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Team, roles, billing, profile, notifications.

132 articles
Account & Settings

How to Delete Team members?

Step 1: Hover over the left sidebar and go to the “Settings” section Step 2: Click on team Step 3: Locate the team member you want to delete and click on the 3 dot menu on the right Step 4: Click “

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Account & Settings

How to Manage Access for Teammates?

Learn how to manage what your teammates have access to!

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Account & Settings

How to Create Team members?

## Intro The Created User System feature enhances the admin's control by allowing them to not only invite new members to their team, but also create users directly. This feature streamlines user mana

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Account & Settings

How to change language on ChatDaddy?

Step 1: Click on your profile picture on the top right of your screen Step 2: Select “Change Language” Step 3: Select the language which you want to use [https://drive.google.com/file/d/1fI1m-fDCJb

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Account & Settings

How to Invite Team Members?

## Intro Seamlessly expand your team by sending invitations to new members. Enhance collaboration and productivity with this straightforward tool. Let's explore how it simplifies team building! - Ho

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Account & Settings

How to Reset Forgotten Password?

## Resetting Your Forgotten Password If you've forgotten your password, don't worry! You can easily reset it by following these steps: ### If you are NOT logged in: 1. Go to the login page for our

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Account & Settings

How to hide client’s phone numbers, emails & usernames from teammates

To ensure privacy and security, ChatDaddy allows you to mask sensitive client details like phone numbers, emails, and usernames from specific teammates. Here’s how you can set it up: ## 📍 Step 1: Lo

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Account & Settings

How to Change Your Own Password?

![image](/uploads/notion-images/2b2f2a3f43208129b108d2dbb45684ae.png) Step 1: Go to "Settings" > "Team". Step 2: In the Personal Information tab at the bottom right, click "Reset Password". Step 3

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Account & Settings

How to enable Push Notifications on Browser?

## Access Notification Settings - Open the ChatDaddy app. - Look for "Settings" and “Notifications” section within the app. ## Manage Section Notifications - You'll see a list of different sections

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Account & Settings

How to Check Payment Transactions in ChatDaddy

Stay on top of your credits and subscription with these simple steps.

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Account & Settings

How to add another Payment Method?

Step 1: Hover your cursor on the left navigation bar, then hover it to “Settings”, then click on “Billing”. ![image](/uploads/notion-images/2b2f2a3f4320813d90a8ce0387c9adc1.png) Step 2: Click on “Ad

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Account & Settings

How to download my Invoice?

Step 1: Hover your cursor on the left navigation bar, then hover it to “Settings”, then click on “Billing”. ![image](/uploads/notion-images/2b2f2a3f432081b59601ea8809d68e40.png) Step 2: You will see

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Account & Settings

Billing FAQ

1. What payment options does ChatDaddy support? 1. Credit Card 1. (Debit) Payment Card 1. VISA, MasterCard, AMEX, UnionPay 1. How do I know if my payment is successful? If your payment has bee

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Account & Settings

How to Manage Billing

### Keeping your payment details up to date is quick and easy, so you never have to worry about interruptions to your service. In just a few clicks, you can update your payment method, check your bill

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Account & Settings

ChatDaddy Subscription Cancellation & Refund Policy

# ChatDaddy Refund Policy Welcome to ChatDaddy. We are committed to providing the best possible service. Please review our Refund Policy carefully to understand your rights and our commitments. ## 1

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Account & Settings

WhatsApp Busines API (WABA) Pricing Update

![image](/uploads/notion-images/2b2f2a3f4320815589b0c735665cac74.png) ## Effective July 1, 2025 for all businesses, Meta (Facebook) has revised their pricing on their platform: - The conversation-ba

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Account & Settings

What is Active Chat Pricing?

## What is an Active Chat? ![image](/uploads/notion-images/302f2a3f432080e2a44acbdad8eef78e.png) An Active Chat is counted when at least one message is sent or received between your team and a conta

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Account & Settings

What is Credit System and How does it work?

