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Customers gives every Number in a project an explicit owner. Use it when you manage WhatsApp connections for multiple people, stores, teams, or client accounts from one Polymorfa project.

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Enable Customers

Open Customers in the Console and select Enable Customers. Any signed-in project member can enable and manage Customers. Enablement makes two changes together:
  • Polymorfa creates one protected Default customer for the project.
  • Every Number already in that project is assigned to the Default customer.
Existing Numbers stay connected. The Default customer cannot be archived. After enablement, a new Number belongs to the customer selected in the New number flow. If no customer is selected through the API, Polymorfa assigns the Default customer.
Customers cannot be disabled after enablement. Confirm that the selected project is correct before continuing.

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Add a customer

  1. Open Customers for the project.
  2. Select Add customer.
  3. Add a name or external ID, or leave both empty.
  4. Select Create customer.
An unnamed record appears as Unnamed customer. An external ID must be unique within the project. Customers do not have a phone number field. Phone numbers belong to connected Numbers; an expected phone can be set on each pairing link. Open a customer to see its Numbers and pairing links. Archiving removes a non-default customer from active selection without deleting its record. Restore an archived customer before creating another pairing link for it.

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Connect a Number for a customer

Use either workflow:
  • Open Numbers, select New number, and choose the Customer before pairing in Console, sending a QuickLink, or creating a testing Number.
  • Open the Customer and generate a private pairing link for the person who has the phone.
The Customer column and filter on Numbers are separate from Owned by. Customer identifies the person or business the Number belongs to. Owned by identifies the Console or Inspector user controlling it. See Customer pairing links for recipient handoff, expiry, and recovery.

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API access

Use customers:read to read Customer status, records, Numbers, and pairing-link status. Use customers:manage to enable Customers, change Customer records, or create and revoke pairing links. The Platform API keeps every request inside its authenticated project. A Customer identifier from another project returns 404. See Platform API for paths, request fields, and credential behavior.

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TypeScript SDK and CLI

The TypeScript server SDK exposes the complete Customer workflow through PlatformClient.customers. Customer creation and pairing-link creation require an idempotency key. The create-link response returns the raw URL once; an idempotent replay returns the record with url: null.
The CLI exposes the same operations under polymorfa customer. Supply an team server key and the project ID.
See SDK availability for development installation status and a complete example.