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Main Admin Settings
Only users with Admin permissions can access the following 1. Add/Remove users & team...
Template Messages | Essential Tools
Click on the Broadcast icon in the menu to accessyour templates ...
Share your WhatsApp URL
1. Click the WhatsApp icon in the top right to view your inbox URL. 2. ...
Contacts | Essential Tools
Click on the Contacts icon in the menu to access your contacts list Search f...
Natural Chat
Bypasses WhatsApp’s 24 hour restrictions When you see this message (Type...
Personal Settings | Notifications
Click on "Notifications" in the menu to access your notification settings. ...
Personal Settings | Profile
Click on the settings icon in the top right of the screen to access setting...
Main Chat Screen
Main Chat Screen | Essential Tools These are the inboxes that you and your...
Access the portal
To access the portal, visit https://portal.whatex.app/login
Departments
Departments Departments can be found under the Features Advanced Menu on the left-hand side. ...
Call History
Clicking the "Call History" tab on the left-hand side will display the call history pag...
Mailbox Bulk change
The mailbox bulk change option can be found on the right-hand side of the screen under Features, ...
Device Swap
Device swapping is a valuable tool that allows you to move from one device to another. This is...
Call Transfer
Transferring calls. Blind transfer Whilst you are on a call, you can transfer the call ...
Missed call notifications
Missed call notifications If you have missed any calls, you will see notifications app...
Voicemail
Voicemail Voicemail is set up via the portal. Please speak to your service provider if it is not...
Conference Calling
Conference calling (3-party) Whilst in a call, you can create a conference call with a...
Audio options
In call audio options Pressing the audio key will pop up an audio menu. Dep...
DTMF Dialpad
Pressing the dial pad key will enable a pop-up screen displaying a dial keypad. This ca...
Holding calls
Hold and Resume calls Whilst you are in a call, any buttons that are in a solid ...