Why it matters
Some items appear in Settings navigation but are documented with the product area they support. Clear cross-links help customers find the right guide without duplicating docs.
Key Concepts
Settings navigation: The Settings sidebar includes personal settings, organization settings, and links to adjacent configuration areas.
Data and Contacts collection: Tags, Objects, and Channel mapping are Settings navigation items, but their primary documentation belongs with Data and Contacts because they affect contact and object data.
Developer and Integrations collections: Developers and Integrations appear in Settings navigation, but their main docs belong with API, webhook, and connected app workflows.
Step-by-Step: Find the right Settings-related article
Open Settings and locate the navigation item you need.
Use Settings articles for Profile, Notifications, Preferences, General, Channels, Calls, Messaging, Webchat, Users and teams, Accounts, Trust center, Audit logs, Billing, Usage, Templates, Signatures, Import data, and Domains.
Use Data and Contacts articles for Tags, Objects, and Channel mapping.
Use Developer articles for API keys, webhooks, and developer setup.
Use Integrations articles for connected app setup and integration-specific workflows.
Use Settings > Import data when you are uploading data directly into Whippy rather than syncing from an integration.
Tips and Best Practices
Do not duplicate a full Data and Contacts workflow in Settings just because the link appears in Settings navigation.
Add a short Settings cross-link when a navigation item points to another product area.
Use exact navigation labels such as Tags, Objects, Channel mapping, Developers, and Integrations.
Keep cross-links updated when the Settings sidebar changes.
Troubleshooting
Issue | Possible Cause | Fix |
A Settings item has no full article in Settings | Its main workflow may belong to another collection. | Check Data and Contacts, Developer, or Integrations for the full guide. |
Tags, Objects, or Channel mapping docs are hard to find | They are data configuration topics even though they appear in Settings navigation. | Look in Data and Contacts for the primary articles. |
Developers or Integrations docs are missing from Settings | Those areas are maintained in their own collections. | Use the Developer or Integrations collection for detailed setup steps. |