Tenant Settings
Complete configuration reference for your WAB2C tenant account. Manage application behavior, system settings, API access, webhooks, staff roles, custom fields, AI integrations, and more from a single settings hub.
Application Settings
Control the core behavior of your WAB2C tenant including auto-lead capture, bot management, webhooks, notifications, AI features, and session handling.
WhatsApp Auto Lead
When enabled, any new WhatsApp number that messages your business is automatically converted into a lead in the WAB2C CRM. When disabled, new messages create "Guest" contacts instead.
Screenshot 1 - WhatsApp Auto Lead Toggle
Application settings panel showing the WhatsApp Auto Lead toggle switch with description text explaining the feature behavior.
| Setting | Enabled | Disabled |
|---|---|---|
| New Contact Type | Lead | Guest |
| CRM Visibility | Appears in Leads section | Appears in Guest section |
| Campaign Targeting | Available for Lead campaigns | Available for Guest campaigns |
Recommended: Enable Auto Lead if you want every new WhatsApp conversation to be tracked as a potential customer in your contacts pipeline.
Stop Bot
Define a keyword that allows users to stop receiving automated bot responses. When a user sends this keyword, all bots (Message Bot, Template Bot, and Bot Flow Builder) are paused for that conversation until manually re-enabled.
Screenshot 2 - Stop Bot Configuration
Stop Bot settings showing the keyword input field (default: "stop"), toggle to enable/disable the feature, and description of how the stop command works.
Important: This is essential for WhatsApp compliance. Users must have the ability to opt out of automated messages at any time.
WhatsApp Webhook
Configure the webhook URL that receives real-time events from the WhatsApp Cloud API. This is automatically set up during WhatsApp Business connection but can be viewed and verified here.
Screenshot 3 - WhatsApp Webhook Configuration
Webhook settings showing the callback URL, verify token field, webhook status indicator (Connected/Disconnected), and test webhook button.
Callback URL
The endpoint that receives incoming WhatsApp events (messages, status updates, delivery receipts)
Verify Token
A secret token used to verify the webhook during Meta's initial handshake
Support Agent
Set the default support agent who handles incoming live chat conversations. When a new message arrives, it is automatically assigned to this agent unless routing rules are configured.
Screenshot 4 - Support Agent Assignment
Support agent setting showing a dropdown to select the default agent from the staff list, with agent name, role, and availability status.
Notification Sound
Configure the audio notification that plays when a new WhatsApp message is received in the Live Chat dashboard. You can enable/disable sounds and choose from available notification tones.
Screenshot 5 - Notification Sound Settings
Notification settings showing sound toggle, volume slider, and dropdown to select from available notification tones with a preview/play button.
AI Integration
Connect your WAB2C tenant to AI services (OpenAI, etc.) for AI-powered features like smart auto-replies, message suggestions, and AI-assisted customer support. Configure your API key and select which AI features to enable.
Screenshot 6 - AI Integration Configuration
AI settings panel showing API key input, AI provider selection (OpenAI/Claude), model selection dropdown, temperature slider, and feature toggles for auto-reply, suggestions, and summarization.
AI Features Available
AI Auto-Reply
Automatically generate contextual responses to customer messages
Message Suggestions
AI suggests reply options for agents in Live Chat
Chat Summarization
Generate conversation summaries for ticket creation
Sentiment Analysis
Detect customer mood for prioritization
Auto Clear Chat History
Automatically delete chat history older than a specified number of days. This helps manage storage usage and comply with data retention policies.
Screenshot 7 - Auto Clear Chat History Settings
Auto clear settings showing toggle to enable/disable, retention period input (days), and warning about permanent data deletion.
Warning: Cleared chat history cannot be recovered. Ensure you have exported or backed up important conversations before enabling this feature.
WhatsApp Session Management
Monitor and manage active WhatsApp API sessions. View connection status, session health, and restart sessions if connectivity issues occur.
Screenshot 8 - Session Management Panel
Session management showing connection status (Connected/Disconnected), session uptime, last activity timestamp, and Restart Session button.
Opt In/Out System
Manage WhatsApp messaging consent. Configure opt-in keywords, opt-out keywords, and automatic responses for both. This ensures compliance with WhatsApp Business messaging policies and data protection regulations.
Screenshot 9 - Opt In/Out System Configuration
Opt In/Out settings showing opt-in keyword list, opt-out keyword list, automatic confirmation messages for both actions, and status indicator for each contact.
| Setting | Description |
|---|---|
| Opt-In Keywords | Keywords like "subscribe", "yes", "start" that opt contacts in |
| Opt-Out Keywords | Keywords like "stop", "unsubscribe", "quit" that opt contacts out |
| Opt-In Confirmation | Automatic reply sent when a contact opts in |
| Opt-Out Confirmation | Automatic reply sent when a contact opts out |
System Settings
General System
Core system configuration including company information, timezone, date format, default language, and branding settings (logo, favicon, company name).
Screenshot 10 - General System Settings
General settings form showing company name, logo upload, favicon upload, timezone selector, date format dropdown, default language, and primary color picker.
Cache Management
Clear application caches to resolve display issues or force fresh data loading. Useful after making configuration changes or when experiencing stale data.
