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Find and manage the copies of a WhatsApp attachment ChatArchitect does not store customer message texts or attachments. To find, restrict or remove an existing attachment, identify the application or storage location that holds the copy. The data-handling guid...

Find why a received attachment will not open Open the conversation in the application that received the WhatsApp message. Check the attachment there before following an old media URL or applying a Meta download-token example. Attachment behavior depends on the...

Prepare a file before sending it through ChatArchitect Start with the file types and attachment controls supported by your connected application. The media workflow guide helps you choose an image, document, audio or video route. These options depend on the in...

Choose an attachment workflow in your ChatArchitect integration Use the attachment controls available in the CRM, help desk or other application connected to ChatArchitect. Supported types and controls depend on both the integration and the application. Check ...

Check payment confirmation after sending a WhatsApp link When you send an external checkout link through ChatArchitect, the payment happens on the payment service's website. ChatArchitect does not provide native WhatsApp payments. Use the external service's tr...

Find where a WhatsApp prompt stops working An ice breaker or command configured in WhatsApp Manager gives a customer a way to start a request. The reply or business action is configured separately in the connected CRM, help desk or custom service. Use this che...

Prepare a number change before altering a working connection Use this checklist when you want to disconnect a tool, move a number or change its provider. These are different operations: disabling one CRM connection, changing the WhatsApp service behind a numbe...

Choose the owner of the setting you want to change WhatsApp Manager, ChatArchitect and your connected CRM or help desk manage different parts of a connection. Identify the setting and its owner before changing it. A Meta Settings API reference is not a configu...

Troubleshoot the code used to verify your phone number The supplied ChatArchitect connection flow verifies control of your business number by SMS or voice call. This ownership code is separate from the two-step verification PIN. Use this checklist if the code ...

Check every published QR code against the intended number Use this checklist to audit a poster, website image, email signature or other material that opens a WhatsApp chat. A static QR image can encode an ordinary chat URL. Meta-managed QR codes and editable s...

Locate the screen showing the wrong business details Start by recording where the outdated name, photo, description or website appears. A customer's WhatsApp profile, a setting in WhatsApp Manager and an internal CRM contact are separate records. Changing one ...

Confirm which part of the WhatsApp setup is ready A successful ownership code, a listed business number and a working CRM conversation are different checkpoints. Use this handover checklist when setup appears complete but the intended tool cannot yet send or r...

Investigate a difference between WhatsApp reports Start with the exact totals that disagree and the systems that produced them. A CRM dashboard, webhook log, website report and billing record may count different things. This guide helps you reconcile their sco...

Review which customer each connection serves Use this checklist when your own service connects several businesses through ChatArchitect. A customer's workspace in your application, a Meta business portfolio and a ChatArchitect connection are different records....

Label each reference before using it A number copied from an account screen may identify an account or an asset, rather than a telephone number. Keep the label and the screen where it appeared. This makes a support request useful without treating a Meta identi...

Confirm who controls the intended business assets Use this check before connecting a business number, involving an agency or changing an existing provider. Being able to see an account does not establish who owns the business assets or who is authorized to cha...

Choose the intended account before starting setup A new integration does not automatically require a new Meta business portfolio or WhatsApp account. First establish whether the business already has the account and number it intends to use. This decision check...

Compare the visible Meta account with the missing signup choice Use this worksheet when the intended WhatsApp account is visible to an authorized person in Meta, but that same account cannot be selected in the supplied ChatArchitect connection form. First comp...