Enable team hand-off
Allow a verified customer to submit an enquiry for authorised Inbox staff without creating an unrelated native record.
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
Allow a verified customer to submit an enquiry for authorised Inbox staff without creating an unrelated native record. 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 enable team hand-off.
- 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
Master automated-response switchMaster automated-response switch
Service-menu and branch togglesService-menu and branch toggles
Ticket department and priorityTicket department and priority
Automation ownerAutomation owner
Administrator recipientsmaximum 20
All configurable messagesmaximum 4,000 characters
Code-backed validations and workflow rules
- The workflow runs only after a conversation is verified and only in one-to-one chats.
- The master switch disables prompts, menus, automated CRM records and confirmations but leaves the live Inbox and manual actions available.
- A processing-state claim prevents simultaneous duplicate handling.
- Allow a verified customer to submit an enquiry for authorised Inbox staff without creating an unrelated native record.
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.