Getting started with EzyChat Lite

You need:

• A Windows 10/11 PC or a Mac that stays on while your team works. EzyChat Lite runs on this computer and keeps your chats there.
• The phone with your business WhatsApp number, to link it once.

Download the installer for your computer (latest version: 0.1.30):

• Windows 10/11 (x64) (.exe)
• Mac with Apple Silicon (M1 or later) (.dmg)
• Mac with Intel processor (.dmg)

All versions are on the GitHub Releases page. Only download installers from there or from this site.

The installers are not code-signed yet, so your computer warns you the first time:

• Windows: when Windows protected your PC appears, click More info, then Run anyway.
• Mac: open the .dmg and drag EzyChat Lite to Applications. Then right-click (or Control-click) the app and choose Open, then Open again. On recent macOS versions you may instead need System Settings → Privacy & Security → Open Anyway.

1. 1

   Open EzyChat Lite. It starts the inbox on this computer and opens Welcome to EzyChat Lite.

2. 2

   Enter a Username (3–32 characters: letters, numbers, dot, dash, underscore), a Display name (shown to teammates next to your replies) and a Password of at least 8 characters, then click Create admin.

Setup continues with Link your WhatsApp number. You can also do this later under Admin → WhatsApp. Choose one of two ways:

With the QR code

1. 1

   Open WhatsApp on the phone with the business number.

2. 2

   Go to Settings → Linked devices → Link a device.

3. 3

   Scan the QR code shown in EzyChat Lite. The code refreshes automatically.

With a pairing code instead

1. 1

   During setup choose the Phone number tab (on Admin → WhatsApp it is Or link with a phone number), enter the WhatsApp number (with country code) and click Get pairing code.

2. 2

   On the phone, go to Settings → Linked devices → Link a device, tap Link with phone number instead and enter the 8-character code.

Recent chats are imported: 3 days by default. To import more the next time you link, change Days of history to import when linking under Admin → Settings → General (0–365 days).

If the connection ever drops for good, Admin → WhatsApp shows the status and a Re-link button that shows a new QR code. Message history is kept.

1. 1

   Go to Admin → Members and click Add member.

2. 2

   Choose a Role: Agent for people who answer chats, or Admin for people who also manage members, WhatsApp and settings.

3. 3

   Enter a Username and Display name, type a Temporary password or click Generate, then click Create member.

4. 4

   Share the username and temporary password with them. They are asked to change it at first sign-in.

Each member's … menu has Reset password, Sign out everywhere and Disable.

Teammates open the inbox in a browser and sign in with their own account. Pick how they reach the computer running EzyChat Lite:

From anywhere: Cloudflare access

Go to Admin → Cloudflare. Under Remote access, choose:

• Temporary link: a free https://….trycloudflare.com link, no account needed. Click Create temporary link, then Copy URL or scan the QR code with a phone camera. The link changes every time the connection or the app restarts.
• Your domain: a permanent address on a domain you already have in Cloudflare. Follow the three steps on the page: 1. Connect your Cloudflare account (sign in and approve the domain), 2. Choose your inbox address (domain, address prefix such as inbox, tunnel name) and 3. Connect your inbox with Create and connect inbox.

Same Wi-Fi only: LAN

1. 1

   In Admin → Settings → General, turn on Allow access from the local network (LAN) and click Save settings.

2. 2

   Restart EzyChat Lite; network changes apply after a restart.

3. 3

   On a phone on the same Wi-Fi, open the computer's local IP address with the port, for example http://192.168.1.20:7420 (7420 is the default port).

On each phone

1. 1

   Open the inbox link and sign in.

2. 2

   Add it to the home screen: in Safari on iPhone tap Share, then Add to Home Screen; on Android use the browser menu.

3. 3

   Open EzyChat Lite from the home screen and turn on Notifications. On iPhone, notifications only work from the home-screen app, not from a Safari tab.

Everyone sees every chat. The tabs at the top of the inbox narrow the list: Mine, Unassigned and All, with Open and Resolved to filter by status. Use the search box to find a name or number.

• Assign: in an open chat, pick a teammate in the Assigned to menu at the top, or Unassigned to give it back.
• Take a chat by replying: the first teammate to reply in an unassigned chat becomes its owner. If you reply in a chat assigned to someone else, EzyChat Lite asks first (Reply anyway).
• Resolve when you are done. A new message from the customer reopens the chat automatically, or click Reopen.
• At the end of the day an admin can resolve every open chat at once: Admin → Settings → Maintenance → Resolve all open chats. Messages are kept and assignees are cleared.

Quote one message in your answer, so the customer sees exactly what you are replying to (from version 0.1.28):

1. 1

   On a computer, hover over the message and click Reply. On a phone, swipe the message to the right, or press and hold it.

2. 2

   The composer shows Replying to with the person's name. Type and send. WhatsApp shows your reply quoting that message.

3. 3

   To cancel, press Esc or click ✕. Switching chats also clears it.

It works for text and attachments, for customer and team messages, and for older messages too.

Save answers you send often and insert them in two keystrokes.

1. 1

   An admin goes to Admin → Quick replies and clicks New quick reply.

2. 2

   Enter a Shortcut (1–32 lowercase letters, digits, "-" or "_", such as price) and the Reply text.

3. 3

   In any chat, type / in the message box, then the shortcut, and pick the reply. You can edit it before sending.

Leave context for your teammates inside a chat. Only your team can see notes; they are never sent on WhatsApp.

1. 1

   In a chat, click Notes at the top.

2. 2

   Type in Add a note for your team and click Add note.

Next to Notes, the Customer button keeps the customer's name, company, email, address and tags, so any teammate can pick up the chat.

• Let an AI assistant read your inbox and answer questions about it: Connect your AI assistant (MCP).
• Stay up to date: the computer running EzyChat Lite checks for new versions and offers the update. Check manually with About EzyChat Lite → Check for updates or from the tray menu. Phones update with it automatically.