Configure Company Details
Add company name, contact details, address, currency, logo and invoice prefix.
Before you begin
Use Google Chrome, keep the supported WhatsApp or Messenger page open, and make a backup before replacing an existing installation.
Steps
Add company name, contact details, address, currency, logo and invoice prefix. Save changes after completing each section and refresh the active social platform once when required.
Data safety
Do not load old and new unpacked versions simultaneously. Keep client CRM data in the company-owned Sheet and keep commercial licensing metadata separate.
Troubleshooting
If the panel does not detect the active conversation, refresh the supported page, reopen the conversation and press the extension icon again.
Practical next step: Open one real customer conversation and apply this workflow before expanding it to the rest of your database.