> For the complete documentation index, see [llms.txt](https://docs.antbuddy.us/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.antbuddy.us/antbuddy-inc-documents/whatsapp-user-guide/guide-to-managing-chats-with-whatsapp-customers.md).

# Guide to Managing Chats with Whatsapp Customers

When a customer sends a message to the page, the message will be directed to Omni - WhatsApp.

The number of unread messages will be displayed on the menu.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe4Kh3z2Rpt0iKRp4m_yYEp8iCw_j2hErGwebHWKutIdQuSV9oEmMVh-7_3Q79H0Er65z2MUHDIvp2QV91I8-ffoMiyc3PzBJ_J1J8jKn9P0F_18rGpEdGYPPZYKICQWtjZnQt0d0VC5ZhEEACOmYZST-TJ?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

To manage messages and support customers efficiently, agents need to follow these steps:

Step 1: Open the Omni page.

Step 2: Click on the WhatsApp tab.

Step 3: Click on the Inbox tab to see the message recently received from the Whatsapp customer.

Step 4: Click on the message to start chatting and provide support.

Here, you can see the assigned support agent by hovering over the small avatar on the message (see the image).

\*\* Viewing permissions for sessions are set in the Interaction section

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfHfRkTFy_YkSus95ASSRd1QgI8ZuclTWhB9jrAhFUH2o2-kixFfKSgXibZ75oo-kJoFTgSCLFQFtftiF1DiT35VeeJXxen-G6yLDvQpP-kzySEFvG05KhOv5WoSm81VV4-WeJukQJEEhuHtDHrz_wZIhS4?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

### 1. Guide to Sending Messages to Customers

Step 1: Enter the message content into the chatbox.

Step 2: Press Enter to send the message.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfp770xs67MjOnDeKQuWl8mTrOld8WzJSt62pJbO1NY9kxim4YlYnLwTW7VIgWLVXd2u8vLgQ3QDMyOLp3fgeJjoZry7_utWlqD-cnHgmF-diUo7LxFWOhF8DSSVENoysTILK1C5WXMw1Xm5FJGrPZXZeI?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

Or select from the message templates list - choose a template and press Enter to send.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeIRa_uL4rEj4eEvmMs06228KiWuvBf138mWY3umBomRdDHyLe4w1b_4Q7MrIoMoN0IQbbhGr9LO69WqI2nVEE6ShPdA9IuAW5u-K58ubWpGjU3a6rUZ_o0ZDa8OCnnH9NXkO6K7JSTlVHFm5ezvlLpWN69?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

### 2. Guide to Viewing Conversation History

Step 1: Open a chat session

Step 2: Click on ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXecddUkyOUEYA9FyralN2BWK-8vp8iMoSnTv9y1irEJS9VxRudNZRa6BqK1wACOh_KAtWDQXiAU__JgI8V65IUrcWvx-DF65HgQ4KaMNeZhX3CAsI6tG6KkFVvOPNskd5ZfAYUurPgI259b5ZQ6jPQaD0U?key=EhUKvYQkMl1LimqIYx3txQ)icon in the Chat History&#x20;

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdxgLZzQlX_hwEyzpfwR4-3mTIl2U0pY5wPVTlxiQ_INyouFI-MJ_gyE5zyhpoVm_-pk0KimCRTX6xJbMxM6d55UWonsYRZPW8hRrHwCSArkrwUN0hacEoyfqO3j80eCOYRbS5eMCIFdi4347LV8UOXMY0?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

Assignment History:

* Includes Assignment Type: automatic/manual
* Assigning agent, Assigned agent
* Assignment Time

### 3. Guide to Changing the Session's Assigned Agent

Step 1: View any message

Step 2: Below the customer's name, there is a line that says "Assigned To Nadyah Alhoash”

Step 3: Click on the edit button next to it to change the assigned person

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcM-_y6kt3KNJKhRuGHQsDuNJrG7Gyxq2lU2SKUk78m8mYijgtVIZvDpYgCKyu5oB--4n8T5fYxfLBWVGVZoizvcDV9mUROjt5xsa71-TvOKfIJIjn8YZUtJl_pWhB49T1t-GOhYzbhmSWdVFAvswLMQtW0?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

Select the Group and the Responsible Person and click Assign

(You can add a note with additional details to help the new responsible agent understand the assigned session better)

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXckPmQ-wSubeDcAH6AaBBenvA75v-tzqlb7lj5B3IpI5ecu_VHXpP6w-05wPOKIeHH-p89rWFk45pU7f2CBPVh0EaGHoW9ufNI-l6VNtlOpS4UBxf-7JK7QIqbG7cVuX7TP_CI0dhutUKag7OH_Xv3C43lN?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

### 4. Guide to Adding a Support User to a Message Session

This feature is used when the current user needs help from another agent to assist a customer. By simply inviting the agent into the session, that agent can help support the main person responsible for the session.

