Summary
In this article, you'll learn how to easily invite new users to your Wati account. We'll cover the simple process of navigating to the user management section, adding a new user with their details and desired role, and completing the invitation process. By the end of this guide, you'll be able to expand your Wati team and empower them to contribute to your customer communication strategy.
Note: Broadcasts are now Campaigns – same powerful features, updated name!
Instructions
Why invite team members to Wati?
Before we dive into the "how," let's consider the "why." Inviting team members to Wati allows you to:
Share the workload: Distribute customer inquiries, manage campaigns, and monitor performance across your team.
Improve response times: Ensure timely replies to customer messages, leading to higher satisfaction.
Enhance collaboration: Foster teamwork and knowledge sharing among your agents.
Optimize workflow: Streamline your communication processes and improve overall efficiency.
Follow these steps to invite your team members to Wati
Follow these simple steps to add or invite a new user to your Wati account:
Step 1: Navigate to the “More” menu
On the main Wati menu (usually on the left-hand side), click More.
Step 2: Access user management
From the More dropdown, click User Management. This opens the user management page.
Step 3: Add a user
In the top-right corner of the User Management page, click Add user to start the invitation process.
Step 4: Fill in user details
Enter the required information for the new user:
Name: First and last name of the team member
Email: Email address where the invitation will be sent
Other details: Job title, department, or any other requested information
Step 5: Select a user role
Choose the appropriate role based on the team member’s responsibilities (for example, Admin or Agent). Each role has different access and permissions.
Step 6: Save the invitation
Click Save to complete the invitation process.
Step 7: Invitation email is sent
Wati automatically sends an invitation email to the specified email address.
Frequently Asked Questions (FAQs)
General questions
1. What does inviting a user to Wati allow me to do?
Inviting a user lets you add team members to your Wati account so they can help manage customer conversations, campaigns, and overall communication workflows.
2. Why should I invite multiple team members to my Wati account?
Adding team members helps share the workload, improve response times, enhance collaboration, and streamline daily operations.
Invitation process
3. Where do I start the user invitation process?
You can start by clicking More in the main Wati menu and then selecting User Management.
4. Where do I add a new user?
On the User Management page, click Add user in the top-right corner to begin inviting a new team member.
5. What information is required when adding a new user?
You need to enter the user’s name, email address, and any other requested details such as job title or department.
6. How is the invitation sent to the new user?
Once you save the invitation, Wati automatically sends an invitation email to the email address you provided.
Roles and access
7. Why do I need to select a user role?
User roles define what the team member can access and manage within Wati, such as administrative settings or day-to-day messaging.
8. Can I choose different roles for different team members?
Yes. You can assign roles like Admin or Agent based on each team member’s responsibilities.
After sending the invitation
9. What happens after I click Save?
After clicking Save, the invitation process is complete and the new user receives an email with instructions to join your Wati account.
10. Do I need to take any additional steps after sending the invite?
No further action is required from your side. The invited user just needs to follow the instructions in the invitation email to get started.