Frequently Asked Questions

Browse common questions grouped by category. Click any feature name to see the full guide.

Messaging & Communication

WhatsApp Setup

How do I connect my WhatsApp?
My QR code is not working
How to reconnect WhatsApp
Why does my WhatsApp keep disconnecting?
How do I scan the QR without a computer?

Multiple WhatsApp Numbers (Lines)

Can I connect a second WhatsApp number?
How do I add another number?
Do my contacts carry over to a new number?
How much does an extra number cost?
Can two numbers share one inbox?
Does the price of an extra number depend on my plan?

SMS Channel

Can Spun send SMS?
How do I set up SMS?
How do I connect my Twilio account?
Why can't I send SMS to a group?
What is TextBee?
If a contact replies STOP to an SMS, does it also stop their WhatsApp task reminders?

Labels

How do I create a label?
How to tag conversations?
Can I filter by label?
How does AI auto-labeling work?
What are label rules?
How do I approve AI labels?
What are perspectives?
How do I bulk label?
What is the DNS list?
Can I translate label names?
Why can't I delete or rename this label?
What does the AI backfill confirmation mean?
How do I stop automated messages to one contact?

Contacts

How do I import contacts?
Where can I see contact details?
How to add notes to a contact?
How do I import my Outlook contacts?
How do I export contacts from Gmail or my iPhone?
Will importing a CSV create duplicates of contacts I already have?
Can I save a contact with only an email address?
How do I email a contact who is not on WhatsApp?

Starred Messages

How do I star a message?
Where are my starred messages?

Quick Replies

How do I create a quick reply?
How to use templates?
What is the shortcut for quick replies?

Scheduled Messages

How do I schedule a message?
Can I send a message later?
Where are my scheduled messages?

Spun Chat

How do I message my team?
Where is Spun Chat?
How to use Spun Chats?
Can I use Spun without WhatsApp?
Is Spun Chat free?
Where did the Team tab go?
What happened to internal chat?
Why does a contact open on WhatsApp instead of Spun?
How do I make a contact always open on Spun Chat?
How do I pin a contact to one channel?
How do I unpin a channel?

WhatsApp Channels (Newsletters)

What are WhatsApp channels?
How do I create a newsletter?
How do I post to a channel?
What is the difference between channels and groups?

WhatsApp Status / Stories

How do I view WhatsApp stories?
Can I post a status from Spun?
What is binge mode?
How do I view stories?

Groups & Communities

How do I manage my WhatsApp groups?
Where can I see my groups?
How do I create a community?
How do I add members to a group?
How do I export group members?
How do I promote someone to admin?
How do I manage communities?

Saved Filters

How do I save a filter?
Can I create custom views?
How do I share a filter with my team?
What are saved filters?
How do I see only unread chats?
How do I find the chats I can email?

Self Proxy

What is Self Proxy?
My WhatsApp keeps disconnecting - what is the strongest fix?
How do I set up the home proxy?
Why does my QR code need re-scanning so often?
Does Self Proxy work on Mac?
Can Self Proxy automatically switch to a backup computer if mine goes offline?
What happens when my proxy computer goes to sleep?
Why does the connect screen say Self Proxy is required?
Can I invite someone else to set up a Self Proxy computer for me?

AI & Automation

Weave AI Assistant

How do I use Weave?
What can the AI assistant do?
Where is the AI chat?
How do I ask Weave a question?
Can I report a bug or request a feature through Weave?
Can Weave move a lead to another stage?
Why did Weave only suggest the stage move instead of doing it?

AI Compose

How do I use AI to write messages?
Can AI help me compose?
Where is AI Compose?
Can I preview or edit the translation before I send a message?
Why does AI Compose remember a different language in my other organization?

AI Summarize

How do I summarize a conversation?
Can AI summarize my chats?
Why does my chat summary say some voice messages were skipped?
Can I get tasks suggested from a chat summary?
Does the chat summary include emails with this contact?
Why is email missing from my chat summary?

