Click the 'New Message' button at the top of the conversation list in the Inbox. If the channel filter is set to Email, clicking New Message opens an email compose modal instead.
More details arrow_forward
Yes. The search box in the conversation list searches by name, phone number, or message text. Type any part of the phone number to find matching conversations.
More details arrow_forward
Use the channel filter dropdown in the search bar inside the Inbox. You can show All, WhatsApp, Instagram, Live Chat, or Email conversations only.
More details arrow_forward
Click the star icon on any conversation row to mark it as a favourite. Click the star again to unmark it. Favourites are accessible via the Favourites filter pill in the conversation list.
More details arrow_forward
A red triangle on a conversation row means the last outbound message failed to deliver. The same icon appears on individual messages inside the thread with a Resend button.
More details arrow_forward
The conversation list refreshes silently every 8 seconds. The open conversation thread refreshes every 4 seconds. You can also click the Refresh button in the thread header to reload manually.
More details arrow_forward
There are four filter pills: All, Unread, Failed, and Favourites. Use them to quickly narrow the conversation list without changing the channel filter.
More details arrow_forward
When the 24-hour window has expired, the text composer is replaced with a template picker. Select an approved template, fill in any variable fields, and click Send Template to reopen the conversation.
More details arrow_forward
Between 24 hours and 7 days, WALoops sends it as a Human Agent reply. After 7 days, the composer is replaced with the message that you must wait for a new DM from the customer.
More details arrow_forward
Hover over the message and click the smiley icon that appears. The available reactions are thumbs up, heart, laughing, surprised face, and praying hands.
More details arrow_forward
Within the 24-hour window you can send text messages and attach images or videos in JPEG, PNG, WebP, MP4, or 3GP formats. For WhatsApp webchat, JPEG, PNG, and WebP images are supported with no 24-hour restriction.
More details arrow_forward
The Quick Responses panel is on the right side of the desktop inbox and provides Saved Replies, Media, Location, Contact Card, List Message, Quick Reply Buttons, Auto Flow, and WhatsApp Forms tools for the open conversation.
More details arrow_forward
Tap the lightning bolt icon in the thread header. The Quick Responses panel slides up as a bottom sheet covering up to 80% of the screen.
More details arrow_forward
No. Team members cannot submit Carousel Templates from the Quick Responses panel. Only the account owner (client role) can send carousel templates from the inbox.
More details arrow_forward
Click the trash icon (Clear conversation) in the thread header, then confirm the prompt. This permanently removes all messages for everyone on your team. The option is only available for WhatsApp conversations.
More details arrow_forward
Clicking a conversation row opens the thread and clears its unread count immediately in the list. On mobile, the conversation list is hidden; tap the back arrow in the thread header to return to it.
More details arrow_forward
The conversation list loads 30 conversations at a time. It adds more conversations automatically as you scroll to the bottom of the list.
More details arrow_forward
Yes. A failed outbound message shows a Resend button. For template messages sent via automation, a Send Manually link also appears, which opens WhatsApp Web pre-filled with the message text.
More details arrow_forward
This appears when a template message was sent manually from the inbox rather than via automation. In that case use the Send Manually link instead, which opens WhatsApp Web pre-filled with the message text.
More details arrow_forward
Shared locations appear as a tappable card with the place name, address, and an Open in Maps link. Clicking Open in Maps opens the location directly in Google Maps.
More details arrow_forward
Open a WhatsApp conversation, then use the WhatsApp Forms tool in the Quick Responses panel on the right. WhatsApp Forms can only be sent for WhatsApp conversations; they are not available for Instagram, webchat, or email.
More details arrow_forward
Go to Customers, click Add Customer, fill in the required fields, and save. At least one of phone or email is required. You can also edit any existing customer by clicking Edit on their row.
More details arrow_forward
Yes. On the Customers page, click Import CSV and upload your file. After import, WALoops shows how many records were created, updated, and skipped, along with any row-level error messages.
On the Customers page, click Export CSV to export all visible customers. To export only specific customers, select their checkboxes and click Export Selected in the bulk action bar that appears.
Select the customers on the Customers page, then click Send Message in the bulk action bar. Only marketing-category approved templates are available; utility and authentication templates are not shown. Customers without a phone number are skipped.
Yes. Click More filters on the Customers page to reveal additional filters including Total Spent Min and Max, Orders Min and Max, Address/City, Tag, and Last Order date range.
The customer table supports sorting by Location (city), Orders count, and Total Spent. Columns for ID, Customer name, Tags, Source, Opt-out, and Actions are not sortable.
The Source filter on the Customers page lets you narrow by Shopify, WooCommerce, BigCommerce, FlexyPe, Manual, or Import. Select one to see only customers from that source.
Deleting a customer keeps their past orders in WALoops but unlinks those orders from the customer record. The orders are not deleted.
When an exclusive tag is applied to a customer, it automatically removes any other exclusive tag in the same category from that customer. This ensures only one exclusive tag per category applies at a time.
No. System tags are marked with a lock icon and a 'system' label. They are applied automatically by WALoops and cannot be edited or deleted.
Go to Team, click Invite, enter the person's Name and Email, and click Send Invite. WALoops attempts to email the invite link and also shows a copyable backup link in the modal in case the email does not arrive.
On the Team page, find the pending invite showing status 'invited' and click the Resend button. WALoops generates a fresh invite link and displays it in a browser alert for you to copy.
Go to Team, find the member, click Remove, and confirm. Their access is revoked immediately. The Team table shows each member's Name, Email, Status, Invited date, and action buttons.
Apply or remove a tag from the Inbox conversation controls or from the customer's own page. Tags cannot be applied from the Manage Tags page, which is only for creating and managing the tag catalog.