Open WhatsApp Settings
Review all operating limits, general Inbox toggles and verified-customer automation options.
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
Review all operating limits, general Inbox toggles and verified-customer automation options. 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.
- Select the correct account, conversation, customer, staff member or session before you open whatsapp settings.
- Complete the visible fields and confirmation prompts exactly as described below.
- Select the available action once and wait for its success or validation response.
- Verify the result in the operational record and, where applicable, in Audit Trail or the linked native CRM record.
Fields, choices and supported possibilities
Maximum attachment size1–32 MB
Inbox refresh interval4–60 seconds
Default history chats1–500
Messages per chat1–200
Verification attempts1–10
Six general toggles and eight automation togglesSix general toggles and eight automation toggles
Code-backed validations and workflow rules
- Numeric settings are clamped to the displayed minimum and maximum ranges.
- Changes take effect immediately; connection limits are applied during preparation or repair without removing the linked session.
- Message templates are limited to 4,000 characters.
- Review all operating limits, general Inbox toggles and verified-customer automation options.
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.