Overview
WhatsApp Assistant Connecting…Chats
WhatsApp Assistant
Select a conversation from the left panel to view messages
Chat Permissions
Select contacts whose WhatsApp conversations you want to record. Once enabled, all messages sent and received will be saved automatically and available to view anytime.
Scheduler
Manage automated reports and reminders sent to employees
Report
Weekly & custom performance
reports sent to admin
Reminder
Task follow-up reminders
sent to employees
Provider Settings
Connect the WhatsApp app here, then choose which outbound template provider to use.
WhatsApp Connection
Scan QR Code
Start or connect WhatsApp
to generate a QR code here
Incoming Messages (Webhook)
Employee replies (Pending/Completed buttons, reasons, chats) are delivered here. If this URL is wrong or offline, no reply will ever reach the system.
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Reminder Settings
Set the default follow-up interval and the time of day when reminders are sent to employees. Minimum follow-up is 1 day.