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Alphabetical & Unsorted list
You can move your icons around by using alphabetical sorting. You can choose A ...
Right Click & Hint Pop-up windows
Right-clicking on a picture avatar provides quick access to some action buttons. Thes...
Search a current presence board
You can search for names in the current presence board by entering a name in the search box. Th...
Dial pad
The dial pad is used for call control and to enter new numbers that may not appear on you...
Setting your profile picture (avatar)
To set your own profile picture (avatar), click on the image in the top right corner of...
Call Waiting
Call waiting Call waiting allows you to receive extra calls while a call is in progress....
Send Message (Internal)
Send Message can be found under Actions, Send Message. This allows you to send internal messages...
Emergency Services Database Completion
Setting up the customer is one of the most vital parts of keeping your customers safe. As part of...
Make a video call
Make a video call You can start a video call with anyone using the MobeX service...
Receiving a call
Receiving an inbound call There are a few ways to receive an inbound call to the mobile app, dep...
Begin a new port
Number porting can be found under Commerce, and then select the Number Porting tab. To ini...
Number porting home page
Automatic number porting allows numbers to be loaded directly onto a customer’s account. The por...
Use your Mobile device with WhateX
The WhateX application can be found in the mobile app stores. Search for WhateX in your app store...
Analytics
Use analytics to get a data-driven insight to give awareness of your WhateX conversations.
Bots & Automations (Admins)
1. Access automations here 2. Customise default as well as spec...
Uploading Bulk Contacts (Admins)
1. Start your bulk upload here 2. Header rows must be exactly like...
Template Manager (Admins)
Only users with Admin permissions can access the following 1. Click on broadcast on t...
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. ...