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Account & Settings

Team, roles, billing, profile, notifications.

50 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?

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…

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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?

Seamlessly expand your team by sending invitations to new members. Enhance collaboration and productivity with this straightforward tool. Let's explore how…

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Account & Settings

How to Reset Forgotten Password?

If you've forgotten your password, don't worry! You can easily reset it by following these steps:

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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.

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Account & Settings

How to Change Your Own Password?

Step 2: In the Personal Information tab at the bottom right, click "Reset Password".

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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…

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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”.

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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”.

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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…

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Account & Settings

ChatDaddy Subscription Cancellation & 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…

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Account & Settings

What is Active Chat Pricing?

An Active Chat is counted when at least one message is sent or received between your team and a contact within the current billing month.

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Account & Settings

What is Credit System and How does it work?

Buy a Credit Subscription Subscribe to a credit subscription where you get a certain number of ChatDaddy Credits every billing cycle. Use credits to use the…

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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

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

How to enable Push Notifications on Mobile?

This guide will walk you through setting up notifications on both iOS and Android devices.

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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

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

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 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

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

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…

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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

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 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.

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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

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

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

Set Custom Hours of Operation for Keyword Replies

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

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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

Scheduled Messages: Cancel Automatically if a Reply Is 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

Access Rights Management

Admin can manage the access rights of created users.

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Account & Settings

Team Members — How to Delete / Remove a Teammate

Team Members — How to Delete / Remove a Teammate

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Account & Settings

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

Use this article to answer any customer query about ChatDaddy's working hours, office location, contact channels, or requests to visit in person.

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Account & Settings

Billing — Chargeback Disputes + Privacy Protection for Shared Accounts

Customer disputes a large charge they don't recognise. Threatens chargeback or police report. Important: the charge may legitimately be on someone else's…

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Account & Settings

Billing — Refund Policy + Auto-Renewal Cancellation

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…

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Account & Settings

Billing — How to Upgrade Your Subscription Plan

Billing — How to Upgrade Your Subscription Plan

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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…

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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.

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Account & Settings

Offline Payment Policy — Custom Enterprise Deals Only

Offline payment (bank transfer / invoice billing) is only available for custom enterprise deals with a total contract value above USD 20,000. Standard plans must be paid online via credit/debit card.

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Account & Settings

ChatDaddy Credit Pricing & Expiry Policy

ChatDaddy credits are renewed annually with your subscription, but your credit balance itself is valid for 2 years. If you choose not to renew, your remaining credits are still accessible until they expire.

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Account & Settings

How to Check Payment Transactions in ChatDaddy

1️⃣ Login to ChatDaddy Open ChatDaddy and log in with your account credentials.

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Account & Settings

Billing Migration — Old Pricing Plan to New Pricing Plan

Step-by-step guide to migrate from your old ChatDaddy pricing plan to the new plan-based billing at app.chatdaddy.tech/billing-migrate.

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Account & Settings

How to Migrate to ChatDaddy's New Plan-Based Billing (Step-by-Step)

A 4-step guide to migrating your ChatDaddy account to the new plan-based billing system — review your account, pick your plan, confirm what carries over, and switch. Credits, channels and team access all transfer automatically.

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Account & Settings

Understanding the New Plan & Billing Page — Plan, Wallet, Credits & Usage (Full Walkthrough)

A complete walkthrough of ChatDaddy's new Plan & Billing page — how your plan, Wallet credits, extra usage, support plans, and payments work together. Includes billing FAQ and example scenarios.

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