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Developer APIREST endpoints for messages, contacts and templates.MCP serverConnect Claude, ChatGPT or Cursor to your account.
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    Developer APIREST endpoints for messages, contacts and templates.MCP serverConnect Claude, ChatGPT or Cursor to your account.
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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 ↗
DocumentationTeam Management

Team Management

Give multiple people their own login to your ChatSyncs account, each limited to only what their job needs.

4 guides

  1. 1Introduction to Team Management in ChatSyncsHow multiple people can share one ChatSyncs account safely, each with their own login and their own limits on what they can do.
  2. 2How to Add and Manage Team Members in ChatSyncsUser Manager is where you add and manage team members — their login, assigned role, which bots they can access, and live-chat assignment restrictions.
  3. 3How to Set Up User Roles and Permissions in ChatSyncsA User Permission package controls what a team role can do in ChatSyncs — turn a feature on or off, then set whether that role can create, update, or delete it.
  4. 4Security in ChatSyncsAccount security tools that show which devices are logged in, recent login activity, and let you restrict logins to specific IP addresses or grant temporary support access.