Before you start
- Logged into SalesEpoch client.
- Before adjusting the greeting or automatic reply, the corresponding content has been prepared or the administrator has configured the rules.
Where to find it
Client → Settings → General Settings.
Set system interface language #
Go to "Settings → General Settings" and select the interface language that suits you in "System Language". What this changes is the client interface text; the translation of customer messages is another function. You cannot just change the system language and think that the sending and receiving content will be automatically translated.
It is recommended to adjust item by item and observe the results. The switch states in the screenshots are demonstrations and do not represent the default values for all businesses or new accounts.
Use greetings with your address book #
- Check the "Greeting" option in the general settings and select it according to the actual reception needs.
- Use the current import template from the address book and fill in the opening content that the customer needs to receive in the "Welcome" column.
- After importing to the "Import Pool" of the address book, find the specified test contact.
- Click the sending entry next to the contact to verify that the greeting message preset in the template is actually sent.
This process requires actively clicking on the send portal, which is different from the automatic reply of keywords triggered after the customer sends a message. The greeting should identify and describe the contact, for example, "Hi, I'm the person responsible for this demonstration, here to confirm the appointment."
Confirm auto-responder rules before enabling them #
"Auto-reply" requires the administrator to create a rule in the admin console first, and then the team member selects or enables it in the settings. Switch activation itself cannot replace rule configuration. During the test, ask the designated contact person to send the configured keywords, and check the actual reply content, number of times, and sending range.
The general settings screenshot also shows switches such as "Default Reply" and "Picture Send", but the document does not give a complete definition of the behavior. Please confirm its function according to the instructions on the current interface, and avoid inferring what content will be sent to whom based on the name.
Handle refresh and connection issues #
"Scheduled Refresh" is used to refresh the WhatsApp page according to the client mechanism. It cannot replace the available network, nor is it equivalent to completing the scan code authorization again. After the network is restored, the manual also provides a "refresh all" entry to refresh each account page; after refreshing, the connection status should be checked one by one.
If you still cannot receive the message, use a confirmed test contact to do an actual sending and receiving to distinguish between the page not being updated, the account not being connected, and the message itself not arriving. Do not assume that communication has been restored simply because the refresh button has been clicked. Note: Synchronization and new window proxy involve different settings and should be checked separately according to the corresponding help instructions.
Check your result
- The current interface displays the selected system language.
- Address book test contacts receive a preset welcome message.
- The automatic reply rules are consistent with the team member switch, and the account connection status is checked after refreshing.
Frequently asked questions
Are system language and customer chat translation the same thing?
No. System language control interface text. Message translation should use translation settings, and the specific available methods are subject to the current version.
Will there be no leakage of messages if scheduled refresh is turned on?
Not guaranteed. Refreshing cannot repair unavailable networks or expired account connections. You still need to check the account status and verify the actual sending and receiving.
Is the welcome message sent as soon as the customer contacts me?
The document in this section describes the process of the team member clicking to send the entry after importing the welcome message into the address book. It is not a replacement for keyword autoresponders or AI managed configurations.
According to pages 38, 42, 43, 44, 45, 47, and 48 of the "2026-SalesEpoch Operation Manual".
Menus and features may vary by client version or account access. Follow the current interface and verify critical workflows with a test account first.