MCO eComms

Confirm your Compliance Administrator has provisioned your account for WhatsApp capture.

Confirm you received a FirmScribe setup email with a secure setup link.

Confirm WhatsApp is installed and active on your device.

Complete setup from a computer when instructed by the setup email.

- Confirm your Compliance Administrator has provisioned your account for WhatsApp capture.
- Confirm you received a FirmScribe setup email with a secure setup link.
- Have your mobile device nearby.
- Confirm WhatsApp is installed and active on your device.
- Complete setup from a computer when instructed by the setup email.

NOTE: MCO uses FirmScribe to capture WhatsApp data for this source. FirmScribe captures supported communications and makes them available to MCO eComms for retention, monitoring, and review.

FirmScribe uses a one-time setup process to connect WhatsApp to the capture service.

Open the secure setup link from the FirmScribe email.

Start the WhatsApp setup process from your computer.

Go to Settings &gt; Linked Devices.

- Open the secure setup link from the FirmScribe email.
- Start the WhatsApp setup process from your computer.
- Open WhatsApp on your mobile device.
- Go to Settings &gt; Linked Devices.
- Tap Link Device.
- Scan the QR code shown in your browser.
- Wait for setup to complete.

Open the FirmScribe setup email from your administrator.

Click SET UP NOW to begin the onboarding process.

1. Open the FirmScribe setup email from your administrator.
2. Click SET UP NOW to begin the onboarding process.

NOTE: The screenshots in this article show the general setup flow. Your screen may look slightly different depending on your device, operating system, or WhatsApp version.

Confirm that you have your mobile device with you.

From your computer, click START SETUP.

1. Confirm that you have your mobile device with you.
2. From your computer, click START SETUP.

FirmScribe begins preparing your account for setup. This may take a few minutes.

While the setup page is loading, prepare your mobile device:

1. Open WhatsApp.
2. Tap Settings.
3. Tap Linked Devices.
4. Tap Link Device.

After the initial configuration is complete, the setup page displays a QR code.

On your mobile device, confirm you are in WhatsApp &gt; Settings &gt; Linked Devices.

Use your device to scan the QR code shown in your browser.

1. On your mobile device, confirm you are in WhatsApp &gt; Settings &gt; Linked Devices.
2. Tap Link Device.
3. Use your device to scan the QR code shown in your browser.

NOTE: The QR code is time-sensitive and expires after 60 seconds. If the code expires, wait approximately 60 seconds for a new QR code to generate.

After you scan the QR code, the browser page refreshes automatically and completes setup.

FirmScribe setup for WhatsApp is complete. You can close the browser tab.

Supported WhatsApp communications can now be captured by FirmScribe and made available to MCO eComms according to your organization’s configuration and policies.

FirmScribe can capture supported WhatsApp message content and related metadata.

This article shows you how to complete the FirmScribe setup process so your WhatsApp communications can be captured for archival and review in MCO eComms.

Configure WhatsApp capture with FirmScribe

Product News

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Content type	Description
Message body	Contents of WhatsApp messages.
Message attachments	Attachments, including images, videos, documents, contact cards, and other supported files. Attachment downloads in eComms will be available in the near future
Group message details	Group message names and group name changes, when available.
Participant phone numbers	Phone numbers of message participants.
Participant names	Participant names when stored in the employee’s contacts and available for capture.
Employee details	Employee phone number and employee name as entered in the Admin Portal.

Configure WhatsApp capture with FirmScribe

Before you begin

Setup overview

Open the setup email

Start WhatsApp setup

Prepare WhatsApp on your device

Scan the QR code

Wait for setup to complete

Result

Captured WhatsApp content