Settings & Admin
Settings centralize platform connections, team management, AI configuration, and ticketing setup. Use search to quickly jump to any section.
Overview links: Documentation Home · Settings Overview
Core Sections
- Platforms: Connect and manage social accounts.
- Connected account quality: Review WhatsApp quality rating on connected accounts before sending high-volume campaigns.
- Organization: Company profile and workspace settings.
- Team: Invite users and manage permissions.
- Billing: Plans, usage, and invoices.
Automation & AI
- SIA Context: Brand tone, product details, customer personas, and everything SIA reads before generating a reply, post, or campaign.
- Auto Replies: Guardrails and acknowledgement rules.
- Templates: Message templates and flow connections.
- Agents: Workflow automation.
- Post Agent: Configure WhatsApp approval settings for AI-assisted post creation.
Commerce & Orders
Commerce & Orders covers WhatsApp catalogs, products, cart, payment, and order management. Configuration lives in Settings → OMS Settings (per-account commerce toggles, order flow, and WhatsApp Pay). Products and orders are managed from the main navigation.
- Commerce & Orders Overview — how catalogs, products, and orders connect.
- OMS Settings — WhatsApp account commerce toggles, order flow (manual / confirm-then-pay / pay-then-confirm), and WhatsApp Pay UPI setup.
- Catalogs — create, link to Meta, sync, and control WhatsApp storefront visibility.
- Products — manage products, variants, bulk import, and Meta sync.
- Orders — review and act on incoming product orders and service bookings.
- Order Lifecycle — status transitions from pending through delivery, payment, and cancellation.
Contacts
- Contact Custom Fields: Add custom contact attributes used in broadcasts and forms.
Ticketing Setup
- Ticket Categories, Tags, and Custom Fields.
- SLA Policies and Assignment Rules.
Developer
- Developer: API keys and integrations.
Where to Find Each Section
- Settings → Platforms
- Settings → Organization
- Settings → Team
- Settings → Billing
- Settings → SIA Context
- Settings → Auto Replies
- Settings → Templates
- Settings → Agents
- Settings → Post Agent
- Settings → OMS Settings
- Settings → Contact Custom Fields
- Settings → Ticket Categories
- Settings → Custom Fields
- Settings → Ticket Tags
- Settings → SLA Policies
- Settings → Assignment Rules
- Settings → Developer
Common Blockers & Fixes
- Section not found: use the Settings search bar to jump directly.
- Auto Replies missing: check your plan or permissions.
- Templates disabled: connect a supported platform (WhatsApp, Instagram, Facebook).
- Orders or catalog not visible: confirm the right WhatsApp account is connected and that your user has permission to view commerce pages.
- Post Agent approval not arriving: check the admin WhatsApp number in Post Agent settings and confirm the agent is active.