![image](/uploads/notion-images/2b2f2a3f4320814c9951d3c00933caca.png) # Intro ## Buy a Credit Subscription - Subscribe to a credit subscription where you get a certain number of ChatDaddy Credits e

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Account & Settings

Recommended Long‑Term Solution

WhatsApp Business API (Co‑existence) eliminates QR mode entirely. ## 🚫 8. “24‑Hour Restricted Account” (Messaging Block) ## What you may experience Cannot send any messages for 24 hours Cannot rep

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Account & Settings

Recommended Long‑Term Solution

If delays are consistent, upgrading to WhatsApp Business API (Co‑existence) provides faster and more stable delivery. ## 🚫 3. Facebook / Instagram Automation Limitations ## What you may experience

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Account & Settings

If you encounter this issue, try these steps.

Check your phone to view the message. Check your internet connection (switch between Wi-Fi and mobile data). Update WhatsApp on both your and the sender’s device. Make sure you're both on the latest

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Account & Settings

How to install Google Form in CD

❗ Note: Please be aware if the title or value are amended in the Google Sheet, then whole integration will be interrupted. You will need to reset the integration. Please DO NOT amend the Google Sheet

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Account & Settings

Recommended Long‑Term Solution

This restriction only happens to QR numbers. Upgrading to WhatsApp Business API (Co‑existence) prevents 24‑hour blocks and gives you a visible number quality score. ## ⭐ Why Upgrading to WhatsApp Bus

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Account & Settings

How to install Shopee

Step 1: Go to your Shopee seller’s account, then click on “Settings”, then “Shop Settings”. Step 2: Disable “Allow SMS as additional account verification method” by clicking on the toggle button be

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Account & Settings

How to fix:

Go to WhatsApp Manager → Business Settings → WhatsApp Accounts Remove one existing WhatsApp account Retry with your new number ⚠️ Removing an account cannot be undone. ## 🛠️ Number Is Registered t

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Account & Settings

Privately Responding to Comments

Content creation is a nonstop grind—ideation, filming, editing, posting, and promotion take up all your time. And that’s before replying to DMs and comments, which are crucial for conversions. ChatDa

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Account & Settings

Highlights for Business Team

Here’s what this means for your daily operations 👇 AI Chatbot: Smarter & Faster Conversations Powered by GPT-5 Mini, the chatbot delivers faster, more reliable, and context-aware responses, helping y

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Account & Settings

Recommended Long‑Term Solution

Use WhatsApp Business API (Co‑existence) — no mobile device dependency and no message loss. ## 🚫 6. Duplicate Broadcasts ## What you may experience Broadcast appears twice Broadcast duplicated the

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Account & Settings

How to Tag a Contact in the Contacts page?

You can manually manage tag to individual contact. ## Steps ## 1. Navigate to Contacts. ## 2. Select a Contact** and click on it. ## 3. Within the contact information panel, locate the "Tags" sect

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Account & Settings

Can I delete testing data from the sheet?

Answer: No. Deleting data directly from the Google Sheet will break the Google Form integration and lead to unexpected behavior. If you need to remove test data, it is recommended to create a new shee

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Account & Settings

Why are my messages not syncing?

💡 Note: ChatDaddy retrieves data from Whatsapp Web. If Whatsapp Web does not have the specific information you're seeking, ChatDaddy won't be able to provide it either. For example, features like the

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Account & Settings

Alternative Way: View Recipients

Click on the three-dot menu next to the broadcast you want to view. Select View Recipients from the dropdown menu. ## 3. Select Contacts for Tagging In the detailed view, you’ll see a list of conta

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Account & Settings

Recommended Long‑Term Solution

API template messages offer guaranteed delivery without phone‑based duplication. ## 🚫 7. Frequent QR Disconnection ## What you may experience QR must be re‑scanned frequently Session drops when ph

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Account & Settings

How to Check

1. Open WhatsApp Business 1. Tap "Settings" > "Help" > "App Info" 1. Confirm version is the latest Update via App Store or Google Play if needed. ## Checklist - WhatsApp Business App updated to lat

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Account & Settings

How to enable Push Notifications on Mobile?