AI Translate

How do I translate a message?
Can I translate to Hebrew?
Does Spun support translation?
How do I auto-translate all messages in a chat?

Smart Replies

What are smart replies?
How do I use AI suggestions?

Knowledge Base

How do I add to the knowledge base?
Can the AI use my documents?
How does RAG work?
Where do I upload FAQs?
Can I import my website into the knowledge base?
Why was my website address refused?

Chat Digests

What are chat digests?
How do I get a rolling summary of a group?
Can I ask a standing question about a chat?
How much do digests cost in tokens?
How do I add a digest to my daily summary?
Can a connected AI app manage my chat digests?

Intelligence Dashboard

What is the MCP Dashboard?
Where do I see everything that needs my attention?
Does opening the dashboard cost tokens?
How do I customize my dashboard cards?
How do I set a default dashboard for my team?
Where do I approve a stage suggestion?
Why did a stage suggestion disappear?

Group Intelligence

What is Group Intelligence?
How do I monitor a WhatsApp group for leads?
What are signals?
How do pool monitors work?
How do I request an intro to a signal contact?
How many pool monitors can I create?

Auto-Replies

How do I set up auto-replies?
Can I create an away message?
How to auto-respond to keywords?
How do I test whether my AI intent will match?
Why did my auto-reply not fire?
How do I stop a rule repeating to the same contact?
Does the auto-reply keep answering after the first message?
What happens if a teammate replies while the rule is answering?

Chat Flows

How do I create a chatbot?
What are chat flows?
How to build an automated conversation?

AI Chatbot

How do I set up an AI chatbot?
Can AI answer my customers?
How does the AI chatbot work?
How do I hand a conversation from the bot to a person?
Can the chatbot answer voice notes?
Why did the bot remove a link from its reply?
How do I run the chatbot only outside business hours?

Autopilot (Auto-Campaigns)

What is Autopilot?
How do I set up auto-campaigns?
How do I automate follow-ups after a campaign?
How does the AI confidence threshold work?
Does Autopilot understand a one-word reply?
How do I test an autopilot rule?
Where can I see autopilot statistics?

Proactive Bots

What are proactive bots?
How do I create an outbound bot?
How do I duplicate a bot template?
How do I launch a bot campaign?
What is the difference between text and voice bots?
How do trigger rules work?
Why does my label rule not fire when I label a chat?
How do I start a bot when someone sends a keyword?
Can a bot chase contacts I have not messaged in a while?

Automations

Where can I see automation activity?
How do I check which auto-replies fired?
Where is the automation log?
How do I monitor my automations?
Why did my automation not send anything?
How do I see only the automations that were skipped?

Campaigns & Outreach

Campaigns / Broadcasts

How do I send a broadcast?
Can I send bulk messages?
How to create a campaign?
What is the broadcast panel?

Smart Links (Entry Links)

How do I create a smart link?
What are entry links?
How do I create a WhatsApp link?
Can I track link clicks?
How do I make a branded link?

Keep In Touch

How does Keep In Touch work?
How do I set up follow-up reminders for labels?
How do I know which customers I haven't spoken to?
What is the outreach threshold?
How can I follow up with silent contacts?
How do I configure Keep In Touch?
What happens when a contact turns red in Keep In Touch?

Coaching / Tip Groups

How do I create a coaching sequence?
What are tip groups?
How do I enroll contacts in coaching?
Can I import coaching templates?
How does coaching scheduling work?

Facebook Lead Ads Integration

How do I connect Facebook leads?
Can Spun receive leads from Facebook ads?
How do I import Facebook leads?
Can a new Facebook lead be placed straight into a pipeline stage?

Momentum (Engagement Scoring)

What is momentum?
How do I track engagement?
What are health rings?
How do streaks work?
What is the rescue alert?

Invite Contacts to Spun

How do I invite my contacts to Spun?
What is Invite Contacts?
How many invites can I send per day?
How does the bulk invite work?

