All topics
Get started8Account, team & permissions44Units & fields70Records, views & tasks39WhatsApp & Cortex Chat68Email & social27Lead ads & distribution38Automations52Documents & quotes32Dashboards40Cortex AI18Developers & API12
Help Center·448 guidesAll topicsContact support

Session Name field: the number or channel that received the client

Records which WhatsApp number or channel received the client, and shows the session’s current name, even if you rename it.

2 min

How it works

The system fills it in when the client is created from a chat. See How a chat becomes a client record.

It shows the session’s display name. Renaming the session shows right away in every record, and a deleted session keeps its last name.

Filtering works by the display name.

The record opens the client’s chat in the right session.

Employees don’t edit it by hand. See Who can edit a field: locked and API-only fields.

Did this guide solve it?
If not, we’ll ask what was missing.
Open in Corteksa
Did this guide solve it?

We read every answer. To get a reply, use Contact support.