## Intro This guide will walk you through setting up notifications on both iOS and Android devices. ## Before You Begin Make sure you have the ChatDaddy Mobile App installed on your device. Refer

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Account & Settings

Why am I not getting any notifications?

Answer: Notifications are typically delivered within 5-10 minutes, although delivery times can vary. If you have not received a notification after 30 minutes, please carefully review your integration

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Account & Settings

Recommended Long‑Term Solution

For full automation, WhatsApp remains the most stable channel. Upgrading to WhatsApp Business API provides enterprise‑level reliability. ## 🚫 4. WhatsApp Web vs ChatDaddy Showing Different Status ##

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Account & Settings

How to Fix?

Open WhatsApp Manager Delete the existing WhatsApp account linked to the number Wait 5–10 minutes Retry setup with the same number ## 🛠️ Business Is Already Sharing This WhatsApp Account With a Pa

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Account & Settings

Recommended Long‑Term Solution

WhatsApp Business API (Co‑existence) removes the need for QR connections completely. ## 🚫 5. Missing Messages After Reconnecting ## What you may experience Some messages missing Messages arrive la

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Account & Settings

How to update Payment Information?

Step 1: Hover your cursor on the left navigation bar, then hover it to “Settings”, then click on “Billing”. Step 2: Click on Manage Billing. Step 3. After that click on “Update Information”. Step 4

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Account & Settings

How to create a calendar booking system using Google Calendar

The Calendar apps allow you to integrate a Google Calendar booking system for your business through message flows. There are 2 nodes available to help you achieve this: **Generate Calendar Slots - **

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Account & Settings

Can I edit the form questions or change the Google Sheet format/view?

Answer: No. Editing form questions or altering the Google Sheet's structure (e.g., adding/removing columns, changing column order) will disrupt the Google Form integration and result in unexpected beh

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Account & Settings

How to fix:

You must disconnect the current partner first: Open WhatsApp Business App (mobile) Go to Settings 1. Tap Account 1. Tap Business Platform 1. Tap Disconnect from Partner After disconnecting, return

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Account & Settings

How to Check

1. Log in to business.facebook.com 1. Click "Settings" in bottom left 1. Select "People" 1. Confirm your account shows "Admin" ## Checklist - I am a Facebook Business Manager admin - I can authoriz

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Account & Settings

Will I lose my Meta Verified badge when I onboard, and how can I restore it?

🧾 Yes. Onboarding your WhatsApp Business App to the WhatsApp Business API removes your Meta Verified badge (blue tick). To restore it, you’ll need to re-subscribe through your Meta Business Profile (

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Account & Settings

Why This Happens

Poll buttons operate differently from native interactive messages. As a result: Responses could not be translated from poll option. Not reflected immediately in your Poll Button. The recipient may

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Account & Settings

Why don’t special characters like exclamation marks etc. show up in a Button message?

If you tried adding special characters to a button on a whatsapp message, and saw that the message goes without those characters, it’s because whatsapp does not allow for special characters to be adde

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Account & Settings

Why don’t I see the “Start Verification” button?

Fill in all required fields under Business Info in Meta Business Manager Legal Name Address Website Phone Number The Start Verification button will appear once all fields are complete. --- 📖

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Account & Settings

Why Can’t I View Older Attachments (Images, Videos, PDFs, etc.)?

Attachments are only visible in ChatDaddy if: They were downloaded on your WhatsApp mobile app The files haven’t expired or been deleted ❗ If an attachment shows an error in ChatDaddy, check if it’

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Account & Settings

Why am I not getting any notifications?

