Editing
Customize your team's WhatsApp Messaging inbox
(section)
Jump to navigation
Jump to search
Warning:
You are not logged in. Your IP address will be publicly visible if you make any edits. If you
log in
or
create an account
, your edits will be attributed to your username, along with other benefits.
Anti-spam check. Do
not
fill this in!
== Step-by-Step Instructions == Here’s a detailed guide on how to customize your WhatsApp Messaging inbox: 1. **Access WhatsApp Settings:** As previously mentioned, click on '''WhatsApp''' in the left menu, then select '''Settings'''. 2. **Navigate to Inbox Settings:** Under the '''Inbox config.''' section, click on '''Inbox settings'''. 3. **Modify Inbox Settings:** - The Inbox settings page will display various toggles for customization options. - Here are the settings available for modification: * **Add a sender’s name before a message:** This option, when enabled, will ensure every message sent to a contact will start with the sender’s name, followed by the message content. * **Can team members marked as Agent see all conversations?:** This setting is automatically set to On. If it is not, only Managers will have the visibility to all conversations, while Agents will only see conversations assigned to them. * **Automatically close conversations?:** By default, this is set to On, closing conversations after 24 hours. Users can adjust this timeframe by typing in a new number or using the arrows to set the desired amount of hours. To turn off this feature, simply click the toggle. * **Assign first responder as the contact’s default assignee?:** If enabled, the conversation will be assigned to the first person who responds. This is especially useful for Sales teams, ensuring conversations are quickly handled. * **Archive a conversation when closing them?:** With this option selected, conversations that are marked as "closed" will automatically be archived. If the contact messages later, the conversation will be unarchived. For further information, refer to the [Archive a WhatsApp conversation](https://help.activecampaign.com/hc/en-us/articles/21826200917660). * **Automatically send customer satisfaction question after conversation?:** If this option is set, an automated customer satisfaction (C-SAT) question will appear after agents mark a conversation as "Resolved." The question will not be sent if the inactivity period exceeds the number set or if the conversation isn’t "Closed." More details can be found in the [Create a C-SAT survey for your WhatsApp conversations](https://hilos.io/docs/en/user/getting-started/use-cases/support/support-for-admins/support-automation/c-sat). 4. **Save Changes:** After making your desired adjustments, click the '''Save changes''' button to apply your settings.
Summary:
Please note that all contributions to Activepedia may be edited, altered, or removed by other contributors. If you do not want your writing to be edited mercilessly, then do not submit it here.
You are also promising us that you wrote this yourself, or copied it from a public domain or similar free resource (see
Activepedia:Copyrights
for details).
Do not submit copyrighted work without permission!
Cancel
Editing help
(opens in new window)
Navigation menu
Personal tools
Not logged in
Talk
Contributions
Create account
Log in
Namespaces
Page
Discussion
English
Views
Read
Edit
Edit source
View history
More
Search
Navigation
Main page
Recent changes
Random page
Help about MediaWiki
Tools
What links here
Related changes
Special pages
Page information