WhatsApp Notifications

Una can send your team a WhatsApp message each time a record is saved. This suits urgent requests, such as escalations. You need the Owner or Admin role to set it up.

Setting It Up

1. Select your agent in the sidebar and click Agent Settings, then Notifications

2. Open the tab you want, for example Escalations

3. Switch on WhatsApp

4. Click Add phone number and enter a number that uses WhatsApp, with the country code, for example +442079460000. Repeat for each person

5. Click Save. You will see Notifications settings successfully updated

Each tab has its own list. To remove a number, click the x next to it and save.

Alerts come from Polydom's WhatsApp number, not your business number. Save it as a contact when the first alert arrives.

Short Alerts and View Details

If you haven't tapped an alert or haven't written to that number in the last 24 hours, you get a short alert with a View Details button. Tap it, or reply with any text, and you get the full details of all waiting alerts.

Troubleshooting

No WhatsApp alerts arrive. Check that WhatsApp is on in the right tab, that the number has its country code and uses WhatsApp, and that you clicked Save.

The field shows Phone is not valid. Enter the number as digits, starting with + and the country code.