Collections, Assign and Roles

How to create and use collections

Collections can be likened to folders that help you to organise your conversations. When you navigate to the Dashboard section in the left navigation panel, you’ll notice a number of white boxes - th…

Neelke Stadler
Updated 11 months ago by Neelke Stadler

How to assign or share a conversation

You can assign a conversation to a specific coach. This might be needed to get expert input or divide the workload. Within your organisation, an unlimited number of people can access This me…

Neelke Stadler
Updated 11 months ago by Neelke Stadler

Team roles

With, you can collaborate as team to give your users the best experience possible.

Updated 5 months ago by Pippa

Search for sent or received or all messages

Your WhatsApp service will generate a lot of messages. To help you find exactly what you need you can specify the message direction in search. The direction of the message means whether you sent the…

Neelke Stadler
Updated 10 months ago by Neelke Stadler