Guide intro
Troubleshooting should start with the visible client dashboard state: connection, wallet, subscription, settings, content, and integration status.
Common troubleshooting checks
If WhatsApp is disconnected or QR expired, reset login and rescan from Linked Devices. If the bot is not replying, check instance connection, reply mode, wallet, trial/subscription state, pause shortcuts, and whether the chat was stopped.
If API keys fail, check scope, copied key value, and endpoint usage. If WordPress sync fails or rate limits, use Test Connection, confirm API URL, Bot ID, write:knowledge scope, and review failed sync reasons. If WooCommerce fails, test the connection and verify store URL and credentials.
If media is not found or sequences are not sending, review media group captions, sequence triggers, wallet state, and whether the customer or audience is eligible. If dashboard data looks stale, refresh and check the relevant integration status.
Voice, image, and media limits
Voice/image understanding can help, but not every file is clear or useful. Staff should review unclear media, important pricing questions, and sensitive cases.
Safety and compliance
Use a business or secondary WhatsApp number, avoid spam or cold outreach, do not make misleading offers, keep refund/delivery/pricing/privacy information accurate, and monitor replies during launch.
ConvortAI provides tooling. The client remains responsible for WhatsApp account usage, customer consent, message content, and compliance.
Warnings
- Do not claim official WhatsApp API guarantees or guaranteed no-ban outcomes unless your own account setup separately supports that claim.
Related docs
WhatsApp setup
WhatsApp Instance Setup
Instance Hub, QR linking, connection states, reset login, and number safety.
Open guideOperations
Daily Operations, Chat Shortcuts, and Human Handoff
Client-facing WhatsApp chat shortcuts, pause/resume, manual review, and human handoff.
Open guideBilling
Billing, Wallet, Plans, and Usage
Trial, plans, wallet top-ups, client-facing usage prices, successful-send billing, and pause conditions.
Open guideRelated pages & tools
Next step
Keep operations healthy
Review connection, wallet, content, and handoff rules before expanding automation volume.