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    Developer APIREST endpoints for messages, contacts and templates.MCP serverConnect Claude, ChatGPT or Cursor to your account.
ChatSyncs Help Center

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© 2026 ChatSyncs

  • Overview
    • What Is Meta — and Why Do You Need a Facebook Account for WhatsApp?
    • What Is the WhatsApp Cloud API?
    • What Is a Meta Business Portfolio? (vs. Business Manager)
    • What Is a Meta Developer Account — and What Is an 'App'?
    • What Is a WABA (WhatsApp Business Account)?
    • Which WhatsApp Connection Method Is Right for You with ChatSyncs?
    • How to Connect Your WhatsApp Business App to ChatSyncs
    • What Is a BSP — and Can You Move to ChatSyncs From One?
    • Business Verification, Display Name, Green Tick — What's the Difference?
    • WhatsApp Business API Explained (And the Verification Myth)
    • Who Charges You for WhatsApp — Meta or ChatSyncs?
    • What WhatsApp API Pricing Really Means
    • WhatsApp Rules: How to Never Get Banned
  • Setup and Configuration
    • How to Connect Your Number to ChatSyncs
    • How to Connect Your WhatsApp Business App to ChatSyncs
    • How to Create a Facebook Business Manager Account for ChatSyncs
    • Set Up Your Meta Business Account for WhatsApp
    • How to Connect Your WhatsApp Account Manually (Alternative Method) in ChatSyncs
    • How to Add Payment Method for WhatsApp API Billing
    • How to Update Your WhatsApp Business Profile
    • How to Migrate from WhatsApp App to a ChatSyncs Business Account
    • How to Disconnect Another Partner From Your WhatsApp Number
    • How to Reconnect Your Disconnected ChatSyncs Account
    • How to Delete Your Phone Number on Meta
    • Transactions in ChatSyncs
  • Bot Settings
    • How Do I Configure General Bot Behavior with ChatSyncs?
    • How Do I Turn On Webhook Triggers for My Bot with ChatSyncs?
    • How Do I Set Up Business Hours for My Bot with ChatSyncs?
    • How Do I Configure Shared Inbox Settings for My Bot with ChatSyncs?
    • How Do I Automatically Add Subscribers to My Email Marketing List with ChatSyncs?
    • How Do I Save Subscriber Details to Google from My Bot with ChatSyncs?
    • How Do I Send an Automatic Email from My Bot with ChatSyncs?
    • How Do I Send an Automatic SMS from My Bot with ChatSyncs?
  • Subscriber Manager
    • What Is Subscriber Manager in ChatSyncs?
    • How Do I Manage Custom Fields, Labels, and Lists with ChatSyncs?
    • How Do I Import Subscribers Using a CSV File with ChatSyncs?
    • How Do I Add a Subscriber Manually with ChatSyncs?
    • How Do I Import Subscribers from Google Sheets with ChatSyncs?
    • How to Import Contacts from Google Contacts in ChatSyncs
  • Automation
    • How to Create a Keyword-Based WhatsApp Chatbot in ChatSyncs
    • How to Set Up Quick Actions (No Match, Get Started, and More) in ChatSyncs
    • How to Make a Chatbot Reply to Any Keyword in ChatSyncs
    • User Input Flow in ChatSyncs
    • WhatsApp Flow Forms in ChatSyncs
    • How to Connect a Bot Flow to External Systems in ChatSyncs
    • How to Build Automatic Follow-Up Chatbots on WhatsApp in ChatSyncs
    • How to Set Up Sales Sequence Chatbots in ChatSyncs
    • How to Add Clickable CTA Buttons in ChatSyncs
    • Audio Message in ChatSyncs
    • How to Add a WhatsApp Chat Widget to Your Website in ChatSyncs
    • How to Use User Input Flow in the Chat Widget in ChatSyncs
    • How to Add ChatSyncs Chat Widget to WordPress
  • Message Templates
