Inbox, account switching, search and filters

Show unread conversations only

Select Unread only to restrict the list to records with authoritative unread counts greater than zero.

Audience: Authorised inbox staff and administratorsPermission: Per-account ViewModule v1.0.0 · 2026.07.30-r20.5

Exact navigationAdmin Area → WhatsApp → Inbox

Before you begin

Confirm the module is active and select the intended WhatsApp account before changing any operational record.
Use an account with the stated native CRM capability and per-account access.
Test with controlled customer/contact data before relying on live verification, email or CRM automation.

What this guide covers

Select Unread only to restrict the list to records with authoritative unread counts greater than zero. These instructions follow the supplied r20.5 controller, model, view, installer, connector and automation flow.

Exact step-by-step process

Open Admin Area → WhatsApp → Inbox.
Select the relevant record or setting.
Follow the supported controls described below.
Save or confirm once.
Verify the result.

Fields, choices and supported possibilities

Account selectorAccount selector

Conversation searchConversation search

StatusAll, Open, Pending, Closed

Unread onlyUnread only

Synchronise nowSynchronise now

Code-backed validations and workflow rules

The browser retains the last accessible selected account in staff-scoped storage and in the Inbox URL.
Late responses from a previously selected account cannot overwrite the current account view.
Bootstrap returns a bounded conversation set and the model enforces an upper limit.
Select Unread only to restrict the list to records with authoritative unread counts greater than zero.

Expected result and verification

The requested action completes without a permission, validation, connector or native CRM error.
The selected account or conversation shows the expected state without changing another account’s data.
Where the action creates evidence, confirm the message, native record, verification event, portal history or audit entry is present.

Security, privacy and troubleshooting checks

Never expose connector tokens, loopback ports, authentication directories or raw customer verification replies.
Use the supported Connections, Access Control, Settings and Audit Trail pages rather than editing runtime or database records directly.
If the expected control is missing, verify both native capability and per-account permission before treating it as an installation fault.