For owners and admins
You look after the connection, the team and the bill. Agents never see most of these screens.
Who can do this
- Owner
- Admin
Billing is owner-only. Everything else on this page is open to admins as well.
Set up and keep the connection healthy
- WhatsApp connection
- The status strip, syncing from Meta, business verification, Meta payment method, disconnecting.
- Phone numbers
- Enable and disable numbers, add more, read quality ratings and messaging limits.
- WhatsApp business profile
- The profile customers see: photo, about, description, address, websites, industry, username.
Run the workspace
- Workspace settings
- Name, logo, industry, website, and multiple workspaces.
- Team and roles
- Invitations, roles, seats, transferring ownership, removing people.
- Custom contact fields
- Add your own fields to contacts, and import field definitions from Shopify.
Money and data
- Billing and plan changes
- Upgrades, downgrades, extra seats, GSTIN, invoices, cancelling.
- Subscription states and access
- What a failed payment actually does, and when sending stops.
- Data retention and privacy
- How long chat history and media are kept, exports, and what happens on disconnect.
Two things worth doing on day one
- Add a Meta payment method. Without one, sending fails as soon as you pass Meta's free allowance, and the failure looks like a Boldally problem when it is not. How to check.
- Decide your retention plan. Chat history and media are removed automatically after your plan's retention period, and older messages cannot be recovered afterwards. Read this first.