Answer: Notifications are typically delivered within 5-10 minutes, although delivery times can vary. If you have not received a notification after 30 minutes, please carefully review your integration

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Account & Settings

What we can't do:

We can’t stop WhatsApp from sending warnings or restricting accounts. WhatsApp makes these decisions on their own. ## 💡 Final Tips: WhatsApp is increasing strict on mass messaging. To avoid problems

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Account & Settings

What to do now:

Pause your messages Stop broadcasts and automations for 1–2 days Switch to WABA for Broadcast and Mass Messages. No limitation for mass broadcast complying to WhatsApp Business Policy. Integrate W

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Account & Settings

What is the use of quick replies?

To streamline the process of sending message flows by allowing users to quickly access and send message flows to contacts directly from the inbox You can filter the list of message flows by the last

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Account & Settings

Warning: Modifying Google Sheet Titles or Values

Warning: Modifying the titles or values in the Google Sheet will disrupt the entire integration and require a reset. Do not make any changes to the Google Sheet titles or values. ## Set Up a Custom M

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Account & Settings

Viewing Poll Voters

🔍 To see who voted on a poll: Hover your mouse pointer over the number displayed next to the poll option. A list of voters who selected that option will appear. ## Important Notes WhatsApp Restric

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Account & Settings

Understanding what each tick means can help you track your communication and ensure your messages are being received and read.

## Tick Types and Their Meanings ## Important Notes Read Receipts: If the recipient has disabled read receipts, you won’t see the blue ticks even if they read the message. Blocked Contacts: If some

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Account & Settings

Understanding the Options

Reschedule & Send Every 5 Minutes: Sends pending messages gradually at 5-minute intervals to reduce the risk of being flagged or banned. Delete All Pending Messages: Removes all pending/scheduled mes

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Account & Settings

Types of Status

Order Status: This status is about whether the order is completed or not. It has three status options: Completed: The order has been paid for. Pending: The order is confirmed but not yet received by

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Account & Settings

Types of Custom Fields

Text: Store textual information. Number: Record numerical values. Link: Save URLs for easy access. Attachment: Attach files directly to contacts. Single Dropdown: Choose from a predefined list of

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Account & Settings

Tutorial video

## Steps Step 1: Go to Manage Channels Open your ChatDaddy account Find "Manage Channels" in the side menu Click the "+ Channel" button Select "Messenger" Step 2: Log in to Facebook A new windo

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Account & Settings

Steps to Use the Breakdown Feature:

1. Add New Data or Select an Existing Chart - If you haven’t added data yet, follow the instructions in the help document on adding new data. Alternatively, you can click on any of the existing charts

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Account & Settings

Steps to Filter Your Data:

1. Select a Chart - Start by selecting the chart you want to filter. For this example, we'll use the Messages Exchanged chart. 1. Access the Filter Options - Click on the Filter icon (as shown in the

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Account & Settings

Steps to create the booking system:

Step 1: Go to Automations > Message Flows > Create new flow Step 2: Create a starting message requesting your client to specify the date when they want to setup an appointment. Ex: “Please enter the

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Account & Settings

Step-by-Step Guide to Check Rejection Reason

In this article, we will be guiding you on how to check the template message rejection reason in your business manager. This will help you to rectify your templates when you resubmit them. ## Step 1:

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Account & Settings

Share the Google Sheet

Go to the Google Sheet linked to your form. Click "Share". Enter the email address infoautomation523@gmail.com. Set the access level to "Viewer." Explain the "Viewer" permission is sufficient: Cha

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Account & Settings

Requirements for Verification

## 1. Admin Access You must be an Admin in your Meta Business Manager (MBM) to perform the verification. ## 2. Complete Business Info Make sure your Business Information in MBM matches your officia

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Account & Settings

Requirements for the API Request

Your API Token: "Bearer" + Space( ) + The token you generated in Step 3. For example: Bearer apit_KjLAhuzJIdAA9SpZfLEUOAMs8D1450k16ppuRW The bot ID: The ID of the message flow you created in Step 1.

