Settings

Overview

The Settings section is where you configure your app — from feature toggles and team members to WhatsApp channel behaviour, contact attributes, and API access.

General Settings

Configure the general settings of the tool.

Enable/Disable Features

Enable or disable features using the toggle button. Enabling a feature shows its respective tab in your Inbox.

• CRM Feature — Tasks screen and other features related to the Lead Management System.
• Chat Feature — Team Inbox, WhatsApp chat view, and WhatsApp API–related settings.
• Order Management Feature — Order-related features and customer orders inside the Inbox.
• Event Management Feature — View and manage scheduled calendar events inside the Inbox.

Setting Unique Identifier for Contacts

Define the unique identifier used to identify contacts and handle duplicates. Your choice decides which parameter the system checks to detect duplicate contacts:

• Phone Number
• Email ID
• Phone Number (within a group)
• Email ID + Phone Number
• None

Caution

Changing the unique identifier after you have contacts may cause duplicate records. Set this before importing contacts.

Other Settings

Toggle this option to disable non-admin users from editing contact details.

Members

Manage member-related settings.

Creating New Members

1. Open Members

   In the Members tab under Settings, click Create New.

2. Enter Member Details

   Enter the member’s Name, Phone Number, Email ID, and appropriate Time Zone.

3. Set Access

   Check the box to give admin access, or leave it unchecked for regular users, then click Save.

Editing Member Attributes

Click the three dots next to a member’s name to:

• Update — Modify Name, Phone Number, Time Zone, and Admin / Non-Admin access.
• Disable — Stop assigning any further contacts or chats to that member.
• Schedule — Set working hours for the member. Chats and contacts are assigned only during scheduled hours.
  • Select the Time Zone, use toggle switches to choose working days, and use dropdowns plus Add Time for additional slots.
  • Link the member’s schedule to a Google Calendar.
  • Add a date override (under Date Overrides → Add Override) to change the schedule for a particular day.
• Create Initial Password — Set an initial password for the member. You can also mark the email as verified to bypass email verification and give immediate access.
• Delete — Permanently delete the member from your account.

Channels

WhatsApp

Access settings related to your WhatsApp account.

Connect a WhatsApp Number

Under WhatsApp Connection, click Connect WhatsApp Number and follow the Facebook login flow. See the full walkthrough in Connect WhatsApp Number.

Bot and Chat Assignment

Manage bot behaviour and chat assignment:

• Disable Bot — Turn off bot automation across conversations.
• Disable Bot When Live Chat Requested — Stop the bot once a user requests human support.
• Chat Assignment — Select how chats are assigned when a live chat is requested.

Click Save to apply.

New Contact Through WhatsApp Chat

Configure the default settings for contacts created through WhatsApp chats:

• Select the default Source and Status for new contacts.
• Under Assigned To, select how new contacts are assigned. If round robin is selected, choose the users under Select Users.

Click Save to apply.

Session Management

Automatically manage conversation sessions based on inactivity:

1. Enable Session Management

   Enable or disable Session Management using the toggle.

2. Set Inactivity Duration

   Set the inactivity duration under Close Session After — the session closes automatically after this duration.

3. Configure Close Actions

   Under On Session Close, select the action to perform; under Select Flow, choose the flow triggered after closure; under Skip If Contact Has Tag, select tags for which closure is skipped; and enable Resolve Conversation to auto-resolve when the session closes.

4. Save

   Click Save to apply.

Re-register Your WhatsApp Number

1. Open WhatsApp Channel

   Go to WhatsApp Channel under the Settings menu.

2. Re-register

   Click Re-register Number.

3. Migration Option

   If migrating from another WhatsApp Business API provider, tick Migrating from another business (leave unchecked if not a migration), then click Re-register.

Contact Attributes

Customize your contact attributes — Status, Tags, Groups, Sources, Custom Fields.

Add / Delete Contact Attributes

Click the respective attribute in the settings menu, click Create New, enter the name and required configuration, then click Create.

Status Configurations

Each status can be configured in one or more of the following ways, depending on how it should behave and be tracked:

• isTask — Always shows in the Tasks list when a contact is in this status.
• isEvent — Shows in the Tasks list on the scheduled date of the event.
• trackEventCompletion — Shows on the contact details page when the status is completed (requires isEvent).

Edit Contact Attribute Settings

In the settings tab, click the respective Attribute tab, then click the three dots next to an attribute to:

• Update (Status only) — Update the status parameters.
• Move Up / Down (Status only) — Change the order of the status.
• Disable — Disable assignment of contacts to the status.
• Delete — Delete a status.

Notifications

Choose whom to notify during specific chat events — such as a New Message to a Member, the Bot, and when Live Chat is requested.

1. Open Notifications

   Click the Notifications tab in Settings.

2. Choose Recipients

   Click the tab next to each chat event and select the desired option.

3. Save

   Click Save.

API

The API section lets you access the token used to authenticate your communication and requests to your app’s API. The access token is unique for each app.

Conversions API

The Conversions API pushes status changes to Meta to improve your lead-form ad performance.

Activate Conversions API

1. Create Connection

   Click Create Connection.

2. Enter Details

   Enter a Name, then the Access Token and Pixel ID from the Meta Business Suite.

3. Select Groups

   Select the groups you want to apply it to and click Create Connection.

Where to Find Access Token and Pixel ID

• Pixel ID — In Meta Business Suite, go to Business Settings → Data Sources → Pixels, select Wylto CRM Pixel, and find the Pixel ID at the top under the pixel name, labeled as ID.
• Access Token — Open Events Manager, select Wylto CRM Pixel, go to Settings, and under Conversions API choose Set up → Manually set up, then generate and copy the Access Token.

Order Management

Access features related to order management and connect your Facebook Catalog with Wylto.

WhatsApp Ads

WhatsApp Sequences

WhatsApp Sequences configure welcome message sequences for contacts received through Click-to-WhatsApp ads.

1. Create Sequence

   Click Create Sequence and enter the Sequence Name.

2. Configure the Sequence

   • Welcome Message — Displayed when users start a conversation from your ad.
   • Quick Replies (Ice Breakers) — Prompts for users to respond by clicking quick-reply buttons.
   • Sequence Trigger Message — Text pre-filled in the user’s message input when they click your ad.

3. Preview and Save

   Use the Preview section to preview the sequence and click Save Sequence.