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23 articles
General

How to Create a Broadcast

A full walkthrough of the broadcast builder as it works today: choosing who receives it, cleaning up the audience, picking the flow, channel and schedule, setting a safe sending speed, and what happens after you hit Save.

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Broadcast — 0 Contacts Selected After Import

Broadcast — 0 Contacts Selected After Import

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How to Download Your ChatDaddy Invoice (Old Billing)

Use this guide if you are on the Old Billing plan. The 'Old Billing / New Billing' toggle in the top-right of the Billing page should be set to Old Billing.

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How to Check Your Current Plan & Next Charge Date

This guide shows you how to view your current subscription plan and your next charge (renewal) date inside ChatDaddy. It takes less than a minute.

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WhatsApp Business Account Issue Likely on Meta’s Side — How to Escalate via a Formal Meta Support Case

Use this when a client reports a WhatsApp Business Account (WABA) issue that appears to originate on Meta’s side rather than within ChatDaddy — for example…

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ChatDaddy Mobile App

Step-by-step guides for the ChatDaddy mobile app. Pick a topic below.

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How to Use the App Store: Connect an App and Trigger a Message Flow

Connect a shop or booking app in the App Store, point its events at a message flow, test the whole chain without messaging a customer, and read the two columns that tell you whether it is really firing — with the reasons an integration silently does nothing.

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How to Build a Message Flow With AI (Copilot)

Describe the automation you want in plain English and Copilot drafts the message flow for you — the trigger, the messages and the steps in between. Learn where to find it, how to write a prompt it understands, and what to check before you switch the flow on.

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The Rules for Authentication (OTP) Templates

Authentication is the only WhatsApp template category allowed to carry a one-time passcode, and it is by far the strictest: no links, no media, no emojis, and parameters capped at 15 characters. Here are the seven rules, the card ChatDaddy shows you when Meta rejects one, and how to submit an OTP template that passes first time.

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Channel Not Activated and Authorization Failed

Some channels cannot send or receive even though nothing looks broken, and pressing Connect does nothing. Learn how to spot a channel whose setup was never finished, how to tell it from a channel Meta has stopped authorizing, and what to press to fix each one.

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Recipient Not on WhatsApp, or No Longer in the Group

Two send failures you can hit on a WhatsApp channel you connected by scanning a QR code: the number has no WhatsApp account, or your number is no longer a member of the group. Learn how to tell them apart, how to check a number properly, and what to do about a group you have been removed from.

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The Template Errors That Stop a Flow From Sending

Six WhatsApp errors have nothing to do with your credit, your contacts or your internet — they are Meta refusing the message because of the template behind it. Learn to recognise each card, what it actually means, and the one fix that clears it.

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What You Cannot Send on a WhatsApp Business API Channel

A WhatsApp Business API channel will not send polls, product messages or voice notes, cannot edit a message once it has gone out, and stops sending anything free-form once the 24-hour window closes. Calling also fails on a coexistence number. Here is each limit, why it exists and what to do instead.

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How Workspace Permissions Work

Every teammate on a ChatDaddy team has a role, and the role decides which pages and buttons they get. Learn what Admin, Editor, Agent and Viewer each include, how to fine-tune a single permission, and what to do when a teammate is told they do not have access.

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How to Control How Often a Message Flow Trigger Fires

Every trigger in a Message Flow has a Trigger Frequency setting that decides how often one contact can set the same flow off. Learn where it is, what “Default (once per 30s)” really means, how to set your own interval, and what the extra timing controls on a scheduled broadcast do.

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How to Customise a CRM Board View (Table, Card, Columns)

Set up a CRM board the way you work: switch between the Board and Table layouts, choose which details appear on a ticket card, expand cards by default, and show or hide table columns — all saved as a named view.

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How to Filter and Sort Tickets on a CRM Board

Narrow a busy CRM board down to the tickets you care about and put them in the order you want: filter by stage, assignee, tag, custom field or contact, sort every stage at once, and clear it all again with Reset.

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Broadcast Sending Speed and Smart Timing Recommendations

Set how fast a broadcast goes out and what hours it may send in. Covers every speed option and its risk level, the estimated completion time, why some speeds are locked on lower WhatsApp tiers, and how the Smart Timing Recommendation picks its slots.

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How to Filter Broadcast Recipients by Contact Health

Read the Audience Quality Summary before you send, and use the Contact Health Filter to drop contacts who will never open your message. Covers what each metric and each exclusion means, what the coloured summary band is telling you, and why a cleaner audience protects your WhatsApp quality rating.

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How to Start From an AI Agent Template

ChatDaddy ships three ready-written personalities for your AI agent — Receptionist, Sales agent and Support agent. Learn where to find them, what each one actually writes into your agent, and how to edit it afterwards.

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How to Create and Manage Webhooks

Send ChatDaddy events to your own server in real time. Learn where the Web Hooks list lives, how to create a subscription, which events you can choose, and how to edit, pause or delete one.

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How to Use Every Message Flow Trigger, End to End

A trigger is what makes a Message Flow run by itself. This guide covers all of them — from Incoming Message to Webhook — how to add one, what each fires on, what you can filter it by, how to preview and test it, and where to look afterwards to prove it actually ran.

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How to Connect an App in the App Store — and Wire It Into Your Business

Every one of the 21 supported apps, the exact credential each one asks for and where to find it, the three different ways a connection is made, and how to turn a connected app into a WhatsApp message that actually earns something.

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