Team & Collaboration

Team Members

How do I add a team member?
How to invite someone?
What roles are available?
What is the difference between Viewer and Manager?
Are team members free?
How many team members can I add?
How do I share only part of my pipeline with someone?

Team Presence & Mentions

How do I know if someone else is answering this chat?
Can I tag a colleague on a conversation?
How do mentions work?
Why does it say someone is replying?

How do I share access with someone?
How do I invite a team member with limited access?
What is filter-limited access?
How do I control what a team member can see?
What are the sharing permission presets?
How do I share specific filters with a user?
Can I control if a user can send messages?
What is contact visibility in sharing?
How do I do a quick invite from a contact?
What roles are available when sharing?
Does a shared team member get access to the MCP Dashboard?
How do I share a pipeline board with someone?
Can I share only some stages of a board?
Why can a teammate not move a card I shared with them?
Why does a shared board have no Unstaged column?
How do I share a board without leaving it?
Who has access to this board?
How do I stop sharing a board with someone?
Why is someone still on the board after I removed their access?

Sprint Mode

What is sprint mode?
How do I focus without interruptions?
Can I pause notifications temporarily?
How do I start a sprint?
How long can a sprint last?

Cross-Org Connections

How do I connect with another organization?
What are cross-org connections?
How do I message another Spun user?
How do connection requests work?
Can I block a connection?
How many connection requests can I send?

Calendar

How do I create an event?
Where is the calendar?
Can I invite people to an event over WhatsApp?
How do people RSVP to my event?
Do I need a Google account to use the calendar?
Does Spun write to my Google Calendar?
How do I sync with Google Calendar?
Can I see my Google calendar inside Spun?
How do I set a repeating event?
How do I get reminded before an event?
Can I get a WhatsApp reminder for an event?
Can my guests get a WhatsApp reminder too?
Can I add a Google Meet link to an event?
Can I add a video link without a Google account?
What is a Spun meeting?
How do I add a meeting link to an event I already created?
How do I tell my guests that the event changed?
Why does it say my Google connection cannot add Meet links?
How do I make an event from a message?
What happens if I disconnect Google?
Can I see my tasks and alarms on the calendar?
Can I move a task or a scheduled message from the calendar?
Do my tasks show up in Google Calendar?

Productivity & Analytics

Tasks

How do I create a task?
Can I assign tasks to team members?
Where are my tasks?
How do I move a task to another column?
Can I add my own columns to the task board?
How do I rename the task board columns?
How do I reorder tasks by hand?
How do I save a task as a template?
How do I see what I am waiting on?
Are there keyboard shortcuts for tasks?
Why does the Done column still show tasks after I hid completed work?
How do I tell which project a task card belongs to?
Do I get notified when a task is assigned to me?
How do I turn off task notifications?
Why did I not get a notification for a task I assigned to myself?
Will Spun remind me before a task is due?
Do I get an email when a task is overdue?
How do I stop task emails?
Can task emails come from my own email address?
How do I connect my SendGrid account?
Can I use Mailgun to send task emails?
How do I connect my Mailgun account?
Can I share a task with someone who is not on Spun?
How do I send a task to a client?
Can a customer mark a task as done without an account?
How do I revoke an external task link?
Can I get task notifications on WhatsApp?
Can Spun text me when a task is due?
How do I stop getting task messages on my phone?
Can Spun send the task link to my client for me?
How does a client stop getting task updates?
Why did my client not get the task SMS?

Alarms / Reminders

How do I set a reminder?
Can I get notified to follow up?
What are alarms?
How do I create automatic alarm rules?

Payment Reminders

How do I send payment reminders?
Can I automate payment follow-ups?

Dashboard

Where is my dashboard?
How do I see my stats?
Can I see response times?
Can I see how each team member is performing?

Response Targets (SLA) & Team Performance

How do I set a response time target?
Can I get alerted when a customer waits too long?
How do I see how fast each agent replies?
Where is team performance?

