Settings & System Administration Overview

Summary

The Settings & Administration Hub (/dashboard/settings) serves as the central control room for configuring your WhatsApp Business numbers, conversational automations, routing rules, team departments, security permissions, ERP connections, and AI Knowledge assistants.

In Wabixo mode, Settings comprises 17 specialized modules organized into six functional categories. Every setting in Wabixo is multi-tenant isolated and per-WABA scoped: changes made while managing one WhatsApp number automatically apply strictly to that number, providing complete operational autonomy across multi-branch and multi-brand organizations.

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Accessing Settings

1. Log in to your Wabixo dashboard using an account with administrator or settings management rights.
2. In the top navigation bar, click Settings (or navigate directly to /dashboard/settings).
3. Use the left-hand sidebar menu to switch between the 17 specialized modules.

[!NOTE] Access to individual settings modules is governed by role-based access control (RBAC). Non-admin staff will only see the modules their assigned role permits (configured under Roles & Permissions).

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The 17 Core Modules of Wabixo Settings

Settings Hub (/dashboard/settings)
├── 1. WhatsApp Configuration
│   ├── 01. Profile (`whatsapp_profile`)                  # Meta business details, photo, category, QR Standees, Chat Widget
│   └── 02. Account Settings (`account_settings`)         # Unsubscribe/STOP keywords, resubscription, Meta Catalogue ID
│
├── 2. Business Hours & Scheduling
│   └── 03. Holiday Management (`holidays`)               # Annual closed calendar, dates, and custom holiday reply materials
│
├── 3. Conversational Automation & AI
│   ├── 04. Automation Control (`automation`)             # First-contact greetings, business schedule, away replies, nudges
│   ├── 05. Working Hour Keywords (`agent_request_keywords`) # Keywords ("agent", "human") triggering business hours check
│   ├── 06. Auto Assignment (`auto_assignment`)           # Round-robin routing, capacity limits, drag-and-drop escalation
│   ├── 07. AI Configuration (`ai`)                       # LLM reply suggestions, tone refinement, chat summaries
│   └── 08. Knowledge Doc Chat (`knowledge_doc_chat`)     # Internal team Copilot, SOP documents (`llms.txt`), model settings
│
├── 4. Team & Organizational Hierarchy
│   ├── 09. Department & Group (`team_groups`)            # Departments, functional agent groups, shift hours
│   ├── 10. Roles & Permissions (`roles_permissions`)     # Custom RBAC role builder, 25+ granular permissions
│   └── 11. Tags Manager (`tags`)                         # Color-coded conversation labels, categories, audit logs
│
├── 5. Messaging & Field Schemas
│   ├── 12. Templates (`templates`)                       # Meta-approved template catalog, live sync, interactive preview
│   ├── 13. Chat Configuration (`chat_config`)             # Agent message signatures, template button display, closing remarks
│   ├── 14. Custom Attributes (`custom_attributes`)       # Standardized contact properties schema (text, number, date, select)
│   └── 15. Smart Junk Filter (`junk_filter`)             # Automated spam blocking, blacklisted phrases, junk queue
│
└── 6. Integrations & Advanced
    ├── 16. Invoay ERP Integration (`invoay`)             # Multi-store POS binding, store templates, multi-branch number sync
    └── 17. Email Notifications (`email_settings`)        # Visual email designer (GrapesJS), SLA breach alerts, digests

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Complete 17-Module Reference Matrix

