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Work with WhatsApp conversations

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Review messages, recognise AI activity and take over when needed.

Outcome

You can find a conversation and understand its displayed handling state.

Last reviewed

2026-09-12 · Operations

Before you begin

  • WhatsApp access and a connected channel.

Open the right workspace

  1. 1Sign in and open Dashboard.
  2. 2Choose WhatsApp from the dashboard navigation.
  3. 3If the item is not shown, ask an owner to check your access and the account package.

Review and respond

  1. 1Select the conversation by checking the customer and latest message.
  2. 2Read enough of the transcript to understand the request and any automated response.
  3. 3Use the available manual reply or handoff control only when your role allows it.
  4. 4Confirm the new message or state appears before leaving the conversation.

How to know it worked

  • • The conversation shows the expected latest message and handling state.

If something goes wrong

  • Check connection status before retrying a delayed message; repeated sends can create duplicates.
  • If the problem remains, open Support and describe what you expected and what appeared.