Review Chat History and Transfer Customer Records

Find chat and call history by team member #

1. Enter "Friend Information Management" and first select the team member account.
2. In the team member's account list, select the WhatsApp account that the team member has logged in to.
3. Check the customer and chat time range in the customer list to find the record you want to view.
4. Click the chat or call icon of the row to view the corresponding records respectively.

The viewing order here is "team member → WhatsApp account → customer". The same customer may be received by different accounts. First check the business account that initiated the session to avoid misreading the information.

Confirm source and recipient before transfer #

The "Customer Service Account List" displays the binding status of accounts and team members, and provides an entry for "dead account transfer". This function is used to transfer existing chat records and contact information to another team member for further follow-up. It does not mean that the restricted WhatsApp account will be restored, nor does it mean that the WhatsApp login status or platform permissions will be restored with the data migration.

1. Locate the source account that needs to be handed over in the list, and check the account, current team member, and binding time.
2. Confirm that the receiving team member is responsible for this batch of customers and that the target WhatsApp account is selected correctly.
3. Clear transfer labels make it easier for receiving team members to identify this batch of handover materials.

Perform data transfer #

1. Select "Dead account transfer" in the line corresponding to the source account.
2. Select the target "team-member account" in the window.
3. Select the "WhatsApp Customer Service Account" to receive the information.
4. Check the "Tag Transfer" settings, confirm the source, target and tags and click "OK".
5. The receiving team member checks the "not followed up" customers and randomly checks customer information, user journeys, chat records and tags.

Window tip: When there is a lot of friend information, the transfer may be delayed. Check the results first after submitting, and don't make repeated transfers because you don't see all the information immediately.

How to check after handover is completed #

The receiving team member should be able to find the transferred customer in "Unfollowed" and check previous information and records. Select a small number of known customers to check the number correspondence, tags and historical content before starting subsequent services. The manual does not explain whether the data will be deleted from the source team member, how duplicate data will be merged, and whether withdrawal is supported. If it cannot be confirmed, do not promise that the transfer will be reversible or that the coverage will be complete.

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Frequently asked questions