#	Module Name	Tab Key / Path	Primary Function & Capabilities
1	Profile	settings/whatsapp_profile	Live Meta connection signals, messaging tier, profile photo, description, Click-to-Chat QR Standees, and website chat widget.
2	Account Settings	settings/account_settings	Opt-out keywords (STOP), unsubscribe responses, resubscription triggers (START), and Meta Product Catalogue ID binding.
3	Holiday Management	settings/holidays	Annual calendar of store closures and festival holidays with tailored automated away messages.
4	Automation Control	settings/automation	Automated first-contact greetings, weekly operating hours schedule, out-of-office autoreplies, and inactivity reminder nudges.
5	Working Hour Keywords	settings/agent_request_keywords	High-intent customer keywords (agent, human, support) that evaluate active business hours before assigning to human queues.
6	Auto Assignment	settings/auto_assignment	Intelligent round-robin chat routing, maximum concurrent chat caps per agent, online presence tracking, and tiered group escalation.
7	AI Configuration	settings/ai	AI model selection across LLM providers, context token limits, reply suggestion prompts, tone refinement, and automated chat summary prompts.
8	Knowledge Doc Chat	settings/knowledge_doc_chat	Grounding business manuals and SOP documentation (llms.txt), custom FAQs, LLM provider API keys, and internal assistant tuning.
9	Department & Group	settings/team_groups	Organizational hierarchy structure (Departments & Functional Groups) with per-agent shift start/end timings.
10	Roles & Permissions	settings/roles_permissions	Enterprise RBAC management engine to design custom roles and assign granular user permissions across 8 workspace areas.
11	Tags Manager	settings/tags	Customer conversation classification labels with custom color palettes and historical audit tracking.
12	Templates	settings/templates	Pre-approved Meta WhatsApp templates directory with 1-click Cloud API synchronization and interactive preview modals.
13	Chat Configuration	settings/chat_config	Agent message signatures (Message Sent by: {{name}}), template button display toggles, and mandatory chat resolution notes.
14	Custom Attributes	settings/custom_attributes	Dynamic schema builder for defining business-specific contact properties (e.g. Member ID, Loyalty Points, Preferred Stylist).
15	Smart Junk Filter	settings/junk_filter	Automatic blacklisting of offensive words or spam phrases with auto-tagging and quarantine to the Junk queue.
16	Invoay ERP Integration	settings/invoay	Multi-store POS account binding, automated bill delivery triggers, store-specific templates, and multi-branch number linking.
17	Email Notifications	settings/email_settings	Visual drag-and-drop email template designer (GrapesJS), SLA inactivity breach alerts, agent assignment emails, and daily digests.

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Multi-Number (WABA) Scoping Rules

When your business operates more than one WhatsApp Business number (for instance, a primary Sales line and a separate Support line, or regional branch numbers):

1. Active Number Indicator: The currently active WhatsApp number is always displayed in the top bar header.
2. Context Switching: Switching the active number from the top dropdown instantly reloads all settings to reflect the selected line.
3. Number-Isolated Rules:
   • Business operating hours and holiday calendars are maintained per phone line.
   • Default welcome messages and out-of-office autoreplies can be completely distinct for each brand line.
   • Invoay ERP store links and branch templates are mapped per phone line.
   • Classification tags and custom contact attributes remain unified across the tenant workspace for organizational consistency.

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Detailed Settings Guides & Manuals

Explore step-by-step administration manuals for each module:

Guide	Covers Modules
WhatsApp Business Profile	Module 01: Profile, QR Standees & Chat Widget
Business Hours & Holidays	Module 03: Holiday Management & Operating Schedule
Tags & Custom Attributes	Module 11: Tags Manager & Module 14: Custom Attributes
Smart Junk Filter & Blocked Phrases	Module 15: Smart Junk Filter
Invoay ERP Multi-Store Integration	Module 16: Invoay ERP Multi-Store Integration
Knowledge Doc Chat Settings	Module 08: Knowledge Doc Chat Settings
Automation Control & Working Hour Keywords	Module 04: Automation Control & Module 05: Working Hour Keywords
Auto-Assignment & Intelligent Routing	Module 06: Auto Assignment
AI Configuration & Prompt Engineering	Module 07: AI Configuration
Departments, Team Groups & Roles (RBAC)	Module 09: Department & Group & Module 10: Roles & Permissions
Chat Configuration & Message Signatures	Module 13: Chat Configuration
Account Settings, Opt-Outs & Catalogue	Module 02: Account Settings
Email Notifications & Template Designer	Module 17: Email Notifications