Review verification evidence in Audit Trail
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to filter the verification-session table and inspect status, attempts, contact link and event sequence.
Where to goAdmin Area → WhatsApp → Audit Trail
Before you start
- Verify the module is active and select the intended WhatsApp account before changing any operational record.
- Use an account with the stated native CRM capability and per-account access.
- Test with controlled customer/contact data before relying on live verification, email or CRM automation.
What this guide helps you do
Filter the verification-session table and inspect status, attempts, contact link and event sequence. These instructions follow the supplied r20.5 controller, model, view, installer, connector and automation flow.
Follow these steps
- Go to Admin Area → WhatsApp → Audit Trail.
- Find the account, conversation, setting, session or evidence relevant to “Review verification evidence in Audit Trail”.
- Check the displayed value or behaviour against this guide’s code-backed rules.
- Do not change unrelated account, CRM or connector settings while verifying the result.
- Verify the expected state in the related Inbox, Connections, customer history, native CRM record or Audit Trail.
Fields and options
Customer verification toggleCustomer verification toggle
Registered-mobile recognition toggleRegistered-mobile recognition toggle
Maximum attempts1–10
Configurable verification and welcome messagesConfigurable verification and welcome messages
Conversation verification status and linked contact/customerConversation verification status and linked contact/customer
Rules and limits
- Verification runs only for one-to-one conversations, not groups or broadcast/status content.
- A registered-mobile match must resolve to exactly one active contact; ambiguous or unknown numbers fall back to exact registered email.
- Raw submitted email is not copied into audit context; a one-way hash is recorded.
- Filter the verification-session table and inspect status, attempts, contact link and event sequence.
Check it worked
- The requested action completes without a permission, validation, connector or native CRM error.
- The selected account or conversation shows the expected state without changing another account’s data.
- Where the action creates evidence, confirm the message, native record, verification event, portal history or audit entry is present.
Security, privacy and troubleshooting checks
- Never expose connector tokens, loopback ports, authentication directories or raw customer verification replies.
- Use the supported Connections, Access Control, Settings and Audit Trail pages rather than editing runtime or database records directly.
- If the expected control is missing, verify both native capability and per-account permission before treating it as an installation fault.
Related guides
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