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Account & Settings

Recommended Long‑Term Solution

Upgrade to WhatsApp Business API (Co‑existence) for higher stability and lower ban risk. ## 🚫 2. Delayed Messages / Flow Delays ## What you may experience Delay set to 5 seconds but message sends a

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Account & Settings

Quality Approach (Good)

- 20 messages sent - 12 replies (60% response) - 0 blocks - 0 spam reports - Account Thriving — Quality score rising 100 messages = 5 customers + trouble. 20 messages = 12 happy customers. ## Key Tak

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Account & Settings

Q: Why can't I just stay on Business App?

The Business App works fine for solo operators with low message volume. But as your business grows, you'll hit automation limits, device restrictions, and increased scrutiny from WhatsApp's 2026 enfor

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Account & Settings

Q: What's the cost difference?

Personal and Business App are free. Co-existence is free for receiving + paid for business-initiated conversations via API. Cloud API is fully paid based on conversation volume. The investment makes s

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Account & Settings

Performance Summary Panel

- Total Calls Total number of calls made/received. - Average Duration Measure call quality and engagement depth. - Top Agents Identify your strongest performers. - AI Insights (Coming Soon) Future

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Account & Settings

Paste the Webhook in Paperform

- Return to your Paperform “Integrations & Webhooks” tab. - Paste the copied ChatDaddy webhook URL into the appropriate field so that Paperform knows where to send submission data. ## Test the Integra

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Account & Settings

Or follow these steps to create one from scratch

Step 1: Create a New Trigger Go to your ChatDaddy automation > Message Flow. Click "Trigger" > Create a new Facebook/Instagram Comment trigger. Step 2: Add Conditions - Add a "Condition" node to y

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Account & Settings

Or Follow Our Step-by-Step Instructions

Step 1: Open Your Facebook Page Go to Facebook and open the Page you want to use with ChatDaddy. Make sure you are an admin of that page. Step 2: Switch to Page View On the left side of your Faceb

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Account & Settings

Option B: Via Email

Send an email to support@whatsapp.com with the following details: Subject: Appeal for Banned WhatsApp Account Your phone number in international format (e.g., +60123456789) A clear explanation of t

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Account & Settings

Once you’ve submitted your appeal (either through the app or by email), here’s what to expect:

🕒 Be patient — It may take a few days (or sometimes longer) for WhatsApp Support to respond. 📩 They might ask for more information by email. If they do, just reply honestly and clearly. 🔍 They’ll re

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Account & Settings

New Features & Enhancements

ChatDaddy Version Labeling – The version indicator is now displayed only in ChatDaddy. This change ensures that the version number does not appear in White Label platforms, maintaining a cleaner and m

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Account & Settings

Meta Message Fees (Pay-As-You-Go)

## Competitor Comparison (Annual, 2 Numbers) ## Next Steps 1. Confirm Facebook Business verification status (Owner: Your company) 1. Ensure account hasn't been banned in the last 7 days (Owner: Your

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Account & Settings

Meta Message Fees (Malaysia)

## Ban Risk Reduction --- 📖 Read the full article: https://help.chatdaddy.tech/article/meta-message-fees-malaysia

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Account & Settings

Messages Sent by Team Members

Definition: Tracks how many messages were sent by specific team members or automation. Example: Automation: 267 Aditya Gupta: 247 CD - Harvard Chin: 44 Unknown: 15 Sameera N: 10 --- 📖 Read th

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Account & Settings

Important Security Notice

Never share your API token with unauthorized personnel. API tokens provide direct access to your account’s data and actions. Treat them like passwords — keep them safe and secure. ## Step-by-Step Gu

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Account & Settings

If you're facing issues with the Google Form shop notification feature, please follow the steps below to resolve the problem.

