Sync Features

WhatsApp Sync

Dex now syncs with WhatsApp on a daily basis, automatically importing relevant contacts and updating key details for a seamless experience.

Dex now syncs with WhatsApp on a daily basis, automatically importing relevant contacts and updating key details for a seamless experience.

Synced Information

  • Contacts in 1:1 chats and groups with fewer than five people
  • Phone numbers (may require merging for duplicates)
  • Last message and date for 'Last Interaction' tracking

Key Features

  • Automatic daily import of contacts including phone numbers
  • Updates last interaction based on recent messages
  • Refreshes Keep-in-Touch reminders with each interaction
  • Shows the last message snippet on each contact card

Getting Started

Go to the Sync & Integrations page and connect your WhatsApp Account

On the Sync & Integrations page, click on the 'Connect Account' button under the 'WhatsApp' section.

Scan the QR Code using the WhatsApp App on your phone.

To scan the code, open the WhatsApp app and navigate to Settings > Linked Devices.

Contacts will be synced within 1 day.

Turning off automatic conversation notes

Separately from the sync itself, Dex can summarize your day's conversations into notes on the relevant contacts' timelines, and email you a recap of what it wrote. This covers WhatsApp, LinkedIn and Instagram messages.

One switch controls both the notes and the recap email. Go to Settings → Account → Notifications on the web and turn off Conversation summaries. WhatsApp stays connected and keeps updating last interactions. Only the notes stop.

This toggle is on the web app only. You won't find it in mobile notification settings.
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