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What You’ll Learn

Connect WhatsApp

Link your phone to your Peanuts account

Log Entries

Send text, voice, and photos to log data

Use Commands

Master the command shortcuts

Create Helpers

Design new helpers via chat

Prerequisites

  • A Peanuts account (any tier)
  • WhatsApp installed on your phone
  • At least one helper created

Why Use WhatsApp?

WhatsApp is already on your phone. No app switching needed.
Send a message in seconds. Perfect for capturing moments.
Send voice notes when typing isn’t convenient.
Snap receipts, documents, or anything visual.

Connecting Your Account

1

Open WhatsApp Settings

Go to Settings → Integrations → WhatsApp in the Peanuts app
2

Generate Linking Code

Tap Connect WhatsApp to get your 6-character code
3

Send the Code

Open WhatsApp, find the Peanuts number, and send your code
4

Confirmation

You’ll receive a welcome message confirming the link
Your phone number is now linked. All future messages route to your account automatically.

Logging via WhatsApp

Text Messages

Just send what you want to log:
Coffee $4.50
Ran 5km in 28 minutes
Team meeting with Alex, 1 hour
Weight 72.5kg

The 4-Tier Matching System

Your messages go through intelligent routing:
TierHow It WorksCredits
AffinityLearned from your patterns0
LocalKeywords and field matching0
AI ParseComplex understanding1
FallbackSaves to Shoebox0
The system learns your patterns over time. “coffee 5” will automatically route to your expense tracker after a few uses.

Voice Notes

Send voice messages for hands-free logging:
  1. Hold the microphone button in WhatsApp
  2. Speak your entry naturally
  3. Release to send
Cost: 8 credits for transcription, plus 0-1 for routing Example voice entries:
  • “Bought lunch at the cafe, twelve fifty”
  • “Had a great workout, ran for thirty minutes”
  • “Meeting with the design team, two hours”

Photos

Send photos for Smart Scan:
Photo TypeWhat Happens
ReceiptExtracts amount, vendor, items
DocumentAnalyzes and saves content
ProductIdentifies and categorizes
FoodLogs to meal tracker
Cost: 5 credits per image
Include a caption for better routing: “receipt” or “for expenses”

Commands Reference

CommandWhat It Does
helpShow the usage guide
settingsView plan, credits, timezone
creditsQuick credit balance check (free!)
apps or helpersList your active helpers
undoDelete your last entry
I'm in LondonSet your timezone

Example Command Usage

You: credits
Bot: 💳 You have 47 credits remaining (Pro plan)

You: apps
Bot: 📱 Your helpers:
     • Expenses 💰
     • Workouts 🏃
     • Reading List 📚

You: undo
Bot: ✅ Deleted: "Coffee $4.50" from Expenses

Creating Helpers via Chat

You can design and create helpers entirely through WhatsApp:
1

Describe What You Need

Send a message like “I need a tracker for my daily water intake”
2

Review the Design

Peanuts shows you a preview of the helper with fields and settings
3

Confirm Creation

Reply yes, ok, or confirm to create it
4

Start Using It

The helper is live! Start logging right away
Example conversation:
You: I need a helper for tracking my sleep
Bot: 🛏️ Here's a Sleep Tracker:
     - Duration (hours)
     - Quality (1-5 rating)  
     - Notes (optional)
     
     Reply "yes" to create it!

You: yes
Bot: ✅ Created! Try: "slept 7.5 hours, quality 4"

Asking Questions

Ask anything about your data:
You: How much did I spend this week?
Bot: 📊 This week's spending: $142.50
     • Food: $67.00
     • Transport: $45.50
     • Other: $30.00

You: What was my longest run?
Bot: 🏃 Your longest run: 12km on Jan 15

You: Summarize my week
Bot: 📋 Weekly Summary:
     • 12 expense entries ($142.50 total)
     • 4 workouts (avg 35 min)
     • 3 books added to reading list

Rate Limits

WhatsApp has tier-based limits to prevent abuse:
TierMessages/HourAI Ops/Day
Free1510
Starter7550
Pro300200
Team750500
If you hit the limit, wait for the reset. Limits refresh hourly (messages) and daily (AI ops).

Exercise: Try It Yourself

1

Connect WhatsApp

Link your phone via Settings → Integrations → WhatsApp
2

Log a Text Entry

Send a simple entry like “Coffee $4”
3

Check Your Credits

Send “credits” to see your balance
4

Send a Voice Note

Record “I had a 30 minute walk today”
5

Ask a Question

Try “What did I log today?”

Key Takeaways

Zero-Credit Logging

Affinity and local matching are free after patterns are learned

Voice is Powerful

8 credits for transcription, but saves time on complex entries

Create Anywhere

Design new helpers through natural conversation

Quick Commands

“credits”, “undo”, “apps” for instant actions

Troubleshooting

  1. Check your phone is linked in Settings → WhatsApp
  2. Verify you haven’t exceeded rate limits
  3. Try disconnecting and reconnecting
Be more specific in your message, or use a prefix like “expenses: coffee $5”
Ensure you have enough credits (8 required). Check “credits” command.
Wait for the hourly/daily reset, or upgrade your plan for higher limits.

Next Steps