A project is a separate line of your business: a website, a brand, a WhatsApp number. Each project has its own customers, inquiries, orders and occasions, and they never mix: the same person who wrote to two projects is two customers with their own histories. The customer never learns that the projects belong to one business.
“Projects” in the menu has the tabs “Active” and “Archived”. A manager and a viewer see only the projects assigned to them. The owner and admins can create, change, archive and delete projects.
Create and edit a project
“New project” (or “Edit” on the project card):
- “Name” — up to 100 characters, unique in the account;
- “Color” — the colour of the project's label in lists and cards;
- “Description” — for you and your colleagues, optional.
The main project
The main project is preselected in the new customer form and in the import. There is always exactly one, labelled “Main”; the account's first project is named after your company. To make another one the main project, click “Make main” in the list or on the project card and confirm.
Archive
“Archive” hides the project from lists and filters. Its data is kept: customers of an archived project can still be opened and get new inquiries and orders (an old customer may write again). You cannot import into an archived project. “Restore” makes the project active again.
The main project and the last active project cannot be archived — the button is disabled with an explanation next to it. Make another project the main one first.
Channels
The “Channels” section of the project card lists the WhatsApp numbers connected to the project: name, number, status (“Connecting”, “Working”, “Disconnected”, “Error”) and when the last event came in. A number's messages go to the “Conversation” tab of this project's customers and create inquiries. A number can be connected to one project only.
Owner and administrators see the “Connect WhatsApp” button — how to connect a number is in “Connecting WhatsApp”. Click a channel to open its page: status and why it was disconnected, contacts and history loading, “Disconnect”. When a number is disconnected or has an error, the reason is shown here too, under the status.
Deleting
“Delete project” — for good. It is possible only when no live customers are left in the project: customers are not moved to another project, so delete them first (the window shows their number and the link “Open the project's contacts”).
Together with the project, its deleted and merged customers, their recipients, occasions, inquiries, orders, reminders, the import history and the managers' assignments are erased for good. The window shows how much of each will be erased; to confirm, type the project's name. Numbers of deleted orders are never reused. The main and the last active project cannot be deleted; nor can a project while an import into it is running or channels are connected to it.