دليل المنتج
إعدادات واتساب
Manage your connected WhatsApp channel — connection status, refresh session, disconnect options, and activity stats.
WhatsApp Settings
Purpose
WhatsApp Settings is where you check whether WhatsApp is connected, refresh the session, disconnect (with contact keep/remove options), and review recent activity for this channel. Day-to-day messaging happens in the Unified Inbox. Auto-replies are controlled under AI Reply Settings and per contact in the Inbox — not on this screen.
Who Can Access
| Requirement | Details |
|---|---|
| Team Member permission | Manage WhatsApp (manage_whatsapp) |
| Plan | WhatsApp access must be included on your plan (whatsapp_access) |
| Sidebar | WhatsApp → WhatsApp Settings |
If WhatsApp is missing from the sidebar, your plan does not include WhatsApp access, or your staff user lacks the permission.
Prerequisites
- Owner or staff with Manage WhatsApp
- Plan with WhatsApp access
- Prefer connecting first via Connect WhatsApp (or use Connect Now on this page)
Full Walkthrough
A. When WhatsApp is connected
- Open WhatsApp → WhatsApp Settings.
- Confirm the green success alert and Connected badge.
- Review Phone, Last Sync, and Connected Since.
- Optional: click Refresh Status to re-check the session (button shows a spinner, then the page reloads on success).
- Review Recent Activity counts (contacts, last 7 days messages, active chats, unread).
- To leave the channel: click Disconnect WhatsApp → choose contact handling → confirm (see below).
B. When WhatsApp is not connected
- Open WhatsApp Settings.
- Read the warning alert and the Information card steps.
- Click Connect Now → you go to the QR connect flow (Connect WhatsApp).
- After a successful scan, return here to confirm Connected.
C. Disconnect WhatsApp
- Click Disconnect WhatsApp.
- Read the warning: you will need to scan a QR code again to reconnect.
- Choose one option:
- Keep contacts (default) — contacts and conversation history stay in SkyLight Chat.
- Remove contacts — contacts and messages from this WhatsApp account are permanently deleted.
- Click Cancel to abort, or Disconnect to proceed (button shows “Disconnecting…”).
- On success, the page reloads in the disconnected state. Use Connect Now when you are ready to link again.
D. Refresh Status failure / cancel paths
- If refresh fails, an error toast appears; try again or reconnect via QR.
- Closing the disconnect modal with Cancel leaves the connection unchanged.
Complete Field / Control Glossary
| Control | Type | Notes |
|---|---|---|
| Phone | Read-only | Account phone / username from the connection |
| Status | Badge | Connected (green) or Disconnected (warning) |
| Last Sync | Read-only | Relative time of last settings update / sync |
| Connected Since | Read-only | Date the connection record was created (M d, Y) |
| Refresh Status | Button | Re-syncs connection status; reloads page on success |
| Disconnect WhatsApp | Button | Opens disconnect modal |
| Connect Now | Button | Only when disconnected; opens QR setup |
| Keep contacts | Radio (default) | Preserve contacts and history |
| Remove contacts | Radio | Permanently delete contacts and messages for this account |
| Cancel | Button | Closes modal without disconnecting |
| Disconnect | Button | Confirms disconnect with selected contact option |
| Total Contacts | Stat | WhatsApp contacts for this account |
| Messages (7 days) | Stat | WhatsApp messages in the last 7 days |
| Active Chats | Stat | Contacts with an open conversation |
| Unread | Stat | Contacts with unread conversation |
Statuses & Badges
| Status | Meaning | What to do next |
|---|---|---|
| Connected | Channel is linked and ready | Use Inbox, campaigns, contacts |
| Disconnected / not connected | No active session | Connect Now and scan QR |
| Refresh in progress | Sync request running | Wait for reload or error toast |
Nested Screens
- Disconnect modal — documented above
- Connect / QR setup — Connect WhatsApp
- AI replies and agents — AI Reply Settings, AI Agents, Inbox
How It Connects to Other SkyLight Areas
| Area | Relationship |
|---|---|
| Connect WhatsApp | Initial QR link and reconnect path |
| Inbox | Send/receive after connection |
| Contacts / campaigns | Depend on a healthy WhatsApp connection |
| AI Reply Settings | Global AI on/off (not configured on this page) |
Limits & Plan Behavior
- Without plan WhatsApp access, the WhatsApp menu (including Settings) does not appear.
- Without
manage_whatsapp, staff cannot open Settings. - Disconnect with Remove contacts is irreversible for that data.
Troubleshooting
| Symptom | Check inside the dashboard |
|---|---|
| Settings says not connected but you scanned QR | Open Connect flow again; confirm success toast; wait for redirect; then Refresh Status |
| Refresh Status fails | Try again; if still failing, Disconnect (keep contacts) and Connect Now |
| Phone shows N/A | Refresh Status; if still empty, reconnect |
| Unread / message stats look wrong | Confirm messages appear in Inbox; stats are WhatsApp-scoped counts |
| Cannot find WhatsApp in sidebar | Plan feature or staff permission |
Related Articles
ربط واتساب
Complete guide to connecting your WhatsApp account to SkyLight Chat using QR code pairing — setup, scanning, and troubleshooting.
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