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Review WhatsApp messaging settings

Available messaging depends on the connected account, supported workflow and customer consent. A phone number alone does not establish an active integration.

Last reviewed: 2026-10-16For: Business owners · Team members

Before you start

Sign in with your own account, select the right business and branch, and check that your role can open the relevant area. Some features require an enabled app and available plan resources.

Follow these steps

  1. Open the available WhatsApp settings and inspect the current connection status.
  2. Review the intended messaging use and consent controls for the relevant order or booking workflow.
  3. Use only supported send actions and inspect their recorded result. Do not assume a draft or preview has been delivered.

Check the result

Reopen the saved record and compare it with the change you intended. A closed window or a success-looking preview is not sufficient confirmation.

If something is not working

If access is missing, ask the owner to review your role and app availability. If saving fails, retain your input, check the connection and inspect the saved record before retrying. For a payment with an uncertain result, check its existing status before initiating another payment.

Availability & important limits

Use only the controls available in your workspace. Availability depends on permissions, enabled apps, your plan and the current environment. This guide does not enable a disabled feature.