Settings, sample data and troubleshooting
Set up your team and working hours, and fix common problems.
Settings
Users. Press Invite user, enter an email and pick a role. The invited person signs up at your app's address with the invited email and gets the role straight away. Deactivated users can no longer open the app; their conversations stay.
Assignment and stages. Choose who gets new conversations, and list your contact stages, one per line.
Business hours and away message. Set your time zone and opening hours. The away message and the menu bot use them.
AI assistant. Save your Gemini key here. It comes back masked, showing only the last 4 characters.
Sample data
The sample contacts, conversations and templates are each marked SAMPLE. Sample templates are not on WhatsApp and cannot be sent. To remove them, open Settings → Sample data and press Clear sample data.
Troubleshooting
Problem: your reply box only offers a template. More than 24 hours have passed since the customer's last message. Send an approved template, or wait for them to write again.
Problem: the form won't submit your template. The text starts or ends with a variable. Add words before or after it.
Problem: a broadcast says there are no approved templates. Create a template and wait until Meta approves it. Sample templates can't be used.
Problem: Meta says it doesn't have permission to view an asset (#3441038). The number or business belongs to another Meta account. Ask that account's owner to release the number, or to complete the signup themselves.