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Step-by-step guides to set up and use OneWhats features.
Step-by-step guides
771 results
Getting started
Your account, navigation and preferences.
- Find a feature in the Help CenterFind guides by screen name, action or words used in the instructions.
- Browse topics and clear filtersFind the right topic and expand the list when the preview does not show every guide.
- Find guides with videoFilter the Help Center to find articles with an available walkthrough.
- Read a guide and check the resultFollow instructions in order and review limits before taking an action.
- Change the Help Center languageSwitch between Portuguese and English while keeping the article you are reading.
Numbers and channels
WhatsApp, Cloud API, Instagram and Facebook.
- Find an instance and check its statusThe list shows numbers matching both the search and status.
- Create a WhatsApp QR connectionThe instance is created; after pairing, the number appears connected.
- Reconnect an instance using QRThe session reconnects when pairing completes.
- Connect using a phone pairing codePairing completes without scanning a QR.
- Resolve the number limit when creating a connectionYou adjust the subscribed capacity before connecting another number.
Inbox
Conversations, messages, queues and assignment.
- Choose between Chat and HubYou identify the right screen and number for your conversation.
- Switch numbers or combine a group in ChatThe list shows one number or the selected group's numbers.
- Filter Hub by number or groupHub limits the list to the numbers in your filter.
- Create a number group for serviceThe group organizes the selected connections.
- Edit or delete a number groupThe group's organization is updated or removed.
Contacts
WhatsApp contacts, search, shortcuts and export.
- View and search a number’s contactsYou can view contacts available for the chosen number.
- Open a chat from ContactsChat opens with the selected instance and contact.
- Open message scheduling for a contactThe scheduling screen opens with the chosen contact.
- Export instance contactsYou receive a CSV of contacts from the selected instance.
Sales pipeline
Pipelines, stages, deals and follow-ups.
- Create a sales or service pipelineThe new pipeline appears in the selector with your configured stages.
- Switch pipelines and refresh dealsYou work in the selected pipeline; your screen preference remembers the last opened pipeline.
- Rename a pipelineThe pipeline name is updated without recreating its stages or deals.
- Copy another pipeline’s settingsStages and applicable settings are copied to the destination pipeline.
- Delete a pipelineThe pipeline, its stages and its deals are permanently deleted.
Tasks
Due dates, assignees and deal activities.
- Create a task linked to a dealThe task is linked to the deal and available in the open-task view.
- Complete or reopen a deal taskYou switch the task between open and completed.
- Delete a deal taskThe task is removed from the deal.
- Create a task without a dealThe standalone task is created without opening a deal.
- View your tasks or another person’s tasksThe list and totals reflect the selected assignee.
Team and access
Members, pages, allowed numbers and routing.
- Review team members and their accessSee who belongs to the team and which pages and numbers each person can access.
- Add a team memberSet a person’s details, role and limits before granting access.
- Edit a member’s detailsUpdate a member’s identity without confusing a job title with access permissions.
- Choose Manager, Agent, CRM or Read-onlySet the member’s role, then adjust pages and numbers.
- Allow or remove pages for a memberChoose the parts of the platform the person needs.
Broadcasts and scheduling
Bulk messages, templates and scheduled sends.
- Choose campaign sending numbersThe campaign uses the numbers selected when created.
- Build a manual recipient listThe list contains normalized, deduplicated phones.
- Import recipients from one or more spreadsheetsImported contacts enter the campaign's recipient set.
- Select recipients by labelsThe campaign receives contacts found under labels on the selected numbers.
- Write and personalize a campaign messageThe saved text is personalized by the server at sending time.
Groups
Members, links, rules and group management.
- Choose the right groups screenYou identify the right feature for your intended action.
- Find and refresh a number's groupsYou find the group and its identifier on the selected number.
- View participants and administrators in GroupsYou view the group's loaded information.
- Export the basic participant listA CSV is generated from the loaded list.
- Open a group's conversation or scheduling pageThe destination screen opens with the group context.
Automation and AI
Agents, flows and automated follow-up.
- Find automatic follow-up from an old linkThe old page redirects to Pipeline.
- Review AI agentsCheck each agent’s identity, state and shortcuts.
- Create an agent with the wizardGo through identity, behavior, knowledge and channel links.
- Generate instructions and FAQs from a briefUse business details to produce a draft you can review.
- Edit an agent’s name, description and typeAdjust its identity and stated purpose.
Marketing and reports
Tracking, publishing and performance.
- Browse comments by accountLoaded comments appear newest first.
- Refresh commentsThe list is fetched again.
- Import social historyThe import requests available records from Meta and refreshes the list when finished.
- Authorize Facebook commentsOneWhats requests the additional comments authorization.
- Open the post behind a commentThe original post opens using the integration-provided URL.
Senders, campaigns, lists and forms.
- Read the email overviewYou can inspect aggregate indicators and open reports.
- Create an email contactThe contact is created or the existing record is reused.
- Search contacts and filter by status or listThe page shows contacts returned for the filters.
- Delete a contactThe record is deleted after confirmation and a successful API response.
- Import contacts by pasting a listValid addresses are processed and a summary is shown.
Integrations
API, MCP, webhooks and external connections.
- View and copy the account API keyFind the account credential and the displayed base URL for integrations.
- Generate a new API keyReplace the account credential and update integrations that use it.
- Select a webhook instanceReview a number’s event destinations.
- Create an event webhookRegister the authorized URL that will receive instance events.
- Select which events a webhook receivesChoose the update types forwarded to the destination.
Account and subscription
Profile, security, plan and support.
- Create a OneWhats accountRegister your own account and follow the email verification process.
- Verify your email or resend confirmationComplete verification of the address used during registration.
- Sign in to the panelUse your credentials and complete the second factor when enabled.
- Request a password reset linkReceive recovery instructions at the account’s email address.
- Set a new password from the reset linkFinish recovery and return to sign-in.