SEO and content marketing services, including natural link acquisition.

      Their link building efforts are content-led and focused on creating genuine connections with target audiences. By building links through thought leadership, guest posting, and content partnerships, Angelfish ensures every backlink adds authority and relevance, not just SEO juice.

      With clients in sectors such as technology, B2B services, and healthcare, their consultative approach ensures that link building is integrated into broader marketing goals.

      3. SOZO Design – SEO Meets Beautiful Web Design

      SOZO Design is best known for creating visually stunning websites, but this Cheltenham-based agency also delivers high-impact SEO and link building services. Their approach is rooted in user experience and technical performance, ensuring that link building aligns with broader digital goals like site speed, design, and conversion optimization.

      SOZO’s SEO team focuses on quality backlinks from authoritative sites, and they craft campaigns designed to build credibility and long-term search growth. With over 20 years in the digital space, they understand how to tailor content and outreach strategies that match brand identity and speak to the right audiences.

      They serve clients in retail, food and drink, and luxury markets, making them a strong choice for brands that care about design as much as performance.

      4. Ready Steady Go SEO – Small Agency, Big Results

      Ready Steady Go SEO is a boutique agency that prides itself on affordability and transparency, making it ideal for small businesses and startups. Led by founder Gareth Simpson, the agency offers highly personalized link building strategies tailored to each client’s niche and budget.

      They emphasize white-hat techniques such as guest blogging, citation building, and PR outreach, ensuring long-term SEO health and compliance. Unlike larger agencies, Ready Steady Go SEO offers direct communication and custom reporting, allowing clients to stay informed and in control.

      If you’re a growing business looking for a no-nonsense link building partner with local roots and hands-on service, this agency could be a perfect match.

      5. fatjoe – Scalable Link Building at Speed

      fatjoe is one of the UK’s most well-known link building platforms, headquartered in Cannock, not Cheltenham, however, it’s worth a mention on this list. With a focus on scalability and speed, fatjoe provides services like blogger outreach, niche edits, and press release distribution to thousands of SEO agencies around the world.

      The platform is built for volume. Clients can place orders directly via an online dashboard and receive links in just a few days. While it may lack the customization of smaller agencies, fatjoe excels at delivering high volumes of links fast, with clear metrics and simple reporting.

      Trusted by over 5,000 agencies, fatjoe is ideal for businesses or digital marketers who need on-demand link building with predictable turnaround times.

      Rounding Everything Up

      Whether you’re looking for tech-powered innovation, boutique service, or high-speed delivery, Cheltenham offers a diverse range of link building agencies to match your business needs. Choose the one that aligns with your growth goals and start building the links that build your business.

      Fast-Track Ecommerce Operations: What to Do When You Receive Last-Minute Orders

      Fast-Track Ecommerce Operations: What to Do When You Receive Last-Minute Orders | StrategyDriven Online Marketing and Website Development Article

      Last-minute orders can occur in any business, but this might be a more common event in the ecommerce industry. These orders will be placed close to the deadline, and they are often driven by time-sensitive occasions like holidays or sales.

      As expected, an order placed at the last moment will require faster operations and shipping to meet customer expectations. It is vital to keep this in mind when running your ecommerce store, and the four points outlined below can help you do this successfully.

      Update Delivery Estimates and Communication

      Even if orders are not made at the last minute, being transparent with your customers is vital. This begins with the lead times stated on your website. You must clearly state your processing and shipping times on the site, and this is particularly important during busy periods. These delivery estimates will enable customers to make informed decisions on whether they should order from your business.

      How you communicate will extend after the order has been placed. This will include letting customers know the status of their orders at each stage. Automated updates can be sent out during every step of the process, from packing to shipping, using email or SMS notifications. If delays become unavoidable, then you might need to send manual messages to customers.

      Optimize Order Fulfillment

      With last-minute orders, the order fulfillment process needs to be even more streamlined. This is why you might utilize a robust order management system (OMS), which can identify bottlenecks, improve efficiency, and track orders. It is also a good idea to implement an automated system for repetitive tasks, including order confirmation, picking, and packing, as this will speed up fulfillment.

