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WhatsApp is a way to talk to your Melso agent. Ask about your records, send documents, and follow up on work without starting a new conversation each time.
1

Open the connection in Melso

Sign in to the app and choose Connect WhatsApp. Existing account connection settings are also available under Settings → My agent.
2

Send the prepared message

Open WhatsApp from the connection screen and send the linking message. If you use the displayed code manually, send link followed by that code.
3

Check the company and status

Wait for Connected. Each chat account links to one company, so check the company before sending documents or work.

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Useful requests

  • “Organize this supplier invoice and show me the saved expense.”
  • “Summarize the expenses I have recorded this month.”
  • “Find the missing invoice in the email account I connected.”
Melso may ask for more information or return a link for you to review. Invoice issuance and authorization of tax returns take place in the authenticated app. A “yes” in WhatsApp does not authorize a tax filing. No WhatsApp flow approves, files or pays a fiscal return. Read Approvals and filing for the authenticated approval and professional filing steps.

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Connection problems

If a code expires, create a new link in the app. If the wrong company is connected, move or disconnect the connection in Settings before sending more work. Linking WhatsApp gives Melso this conversation; it does not give access to all your other WhatsApp chats. The technical WhatsApp Task guide is only for existing invited Agents companies; it is not another route for the autónomo fiscal service.