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Settings

The Settings page allows you to configure your workspace preferences, update your profile, manage quick replies, and set up team routing rules.

Settings Sections​

Profile Settings​

Update your personal profile:

  • Display Name — Your name shown across the platform
  • Email — Your login email (read-only after registration)
  • Password — Change your password
  • Notification Preferences — Email notifications for new messages

Organization Settings​

Manage your workspace:

  • Organization Name — Update your business name
  • Timezone — Set your business timezone
  • Default Language — Set default template language

WhatsApp Configuration​

Update your WABA connection:

  • Phone Number ID — Update if changed
  • WABA ID — Update if changed
  • Access Token — Rotate your Meta access token
  • Verify Token — Your webhook verification token

Quick Replies​

Quick Replies are pre-saved message templates for frequently used responses. Access them via Settings → Quick Replies.

Creating a Quick Reply​

  1. Click "Add Quick Reply"
  2. Enter:
    • Shortcode — A short trigger (e.g., /greeting, /thanks)
    • Message — The full reply text
  3. Click Save

Using Quick Replies​

In the Inbox message composer:

  1. Click the quick reply icon
  2. Browse or search your quick replies
  3. Click to insert the reply into the composer
  4. Edit if needed, then send

Examples​

ShortcodeMessage
/hello"Hi! Thanks for reaching out to us. How can I help you today?"
/hours"Our business hours are Monday–Friday, 9 AM to 6 PM IST."
/thanks"Thank you for reaching out! We'll get back to you shortly."
/pricing"Here are our pricing details: [link]. Feel free to ask if you have any questions!"

Teams & Routing​

Configure team-based contact routing via Settings → Teams:

Team Configuration​

  • Create teams (e.g., "Sales", "Support", "Onboarding")
  • Assign team members to teams
  • Set routing rules per team

Routing Rules​

Rule TypeDescription
Round-RobinNew contacts are assigned to team members in rotation
ManualContacts must be manually assigned by an admin
Keyword-BasedContacts are routed based on keywords in their first message
Access Restriction

Settings is restricted to Owners and Admins only. Staff members cannot modify settings.