Account Settings

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

Each connected messaging account (WhatsApp, SMS/iMessage, or Twilio) in WhatSnap can be individually configured to meet your specific business needs. The account settings provide comprehensive control over how each account operates within your GoHighLevel system.

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

Accessing Account Settings

To access the settings for any connected messaging account:

  1. Navigate to your WhatSnap Plugin

  2. Locate the messaging 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

Note: Some settings (like profile photo and description) are only available for WhatsApp accounts. SMS/iMessage and Twilio accounts have platform-specific settings.

Account Settings Overview

Account Profile Management

Edit Account Information

Profile Management: For WhatsApp accounts, changes affect the actual WhatsApp profile. For Twilio and SMS/iMessage, you configure display settings within WhatSnap.

Editable Profile Elements:

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

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

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

Performance & Analytics

View Metrics

Access detailed performance metrics for individual messaging 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 messaging 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 messaging account

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

Tag Usage:

  • Contact Filtering: Filter GHL contacts by messaging account

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

  • Campaign Organization: Group contacts by messaging account for campaigns

  • Reporting: Generate reports based on 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 messaging account they message:

1

Click on 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 messaging 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:

Sales Messaging 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 Account (WhatsApp) → Support Specialist

  • Customer service inquiries routed to support team

  • Technical issues handled by qualified personnel

  • Consistent support experience for customers

Billing Account (Twilio SMS) → Billing Team

  • Enterprise-grade SMS for payment communications

  • Reliable delivery for critical billing messages

  • High uptime SLA for important transactions

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 messaging account:

  • Warning Message: Understanding the impact of disconnection

  • Data Preservation: Confirmation that tags and contacts remain

3

Disconnection Complete

The messaging 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 phone number or messaging platform

  • Reorganization: Restructuring account assignments

  • Archive Account: Leave disconnected for historical filtering purposes

Temporary Suspension: For WhatsApp accounts, if you need to temporarily suspend your account instead of disconnecting it from WhatSnap, it's better to disconnect it directly from WhatsApp itself (linked devices 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 an account tag is created in the system, it cannot be associated with another 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

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