WhatsApp to email

Chris Witthoft
4 steps
15 seconds

Clientwindow

Email Integration

**Email Integration: Enabling this Feature** ClientWindow Business Plan accounts and higher will automatically have this feature available. To check this is enabled on your account, Team Members with the "Owner" role assigned to them can click on "Settings" in the ClientWindow app. Check "Enable chat forwarding to Team email" is set to Enabled.

**Email Integration: Activate For Team Members** Under the "Team" section of the ClientWindow app, each Team Member that requires client WhatsApp and WeChat messages to be received as emails can have the feature enabled. Check the Details pane for each Team Member to see if this feature is enabled. This can be toggled by selecting "Edit Team Member Details"

Toggle "Enable chat forwarding to Team email" The Team Member will now receive chat messages for any Group Chats they are part of as emails. Any replies to those emails will be delivered back into Group Chat as chat message.

**Chat Messages received as Email** The email containing the chat message will include: **Sender name** - Who sent the most recent chat message **Client Space name** - In this example "DrainIt Drain Maintenance Ltd" **Group Chat name** - In this example "Payroll" **Chat History** - a list of the 10 most recent chat messages in this Group Chat

WhatsApp to email

Chris Witthoft
4 steps
15 seconds

Clientwindow

Email Integration