    • Creating a WhatsApp Message Template in ChatSyncs
    • Why Templates Get Rejected and How to Fix Them in ChatSyncs
    • Character Limits for Media Message Templates in ChatSyncs
    • Guidelines for Utility and Marketing Templates in ChatSyncs
    • Understanding Conversations and Their Types in ChatSyncs
    • How to Create and Use Carousel Media Templates in ChatSyncs
    • Create Templates in WhatsApp Manager and Sync to ChatSyncs
    • Template Variables vs Custom Variables — What's the Difference with ChatSyncs?
    • Templates to Restart Conversations After Non-Working Hours in ChatSyncs
    • Understanding WhatsApp Quality Rating in ChatSyncs
  • Broadcasting
    • Send a Bulk Message to Many People
  • Shared Inbox
    • Introduction to Shared Inbox in ChatSyncs
    • Filter Conversations by Channel & Account in ChatSyncs
    • Organize Conversations with Labels, Views & Search in ChatSyncs
    • AI Translation & Message Rewrite in ChatSyncs
    • Team Collaboration & Agent Assignment in ChatSyncs
    • Messaging Tools: Canned Responses, Templates & Attachments in ChatSyncs
    • Follow-up Reminders & Message Sequences in ChatSyncs
    • Managing Customer Data with Custom Fields in ChatSyncs
    • Settings Menu: Groupchat Widget, Dark Mode, Follow-up List & More in ChatSyncs
    • Install ChatSyncs on Android
    • Install ChatSyncs on iOS
  • Webhooks
    • Webhook for Messages & Status Changes in ChatSyncs
    • Webhook on Keyword Trigger in ChatSyncs
    • Webhook on Button Click in ChatSyncs
    • Webhook for Input Flow in ChatSyncs
    • Webhook for WhatsApp Flows in ChatSyncs
  • Webhook Workflow
    • Create a Webhook Workflow in ChatSyncs
    • Webhook Automation Settings in ChatSyncs
    • Webhook Workflow Reporting in ChatSyncs
  • Integrations
    • How to Integrate Shopify for WhatsApp Automation in ChatSyncs
    • How to Connect Google to ChatSyncs
    • Google Sheet Fetch in ChatSyncs
    • How to Send Automated WhatsApp Messages on WP Form Submission in ChatSyncs
    • How to Set Up SMS Marketing in ChatSyncs
    • HTTP API Integration in ChatSyncs
    • Email Integration in ChatSyncs
    • How Do I Connect an SMTP Email Provider with ChatSyncs?
    • How Do I Connect Mailgun for Sending Email with ChatSyncs?
    • How Do I Connect Postmark for Transactional Email with ChatSyncs?
    • SMS Integration in ChatSyncs
    • How Do I Connect Twilio for SMS with ChatSyncs?
    • How Do I Connect Africa's Talking for SMS with ChatSyncs?
    • How Do I Connect a Custom SMS Gateway via HTTP GET with ChatSyncs?
    • Auto Responder Integration in ChatSyncs
    • How Do I Connect Brevo for Auto Responder with ChatSyncs?
    • How Do I Connect Mailchimp for Auto Responder with ChatSyncs?
    • How Do I Connect ActiveCampaign for Auto Responder with ChatSyncs?
    • How Do I Connect Mautic for Auto Responder with ChatSyncs?
  • AI Agents
    • How to Create Your First AI Agent in ChatSyncs
    • How to Train Your AI Chatbot in ChatSyncs
    • Agent Routing in ChatSyncs
    • AI Agent Actions in ChatSyncs
    • How Do I Restrict AI on Specific Keywords with ChatSyncs?
    • How Do I Auto-Assign Conversations to a Department with ChatSyncs?
    • How Do I Build a Multi-Agent AI Workforce with ChatSyncs?
  • Team Management
    • Introduction to Team Management in ChatSyncs
    • How to Add and Manage Team Members in ChatSyncs
    • How to Set Up User Roles and Permissions in ChatSyncs
    • Security in ChatSyncs
  • Account Safety
    • WhatsApp Account Bans: Causes and How to Stay Protected in ChatSyncs
