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Step-by-step guides to set up and use OneWhats features.
Step-by-step guides
91 results
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.
- Rename an instanceThe internal identification name is updated.
- Hide and show an instanceThe visual preference removes or restores the number in lists that honor this filter.
- Open instance details and copy its IDThe identifier of this instance is available for an authorized integration.
- Disconnect a WhatsApp QR sessionThe active connection is interrupted.
- Log out and clear the paired sessionThe session ends and pairing is cleared.
- Delete an instance and its linked dataDeletion removes the instance and system-linked data.
- Enable or disable the lead typing indicatorThe number’s presence preference is changed.
- Generate a public connection linkThe recipient can perform only the actions enabled for that connection.
- Copy an existing public linkThe existing address is copied without creating another link.
- Revoke a public linkThe revoked link no longer authorizes connection access.
- Use a public link to connect with QRThe number is paired using the permission granted by the link.
- Connect from a public link on the same phoneYou complete pairing without a second screen.
- Choose which WhatsApp conversations send notificationsThe number’s general notification rule is applied.
- Include or mute a conversation in notificationsThe conversation follows the chosen inclusion or exception.
- Notify a group only when mentionedThe group uses the selected notification mode.
- Configure an away messageThe away reply is configured for new messages outside working hours.
- Set away-message working days and hoursAway replies use the manually defined days and hours.
- Use working hours inferred from historyAway replies use the inferred schedule or the fallback displayed on screen.
- Adjust the interval between away noticesThe same contact does not receive another notice before the configured interval.
- Sync: Read and unread on the phone reflect hereRead and unread changes on the phone are reflected in Hub and Chat.
- Sync: Read and unread here reflect on the phoneRead and unread changes in the panel are reflected on the phone.
- Sync: Archiving on the phone archives hereArchiving and unarchiving on the phone are reflected in the panel.
- Sync: Archiving here archives on the phoneArchiving and unarchiving in the panel are reflected on the phone.
- Sync: Pinned follows the phonePinned conversations are synchronized between both environments.
- Sync: WhatsApp Business labelsApp labels appear on Hub conversations.
- Import labels, archived and pinned chats from the phoneA synchronization request is sent to WhatsApp.
- Send a test message from an instanceThe platform requests a real text-message delivery to the recipient.
- Change a QR connection’s profile name and about textThe completed fields are submitted for a profile update.
- Add an instance webhookThe webhook is registered as enabled.
- Pause or enable a webhookThat webhook’s delivery preference is updated.
- Delete a webhookThe webhook registration is removed.
- Configure a QR connection’s proxyThe address is saved for this instance’s traffic.
- Remove a connection’s proxyThe instance returns to the server’s network connection.
- Connect the official WhatsApp API through FacebookRegistration is submitted to Meta; the page reports connection or pending review.
- Understand WhatsApp Business coexistence availabilityYou identify whether the option is enabled for the account before attempting registration.
- Enter Cloud API credentials manually as an administratorThe system creates the instance and attempts to validate the official connection.
- Copy the Cloud API callback and verification tokenYou obtain the values used to configure inbound Meta events.
- Revalidate a Cloud API connectionThe system attempts to validate the existing official connection again.
- Change a Cloud API profile photoThe photo is submitted to update the number’s Meta profile.
- Change a Cloud API number’s about textThe about text is submitted to Meta for updating.
- Request a Cloud API display-name changeA display-name request is submitted for Meta review.
- Configure media retention as an administratorThe download and retention policy for new media is saved.
- Request a historical media downloadThe server attempts to store historical media still available.
- Search channels and filter by networkThe list displays matching channels.
- Start a connection through Instagram loginThe flow attempts to obtain authorization and list the account available to connect.
- Connect a Page-linked Instagram account through FacebookThe flow attempts to list Instagram accounts linked to authorized Pages.
- Select which Instagram accounts to connectSelected accounts are submitted for connection.
- Start connecting Facebook PagesThe flow lists Pages released by Meta for this login.
- Find, select and connect Facebook PagesSelected Pages are processed and partial failures are shown.
- Renew Facebook or Instagram authorizationThe flow attempts to renew authorization used by existing channels.
- Enable private-message and comment notificationsYou configure private-message and comment notices separately.
- Rename a channelThe channel record receives the new name.
- Delete a channel registrationThe channel record is removed from the list.
- Choose a number and find official templatesYou view templates for the selected instance.
- Synchronize templates with MetaThe template list is requested from Meta again.
- Create an official message templateThe template is submitted for Meta review.
- Add template variables and samplesThe template includes review samples; actual values are supplied when sending.
- Add a text header and footerCompleted header and footer text become part of the message.
- Create a image headerThe file is attached as a header sample for Meta review.
- Create a document (pdf) headerThe file is attached as a header sample for Meta review.
- Add URL buttons to a templateValid buttons with text and URL are included in the template.
- Add quick-reply buttons to a templateCompleted quick replies are included in the template.
- Preview a template without sendingA visual message simulation is displayed.
- Improve template text with AIThe AI suggestion replaces the form’s body for review.
- Undo the latest AI text improvementThe body before the latest improvement is restored.
- Generate and edit AI template variationsYou obtain editable suggestions before registering them with Meta.
- Create templates from selected variationsEach selected variation is submitted to Meta as base_v1, base_v2 and so on.
- Edit a template and submit it for review againEdited components are submitted to Meta.
- Select templates for batch duplicationThe selected set opens in the duplication dialog.
- Duplicate templates to another number or the sourceCopies are submitted in the destinations and each requires Meta review.
- Retry only failed template duplicationsPairs already created in this dialog are not resubmitted by the routine.
- Send an approved template to a contactA real template message is submitted to the recipient.
- Delete a template from the Meta accountTemplate deletion is requested in the Meta account.
- Check Meta limits, quality and account statusYou view the number and account data returned by Meta.
- Review estimated costs and open Meta billingYou distinguish OneWhats estimates from Meta’s official charges.
- Disconnect through a public linkThe connection is interrupted using the link’s permission.
- Find the former Connections pageThe old address leads to the current Instances page.
- Identify available channels and Coming soon optionsYou identify which flows are presented as available in the audited panel.
- Understand the steps for Coming soon channelsNavigate the form without mistaking a draft for an active connection.
- Review fields for the Coming soon Telegram channelThe form displays Bot Token and its visibility control.
- Review fields for the Coming soon SMS channelReview the provider, credentials and sender-number fields.
- Review appearance and code for the Coming soon Web WidgetThe form groups color, position, greeting and example code.
- Distinguish the Coming soon API channel from the platform APIThis card’s key and webhook do not replace the account API configuration.
- Review a legacy Email channel recordThe editor for an existing record lets you review server and user fields.
- Understand Page ID and Access Token in the channel editorRecord fields do not replace Meta-authorized reconnection.
- Understand API-key buttons on an instance cardThe eye and copy button operate on the value displayed on the card.