Call History

Where can I see my call history?
How to view past calls?
Can I share my screen during a Spun call?
Is the chat during a call saved anywhere?
Why can I not chat during this call?

Daily Summary

What is the daily summary?
How do I get a morning summary of my tasks?
Can the daily summary be sent to WhatsApp?
How do I change what the daily summary includes?
Can my daily summary show my events for today?
Can I join a meeting from the daily summary?
Why is my self chat called Daily Summary?
How do I stop the calendar showing up in my morning summary?
Can my daily summary include pipeline numbers?
Why are there no pipeline figures in my morning summary?
How do I turn on the pipeline section of the daily summary?

Presentation Mode

How do I record a demo without showing customer names?
What is presentation mode?
How do I hide phone numbers for a screen recording?
Why do my contacts show fake names?
What does the PRESENTING badge mean?
How do I change the fake names?

File Sync

How do I back up my WhatsApp files?
Where are my synced files?
How does file sync work?
How do I manage storage?
Why did file sync stop working?
Does file sync use my AI token budget?

Calls & Video

Phone Calls (VoIP)

How do I make a phone call?
Can I call contacts from Spun?
Where are my call recordings?
How does click-to-call work?
What are diarized transcripts?

Group Calls

How do I start a group call?
Can I share my screen?
How do I record a call?
Can I invite guests to a call?
How do I chat during a call?
Why can't I start a new call right now?
How do I mute someone in a meeting?
What is the difference between muting and silencing a participant?
How do I remove someone from a meeting?
How do I raise my hand in a meeting?
How do I admit a guest waiting in the lobby?
How do I record a meeting with a transcript?
How do I stop recording for my whole organization?
Why do guests have to agree to something before joining?
Where do I find the transcript of a meeting?
How do I get an AI summary of a meeting?
How do I share a recording with someone who was not in the meeting?
Why am I waiting to be let into the meeting?
Can I check my camera before joining?

Translation Rooms

What are translation rooms?
How do I start a multilingual call?
Can I invite guests to a translation room?
How many languages are supported?
How many people can join?
What is dubbing mode?
What happens if my organization runs out of AI budget during a call?

Voice-to-Voice Translation

How do I translate voice messages?
Can I send a voice message in another language?
How does voice-to-voice translation work?
Can I preview translated voice before sending?
How many people can join a translation room?

Extensions & Integrations

Extensions / Marketplace

What extensions are available?
How do I install an extension?
What is the marketplace?
Which extensions require Pro?
How do I uninstall an extension?

Webhooks

How do I set up webhooks?
Can I integrate with other tools?
What events can I hook into?
Why did a webhook delivery get skipped?

Developer Portal

How do I build an extension?
Where is the developer portal?
Is there an API?

CRM Sync

How do I connect my CRM?
Does Spun work with HubSpot?
Can I sync contacts with Salesforce?
How do I see CRM data in chats?
What CRMs does Spun support?
Is Pipedrive supported?

Google Sheets Integration

How do I connect Google Sheets?
Can Spun log messages to a spreadsheet?
How do I export my contacts to Google Sheets?
Why did my sheet stop updating?
Can I mask phone numbers in the sheet?
Why is my Google Sheets sync paused because of tokens?

Settings & Account

Settings

Where are my settings?
How do I change notifications?
How do I switch to dark mode?
What is Simple Mode vs Power Mode?
How do I hide features from the sidebar?
How do I reorder sidebar features?
Where are billing settings?
How do I manage sessions?
Where is the AI log?
Where do I set a first-response target?
Where do I see my chat digests?
Where do I connect my Gmail account?
Where do I set the meeting recording policy for my organization?

