Disable team hand-off

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Remove the hand-off option from the generated service menu.

What this guide helps you do

Remove the hand-off option from the generated service menu. These instructions follow the supplied r20.5 controller, model, view, installer, connector and automation flow.

Follow these steps

1. Go to Admin Area → WhatsApp → Settings.
2. Find the control used to disable team hand-off.
3. Select or enter only the supported value described below.
4. Select the page’s Save, Save settings, Save access control or Save controls action.
5. Reload or open the affected Inbox/account and verify the new behaviour.

Fields and options

Rules and limits

• The workflow runs only after a conversation is verified and only in one-to-one chats.
• The master switch disables prompts, menus, automated CRM records and confirmations but leaves the live Inbox and manual actions available.
• A processing-state claim prevents simultaneous duplicate handling.
• Remove the hand-off option from the generated service menu.

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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