Workflow

Client portal and administrator customer-profile WhatsApp history

Expose verified conversation history only to the owning contact and permission-scoped staff, with protected conversation and media access.

18 connected guidesLive filterPermission-aware instructions
18 guides
Category

WhatsApp Web Messaging

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Britixo WhatsApp Enterprise: complete how-to guide

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Open WhatsApp History in the client portal

Sign in as the verified contact and select WhatsApp History from the client menu.

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Understand when the portal menu appears

The menu is added only for an authenticated contact with verified WhatsApp conversations available.

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Review the portal conversation list

Choose among conversations securely linked to the signed-in contact.

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Open a portal conversation

Select a conversation to view its bounded message page.

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Load older portal messages

Use the before-message cursor to retrieve an earlier page.

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Download a portal attachment

Select the attachment; the portal controller verifies contact ownership and message association before sending the file.

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Understand portal ownership isolation

A contact cannot request another contact’s verified conversation by changing the URL ID.

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Understand portal history after account deletion

Verified history remains available for compliance where the retained account/conversation evidence still belongs to the contact.

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Open WhatsApp History on a customer profile

Go to Admin Area → Customers → Open customer → WhatsApp History.

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Understand when the customer-profile tab appears

The tab is rendered only when at least one verified conversation for that customer is visible to the current staff member.

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Select a customer-profile conversation

Choose a verified conversation to load up to 200 messages.

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Load older customer-profile messages

Use the before-message parameter to page backwards.

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Download customer-profile media

Use the protected administrator media endpoint, which rechecks account View permission.

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Understand account-scope filtering in customer history

Staff see only customer conversations from accounts they can view.

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Understand customer-history view auditing

Opening a selected conversation records the customer, conversation, staff and cursor context.

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Understand portal media-download auditing

A successful contact download records the portal session, contact, conversation and message evidence.

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