Summary
In July 2024, we released an updated version of the Wati mobile app (v3.17.0) with a fresh, intuitive design to make navigation easier and improve your overall experience. This update introduced new features and enhancements, including streamlined login options, improved Team Inbox management, and customizable settings for automations and notifications. Whether you're managing contacts, assigning chats, or setting up auto-replies, the app now offers a more user-friendly interface to help you stay connected with your customers efficiently.
Note: Broadcasts are now Campaigns – same powerful features, updated name!
Instructions
How to log into the Wati mobile app
If you're new to the Wati mobile app, the first step is to log in to access your Wati account. Here's how:
Download the app
If you don't already have the app, download it from the Google Play Store (Android) or Apple App Store (iOS).
Onboarding Flow
When you open the app for the first time, you'll see a brief overview of the app's features. Swipe or click the arrow button to proceed to the login screen.
Log in as a Paid User
If you've purchased a Wati subscription, select the Paid user option.
Enter your Client ID (found in your Wati URL:
https://live.wati.io/<client ID>).For custom domains, enter your company name from the Wati URL:
https://live.wati.io/<company_name>.Enter your email and password.
Check the box to agree to our Terms and Conditions and Privacy Policy.
Click Login.
Log in as a Trial User
If you're using the free 7-day trial, select the Free trial user option.
Enter your email and password (or log in via Facebook or Google if you used these during sign-up).
Check the box to agree to our Terms and Conditions and Privacy Policy.
Click Login. After logging in, you'll land on the Team Inbox page.
Navigating the Wati mobile app
The app's main sections are accessible from the bottom navigation bar. Here's what you'll find:
Contacts
View all your Wati contacts in one place.
Add new contacts or edit existing ones, including custom parameters.
Note: Only users with the Administrator role can access the Contacts section. Operators cannot view this section.
Tip: To create WhatsApp message templates or send campaigns, log in to the Wati website on a desktop.
Team Inbox
This is where you’ll manage all your WhatsApp chats. Key features include:
Quick Filters
Click on any chat status (e.g., Pending, Solved) at the top to filter chats.
Search
Use the Search icon to find keywords in messages or search by contact name or phone number.
Filter by Tags
Filter chats by tags to organize and categorize them.
Mark as Favorite: Long-press a chat to mark it as a favorite.
Start a New Chat
Click the + icon at the bottom right to start a new chat with a new or existing contact using a WhatsApp template message.
Pro Tip: If you don’t see any chats, copy the WhatsApp Business number connected to Wati and send a message from another number to view it in Team Inbox.
View and Reply to Chats
Assign Chats: Assign chats to an Operator or a Team using the operator icon or the 3-dot menu.
Update Chat Status: Use the 3-dot menu to mark chats as Solved or Pending.
Manage Tags: Add or remove tags from the 3-dot menu.
More Options: Access customer contact details, add/remove custom parameters, and add internal notes.
Settings
The Settings section lets you manage your account and configure app preferences:
Automations
Set up auto-replies and advanced automation rules, such as Out of Office or Welcome messages.
Notifications
Customize push notification settings to stay updated on new messages.
Language
Change the app language to English, Chinese (Simplified), or Chinese (Traditional).
Other Options
Access Wati help docs, review Terms and Conditions, or Logout from the app.
Advanced Features
The Advanced section provides an overview of features that require the Wati website, such as:
Creating and sending WhatsApp template messages.
Setting up chatbot flows.
Sending campaigns.
Frequently Asked Questions (FAQs)
General questions
1. What is new in the updated Wati mobile app (v3.17.0)?
The update introduces a refreshed design, easier navigation, improved Team Inbox management, and more customizable settings for automations and notifications.
2. Who can use the Wati mobile app?
Both paid users and free trial users can log in to the Wati mobile app using their registered credentials.
Login and onboarding
3. How do I log in as a paid user?
Select Paid user, enter your Client ID or company name from your Wati URL, provide your email and password, accept the terms, and tap Login.
4. How do I log in as a trial user?
Select Free trial user, enter your email and password (or log in with Google or Facebook if used during sign-up), accept the terms, and tap Login.
5. Where do I land after logging in?
After a successful login, you’ll be taken directly to the Team Inbox page.
App navigation and access
6. What sections are available in the bottom navigation bar?
The main sections include Contacts, Team Inbox, Settings, and Advanced.
7. Who can access the Contacts section in the app?
Only users with the Administrator role can view and manage contacts. Operators do not have access to this section.
Team inbox and chat management
8. What can I do from the Team Inbox?
You can view and reply to chats, assign conversations, update chat status, manage tags, search messages, and start new chats using WhatsApp templates.
9. What should I do if I don’t see any chats in the Team Inbox?
Send a test message to your connected WhatsApp Business number from another phone number to make the chat appear.
Settings and advanced features
10. What settings can I manage from the mobile app?
You can configure automations, customize notification preferences, change the app language, access help docs, and log out.
11. Which features require using the Wati website instead of the mobile app?
Creating and sending WhatsApp template messages, setting up chatbot flows, and sending campaigns must be done from the Wati website.