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DTMF Dialpad
Pressing the dial pad key will enable a pop-up screen displaying a dial keypad. This can be used to enter digits for automated attendants (1 for sales 2 for admin) or to enter digits requested when putting passwords in over the phone. Press ...
Audio options
In call audio options Pressing the audio key will pop up an audio menu. Depending on the devices you have connected via Bluetooth, they will also appear here. You can switch between various audio devices. The ca...
Receiving a call
Receiving an inbound call There are a few ways to receive an inbound call to the mobile app, depending on the current status of the app and the mobile phone, whether it is locked or unlocked. If your phone is unlocked and the app is already open, a f...
Make a video call
Make a video call You can start a video call with anyone using the MobeX service. This includes the MobeX Web, MobeX UC for desktop and MobeX Touch. Dial the number you wish to call. This would typically be the 4-digit or 9-digit extens...
Call Waiting
Call waiting Call waiting allows you to receive extra calls while a call is in progress. You need to have call waiting enabled in the settings page. If a second call is calling you (now in a call waiting state). You will see a...
Voicemail
Voicemail Voicemail is set up via the portal. Please speak to your service provider if it is not enabled. The Voicemail system will notify you of your application by placing this icon at the top of the app screen. You can also see at a glanc...
Missed call notifications
Missed call notifications If you have missed any calls, you will see notifications appear in your mobile operating system. Clicking on the notification will expand the screen to show you the individual notifications. C...
Departments
Departments Departments can be found under the Features Advanced Menu on the left-hand side. Departments are used for grouping extensions, numbers, hunt groups, queues, and other services together, allowing them to be charged collectively under a dep...
WhateX
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
To access the portal, visit https://portal.whatex.app/login
Main Chat Screen
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
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
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
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
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
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
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
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)
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)
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...