Plans & Billing

What plan am I on?
How do I upgrade?
Where can I see my billing?
What's included in my trial?
What are the plans?
How much does Spun cost?
What is the cheapest plan?
Which plan is best for me?
What features does Pro have?
What is the difference between Pro and Max?
Which Max size should I pick?
Do extra team members cost money?
Where is my billing history?
Is there a free tier?
How do I apply a coupon?
Do I need to upgrade to unlock a feature?
Which plan fits my trial usage?

AI Token Top-ups

How do I get more AI tokens?
I ran out of tokens
How do token top-ups work?
Do tokens expire?
What token packs are available?
Can I buy tokens on the free plan?
Can AI keep working when tokens run out?
What is Continuity?
Why does it say my continuity spending cap was reached?
How do I stop automatic token purchases?

Team AI Usage & Spending Controls

Who used our AI tokens?
Can I limit how many tokens a team member uses?
Do guests spend my tokens?
How do I get warned before we run out of tokens?
Can Spun buy tokens automatically when we run out?
Why does it say my token cap was reached?
Why is AI paused when we still have tokens?
Was I charged for a failed transcription?
Can I move tokens from one line to another?
Why can't I transfer my monthly tokens?

PII Redaction / Safety Settings

How do I protect personal data?
What is PII redaction?
How do I enable safety settings?
Does Spun protect sensitive information from AI?
What are the PII preset modes?
How do I delete my account?
How do I export my data?
What does my data export include?
How do I purge messages?
Can I stop my team recording meetings?
How long are meeting recordings kept?

Shabbat Mode

What is Shabbat mode?
How do I enable Shabbat mode?
Can I use the inbox during Shabbat?
How do I skip Shabbat for coaching tips?

Onboarding & Getting Started

How do I get started?
What should I set up first?
Where is the onboarding checklist?
What are the setup milestones?
Is there a guided tour of the inbox?
How do I replay the product tour?

Affiliate Program

How does the affiliate program work?
Where is my referral link?
How do I earn commissions?

Feedback & Bug Reports

How do I report a bug?
I found a bug, who do I tell?
How do I suggest a feature?
Where do I see replies to my feedback?
Where do I see messages the Spun team sent to my org?

Other

Email from the Conversation

Can I send email from Spun?
How do I connect my Gmail?
Why is Email greyed out for this contact?
Why can I not add a CC?
Does Spun tell me if my email was delivered?
Can I see if someone opened my email?
How big can an email attachment be?
Why do I have to confirm the relationship before emailing?
Can someone else on my team send from my Gmail?
How many emails can I send in a day?
What happens when someone replies to my email?
Do I get the files someone attaches to a reply?
Why was my email refused as a duplicate?
Where do I see all my email threads with a contact?
What happened to the email I started and did not finish?
Will replies come back into the conversation or go to my own mailbox?

Suggest Tasks from a Conversation

Can Spun turn a chat into tasks?
How do I create tasks from a WhatsApp conversation?
Why is a suggested task greyed out?
Why does a suggested task have no date?
Where do the suggested tasks go?
Does suggesting tasks send anything to my customer?
Why can I only get five tasks at a time?
How do I see which message a task came from?
Can the suggested meeting include a video link?

Sales Pipeline

How do I set a stage for a lead?
Where do I see which stage a contact is in?
How do I undo a stage change?
Why does it ask me for a reason?
How do I save an unknown number and put it in a stage?
Can I filter the chat list by stage?
Do new leads get added to the pipeline automatically?
Who moved this contact to another stage?
Where is the pipeline board?
How do I move several contacts at once?
How do I add or remove a stage?
Why can I not archive this stage?
Can I have more than one pipeline?
How do I create a second board?
What board templates are there?
Why can I not add another board?
How many boards can I have on my plan?
How do I switch between boards?
Why does the chat list still filter by the old board?
How do I rename or archive a board?
Does my board have to have a Won stage?
Can I read the last messages of a lead without leaving the board?
Does looking at a card mark the chat as read?
How do I add a follow-up task from the board?
Can I send a message from the pipeline board?
Can I message a lead from my own WhatsApp?
How do I set a message template for a stage?
What does Mark contacted do?
Can an automation notify a teammate on WhatsApp?
Why did a pipeline WhatsApp notification not arrive?
How do I stop pipeline notifications reaching my WhatsApp?
Can the assistant move a lead to another stage for me?
Where do I approve a suggested stage move?
Why can the assistant only move a card forward?
Why did the suggested move not happen?
What language do pipeline notifications arrive in?
What will a pipeline notification actually say?
Can I change the wording of a pipeline notification?
Can I drag a chat onto the pipeline board?
Who has access to this board?
How do I stop sharing a board with someone?

