Account Settings

Configure individual WhatsApp account settings including profile information, typing simulation, metrics, tags, assignments, and disconnection management.

Each connected WhatsApp account in WhatSnap can be individually configured to meet your specific business needs. The account settings provide comprehensive control over how each WhatsApp account operates within your GoHighLevel system.

Individual Configuration: Each WhatsApp account has its own independent settings, allowing you to customize the behavior for different business purposes.

Accessing Account Settings

To access the settings for any connected WhatsApp account:

1. Navigate to your WhatSnap Plugin

2. Locate the WhatsApp account you want to configure

3. Click on the the quick actions below the profile photo or on the advance option menu (▼)

4. Select the specific setting you want to modify

Account Settings Overview

Account Profile Management

Edit Account Information

Real WhatsApp Profile: Changes made here affect the actual WhatsApp account profile, not just the WhatSnap display.

Editable Profile Elements:

Account Name

Change Display Name

• Modify the name shown in the WhatsApp profile

• This is the name contacts will see when receiving messages

• Changes may take a few moments to sync with devices device and appear for all contacts

Description

Add Account Description

• Add or modify the WhatsApp status/description

• Helps contacts understand the purpose of the account

• Can include business hours, specialties, or contact information

• Visible to all WhatsApp contacts

Profile Photo

Update Profile Picture

• Change the WhatsApp account's profile photo

• Recommended: Square images, maximum 700kb.

• Builds trust and recognition with contacts

Communication Settings

Typing Simulation

Configure how WhatSnap handles typing indicators when sending messages:

Keeps Interactions Looking Natural: Having typing simulation ON helps avoid WhatsApp's red flags for automation detection and keeps interactions looking natural"

Setting: Enable typing simulation for messages sent directly from GHL (without bot) Purpose: Makes messages appear more natural by showing typing indicators Effect: Recipients see "typing..." before receiving messages Applies to: Messages sent through GHL

Enabled

Typing Simulation ON

• Shows typing indicator before messages

• Creates more natural conversation flow

• Slight delay before message delivery

Best for:

• Customer support conversations

• Sales interactions

• Personal communication style

Disabled

Typing Simulation OFF

• Messages delivered immediately without typing indicator

• Faster message delivery

• More automated/efficient appearance

• Avoid when high-volume messaging

Best for:

• Automated notifications

• Time-sensitive messages

Performance & Analytics

View Metrics

Access detailed performance metrics for individual WhatsApp accounts:

Metric Benefits:

• Message Volume: Total messages received over time period

• Performance Tracking: Monitor account effectiveness

• Campaign Optimization: Identify best-performing accounts

• Team Productivity: Track individual account performance

Dashboard Redirect: Clicking "View Metrics" redirects you to the dashboard with filters applied to show only this account's data.

Contact Management

Tag Management

Tag Importance: The account tag determines which WhatsApp account is used for outgoing messages to specific contacts.

Edit Account Tag:

• Current Tag Display: Shows the current tag assigned to the account

• Tag Modification: Ability to edit the tag name (use with caution)

• Contact Association: All contacts with this tag use this WhatsApp account

• Workflow Integration: Tags can be used in GHL workflows for automation

Tag Usage:

• Contact Filtering: Filter GHL contacts by WhatsApp account

• Workflow Routing: Use tags to determine messaging routes in workflows

• Campaign Organization: Group contacts by WhatsApp account for campaigns

• Reporting: Generate reports based on WhatsApp account interaction

Tag Changes: Modifying tags affects all existing contacts with that tag. Consider the impact on active conversations and workflows before making changes.

User Assignment

Automatically assign GoHighLevel users to contacts based on the WhatsApp account they message:

1

Click on WhatsApp Account advance Settings Menu

Then select Assignment:

• Select GHL user: Into a list of all active GHL users

• Save Assignment: Click Save

2

Understand Assignment Behavior

Automatic Assignment Rules:

• New Contacts: Automatically assigned when they first message this WhatsApp account

• Existing Contacts: Maintain current assignments

• Team Routing: Route to specific team members based on account purpose

3

Assignment Benefits

Efficient Contact Distribution:

• Incoming contacts automatically routed to appropriate GHL team members

• Consistent contact ownership for better relationship management

• Reduced manual assignment work for team managers

• Clear responsibility for follow-up actions

Assignment Examples:

Department-Based

Sales WhatsApp Account → Sales Team Member

• All leads messaging the sales number go to sales reps

• Automatic qualification and follow-up assignment

• Clear separation between departments

Support WhatsApp Account → Support Specialist

• Customer service inquiries routed to support team

• Technical issues handled by qualified personnel

• Consistent support experience for customers

Geographic

Regional WhatsApp Accounts → Regional Managers

• East Coast number → East Coast representative

• West Coast number → West Coast representative

• International number → International team lead

Benefits:

• Local timezone alignment

• Regional knowledge application

• Language/cultural considerations

Skill-Based

VIP WhatsApp Account → Senior Account Manager

• High-value clients get senior attention

• Specialized handling for important accounts

• Premium service differentiation

Product-Specific Account → Product Specialist

• Technical products → Technical specialists

• Service inquiries → Service experts

• Billing questions → Billing team

Account Maintenance

Disconnection Management

Disconnection Impact: Disconnecting an account stops all message sending/receiving capabilities but preserves associated tags and contact relationships.

Disconnect Account Process:

1

Initiate Disconnection

Click "Disconnect" from the account settings menu to begin the disconnection process.

2

Confirmation Dialog

Confirm that you want to disconnect the WhatsApp account:

• Warning Message: Understanding the impact of disconnection

• Data Preservation: Confirmation that tags and contacts remain

3

Disconnection Complete

The WhatsApp account is removed from WhatSnap but:

• Tags Remain: Account associated tag stay in the system

• Contacts Preserved: Contacts with the account tag remain tagged

• Filtering Capability: You can still filter contacts by the disconnected account's tag

• Reconnection Ready: Account can be reconnected using the same tag

When to Disconnect:

• Account Changes: Switching to a different WhatsApp number

• Reorganization: Restructuring account assignments

• Archive Account: Leave disconnected for historical filtering purposes

Temporary Suspension: If you need to temporarily suspend your WhatsApp account instead of disconnecting it from WhatSnap, it's better to disconnect it directly from WhatsApp itself (link deviced section). This will cause a disconnection from WhatSnap, but you'll be able to reconnect it anytime with one-click while keeping all the contact relationships associated to this account. Once a WhatsApp account tag is created in the system, it cannot be associated with another WhatsApp account, so it's better to keep it in the system as disconnected rather than removing it completely

Next Steps

After configuring your account settings:

1. Tag Management - Learn advanced tag management techniques

2. User Assignments - Explore detailed user assignment strategies

3. Conversations - Start using your configured accounts for messaging

4. Workflow Integration - Integrate accounts into automated workflows