Help CenterWhatsApp & Cortex Chat
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Connect a WhatsApp number, get templates approved, and answer every customer from one shared inbox, linked to their record.
Start here· 3 guides, about 18 minutes
Set up20 guides
Link with an 8-character code instead of scanning3 minConnect WhatsApp Cloud through Meta, the official number10 minChoose who runs a session and who sees its chats4 minLink a session to a unit, so every new number gets a record4 minCreate a message template and get it approved by Meta8 minEveryday23 guides
Send a message, or reply by quoting one4 minSend photos, videos, files and voice notes4 minStart a WhatsApp chat from a client’s record4 minSend a template from the chat, with a preview of the values4 minSort conversations with tags4 minExplains13 guides
How a chat becomes a client record6 minWho sees which chat: permissions and assignment in Cortex Chat5 minThe 24-hour window on WhatsApp Cloud4 minSending speed on WhatsApp Web, and how to protect your number3 minOne number per session3 minFix a problem3 guides
Why doesn’t the first WhatsApp message reach a new customer?5 minFix WhatsApp and template problems: every error and its fix7 minFix Cortex Chat problems5 minLook it up9 guides
Session states: start, stop, restart and log out5 minEvery WhatsApp and template limit in one place5 minDelivery ticks, and why WhatsApp messages fail5 minTemplate approval states, and why Meta rejects one4 minFilter chats: unread, unanswered, channel, tag and record5 minCan’t find what you need?
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