Screenshot 11 - Cache Management Panel
Cache management showing cache types (Application Cache, View Cache, Route Cache, Config Cache) with individual and "Clear All" buttons and last cleared timestamps.
API Management
Configure API access tokens, manage permissions, and view API endpoint documentation. For the full API management guide, see the dedicated API Management documentation.
Quick access: Enable API access, generate tokens, set scopes, and test endpoints from Settings → API Management.
Webhook Management
Configure outgoing webhooks to send real-time event notifications to external systems. WAB2C can notify your CRM, ERP, or custom application when specific events occur.
Screenshot 12 - Webhook Management Panel
Webhook configuration showing webhook URL input, event type checkboxes (New Message, Contact Created, Campaign Sent, Ticket Created), secret key for verification, and test webhook button.
Supported Webhook Events
| Event | Trigger |
|---|---|
| message.received | When a new WhatsApp message is received |
| message.sent | When a message is sent from WAB2C |
| contact.created | When a new contact or lead is created |
| contact.updated | When contact information is modified |
| campaign.completed | When a campaign finishes execution |
| ticket.created | When a support ticket is created |
Setup & Configuration
Staff & Role Management
Add team members to your WAB2C tenant, assign roles with specific permissions, and manage access control. Each staff member gets their own login credentials and can be assigned to handle specific features.
Screenshot 13 - Staff Management Panel
Staff list showing name, email, role badge, status (Active/Inactive), last login, and actions (Edit, Delete, Reset Password). Includes "Add Staff" button.
| Permission Area | Description |
|---|---|
| Contacts | View, create, edit, delete contacts |
| Campaigns | Create, send, view campaigns |
| Live Chat | Access live chat, reply to customers |
| Bots | Create, edit, manage bots and flows |
| Settings | Access and modify tenant settings |
| Billing | View subscription and invoices |
Status & Source Management
Customize the status labels (New, In Progress, Qualified, Contracted, Closed) and source labels (WhatsApp, Facebook, Website, Referral) used across the CRM. Add, edit, reorder, or color-code labels.
Screenshot 14 - Status & Source Management
Status and source configuration showing lists of customizable labels with color pickers, drag-to-reorder handles, edit and delete buttons, and "Add New" option.
Groups
Create and manage contact groups for organized segmentation. Groups can be used for targeted campaigns, filtering in live chat, and CRM organization.
Screenshot 15 - Group Management
Group management panel showing group list with names, member counts, creation dates, and actions (Edit, Delete, View Members). Includes "Create Group" button.
Custom Fields
Add custom data fields to contacts beyond the default fields (name, phone, email). Custom fields appear in contact forms, live chat panels, and can be used as merge fields in campaigns.
Screenshot 16 - Custom Fields Configuration
Custom fields list showing field name, field type (Text, Number, Dropdown, Date, Checkbox), required toggle, and sort order. Includes "Add Custom Field" form.
Supported Field Types
AI Prompts
Configure custom AI prompts used by the AI integration. Define system prompts, response styles, knowledge context, and behavioral instructions for the AI assistant.
Screenshot 17 - AI Prompts Configuration
AI prompts editor showing system prompt textarea, response tone selector (Professional, Friendly, Casual), knowledge base textarea, and per-feature prompt overrides.
Canned Replies
Create pre-written response templates for common customer questions. Canned replies are accessible in Live Chat via the quick reply menu, enabling agents to respond faster.
Screenshot 18 - Canned Replies Manager
Canned replies list showing shortcode, title, message preview, category tag, and actions (Edit, Delete). Includes "Add Canned Reply" form with shortcode and message fields.
Activity Log
View a comprehensive audit trail of all actions performed within the tenant account. Track who made changes, what was modified, and when it occurred. Essential for security auditing and compliance.
Screenshot 19 - Activity Log
Activity log table showing timestamp, user name, action type (Created, Updated, Deleted, Login), affected resource, IP address, and details column with expandable rows.
Languages
Configure the available languages for your WAB2C dashboard interface and customer-facing elements. Set the default language and enable multi-language support for templates and canned replies.
Screenshot 20 - Language Settings
Language configuration showing available languages list with enable/disable toggles, default language selector, and RTL (right-to-left) support indicator for Arabic/Urdu.
Email Templates
Customize the email templates used for system notifications (password reset, account activation, invoice emails, subscription confirmations). Edit the HTML content, subject lines, and dynamic variables.
Screenshot 21 - Email Template Editor
Email template editor showing template list (Password Reset, Welcome Email, Invoice, Subscription), HTML editor with preview, subject line input, and available merge variables.
System Logs
Access detailed system logs for debugging and monitoring. View API request logs, webhook delivery logs, error logs, and system event logs. Filter by date range, log level, and event type.
Screenshot 22 - System Logs Viewer
System logs viewer showing filterable log entries with timestamp, log level (Info, Warning, Error), event category, message, and expandable details with request/response data.
| Log Type | Description |
|---|---|
| API Logs | Incoming and outgoing API requests with status codes |
| Webhook Logs | Webhook delivery attempts, successes, and failures |
| Error Logs | Application errors with stack traces |
| Event Logs | System events (cron jobs, cache clears, session events) |