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WhateX

Portal Feature Guide Features Advanced

WhateX This service works with our WhateX application. A separate WhateX contract is required to use this service, and you should contact your service provider for more information. The service can be enabled from the main menu on the left-hand side under Fe...

Access the portal

WhateX User Guide Feature Guide

To access the portal, visit https://portal.whatex.app/login

Main Chat Screen

WhateX User Guide Feature Guide

Main Chat Screen | Essential Tools These are the inboxes that you and your team have access to Inbox & Archive Folders Filter - Allows you to view conversations that are assigned to you, a team (if you are in one), unread or all unassi...

Personal Settings | Profile

WhateX User Guide Feature Guide

Click on the settings icon in the top right of the screen to access settings Click on Profile in the menu to open your account profile. Here you can update your avatar and adjust details. Note: Avatars are only seen by other internal ...

Personal Settings | Notifications

WhateX User Guide Feature Guide

 Click on "Notifications" in the menu to access your notification settings.  To change each selection, use the drop-down menu to select either ON or OFF

Natural Chat

WhateX User Guide Feature Guide

Bypasses WhatsApp’s 24 hour restrictions When you see this message (Type something to send... (this is a natural chat window)), it means the 24 hour window with the customer has expired. However, you can free-type or send any media to ...

Contacts | Essential Tools

WhateX User Guide Feature Guide

Click on the Contacts icon in the menu to access your contacts list Search for contacts via tags or by name. Create a contact here. Note: if a customer messages you first, they will automatically be added to contacts. More Actions: Go to...

Template Messages | Essential Tools

WhateX User Guide Feature Guide

Click on the Broadcast icon in the menu to accessyour templates 2. Search your contacts via tag or by name. 3. Select the template message to start the WhatsApp    conversation with a contact. 4. Customise variable fi...

Share your WhatsApp URL

WhateX User Guide Feature Guide

  1. Click the WhatsApp icon in the top right to view your inbox URL. 2. Copy & Paste the URL to your customer Pre-generate your customer's message by using ?text= after the inbox URL

Main Admin Settings

WhateX User Guide Feature Guide

  Only users with Admin permissions can access the following 1. Add/Remove users & teams 2. Select and change permissions 3. Allow/Create Chrome extensions  4 . Add Webhooks    * More  

Template Manager (Admins)

WhateX User Guide Feature Guide

  Only users with Admin permissions can access the following 1. Click on broadcast on the left menu 2. Select Templates 3. Add template message   4. Create a template name along with additional information,...

Uploading Bulk Contacts (Admins)

WhateX User Guide Feature Guide

1. Start your bulk upload here 2. Header rows must be exactly like this (name, mobile, tags, email, note) 3. Use international format, with +447 (if UK mobile) or international equivalent   Note: This is only an option f...

Bots & Automations (Admins)

WhateX User Guide Feature Guide

  1. Access automations here     2. Customise default as well as specific keyword responses 3. Automate chats by replying, assigning, asking questions and capturing responses

Analytics

WhateX User Guide Feature Guide

Use analytics to get a data-driven insight to give awareness of your WhateX conversations.

Use your Mobile device with WhateX

WhateX User Guide Mobile App

The WhateX application can be found in the mobile app stores. Search for WhateX in your app store search bar. 1. Filter & view chats within the inbox 2. Reply to chats, archive, and assign to colleagues. 3. Search or create new...

What's new version updates

MobeX Web Client

V4.6.0 ☁️ Add and edit contacts in your cloud phone book 🔢⌫ Dialer backspace works better across devices — long‑press clears all digits 🚀 Smoother, more reliable experience thanks to behind‑the‑scenes improvements V4.5.2 🧩 Assets pat...

What's new version updates

MobeX UC Desktop App

V4.6.0 🪟 enabled conference with dedicated window ☁️ Add and edit contacts in your cloud phone book 🔢⌫ Dialer backspace works better across devices — long‑press clears all digits 🖥️ Quick desk device toggle in the top bar, plus clearer missed‑...

Logging in to MobeX UC

MobeX UC Desktop App Setting up your MobeX UC client for the...

Once your service provider has set up your MobeX licenses, go to the following link and download the installation file. Windows users - https://downloads.mobex.app/download/mobexuc/win32   Mac users - https://downloads.mobex.app/download...

UC Settings page

MobeX UC Desktop App Setting up your MobeX UC client for the...

To personalise and make adjustments to your MobeX UC in the application, click your profile picture (avatar).      The quick change settings are on this screen.   To stop your MobeX UC app from ringing, switch off Incoming Call...

Setting your profile picture (avatar)

MobeX UC Desktop App Setting up your MobeX UC client for the...

To set your own profile picture (avatar), click on the image in the top right corner of the screen. This is the image that will appear on other users' MobeX screens.     Click on 'Change Profile Picture' to update it. You...