All guides
User

WhatsApp Inbox

Screen guide

Before you start

Use the account and workspace that own the relevant records. The feature also needs to be enabled for this installation and plan.

Open this feature
  1. Open /portal/whatsapp-hub/inbox on your site.

Steps

Choose a task

Use Send

  1. Open /portal/whatsapp-hub/inbox on your application domain, using the workspace account for this task.
  2. Find the form containing -90 to 90, -180 to 180, Reply attachment. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
  3. Select Send. Check the current record, recipients, amount or destination before confirming when those values apply.
  4. If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
FieldWhat to enter or choose
-90 to 90Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. The form’s example is -90 to 90. Replace it with your own value. Maximum 90.
-180 to 180Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. The form’s example is -180 to 180. Replace it with your own value. Maximum 180.
Reply attachmentChoose a file from your computer. Use the type requested by this upload control.

Use Save note

  1. Open /portal/whatsapp-hub/inbox on your application domain, using the workspace account for this task.
  2. Find the form containing Add an internal note for your team.... Complete the relevant fields using the table below. Fields can appear or change after you select an option.
  3. Select Save note. Check the current record, recipients, amount or destination before confirming when those values apply.
  4. If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
FieldWhat to enter or choose
Add an internal note for your team...Required. Enter the add an internal note for your team... for this task, using the help or example shown by the form. The form’s example is Add an internal note for your team.... Replace it with your own value. Maximum 2000 characters.

Fields and choices

Field descriptions appear beside each task above so that separate forms are not mixed together.

Check the result

  1. Stay in the same account/workspace and reopen the intended record or result screen.
  2. For saved settings, compare the displayed values with the choices you made. For filters and previews, check the current result scope.
  3. For queued or external work, inspect its status/history and provider result where applicable. A successful save does not by itself prove message delivery, publication, payment completion or provider approval.

Common problems

ProblemWhat to check
The screen or action is missingCheck the correct workspace account, role, enabled app and plan. A hidden action is not fixed by typing an internal endpoint.
A field is rejectedRead its validation message, choose from the offered options and check the relevant format or limit. Do not substitute a database ID for a displayed choice.
A list is emptyCheck the selected workspace, search text, date range and status filters. Clear one filter at a time before concluding that records are missing.
A request is still pendingCheck its status/history before repeating it. For messages, publishing, imports and payments, a submitted request can finish later or fail separately.

Technical reference

Role-scoped source references

Pinned commit: 68a5655db1bbe17c74fb211f0fe0ee4e63c8be88

    Source-only route information
    MethodSource-default route