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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

  V4.4.2 BLF/Presence items clearly show when an extension isn’t registered by showing the Avatar in grey/halftone V4.4.1 Improved Notifications Display names in missed call notifications - You'll now see who called you by name instead of just...