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Step-by-step guides to set up and use OneWhats features.
Step-by-step guides
30 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.
- Watch video, use captions and chaptersControl the walkthrough and jump to the section you need to review.
- Copy a guide link and print itShare the article address or prepare a print version.
- Navigate on mobile, zoom and use the keyboardReach topics and content using controls suited to your screen.
- Open OneWhats from a guideMove from the instructions to the indicated screen and check access before performing the task.
- Choose a pipeline or number on the DashboardSwitch between CRM opportunities and conversations on permitted numbers.
- Apply a Dashboard date rangeUse presets or custom dates and confirm the selection.
- Filter Dashboard by paid originCompare all records with those whose attribution is recognized as advertising.
- Read pipeline totals and resultsUnderstand which opportunities enter the cards and how conversion is calculated.
- Read the stage distributionSee where open opportunities sit within the current filter.
- Compare pipelines on DashboardUse the aggregate table to compare volume and won values.
- Review recent opportunitiesReview the latest created opportunities matching Dashboard filters.
- Read conversation indicatorsDistinguish new conversations, active conversations and advertising attribution.
- Compare numbers on DashboardSee the distribution of conversations across available numbers.
- Refresh Dashboard and check empty statesReload lists and indicators before concluding data is missing.
- Browse the public One Whats overviewExplore the site sections and paths to sign in or create an account.
- Open and close the menu on mobileUse side navigation and understand why some destinations are absent.
- Open the Help Center from the panelAccess guides in a new tab without leaving the current screen.
- Open, move and close supportUse the floating support button when it is available for your account.
- Send a support questionWrite a question, send it and read the reply in the panel.
- Use suggested support questionsStart with a ready-made question shown when the conversation is empty.
- Attach images to a support questionSend PNG or JPG screenshots and review the selection before sending.
- Dictate a question and review its transcriptionRecord with the microphone and review the text before sending to support.
- Review and clear local support historyUnderstand what the conversation stores in this browser and what clearing does.
- Handle a support question without a replyRecognize a failure and prepare another attempt without assuming delivery.
- Open account alerts from a browser notificationFollow mentions, tasks and other eligible alerts while the panel is open.