Step 1: View any message

Step 2: Click on the "Add Support" icon

Step 3: Select or search for a name to add for support

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeYZDKdfHGMIOZ-Srke_4YX9d7-LlVnXmeXQ1zV2xxtBkFAuSleeHdSHZcn4SVOiCbEJoFJL8c_QkK74RFpvm1XfAAa78nymE-Xbs9XB_oBFtaYV3hZVo7oi03Vfp-3xqGTE_hr9EhQFA-Y_A5k-jfmWRc?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

You can add one or more support agents

Click “X” to remove a support agent from the list

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdhfKkcG4N53ZSkMQiTqkt5ZPp6ZX4eurIz9ZYFHlEjyV4wkLNi-2OICnemS9M0lXJOWrTDiP4aDCpuLkPKT0RHDK_HGnnkKIrvbDzU7y7KMYGq_WhdyfKHcG-uVrNlCj8du3lmBt5AEfdbuiOL0e3o2jIe?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

Step 4: Click Save button

### 5. Guide to Tagging a Session

This feature allows you to assign one or more tags to a chat session to categorize sessions by Tag.

Step 1: View any message

Step 2: Click on the Tags icon

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXd76tGvVms_0gaM9eDzgmGMe3Mh70UuR64iwiJuoPcLHNbx_vm-QQKGSmAUtnNfGN5uC0s2idaTDLh4kpJPlEjTHyaHM7gGUijy5ROjkMkR3eVVSQ_0erUZpffRIOKt_VdO4wTZOl8MJ04RysZGDbhu27OA?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

Step 3: Select tags from the available list

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcsrYQnKJy30LpzvV88g-HDfxrDPJI8lXwEe5pZItep8M1WV-oFxQXCnYYL4nbzrNd8QCK_Sd_F4WgHehr7bcbSETacYvhv4k-ydVq4VdOiiMpb6SbT7LBYeOWKIvCcozzueqNZRF8Le9EWp8kURFHZt_c?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

After the tags have been successfully updated, they will appear in the session list—right below the session name

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXef7_rrzD-_XIo4lBYyJ1qPjz-3QpWmEaOPeRJyrUrgas062YarlNNwQ5kOcJrx7D00O_S8IesE4kVn4nT1U_d8reDEcKoQqWnfwtbB4XaHyweE9m6lt9vG0pGHXQZA8h5cCra8EHDDLW1mxo6zg7IoICU?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

### 6. Guide to Sending Images

Step 1: In the chat bar, click on the ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcJxXEZC8cBw5LhVwT038R1sHCRGqEVRJSHwf39XQsU_RJIUcad8wF_9CrBv9xmKfif6nubap9YUWK18kQ7MsoB9Co6ZbT5glu5gdU-IaPZaoOdW9cQE9G6A2SkoU8YzRYSqgWByi_6EJ5p5B4tT-x1uClb?key=EhUKvYQkMl1LimqIYx3txQ)icon

Step 2: Select the image you want to send

Step 3: Click Open

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfO6sIJ4tiFxj6VzAz1JW2FkQSe6FoP5wMmhDErXQF3XQfR8w3DS0QVEYGwVhudzCe0fA1gwv1hxqY3UBWolgAkSYx-zam44iw9E0NQyUGOXQgGvBwmTg4JL_qiPVixAJRVmO9hIPeijRyphdACAA8ltFc?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

The image will be sent

To view the entire image, click on the image

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfbxqtjuWK7avL53XpkbJYH16Zdbmp9r9UuG-xVJMLtAgkvKZ05yGYt-G-8x1CowaZYqdT4_52--k9_1wfA5t4w1kNAxDj6s8oXG0OwzvPKDtvMCT7uY8vasVI64zUDnrWXdx9HAOkbnpLrraVk5g851FFm?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

### 7. Guide to Marking a Session as Completed

This feature is used to close and move supported sessions into the "Completed" filter. This allows us to track the number of sessions that have been supported, the support time, etc.

Step 1: Open the session of a message

Step 2: Support the customer: Reply to the message, comment, attach files, assign tags, etc

Step 3: Click on the "Mark Done” icon

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfq2kNcNezRf_40zod9e6rBPRPIQ3QkknVoMhlkTozSttKSl_75Xu2dYqpSQi6-6Rphm_agzlPZ9CIFuuFLD-A24-XfPrbz6HHRUHKIRw9VNTKf-W43B-3nwZsnkAF6hVc4H0taUVBKHuYvzMZNEStfpyU?key=EhUKvYQkMl1LimqIYx3txQ" alt=""><figcaption></figcaption></figure>

If the customer messages again, the session will be reopened

<br>


---

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