Step 1: Export the chat from WhatsApp
Budget: 1 minute. Open the individual chat or group chat you want to analyze. On Android, tap the three-dot menu in the top-right corner of the chat screen. On iOS, tap the contact name at the top to open the contact info sheet. Either way, find the path: More > Export chat > Without media.
WhatsApp creates a .txt file named something likeWhatsApp Chat with Jordan.txt. Choose Without media - CRM Solid only needs the text; photos and videos are irrelevant to the analysis and just make the file large.
Exact steps on Android:
- Open the chat in WhatsApp.
- Tap the three-dot menu (top-right corner).
- Tap More.
- Tap Export chat.
- Tap Without media.
- Share or save the .txt file.
Exact steps on iOS:
- Open the chat in WhatsApp.
- Tap the contact or group name at the top of the screen.
- Scroll down and tap Export Chat.
- Tap Without Media.
- Use the share sheet to save or email the file.
The resulting file is a plain UTF-8 text file. You do not need to reformat it. CRM Solid handles iOS format (square-bracket timestamps like [09/06/2025, 09:14:22]) and Android format (09/06/2025, 09:14 - ) automatically, along with more than 30 date and time variants.
Step 2: Transfer the file to your computer
Budget: 30 seconds. The simplest options:
- Email it to yourself: tap the share icon after choosing Without media, pick your email app, and send it to your own address. Open it on your computer and save the attachment.
- AirDrop (iOS to Mac): fastest option if you are on Apple hardware.
- Google Drive / Dropbox / iCloud: share the file directly to a cloud folder you can access from your browser.
- USB cable: connect the phone, copy the file from the Downloads or Documents folder.
If you have many chats to analyze, collect them all into a single folder and zip them before uploading. CRM Solid will extract and process each .txt inside the zip separately.
Step 3: Upload the file in CRM Solid
Budget: 30 seconds. In CRM Solid, go to WhatsApp Learning. You will see an upload area labelled Upload an exported chat. Either click the area to open a file picker, or drag your file directly onto it.
Accepted formats:
- .txt files: drop several at once if you have multiple conversations.
- .zip archive: all .txt files inside are read and analyzed separately.
A reminder that is worth repeating: this upload is the only action CRM Solid takes with your WhatsApp data. There is no WhatsApp login, no API connection, no OAuth. The feature works entirely from the plain text file you choose to share. Nothing is ever sent to WhatsApp or to anyone in the conversation.
Step 4: Label the conversation outcome
After the file is accepted, CRM Solid asks you to label the outcome of the conversation. Pick one: Won, Lost, Ongoing, or Unknown.
This label matters for the playbook quality. The AI gives more weight to patterns from Won conversations when it extracts openers, objection responses, and tactics. If you upload only Ongoing or Unknown conversations, the playbook still works - but it is more powerful when the AI has clear evidence of what actually closed.
You can also link the conversation to a CRM contact by searching your contact list in the same step. This ties the analysis to the contact record so you can reference it from the contact timeline later.
Step 5: Tell the parser which side is you
A WhatsApp chat has two participants (or more in a group). CRM Solid reads the participant names from the file header and shows them in a Who are you? picker. Click the name that represents you.
Once you pick, the parser calculates the direction of every message automatically:
- Outbound: messages you sent to the lead.
- Inbound: messages the lead sent to you.
You do not need to tag each message manually. The direction is used to build your outbound opener list and to map which side raised each objection.
Step 6: Review AI insights in your playbook
Budget: 3-5 minutes to read. After parsing finishes, CRM Solid opens the insight panel for that conversation. You will see four sections:
Tone profile - your sales voice
A set of scored traits that describe your communication style in this conversation: Warm, Direct, Patient, Pushy (and others depending on the content). Each trait shows a percentage. A brief AI summary in natural language sits alongside the scores - for example: "You sound calm and curious. You ask before you pitch, and you never chase. People trust that." The trait tags (Curious, Reassuring, Concise) are generated from the actual text.
Winning openers
The AI identifies your outbound opening messages that moved the conversation forward - the lines you sent at the start of the exchange that got a positive response. Examples from the feature page: "Quick one - what made you start looking now?" and "Before pricing, can I ask what you are using today?" These are your actual words, not generic templates.
Objection to response pairs
Every time the lead raised an objection ("It is a bit expensive", "I need to think about it", "We already use something else"), the AI finds your reply and presents them side by side. You get an objection library built entirely from your own past conversations.
Key tactics
Persuasion patterns you used repeatedly, tagged by name: Anchoring, Social proof, Trial offer, Reframing price, Asking not pitching, Calm urgency. These tags let you spot which moves you lean on and decide which ones to coach into your team.
Step 7: Use draft suggestions in new conversations
Budget: ongoing, per conversation. When you are in a contact record composing a reply, CRM Solid can draw on your playbook to suggest a draft. The draft appears in the compose box as plain editable text. You read it, adjust anything that does not fit, and decide whether to send it.
To be explicit: the draft suggestion feature does not send anything. It is a writing assistant. You are always in control of what gets sent, when, and through which channel.
If the playbook has multiple examples relevant to the current conversation stage - say, the lead has just objected to price - CRM Solid will surface the response from your objection library that best matches the situation.
Step 8: Build the playbook over time
One conversation is a start. Five conversations - especially five Won deals - is a real playbook. Upload more past chats over time to give the AI a broader picture of your sales style.
Tips for a stronger playbook:
- Prioritize Won conversations. The AI weighs them most heavily.
- Include a few Lost conversations too. The AI can show you the objections that did not get resolved, which is useful feedback.
- Upload chats from different lead types if your product sells to diverse buyers. The tone profile and tactic tags will reflect a broader range.
- Delete uploads that feel unrepresentative - introductory chats with no real sales content, for example. Each deletion removes the analysis immediately.