    • How to Appeal a WhatsApp Business API Ban and Get Your Number Back in ChatSyncs
MCP ↗Developer API ↗
Browse guides
  • Overview
    • What Is Meta — and Why Do You Need a Facebook Account for WhatsApp?
    • What Is the WhatsApp Cloud API?
    • What Is a Meta Business Portfolio? (vs. Business Manager)
    • What Is a Meta Developer Account — and What Is an 'App'?
    • What Is a WABA (WhatsApp Business Account)?
    • Which WhatsApp Connection Method Is Right for You with ChatSyncs?
    • How to Connect Your WhatsApp Business App to ChatSyncs
    • What Is a BSP — and Can You Move to ChatSyncs From One?
    • Business Verification, Display Name, Green Tick — What's the Difference?
    • WhatsApp Business API Explained (And the Verification Myth)
    • Who Charges You for WhatsApp — Meta or ChatSyncs?
    • What WhatsApp API Pricing Really Means
    • WhatsApp Rules: How to Never Get Banned
  • Setup and Configuration
    • How to Connect Your Number to ChatSyncs
    • How to Connect Your WhatsApp Business App to ChatSyncs
    • How to Create a Facebook Business Manager Account for ChatSyncs
    • Set Up Your Meta Business Account for WhatsApp
    • How to Connect Your WhatsApp Account Manually (Alternative Method) in ChatSyncs
    • How to Add Payment Method for WhatsApp API Billing
    • How to Update Your WhatsApp Business Profile
    • How to Migrate from WhatsApp App to a ChatSyncs Business Account
    • How to Disconnect Another Partner From Your WhatsApp Number
    • How to Reconnect Your Disconnected ChatSyncs Account
    • How to Delete Your Phone Number on Meta
    • Transactions in ChatSyncs
  • Bot Settings
    • How Do I Configure General Bot Behavior with ChatSyncs?
    • How Do I Turn On Webhook Triggers for My Bot with ChatSyncs?
    • How Do I Set Up Business Hours for My Bot with ChatSyncs?
    • How Do I Configure Shared Inbox Settings for My Bot with ChatSyncs?
    • How Do I Automatically Add Subscribers to My Email Marketing List with ChatSyncs?
    • How Do I Save Subscriber Details to Google from My Bot with ChatSyncs?
    • How Do I Send an Automatic Email from My Bot with ChatSyncs?
    • How Do I Send an Automatic SMS from My Bot with ChatSyncs?
  • Subscriber Manager
    • What Is Subscriber Manager in ChatSyncs?
    • How Do I Manage Custom Fields, Labels, and Lists with ChatSyncs?
    • How Do I Import Subscribers Using a CSV File with ChatSyncs?
    • How Do I Add a Subscriber Manually with ChatSyncs?
    • How Do I Import Subscribers from Google Sheets with ChatSyncs?
    • How to Import Contacts from Google Contacts in ChatSyncs
  • Automation
    • How to Create a Keyword-Based WhatsApp Chatbot in ChatSyncs
    • How to Set Up Quick Actions (No Match, Get Started, and More) in ChatSyncs
    • How to Make a Chatbot Reply to Any Keyword in ChatSyncs
    • User Input Flow in ChatSyncs
    • WhatsApp Flow Forms in ChatSyncs
    • How to Connect a Bot Flow to External Systems in ChatSyncs
    • How to Build Automatic Follow-Up Chatbots on WhatsApp in ChatSyncs
    • How to Set Up Sales Sequence Chatbots in ChatSyncs
    • How to Add Clickable CTA Buttons in ChatSyncs
    • Audio Message in ChatSyncs
    • How to Add a WhatsApp Chat Widget to Your Website in ChatSyncs
    • How to Use User Input Flow in the Chat Widget in ChatSyncs
    • How to Add ChatSyncs Chat Widget to WordPress
  • Message Templates
    • Creating a WhatsApp Message Template in ChatSyncs
    • Why Templates Get Rejected and How to Fix Them in ChatSyncs
    • Character Limits for Media Message Templates in ChatSyncs
