How to add Whitelist to Accounts

How to add Whitelist to Accounts

Whitelist feature is available for SMS and WhatsApp accounts only

 

FROM VERSION 3.49.0

To use this feature, you need to enable the Whitelist option from the Edit account → Advanced section
So you can choose specific lists from which you can receive message and you can define the response message which will be sent automatically as a response to contact not on any chosen whitelist.

In the Accounts list you can add a whitelist in two ways:

Select the Account from the List, click on 3 dots button and choose the menu entry Associate Whitelist

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Edit the Account and then click on the add whitelist button

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Then you can choose the list from the modal, selecting one or more lists from the available ones, created in the Contact Manager.

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When a contact not present in the Whitelist writes a message to the configured account number, an automatic reply with a predefined message is sent, and the interaction is closed.

 

Whitelist usage scenario:

If you want to provide support exclusively to existing customers, you can:

  • Create a list of approved customer phone numbers in Contact Manager

  • Assign that list as a whitelist to your account

  • Prevent unauthorized contacts from reaching your support team, by sending a courtesy message