Upvort

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UUpvort
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Overview

Dashboard Reports Notifications

Messages

Inbox Campaigns Templates Broadcasts Business Chats Sequences

Automation

Flows Meta Flows Visual Flow Builder Keyword Bots AI Agents Voice Roman-Urdu Voice

Orders & Delivery

WhatsApp Orders Order Pipeline Courier Tracking Delivery Ratio / RTO Rescue List Catalog Store Appointments Widgets

People & Safety

Agents & Roles Contacts Team

Setup & Platform

API Docs WhatsApp Setup Channels Client Onboarding Connection Integrations

Super Admin

Functions Users Businesses Platform Settings

Safety & Monitoring⌄

Blocklist Leak Blocker Consent Monitoring

Chat & Payments⌄

24h Window Drafts Payment Proofs

Account & Settings⌄

Billing Settings OMS Bridge Security

Legal & Apps⌄

Terms Privacy Refunds Acceptable Use Mobile

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WORKSPACE SETUP

Your business, connected

Manage your WhatsApp connection and start replying from one place.

CONNECTIONS

WhatsAppChecking…OMS bridgeChecking…

Connections for this workspace

Help for this page — opens here, on this page.

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Agents

Add team members to handle conversations — assign chats directly from Inbox

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Team access & account controls

Permission matrix · Team access · Team directory · Sign in ·

Enabled controls assignment availability. Last seen is shown only when tracked. Detailed phone privacy is still pending; its switch stays unavailable. Assigned-chat access is live on each member card.

Add Agent

NameEmailPhone (optional)PasswordRole

Member accessTick the menus this member may open. Unticked menus never show for them — not in the sidebar, not by direct link.

Overview

Dashboard Landing page — always shown Reports Notifications

Messages

Inbox Campaigns Templates Broadcasts Business Chats Sequences

Automation

Flows Meta Flows Visual Flow Builder Keyword Bots AI Agents Voice Roman-Urdu Voice Bot Manager

Orders & Delivery

WhatsApp Orders Order Pipeline Courier Tracking Delivery Ratio / RTO Rescue List 24h Window Drafts Payment Proofs Catalog Store Appointments Widgets

People & Safety

Agents & Roles Contacts Team Blocklist Leak Blocker Consent Monitoring

Setup & Platform

API Docs WhatsApp Setup Billing Settings Channels Client Onboarding OMS Bridge Connection Integrations Security Terms Privacy Refunds Acceptable Use Mobile

Business Admin has owner-level access. Agent sees only the menus you tick above.

Inbox mode

Default for new conversationsAssignment

Existing routing uses the available agent receiving leads with the fewest assigned chats. It is not strict round-robin.

Remove agent?

Sign-in access and sessions will be removed. Conversations and messages stay saved; assigned chats return to the unassigned queue.

Upvort — WhatsApp for business, in one place. Live mode: Meta and/or OMS bridge are configured via the secure flow. Meta: Connected · OMS: REAL. Bridge keys, when attached, are stored encrypted only, never shown. Terms · Privacy · Refunds · Acceptable Use · Data Deletion · Login

Terms & Conditions

One-time monitoring consent. Read every item before you choose. There is no close button — choose Allow or Deny.

Your consent decision, version and time are recorded. Deny = login blocked.