Step-by-Step Instructions ## 1. Google Form Integration Follow the same installation steps as outlined in our main help document here. ## 2. After following the installation guide, you may encounte

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Account & Settings

If Your Verification Is Rejected

Common reasons for rejection include: Incomplete or inconsistent organization details. Unreadable or invalid documents. Mismatch between your MBM info and legal documents. What to do: Review the

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Account & Settings

If you encounter this issue, try these steps.

Check your phone to view the message. Ask the other person to open WhatsApp on their phone. Make sure you're both on the latest version of WhatsApp. --- 📖 Read the full article: https://help.chat

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Account & Settings

How to view order details?

There are two methods to view order details: Drop-Down: You can click on the drop down icon and view basic details about the order, like the total amount, the products, etc. Popup View: You can clic

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Account & Settings

How to Reduce Poll Button Misfire

To improve reliability: Use poll buttons for non-critical interactions where immediate response is not essential. For time-sensitive workflows, consider using standard text prompts or simplified mes

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Account & Settings

How to fix:

Submit the account for review (24–72 hours), OR Switch to a different Business Portfolio, OR Create a new Business Portfolio and retry. ## 🛠️ Delete Existing One from WhatsApp Manager --- 📖 Read

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Account & Settings

How to Edit Access?

**Step 1: **To edit access, find the share button, (only visible if you’re the owner of the board), and click on it. **Step 2: **You will see the following Modal. Here you will see “All Teammates” as

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Account & Settings

How to disable the offline bot for one day?

As shown in the image, you can prevent the offline bot from running on a specific day by turning it “On” and setting the business hours from 00:00 to 23:59 for that day. ## Will the Offline Bot messa

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Account & Settings

How to Check

1. Log in to business.facebook.com 1. Click "Settings" in bottom left 1. Select "Security Center" 1. Check "Business Verification" status ## Required Documents - Business license - Address proof (wit

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Account & Settings

How to add tag in conversation logs:

Go to your Inbox. Open a specific conversation log. Select "+ Add Tag" and choose the desired tag(s) to assign to the contact. ## How to add tag from Inbox Sidebar (Contact Info): Access your Inbo

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Account & Settings

How does the message look on the user's side?

- WABA - WhatsApp ❗ Note: The title of the button can be a maximum of 20 characters --- 📖 Read the full article: https://help.chatdaddy.tech/article/how-does-the-message-look-on-the-users-side

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Account & Settings

Highlights for Business Team

Here’s what this means for your daily operations 👇 Channel Page is More Intuitive and Helpful The Channel UI has been refreshed with clearer layouts and pop-up messages explaining disconnection reaso

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Account & Settings

Hide/Show Scheduled Messages

You can use this setting to hide/show any messages that are pending to be sent. ## Auto-Suggest Replies This setting enables you to easily switch the automatic AI-suggested replies on or off. ---

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Account & Settings

Here's what you need to know:

ChatDaddy supports both official (WABA) and unofficial (non-WABA) WhatsApp messaging. The warning may appear if you're using non-WABA features that WhatsApp doesn't fully support. You might get flagg

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Account & Settings

Guideline on how to Pin Filters

Select the filters you want to apply. Click Pin Filter and give it a name. ❗ Note: Maximum 15 characters allowed for naming the pinned filter. To delete or rename pinned filters, click the edit ico

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Account & Settings

For Windows (Updated for Latest Chrome):

Open Google Chrome and go to the ChatDaddy page you want to create a shortcut for. Click the three dots menu (⋮) in the top-right corner. Hover over “Cast, Save and Share”. Click “Install ChatDaddy

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Account & Settings

First Response Time

Definition: Time taken to send the first response to an incoming message. Example: 14 minutes. ## 7. CRM Metrics ## Average Tags per Contact: The average number of tags assigned per contact to cat

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Account & Settings

Ensure Responses Are Accepted

Make sure "Accepting responses" is turned on in the "Responses" section. (Visual: Screenshot of a sample Google Form with the WhatsApp number field highlighted.) ## Share Your Form's Google Sheet wi

