Configure the manual-review response
Edit the message sent after the allowed attempts are exhausted or automatic verification cannot complete.
Exact navigationAdmin Area → WhatsApp → Settings
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
Edit the message sent after the allowed attempts are exhausted or automatic verification cannot complete. These instructions follow the supplied r20.5 controller, model, view, installer, connector and automation flow.
Exact step-by-step process
- Open Admin Area → WhatsApp → Settings.
- Locate the control used to configure the manual-review response.
- Select or enter only the supported value described below.
- Select the page’s Save, Save settings, Save access control or Save controls action.
- Reload or open the affected Inbox/account and verify the new behaviour.
Fields, choices and supported possibilities
Customer verification toggleCustomer verification toggle
Registered-mobile recognition toggleRegistered-mobile recognition toggle
Maximum attempts1–10
Configurable verification and welcome messagesConfigurable verification and welcome messages
Conversation verification status and linked contact/customerConversation verification status and linked contact/customer
Code-backed validations and workflow rules
- Verification runs only for one-to-one conversations, not groups or broadcast/status content.
- A registered-mobile match must resolve to exactly one active contact; ambiguous or unknown numbers fall back to exact registered email.
- Raw submitted email is not copied into audit context; a one-way hash is recorded.
- Edit the message sent after the allowed attempts are exhausted or automatic verification cannot complete.
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.