Managing WhatsApp Accounts in BoldDesk for Better Communication

BoldDesk empowers users to manage their WhatsApp accounts efficiently.

Functionality: Users can perform various actions including adding, editing, deleting, activating, and deactivating their WhatsApp accounts.

Brand and Group Mapping: BoldDesk facilitates seamless mapping of accounts with specific brands and groups, enhancing organizational structure and communication efficiency.

Editing WhatsApp Account

The following are steps to edit a WhatsApp account:

1. Click Admin > Chat > WhatsApp > Meta Cloud API > Manage.
2. Click the Edit icon and select Edit and then navigate to Edit Account page.
3. Modify the account details on the edit account page.
4. Click Update.

Deleting WhatsApp Account

Follow the given steps to delete a WhatsApp account:

1. Click Admin > Chat > WhatsApp > Meta Cloud API > Manage.
2. Click the more options icon (:) and select Delete.

3. Click the Yes, Delete button in the confirmation dialog to delete a WhatsApp Account.

Deactivating WhatsApp Account

Follow the given steps to deactivate a WhatsApp account:

1. Click Admin > Chat > WhatsApp > Meta Cloud API > Manage.

2. Click the Edit icon and select Deactivate.

3. Click the Yes, Deactivate button in the confirmation dialog to deactivate a WhatsApp channel.

Activating WhatsApp Account

Follow the given steps to activate a WhatsApp account:

1. Click Admin > Chat > WhatsApp > Meta Cloud API > Manage.
2. Click the Edit icon and select Activate.

3. Click the Yes, Activate button in the confirmation dialog to activate a WhatsApp account.

FAQs

1. How many WhatsApp accounts can I connect to BoldDesk?
You can connect up to 10 WhatsApp accounts per plan, with each account linked to a different brand for better organization and communication.

2. Will deleting a WhatsApp account remove all associated data?
Yes. When you delete a WhatsApp account, all related configurations and mappings are permanently removed. This action cannot be undone, so ensure you back up any necessary information before deletion.

3. Does BoldDesk support multiple brands under one WhatsApp number?
No. Each WhatsApp number can only be linked to a single brand within BoldDesk to maintain clear communication channels.

4. Does BoldDesk allow WhatsApp integration with HubSpot for automated messaging or webhook-based workflows?
BoldDesk supports WhatsApp integration for customer communication. However, it does not provide a direct option to send automated WhatsApp messages from HubSpot or configure a WhatsApp inbox using HubSpot webhooks. Instead, HubSpot workflows can be used to trigger BoldDesk webhooks, enabling automation of actions such as ticket creation, updates, or other workflow processes within BoldDesk.