WhatsApp Widget Account Management: A Complete Guide
How WhatsApp Widget account management works, how to create an admin, what options they have, and how each widget is handled as a standalone mini-app.
1. Creating the Admin Account
When you create a tochat.be WhatsApp Widget account, you become the main admin. This admin account is your control center, from where you can manage multiple integrations:
White Label: Customize the tool with your own branding.
Payment Integration: Connect your account with payment systems to automate transactions.
CRM Integration: Sync the account with your CRM for seamless customer management.
These integrations are unique to your admin account, meaning they are not shared with other accounts.
2. Widget Management
Within your admin account, you can create an unlimited number of widgets. Think of each widget as a mini-app designed for a specific function. You can embed these widgets on landing pages, websites, or wherever you like.
Each widget is independent, allowing you to:
Assign Agents: Each widget can have one or more agents linked to it. These agents are the ones who will interact with customers.
Assign Customers: Customers who interact through a widget are linked to the assigned agents.
3. Agent and Sub-Agent Setup
Agents play a crucial role. You can link each agent to a specific phone that is unrelated to your admin number, allowing for completely separate management. Additionally, you can add sub-agents, who will have access only to the assigned widget, making it easier to collaborate with external teams or clients.
4. Shared Access and Management
As an admin, you have access to all widgets, but you can share permissions with other users or clients. For example, if you work with a company and want them to have access only to their widget, you can easily set this up. This is useful for managing campaigns, products, services, or even different countries and languages.
5. Growth and Expansion
The flexibility of the system allows for unlimited growth. You can start with just one agent and one widget, but as your business grows, you can add more widgets and agents for different channels or services. There are no limits to the number of agents or clients you can manage.
6. Optimization and Support.
Each agent has a CRM, an app, and a dashboard that allows them to manage their clients effectively. Plus, we’re continually improving the mobile version to make management easier from any device.
In short, WhatsApp Widget is designed to grow with you, offering unlimited tools under a single subscription, with no additional costs for expanding your service. We support you in your growth, we don’t penalize you!
I hope this guide has clarified how account management works in WhatsApp Widget. Go ahead and keep expanding your business with our tools!