    • Guidelines for Utility and Marketing Templates in ChatSyncs
    • Understanding Conversations and Their Types in ChatSyncs
    • How to Create and Use Carousel Media Templates in ChatSyncs
    • Create Templates in WhatsApp Manager and Sync to ChatSyncs
    • Template Variables vs Custom Variables — What's the Difference with ChatSyncs?
    • Templates to Restart Conversations After Non-Working Hours in ChatSyncs
    • Understanding WhatsApp Quality Rating in ChatSyncs
  • Broadcasting
    • Send a Bulk Message to Many People
  • Shared Inbox
    • Introduction to Shared Inbox in ChatSyncs
    • Filter Conversations by Channel & Account in ChatSyncs
    • Organize Conversations with Labels, Views & Search in ChatSyncs
    • AI Translation & Message Rewrite in ChatSyncs
    • Team Collaboration & Agent Assignment in ChatSyncs
    • Messaging Tools: Canned Responses, Templates & Attachments in ChatSyncs
    • Follow-up Reminders & Message Sequences in ChatSyncs
    • Managing Customer Data with Custom Fields in ChatSyncs
    • Settings Menu: Groupchat Widget, Dark Mode, Follow-up List & More in ChatSyncs
    • Install ChatSyncs on Android
    • Install ChatSyncs on iOS
  • Webhooks
    • Webhook for Messages & Status Changes in ChatSyncs
    • Webhook on Keyword Trigger in ChatSyncs
    • Webhook on Button Click in ChatSyncs
    • Webhook for Input Flow in ChatSyncs
    • Webhook for WhatsApp Flows in ChatSyncs
  • Webhook Workflow
    • Create a Webhook Workflow in ChatSyncs
    • Webhook Automation Settings in ChatSyncs
    • Webhook Workflow Reporting in ChatSyncs
  • Integrations
    • How to Integrate Shopify for WhatsApp Automation in ChatSyncs
    • How to Connect Google to ChatSyncs
    • Google Sheet Fetch in ChatSyncs
    • How to Send Automated WhatsApp Messages on WP Form Submission in ChatSyncs
    • How to Set Up SMS Marketing in ChatSyncs
    • HTTP API Integration in ChatSyncs
    • Email Integration in ChatSyncs
    • How Do I Connect an SMTP Email Provider with ChatSyncs?
    • How Do I Connect Mailgun for Sending Email with ChatSyncs?
    • How Do I Connect Postmark for Transactional Email with ChatSyncs?
    • SMS Integration in ChatSyncs
    • How Do I Connect Twilio for SMS with ChatSyncs?
    • How Do I Connect Africa's Talking for SMS with ChatSyncs?
    • How Do I Connect a Custom SMS Gateway via HTTP GET with ChatSyncs?
    • Auto Responder Integration in ChatSyncs
    • How Do I Connect Brevo for Auto Responder with ChatSyncs?
    • How Do I Connect Mailchimp for Auto Responder with ChatSyncs?
    • How Do I Connect ActiveCampaign for Auto Responder with ChatSyncs?
    • How Do I Connect Mautic for Auto Responder with ChatSyncs?
  • AI Agents
    • How to Create Your First AI Agent in ChatSyncs
    • How to Train Your AI Chatbot in ChatSyncs
    • Agent Routing in ChatSyncs
    • AI Agent Actions in ChatSyncs
    • How Do I Restrict AI on Specific Keywords with ChatSyncs?
    • How Do I Auto-Assign Conversations to a Department with ChatSyncs?
    • How Do I Build a Multi-Agent AI Workforce with ChatSyncs?
  • Team Management
    • Introduction to Team Management in ChatSyncs
    • How to Add and Manage Team Members in ChatSyncs
    • How to Set Up User Roles and Permissions in ChatSyncs
    • Security in ChatSyncs
  • Account Safety
    • WhatsApp Account Bans: Causes and How to Stay Protected in ChatSyncs
    • How to Appeal a WhatsApp Business API Ban and Get Your Number Back in ChatSyncs
MCP ↗Developer API ↗
DocumentationShared Inbox