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Account & Settings

Enable and Test Output

Submit a test Google form using your own phone number to verify the setup. Verify that you receive the notification. That's it! Your setup is complete. From now on, whenever someone submits your Goo

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Account & Settings

Email Support Tips:

Stay polite and respectful. Explain your situation clearly — what happened and why. If you made a mistake, admit it honestly. Assure them that you’ll follow all WhatsApp rules in the future. Make

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Account & Settings

🎨 Editing of Tag Colours

Customization just got better! - You can now edit the colours of your tags to align with your operational preferences and improve organizational clarity. --- 📖 Read the full article: https://help.c

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Account & Settings

Different Conditions Available

In the Facebook/Instagram Comment trigger, you can setup various conditions such as the comment text, post, post caption, live video status etc. To access these, first create the Facebook/Instagram C

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Account & Settings

Difference Between Contact Properties and Contact Updated Properties

- Contact Properties Use this when you want to check a contact’s property, regardless of whether it was just updated. Example: To check if "John" is the assignee, and you don’t care when the assignme

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Account & Settings

Date format while viewing subsmissions may have inconsistencies depending devices used to submit the forms.

Mobile devices [ DD/MM/YY] - PC [ MM/DD/YY] Before forms are to be submitted, a precaution is best to advise which device recommended to submit the forms. ## Use Case ## Organized Workflow - Manag

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Account & Settings

Custom hours of Operation

By default, the bot will respond to keywords sent at any time. However, you can set certain times so that the bot will only work during those times ## Advanced Settings --- 📖 Read the full article

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Account & Settings

Copy the Spreadsheet ID

Explain what the spreadsheet ID is: The Spreadsheet ID is a unique identifier for your Google Sheet. ChatDaddy uses this ID to locate and access the sheet. Where to find it: It is the string of chara

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Account & Settings

Configure Notification Settings

Keep "Override Recipient" disabled if you have labeled the column "WhatsApp Number (with country code)" in your spreadsheet. Enter your preferred notification name in the field "Notification Nickname

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Account & Settings

Condition 2 (Night Shift: 18:00 - 07:59)

If ALL of the following match: Assignee is not CD - Teammate D or Teammate E Time matches 18:00 to 07:59 ## ✏️ 3. Modify Contact Based on Condition Use the Modify Contact action to assign contacts

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Account & Settings

Checking for Specific Post

In this example, we can only trigger a reply on 1 or more selected posts. First, we must select the “post” property, and then click the “Select Post(s)” button. Upon clicking the button, you’ll see a

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Account & Settings

Cancel message if reply received

This option ensures that any scheduled follow up messages are automatically canceled if a reply is received from the recipient before the message is sent. So you can send an automated follow up messag

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Account & Settings

Cancel if reply received

When using a scheduled message to follow up on a client, in some instances the client may respond before the scheduled message is sent, in that case the scheduled message will be cancelled automatical

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Account & Settings

Can I edit the form questions or change the Google Sheet format/view?

Answer: No. Editing form questions or altering the Google Sheet's structure (e.g., adding/removing columns, changing column order) will disrupt the Google Form integration and result in unexpected beh

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Account & Settings

Can I delete testing data from the sheet?

Answer: No. Deleting data directly from the Google Sheet will break the Google Form integration and lead to unexpected behavior. If you need to remove test data, it is recommended to create a new shee

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Account & Settings

Before You Begin

✔️ You must have a personal Facebook account — used to log in to Meta Business Suite. ✔️ You can create up to 2 business portfolios (this doesn’t limit how many you can join). ✔️ Business portfolio

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Account & Settings

Before 2026 vs Now

## What WhatsApp Cares About Most Focus on the top metrics first — they have the biggest impact on your account health: ## Quality Over Quantity: See the Difference --- 📖 Read the full article: h

