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MWM / WhatsApp Operation guide

Explore the WhatsApp inbox, customer follow-ups, broadcast preparation and local records.

Workflow steps

Four areas to explore in the local Windows workspace.

  1. Unified inbox

    Filter the inbox by account or tag, then open a conversation. Saved replies keep frequently used answers close to the message composer.

  2. Tags and follow-ups

    Use contact tags to organise conversations. Review customer and follow-up tasks in their own view; adding a tag does not imply that a task is created automatically.

  3. Broadcast preparation

    Prepare a draft and check the selected account pool, recipients and message. Saving a draft does not send it. Review the preview before deciding to start.

  4. Number filter and local records

    Check the filter task inputs and use the search, account and date controls in Records. Unavailable profile data alone does not establish a number's type, activity or validity.

Open the real MWM inbox screenshotIsolated synthetic demo data. No live messages or number lookups were run for these guides.
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