      For some ecommerce businesses, it might even be useful to consider partnering with a third-party logistics (3PL) company. This is very beneficial if you struggle to handle large quantities of orders. A 3PL can provide your business with additional resources and expertise. While partnering with a 3PL can help with warehouse efficiency, too, this can be achieved in-house by optimizing warehouse layout and processes.

      Enhance Shipping and Delivery

      Similarly, how orders are shipped will need to be considered when dealing with last-minute orders. One of the best ways to enable customers to make orders at the last possible moment is by offering multiple shipping options. Although standard shipping might be cheaper, customers are often willing to pay for expedited delivery. According to Retail TouchPoints, 88% of consumers are willing to pay for same-day delivery services.

      If you wish to offer same-day delivery, then you must ensure you work with a courier that can provide this service. It is often advised to select a local courier in this case, so a business in Las Vegas would benefit from working with Las Vegas Couriers. Couriers like this can pick up orders and deliver them to customers in a timely manner, which should be the aim for last-minute orders.

      Adapt to Peak Season

      When peak seasons are, you should make other plans to keep up with the additional demand. Hiring temporary staff should be prioritized, but your ecommerce business might want to set up further automated systems that can reallocate inventory from cancelled orders. This will ensure efficient utilization going forward.

      To conclude, there are numerous ways to ensure your ecommerce business can handle orders placed at the last minute. This will benefit your business greatly by preventing a loss of sales and enhancing customer satisfaction.

      Understanding Data Rooms and Their Benefits

      Understanding Data Rooms and Their Benefits | StrategyDriven Online Marketing and Website Development Article
      matrix style binary code digital background with falling numbers

      Businesses typically have a lot of sensitive data they do not want leaking. There are several ways to secure that data, from VPNs to employee training to the use of data rooms, with data rooms being used for very specific purposes. If you want to learn more about data rooms and their benefits for businesses, keep on reading.What Are Data Rooms?

      Data rooms are essentially a secure, controlled space, which can be either virtual or physical, where businesses can share confidential data. Companies typically use them during business transactions, such as mergers.

      A virtual data room, in particular, is a secure online space (often on a cloud-based platform) that lets businesses share documents. A good data room will offer a variety of features to boost security, including encryption and watermarking. The company will also have complete control over who gains access.

      What Are the Benefits of Data Rooms?

      There is no denying that data rooms offer an efficient, secure way of sharing documents during particular business transactions. Here are some of the clearest benefits.

      • Data Rooms are Extremely Secure: The one thing that businesses require from data rooms is that they are secure, and they certainly are! Data rooms offer tight, controllable security measures like access control and encryption, so you know the data will not escape the virtual premises.
      • Efficient Way of Sharing Documents: A data room provides a single, organized, centralized location to share and receive documents. It facilitates a cleaner transaction, eliminating the clutter of multiple email threads or file-sharing tools.
      • Better Collaboration: Data rooms should be a part of a business’s communication strategy, as they have a range of excellent collaboration features that help teams communicate even from opposite sides of the world. Some will even have a Questions & Answers module, which allows users to ask questions to others concerning the documents and then receive a focused answer.
      • Cost-Saving Benefits: Data rooms can save a company money. With a virtual data room, there is no need to get the appropriate people involved in the transaction in the same room, which means saving money on travel and hotels. Plus, there is no need to spend money on physical storage space.
      • Full Transparency: The use of a data room can foster more trust from a business’s partners and collaborators. That’s because the data room provides everyone with access to the same information, so everyone can feel confident in the documents they are viewing.
      • A Variety of Uses: Businesses can use data rooms in several situations. They are commonly used during mergers and acquisitions, when sharing information for fundraising, and during legal transactions.

      Final Thoughts

      If you want to share important information and documents in a highly secure setting, consider using a virtual data room. They offer a tightly secure, efficient, and collaborative way of sharing data between different parties. Whether you’re sharing data during a business merger, when sharing crucial information with an auditor, or when performing a strategic review, a data room will surely come in handy.