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Account & Settings

Authentication (~USD 0.045)

Security verification messages: OTP codes, login verification, 2FA. ## Service (FREE) Customer-initiated messages — reply within 24 hours for free. ## 24-Hour Free Reply Window When a customer mes

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Account & Settings

App Store and API

API Update private integrations for notifications API - Allows teammate to Update private integrations Read/Update API Web hooks - Allows teammate to read/update old API webhooks LIVE EVENTS ACCESS

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Account & Settings

Annual Cost (2 Numbers)

## Feature Comparison ## Detailed Fee Structure ## Omnichat - Basic plan: HKD 35,000/year (~USD 4,500) - Message markup: % undisclosed - Seats included in basic plan - No Co-existence support - Pro

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Account & Settings

Alternative Way: View Recipients

Click on the three-dot menu next to the broadcast you want to view. Select View Recipients from the dropdown menu. ## 4. Select Contacts for Export In the detailed view, you’ll see a list of contac

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Account & Settings

Access Rights Management

Admin can manage the access rights of created users. Changes in access rights do not affect the number of credits used to create the user. ## Channel Management - Admin can delete/manage created us

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Account & Settings

3-Year Total Cost (2 numbers, 5 seats, 2,000 marketing msg/mo)

Higher message volume = greater advantage from ChatDaddy's 0% markup. --- 📖 Read the full article: https://help.chatdaddy.tech/article/3-year-total-cost-2-numbers-5-seats-2000-marketing-msgmo

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Account & Settings

ChatDaddy Subscription Cancellation & Refund Policy

# ChatDaddy Refund Policy Welcome to ChatDaddy. We are committed to providing the best possible service. Please review our Refund Policy carefully to understand your rights and our commitments. ## 1

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Account & Settings

How to hide client’s phone numbers, emails & usernames from teammates

To ensure privacy and security, ChatDaddy allows you to mask sensitive client details like phone numbers, emails, and usernames from specific teammates. Here’s how you can set it up: ## 📍 Step 1: Lo

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Account & Settings

Team Members — How to Delete / Remove a Teammate

## Team Members — How to Delete / Remove a Teammate Module: Settings > Team Members Who can do this: Only the account Owner / Admin. Sub-users cannot remove other members. This is a self-serve acti

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Account & Settings

ChatDaddy — Business Hours, Office Address, Contact & Walk-in Policy

## Overview Use this article to answer any customer query about ChatDaddy's working hours, office location, contact channels, or requests to visit in person. ## ⏰ Working Hours Monday to Friday, 9:

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Account & Settings

Billing — Chargeback Disputes + Privacy Protection for Shared Accounts

### Scenario Customer disputes a large charge they don't recognise. Threatens chargeback or police report. Important: the charge may legitimately be on someone else's account (e.g. an ex-employee, a

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Account & Settings

Billing — Refund Policy + Auto-Renewal Cancellation

### Credit Carry-Over Policy Credits are NOT plan-cycle bound. They have a 2 year validity (two years from purchase date) and carry over through renewals. Unused credits are NOT refundable but they s

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Account & Settings

Billing — How to Upgrade Your Subscription Plan

## Billing — How to Upgrade Your Subscription Plan --- ## Steps 1. Go to Settings → Billing. 1. Click "Change Plan". 1. Select your target plan. 1. Review pricing — upgrades are prorated (you pay

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Account & Settings

How to Find & Download Your ChatDaddy Invoice (Old Billing)

> **This guide is for accounts on the Old Billing plan. You can switch views any time using the Old Billing / New Billing toggle in the top-right corner of the Billing page. (If you are on New Billing

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Account & Settings

How to Download Your ChatDaddy Invoice (New Billing)

> **Use this guide if you are on the New Billing plan. The toggle shows 'New Billing' is active, or there is no toggle visible.** ## Step 1: Go to the ChatDaddy Dashboard Log in to your ChatDaddy ac

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