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syncdo

Learn Syncdo

Learn Syncdo, one task at a time

7 short courses for owners, admins and the people who sell. 67 lessons, each a single task with the steps written out.

Start the first course

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Courses

  1. Syncdo inside WhatsApp Web: the lead list — overdue and due today first, then every lead by stage
    Course 1

    Start here

    Install Syncdo, bring your leads in, invite your team and find your way around.

    1 chapter · 6 lessons · 6 min

    Start the Start here course See the course: Start here
  2. Syncdo inside WhatsApp Web: a lead's details with the workspace's own fields — quantity, product, lead source and delivery date
    Course 2

    Admin

    Set up your workspace, your team, your numbers and your reports.

    7 chapters · 17 lessons · 17 min

    Start the Admin course See the course: Admin
  3. Syncdo inside WhatsApp Web: a quote enquiry beside the chat, with the AI summary, the lead stage and the intent
    Course 3

    Rep

    Leads, messages, follow-ups, deals and calls, one task at a time.

    6 chapters · 35 lessons · 35 min

    Start the Rep course See the course: Rep
  4. Syncdo inside WhatsApp Web: the Teach AI tab — a fact typed in plain words, the AI's answer, and Saved
    Course 4

    AI

    Draft replies, read a chat at a glance and teach the AI about your business.

    1 chapter · 4 lessons · 4 min

    Start the AI course See the course: AI
  5. The Syncdo dashboard, Settings → Inbound Webhooks: a new webhook, who gets the new leads, and what to send
    Course 5

    Integrations

    Bring leads in from a Google Sheet or your website, as they arrive.

    1 chapter · 2 lessons · 2 min

    Start the Integrations course See the course: Integrations
  6. Syncdo inside WhatsApp Web: Bulk Send's When step — send now, send later, or repeat every few days, on set weekdays or set dates
    Course 6

    Automations

    Let Syncdo do the routine work: flows, repeating messages and follow-up series.

    1 chapter · 3 lessons · 3 min

    Start the Automations course See the course: Automations
  7. Syncdo inside WhatsApp Web: a lead's reminders — a meeting marked No-show and an overdue follow-up to send the revised quote
    Course 7

    FAQ & troubleshooting

    Something not working? The common problems, each with the fix in a few steps.

    Answers coming soon

    Until then, search the help centre

Questions, answered

What do I need before I start?

A computer with Google Chrome, and a WhatsApp number that is signed into WhatsApp Web on it. That is all.

Syncdo is a Chrome extension that adds a panel inside WhatsApp Web at web.whatsapp.com. It does not sign you into WhatsApp and it does not replace it. It will not appear in the WhatsApp desktop app, in the phone app, or on any other website.

It works with regular WhatsApp and WhatsApp Business alike. You do not need the WhatsApp Business API, and you do not need a separate business number.

Does Syncdo work on iPhone?

Yes. On iPhone, use the web app at app.syncdo.co for leads, follow-ups, calling and templates. Caller ID and automatic call logging work on Android phones.

What is the dashboard, and how do I sign in?

The dashboard is at app.syncdo.co. It is where you see all your contacts in a table, filter and export them, import a spreadsheet, manage your team, and change settings. Sign in with the same email address you connected the extension with; you get a code by email, not a password.

The panel inside WhatsApp Web is for working one chat at a time. The dashboard is for working the whole list.

Try it on your own leads

Install Syncdo in WhatsApp Web and follow the first course as you go. No card needed.

Start free