What the app covers
Not in the app: campaigns, templates, automated campaigns, AI agent settings, Knowledge Base, products and orders, billing, macros, and conversation tags. Use the web dashboard for those.
Sign in
1
Open the app and enter your email and password
Use the same login as the web dashboard. The screen reads Welcome back; enter your Email and Password and tap Sign In.
2
Allow notifications
Shortly after signing in, the app asks for permission to send notifications. Allow it if you want to be alerted when the app is closed.
Work conversations
Folders
The Inbox tab has the same folders as the web Inbox, with shorter names:
Search matches the customer’s name, phone number, and email. Pull down to refresh; scroll down to load more. See Inbox overview for what each folder means.
Reply and take over
Open a conversation. The composer has a Message tab and a Comment tab; comments are internal notes your customer never sees.- If the AI is handling the conversation, the composer shows Autopilot is on. Tap Disable Autopilot to take over; the conversation moves to My Inbox.
- Outside the WhatsApp 24-hour window, the composer shows 24-hour window expired or Waiting for customer reply. Tap Send Template and pick an approved template. See The WhatsApp 24-hour window.
- Swipe a message to reply to it with a quote.
- Tap the attachment button to Take Photo, Choose Photo/Video (up to 10 at a time), or Choose Document. Add a caption if you like, then send. Messages are limited to 1,000 characters.
- Tap the copy icon next to the phone number to copy it.
Conversation actions
Tap the ⋮ menu in the conversation header:Start a new conversation
Tap + on the Inbox tab to open New Conversation:1
Search Customer
Enter a phone number or name. If nobody matches, tap Create New Contact, choose the country, and enter the phone number; the name is optional.
2
Select Sender Number
Pick which of your WhatsApp numbers sends the message, then tap Continue to Templates.
3
Select Template
Choose an approved template. Turn on Continue by AI if the agent should handle the customer’s reply.
4
Start Chat
The template is sent and the conversation opens.
Push notifications
Push notifications are off until you switch on Push Notifications in the Settings tab. Switching it on turns on three notification types for you and adds your phone to them: Unassigned messages, Customer replies, and Conversation assignments. Handovers are not sent to the phone. Tapping a notification opens the conversation, and the app icon badge shows your unread count. If you later turn one of those events off in the web dashboard under Settings → Notifications, the phone stays quiet for it. See Profile and notifications.Related
- Work a conversation for the full set of actions in the web Inbox.
- Troubleshooting for notifications that do not arrive.