Chat Language & Voice Settings

How do I set up auto-translation for a chat?
Where are the language settings?
How do I change voice language?
How do I configure per-chat translation?
Where is the globe icon?

Auto-Transcription

How do I transcribe voice messages?
Can I read voice messages as text?
How to enable auto-transcription?
Where do I turn on voice-to-text?

Multi-Language Interface

Can I use Spun in Hebrew?
How do I change the interface language?
Does Spun support Arabic?
Is there RTL support?
Does my interface language affect the language of emails I get?

Contact Intelligence

How do I find out where a contact works?
What is Contact Intelligence?
Why can I not search this contact?
Was I charged for a search that found nothing?
How do I delete an enriched profile?
Where does the job title come from?
How do I import a contact from my phone?
Why did the import only bring the name on Android?
Why did my contact keep its Hebrew name after I imported?
Does importing from my phone cost tokens?

AI Sends Approval Queue

Where do I approve messages my AI assistant wants to send?
Can I edit an AI message before it goes out?
What happens if nobody approves an AI send?
Why was an AI send flagged as suspicious?
Who is allowed to approve AI sends?
Why is a pipeline automation message in my AI Sends queue?
Why can I not approve a blocked automation message?

Sending Messages and Media

How do I send a photo?
Can I make text bold?
How do I forward a message to several chats?
Where do saved photos go on my phone?
How can I tell if my message was read?
Can I call a phone number I see inside a message?
What happens to a message if my phone sleeps while it is sending?
Why did my message come back as failed with a Retry?

Similar Past Cases

How do I find a conversation like this one?
Can Spun show me how I handled this before?
Where are similar past cases?

In-App Help

Where can I get help inside the app?
What does this setting do?
Is there an explanation for this feature?

Yardsites (Yahrzeit Tracking)

How do I track a yahrzeit?
Can Spun remind people using the Hebrew date?
How do I add someone to yahrzeit reminders?
Can I edit a yahrzeit message before it sends?
Does Yardsites handle Hebrew birthdays?
What happens when the Hebrew month has no thirtieth day?

Yetzer Hatov (Ethical Speech Guidance)

What is Yetzer Hatov?
Why did Spun warn me about my message?
Can it suggest a kinder way to say something?
Does it read my messages privately?
How do I turn off the speech warnings?

Classes and Workshops

How do I set up a class people can book?
Can Spun send class reminders on WhatsApp?
How do recurring classes work?
How do I see attendance and revenue for my classes?
What happens when a class is full?

Creator Hub

How do I publish content to my audience?
Can I charge for a piece of content?
How do I make something subscribers-only?
Where do I see my subscribers and revenue?

HealthPro (Appointment Booking)

How do I let clients book appointments?
Can HealthPro sync with my Google Calendar?
What happens if my calendar and a booking conflict?
How do I take payment for an appointment?
How do I set my weekly availability?

Frequently Asked Questions ​

Messaging & Communication ​

AI & Automation ​

Campaigns & Outreach ​

Team & Collaboration ​

Productivity & Analytics ​

Calls & Video ​

Extensions & Integrations ​

Settings & Account ​

Other ​

Frequently Asked Questions

Messaging & Communication

AI & Automation

Campaigns & Outreach

Team & Collaboration

Productivity & Analytics

Calls & Video

Extensions & Integrations

Settings & Account

Other