Link a session to a unit, so every new number gets a record
Choose the unit where a record is created for every new number that messages the session. Corteksa adds the fields the unit needs automatically, if they aren’t there yet.
Before you start · 1 thing · for ownersAn active unit to hold new contacts
- You need: The Update permission on the channel’s row
- An active Cortex Unit, such as “Leads”.
Steps
Fields added automatically
When you link a unit, Corteksa makes sure it has 4 fields, and creates any that are missing:
If the unit already has a field of the same type or with the same name, that field is used, and no duplicate field is created.
When is a record created?
For every new one-to-one chat. Groups never create records. If the number already exists, Deduplication Control decides whether a new record is created or the chat is linked to the existing one. A new record with no assignee goes through the distribution rules.
If something goes wrong
A real example
Every new number that messages the company should become a “Lead”, so the sales department can follow it up.
- They linked the session to the “Leads” unit.
- Corteksa added the “Source” and “Session Name” fields automatically.
- They built a view filtered on Source = WhatsApp Web.
Every WhatsApp inquiry now becomes a record with its source, with no manual entry.