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Step-by-step guides to set up and use OneWhats features.
Step-by-step guides
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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.
- Filter unread conversations, groups or contactsThe list contains conversations matching the search and filter.
- Filter Hub by service statusYou view conversations with the selected status.
- Find a conversation by name, number or messageYou locate the conversation or matching message.
- Search text or a date range inside a Chat conversationThe conversation opens at the matching excerpt with the result highlighted.
- Search a message or date range in a Hub conversationHistory moves to the selected result.
- Start a conversation with a WhatsApp numberAn existing contact opens or a new conversation is ready for its first message.
- Send an approved template on official WhatsAppThe template is submitted for the contact in the open conversation.
- Read history when a connection is unavailableYou distinguish available history from a connection ready to send.
- Read older messages and return to the latest messageYou browse available history and can return to new messages.
- Hide names and phones during a demonstrationFields marked for privacy are blurred in the interface.
- Write and send a text messageThe message is sent through the conversation's number when the channel accepts the operation.
- Format, expand and undo draft edits before sendingYou review the formatted draft before sending.
- Insert emojis in ChatThe emoji is added to the draft without sending it.
- Mention a participant or everyone in a groupThe message includes the selected group mentions.
- Check spelling without sending the messageWhen an accepted correction is available, it replaces the draft and you remain in control of sending.
- Add files, images and videos to a conversationFiles stay in the tray awaiting sending.
- Review captions and retry failed attachmentsEach item keeps its own caption and failed sends can be reviewed.
- Record, pause or cancel a voice messageYou send one recording or discard it before sending.
- Open and download images, videos and documentsYou view or download media still available in history.
- Listen to audio, seek and change playback speedYou control playback of available audio messages.
- Transcribe an audio messageThe available transcription appears beside the audio and can be reused.
- Understand view-once messagesYou identify that this content is not available as normal media in the panel.
- Open the phone number of a received contact cardYou open a conversation with the number contained in the card.
- Send contact cards through a conversationThe selected cards are sent to the open conversation.
- Reply with a quoted message and jump to the originalThe reply references the selected message; its quote can navigate to matching history.
- React to a message in ChatChat submits the reaction for the selected message.
- Edit a sent text messageWhen WhatsApp accepts the edit, the message text is updated.
- Delete a sent message for everyoneIf the operation is accepted, history marks the message as deleted.
- Select and copy one or several messagesThe selected text goes to the clipboard.
- Forward messages to other conversationsMessages are resent chronologically using the source conversation's number.
- Delete several sent messagesRequests run one at a time; failures remain selected for review.
- Pin or unpin a conversationThe conversation joins the number's pinned conversations or returns to normal order.
- Archive, view and unarchive conversationsThe conversation moves between normal and archived lists while preserving history.
- Mark a conversation as unreadThe conversation regains an unread indicator for follow-up.
- Mute or unmute conversation notificationsThe conversation notification preference is updated.
- Block incoming messages from a contactThe system attempts to block the contact and records the applied mode.
- Review blocked contacts and unblock oneThe blocking/silencing record is removed when the operation succeeds.
- Export conversation history as text or a ZIP with mediaYou download a file generated from stored history, including messages beyond those loaded on screen.
- Export conversation messages to CSVYou obtain a table with one row per exported history message.
- Schedule a text message from ChatThe message is scheduled for the chosen time without immediate sending from the composer.
- Schedule a single attachment from ChatChat requests scheduling of the single attachment after upload.
- Schedule text in a Hub conversationHub requests a text schedule for the selected conversation.
- Open contact details or collapse the Hub panelYou view details without changing conversations.
- Assign a conversation to a team memberThe conversation shows the chosen assignee or becomes unassigned.
- Add and remove conversation labelsThe conversation is organized by the selected labels.
- Resolve and reopen a conversationThe conversation changes to resolved or open.
- Add or move a contact in a pipeline from HubThe contact is added to the pipeline or its open deal is updated.
- Save and view internal Hub notesA server-confirmed note is recorded in the conversation and can be viewed again.
- Start creating a group from a contactThe Groups page opens with the contact context.
- View group details in HubYou review members and access related group actions.
- Check a conversation's sourceYou identify the source data associated with the conversation.
- Open a story mention in the Instagram composerThe media opens in the composer; clicking in Hub does not publish immediately.
- Find and refresh quick repliesThe list shows quick replies matching your filters.
- Create a quick replyA quick reply becomes available for selection in the account's conversations.
- Edit a quick replyThe reply uses the saved information the next time it is selected.
- Attach media to a quick replyThe reply stores an image, video or audio file for reuse.
- Record audio for a quick replyThe recorded audio is attached to the saved quick reply.
- Preview and copy quick reply textYou review the reply and can reuse its text.
- Delete a quick replyThe deleted reply no longer appears in the manager.
- Insert a text quick reply into a conversationThe reply content replaces the command and stays in the draft.
- Use media quick replies in Chat and HubYou use media knowing when sending starts.
- Manage quick replies without leaving HubYou manage the same set of quick replies used in conversations.
- View a contact's name and phoneYou view the identification available for the conversation.
- Open a message's menuThe menu shows the actions allowed by that screen and message.
- Interpret sending indicatorsYou distinguish sending from delivery and read confirmation.
- Read conversation list indicatorsYou interpret the conversation context before replying.
- Retry loading media that did not openYou distinguish a loading attempt from an unavailable file.
- Select a date range in message searchSearch retrieves messages from the applied date range.
- Open links and copy a PIX code from a messageOpen an address or copy the code recognized in the text.