Save all WhatsApp settings
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 review values, select Save settings and confirm the success notice.
Where to goAdmin Area → WhatsApp → Settings
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
Review values, select Save settings and confirm the success notice. These instructions follow the supplied r20.5 controller, model, view, installer, connector and automation flow.
Follow these steps
- Go to Admin Area → WhatsApp → Settings.
- Select the relevant record or setting.
- Follow the supported controls described below.
- Save or confirm once.
- Check the result.
Fields and options
Maximum attachment size1–32 MB
Inbox refresh interval4–60 seconds
Default history chats1–500
Messages per chat1–200
Verification attempts1–10
Six general toggles and eight automation togglesSix general toggles and eight automation toggles
Rules and limits
- Numeric settings are clamped to the displayed minimum and maximum ranges.
- Changes take effect immediately; connection limits are applied during preparation or repair without removing the linked session.
- Message templates are limited to 4,000 characters.
- Check values, select Save settings and confirm the success notice.
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.
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