Settings Menu: Groupchat Widget, Dark Mode, Follow-up List & More in ChatSyncs

Everything behind the Shared Inbox's Settings (gear) menu — the internal Groupchat Widget, Dark Mode, the Follow-up List export, adding a subscriber, and installing ChatSyncs as an app.

On this page
  • Filter Channel & Account
  • Follow-up List
  • Enable Notification
  • Groupchat Settings (Beta)
  • Dark Mode
  • Add Whatsapp Subscriber
  • Install App
  • Logout
  • Frequently asked

The Settings (⚙️) icon at the bottom-left of the Shared Inbox opens a menu with several tools that don't fit anywhere else:

Shared Inbox Settings menu listing Filter Channel & Account, Follow-up List, Enable Notification, Groupchat Settings (Beta), Dark Mode, Add Whatsapp Subscriber, Install App, and Logout

Filter Channel & Account#

Switch which WhatsApp number or channel the inbox shows — see Filter Conversations by Channel & Account for the full walkthrough.

Follow-up List#

See every scheduled follow-up reminder across all conversations in one table, and export them — see Follow-up Reminders & Message Sequences for how to create one.

Enable Notification#

Turns on browser/desktop notifications for new messages, so you don't have to keep the Shared Inbox tab in view to know a customer replied.

Groupchat Settings (Beta)#

Settings menu with Groupchat Settings (Beta) highlighted

A floating internal group-chat widget for your team — separate from customer conversations — that sits on top of the Shared Inbox for quick teammate-to-teammate chat.

Group Chat Settings form with Group Name, Group Icon upload, Add Group Members, Groupchat Position (Top-left, Bottom-left, Top-right, Bottom-right), X-axis Offset, Y-axis Offset, and a Group Status Enable toggle
  1. 1

    Name the group

    e.g. Sales Team.

  2. 2

    Upload a Group Icon (optional)

    A small image shown on the floating widget.

  3. 3

    Add Group Members

    Pick which teammates or teams can see and use this group chat, e.g. Reddy Sales Team.

  4. 4

    Set the Groupchat Position

    Where the floating widget sits on screen — Top-left, Bottom-left, Top-right, or Bottom-right.

  5. 5

    Fine-tune with X-axis / Y-axis Offset (optional)

    Nudge the widget's exact pixel position if it overlaps something else on screen.

  6. 6

    Turn on Group Status

    The Enable toggle controls whether the widget shows at all.

  7. 7

    Click Save

    Publishes the widget.

Once enabled, the widget appears as a small floating icon at the position you chose:

Small floating Groupchat widget icon in the bottom-right corner of the Shared Inbox

Clicking it opens the team's group chat window:

Sales Team groupchat window open, with a message history and a composer at the bottom

Example: A Sales Team group chat lets the whole sales team coordinate on a big lead without leaving the Shared Inbox or switching to a separate messaging app.

Dark Mode#

Settings menu with Dark Mode highlighted

Switches the entire Shared Inbox — conversation list, chat window, and Chat Actions panel — to a dark color theme:

Shared Inbox rendered in dark mode, with the conversation list, chat window, and Chat Actions panel all using a dark color scheme

Add Whatsapp Subscriber#

Create Whatsapp Subscribers modal with Whatsapp Bot, Name, and Phone Number fields, and a Save button

A shortcut to add one subscriber by hand without leaving the Shared Inbox — the same modal covered in How Do I Add a Subscriber Manually?, just reachable from here too.

Install App#

Install ChatSyncs dialog reading Install our app for a better experience, with Install App and Maybe Later buttons

Installs ChatSyncs as a standalone desktop app instead of a browser tab — click Install App, and it's pinned like any other installed app:

ChatSyncs icon pinned to the Windows taskbar alongside other installed apps

Logout#

Signs you out of ChatSyncs.

Frequently asked#

Where do I find Dark Mode, Install App, or the other Shared Inbox settings?

Click the Settings (⚙️) icon at the bottom-left of the Shared Inbox.

Can my team chat with each other inside ChatSyncs, separate from customer conversations?

Yes — Groupchat Settings (Beta). Create a group, add members, and a floating widget lets the team chat without leaving the Shared Inbox.

Can I move the Groupchat widget if it overlaps something else on screen?

Yes — set Groupchat Position to a different corner, or fine-tune it with the X-axis and Y-axis Offset fields.

Can I use ChatSyncs without a browser tab open?

Yes — Install App installs it as a standalone desktop app, pinned like any other installed application.

Is there another way to add a subscriber besides Subscriber Manager?

Yes — Add Whatsapp Subscriber in the Settings menu opens the same Create Subscribers modal without leaving the Shared Inbox.

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PreviousManaging Customer Data with Custom Fields in ChatSyncsNext Install ChatSyncs on Android

On this page

  • Filter Channel & Account
  • Follow-up List
  • Enable Notification
  • Groupchat Settings (Beta)
  • Dark Mode
  • Add Whatsapp Subscriber
  • Install App
  • Logout
  • Frequently asked