Why it matters
Signatures ensure messages sent from Whippy are consistent, identifiable, and professional. Centralized signature settings let teams manage branding and ownership at scale while still allowing flexibility for personal or channel specific signatures.
Key Concepts
Signature:
A block of text automatically appended to the end of outgoing messages, typically used for names, roles, or team identifiers.
Signature Name:
An internal label used to identify the signature in Whippy. This name is not shown to contacts.
Signature Body:
The actual text that is appended to outgoing messages.
Permission Level:
Controls who can use a signature: a single user, specific channels, or the entire organization.
Default Signature:
The signature that is automatically applied to outgoing messages without manual selection.
Where to Find Signature Settings
Go to Settings.
Select Organization Settings.
Click Signatures in the left side menu.
This opens the Signatures page where all organization signatures are managed.
Viewing and Managing Existing Signatures
On the Signatures page, you can:
Search for signatures by name.
Filter and sort signatures.
View signature details, including:
Signature name
Signature body
Created by
Last updated by
Created date
Last updated date
Toggle a signature on or off as the default.
Open the More Options menu (three vertical dots) to edit or delete a signature.
Step-by-Step: Edit an Existing Signature
Locate the signature on the Signatures page.
Click the three vertical dots next to the signature.
Select Edit Signature.
Update the following fields as needed:
Signature Name
Signature Body
Permission Level
Click Update Signature to save your changes.
Step-by-Step: Create a New Signature
From the Signatures page, click Add Signature in the top right.
Enter a Signature Name.
(This is for internal reference only and does not appear in messages.)
Enter the Signature Body.
You can use line breaks by pressing Enter.
Select a Permission Level:
User
Channel
Organization
If applicable, toggle Set as Default.
Click Create Signature.
Understanding Signature Permission Levels
User:
Only the selected user can use this signature.
Commonly used for personal signatures.
If set as default, it applies only to that user’s messages.
Channel:
The signature can be used by selected channels.
Choose one or more channels from the dropdown.
Useful for shared inboxes like Support or Sales.
Organization:
Available to all users and channels in the organization.
Best for company-wide branding or compliance signatures.
How Default Signatures Work
Only one default signature can be active per user.
When a default signature is enabled:
It is automatically appended to outgoing messages.
It does not appear in the message editor while typing.
You can confirm a default signature is active by checking:
The signature icon near the send button is highlighted.
Important:
Default signatures apply automatically. Ensure you do not enable a signature created by another user unless it is intended for your messages.
Using Signatures When Sending Messages
Type and send messages as usual from the inbox or conversation view.
The default signature is appended automatically on send.
No manual action is required once a default signature is enabled.
Tips and Best Practices
Keep SMS signatures short to avoid clutter.
Use clear naming conventions for signature names so they are easy to identify.
Avoid enabling multiple defaults unintentionally.
Review permission levels carefully to prevent unintended usage.
Test signatures by sending a message to confirm formatting.
Troubleshooting
Issue | Possible Cause | Fix |
Signature not appearing | No default signature enabled | Enable a default signature |
Wrong signature applied | Incorrect default selected | Toggle off the incorrect default and enable the correct one |
Signature visible to wrong users | Permission level set too broadly | Update the permission level |
Signature too long | Excessive text in body | Shorten the signature body |
Cannot edit a signature | Insufficient permissions | Ask an admin to update the signature |