Why it matters
Settings control how you use Whippy on mobile, including your profile details, preferred channels, notification delivery, and channel configuration. Correct settings help you send messages from the right channel, receive the right alerts, and keep your organisation’s configurations consistent.
Key Concepts
Settings: The configuration area for your profile, app preferences, channels, and organisation tools.
Profile icon: Your initials or profile photo in the top-right corner, used to open Settings quickly.
Theme: The visual appearance of the app (light/dark styles).
Preferred channel: The channel Whippy will prioritise for certain actions like composing new messages and VoIP calls.
Notification type: A specific event (assignment, inbound lead, missed call, etc.) that can trigger alerts.
Delivery channel: How a notification is delivered: SMS, push, email, or in-app.
Permission level: Scope control used across items like signatures (user, channel, organisation).
Step-by-Step: Access Settings
Open the Whippy mobile app.
Tap your profile icon (initials or profile picture) in the top-right corner to open Settings.
Alternatively, tap More in the bottom navigation, then tap Settings.
Step-by-Step: Edit Profile
In Settings, tap Edit profile.
Update your profile details as needed:
Profile picture: Add or change your profile image.
Full name: Edit your name.
Phone number: Add or update your phone number.
Email: Visible but cannot be edited from the mobile app.
Tap Update in the top-right corner to save changes.
Step-by-Step: Appearance
In Settings, tap Appearance.
Select a theme:
Light
Dark
Dark blue
(Optional) Enable Use device setting to automatically match your phone’s system theme.
Step-by-Step: Preferences
In Settings, tap Preferences (My Preferences).
Configure Preferred channel:
Enable the preferred channel option.
Select your preferred channel from the channel dropdown.
Confirm your preferred channel will be used when:
Creating a new message in All conversations
Making VoIP calls (where applicable)
Step-by-Step: Channels
In Settings, tap Channels.
Review the list of channels available in your organisation.
Tap a channel to open channel configuration areas, which include:
Channel details
Business hours
Auto responses
Channel settings
Channel details
In Channel details, view or edit:
Channel name
Channel address
Google Place ID
Business hours (per channel)
In Business hours, set:
Timezone for the channel
Hours per day (Monday through Sunday)
Auto responses
In Auto responses, configure responses used:
During business hours
After business hours
Channel settings
In Channel settings, configure:
Auto-close conversations: Set how many days before conversations close automatically.
Step-by-Step: Notifications
In Settings, tap Notifications.
Review notification types available, including:
New inbound lead
You are assigned to a conversation
New message when you are assigned
New message with any assigned user
New message with no assigned user
Waiting 30 minutes for a response
Waiting 24 hours for a response
Import process
Keyword triggered
Organisation billing usage thresholds (75%, 100%, 150%)
Contact clicked a link (from your messages or any message)
You are mentioned in a conversation
Call started / ended / missed (for locations/channels you have access to)
Form submission
Incoming VoIP call (for channels you have access to)
Tap a notification type to open its detail page.
Enable or disable delivery methods for that notification type:
SMS
Push
Email
In-app
Repeat for each notification type you want to customise.
Step-by-Step: Tags (in Settings)
In Settings, tap Tags.
View all tags for your organisation.
Tap the create tag button (purple button) to create a new tag.
Enter the tag details and save.
Step-by-Step: Templates (in Settings)
In Settings, tap Templates.
View all templates for your organisation.
Tap the pencil icon to create a new template.
Enter template details and save.
Step-by-Step: Users (in Settings)
In Settings, tap Users.
View the list of all users in your organisation.
Use the search bar to search for users.
Review user details such as role or admin status where visible.
Tap the Invite user button (purple button) to add a new user.
Enter the user’s email address.
Select the channels you want to invite the user to access.
Send the invite.
Step-by-Step: Signatures (in Settings)
In Settings, tap Signatures.
View all signatures for your organisation.
Tap the pencil icon to create a new signature.
Set:
Signature name
Permission level (user, channel, organisation)
Signature body
Set as default (toggle)
Save the signature.
Step-by-Step: Support (in Settings)
In Settings, tap Support.
Follow the prompts to contact support from within the app.
Step-by-Step: Push Notifications (app-level toggle)
In Settings, tap Push notifications.
Turn push notifications on or off for the Whippy mobile app.
Step-by-Step: Log Out
In Settings, scroll to Log out.
Tap Log out to sign out of the mobile app.
Tips and Best Practices
Set a preferred channel if you consistently send from the same channel to reduce errors.
Enable push notifications for high-priority events like assignments and missed calls.
Review channel business hours and auto responses to prevent incorrect after-hours messaging.
Use organisation-level signatures and templates for consistent replies across teams.
Update your profile phone number to ensure calling and identity details are correct.
Troubleshooting
Issue | Possible Cause | Fix |
Cannot change email | Email is read-only on mobile | Update email from desktop or via an admin workflow |
Push notifications not working | Push disabled in app settings | Enable Push notifications in Settings |
Not receiving assignment alerts | Assignment notification type disabled | Turn on Push/In-app for assignment notifications |
Conversations closing unexpectedly | Auto-close enabled on the channel | Adjust auto-close days in Channel settings |
Cannot invite users | Permissions restricted | Confirm you have admin access |