Settings
The Settings Module is where you configure your firm's core details, app preferences, and external integrations like Meta WhatsApp Business.
Overview
How to Navigate
- Log in to your Arthix application dashboard.
- Click on the Settings icon (the gear icon ) located at the bottom of the main left-hand sidebar.
- Select General Setting from the pop-out menu to access the configuration dashboard.
What are Settings?
The Settings Module is the centralized control panel for your entire workspace. It holds critical configuration details that define how your business presents itself, how the application behaves for your team, and how external services like Meta WhatsApp Business communicate with your account.
Why Use the Settings Module?
You should use the Settings Module to ensure brand consistency, maintain billing compliance, and integrate seamlessly with external services like Meta Business Manager.
- Brand Consistency: Ensure your Firm Information, Industry, and registered Address are globally accurate across all invoices and public-facing interactions.
- Compliance & Billing: Maintain your company's GSTIN and official contact numbers for seamless billing operations.
- Integration Hub: Seamlessly link your Meta Business Manager to unlock powerful WhatsApp messaging capabilities right from the dashboard.
Core Capabilities
- Profile Completeness: A dynamic tracker ensures you've filled out all required organizational data to get the most out of the platform.
- App Configuration: Fine-tune core platform behaviors and regional defaults specifically tailored to your industry.
- External Services: Connect securely to WhatsApp Business and instantly sync your quality rating, phone number ID, and app credentials.
Critical First Step
Before launching campaigns or automating workflows, it is highly recommended to reach 100% Profile Completeness in the Settings module and verify your Meta WhatsApp Integration.
Before launching campaigns or automating workflows, it is highly recommended to reach 100% Profile Completeness in the Settings module and verify your Meta WhatsApp Integration.
