Add, remove and promote group members
If the session’s number is an admin of the group, you can add and remove members from Cortex Chat, promote them to admins, or make them regular members again.
Before you start · 2 things · for managers and agentsGroups turned on, your number as a group admin or owner
- You need: The Update permission on the WhatsApp Groups row, and your number is an admin of the group
- Groups are turned on for the number.
- The session’s number is an admin or the owner of the group.
Steps
How it works
The group’s details show the number of members, whether your number is an admin, and each member’s role: Owner or Admin, with no badge for a regular member. A member who left stays on record, with the date they left.
After WhatsApp accepts a change, the group updates for everyone who opens it. The same update arrives when a member changes something from their phone.
Corteksa learns members’ names from their messages. Members’ photos aren’t fetched, so their first letter shows instead.
If something goes wrong
A real example
A new technician joined a large client’s maintenance team, and he needs to be added to the client’s group.
- The supervisor opened the group in Cortex Chat and added the technician’s number.
- He promoted the team lead to admin, so the lead can add people from his own phone.
The technician was added without anyone needing the company phone.