Troubleshooting, verified limitations and release history

Troubleshoot automation not starting

Confirm the master automated-response switch, verification success and branch settings. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: Administrators, support staff and deployment engineersPermission: Relevant module or administrator permissionModule v1.0.0 · 2026.07.30-r20.5

Jump to steps

Where to goAdmin Area → WhatsApp → Connections / Inbox / Settings / Audit Trail

Before you start

Verify the module is active and select the intended WhatsApp account before changing any operational record.
Use an account with the stated native CRM capability and per-account access.
Test with controlled customer/contact data before relying on live verification, email or CRM automation.

What you’ll accomplish

Confirm the master automated-response switch, verification success and branch settings. These instructions follow the supplied r20.5 controller, model, view, installer, connector and automation flow.

Follow these steps

Go to Admin Area → WhatsApp → Connections / Inbox / Settings / Audit Trail.
Select the correct account, conversation, customer, staff member or session before you troubleshoot automation not starting.
Complete the visible fields and confirmation prompts exactly as described below.
Select the available action once and wait for its success or validation response.
Check the result in the operational record and, where applicable, in Audit Trail or the linked native CRM record.

Fields and options to review

Connection status and preparation messageConnection status and preparation message

Audit action and verification sessionAudit action and verification session

Account permissionsAccount permissions

Saved settings and limitsSaved settings and limits

CRM email/cron configurationCRM email/cron configuration

Rules the system enforces

Troubleshoot through the supported CRM controls before changing runtime files.
Do not delete session directories or database records manually.
Verified limitations are documented so users do not search for nonexistent menus or integrations.
Verify the master automated-response switch, verification success and branch settings.

How to confirm it worked

The requested action completes without a permission, validation, connector or native CRM error.
The selected account or conversation shows the expected state without changing another account’s data.
Where the action creates evidence, confirm the message, native record, verification event, portal history or audit entry is present.

Security, privacy and troubleshooting checks

Never expose connector tokens, loopback ports, authentication directories or raw customer verification replies.
Use the supported Connections, Access Control, Settings and Audit Trail pages rather than editing runtime or database records directly.
If the expected control is missing, verify both native capability and per-account permission before treating it as an installation fault.

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