Product guides
Account groups
Account groups bundle channel accounts (WhatsApp / AppChat) so you can scope which accounts employees work with — useful when one business runs many numbers or brands.
Where
Portal → Account groups. You need permission for that page (see Team & permissions).
What you can do
- Create a named group
- Add WhatsApp and/or AppChat accounts as members
- Assign groups to employees / roles as your portal UI allows
- Edit or delete groups when the set of accounts changes
Tips
- Keep groups aligned with how agents are staffed (region, brand, product line)
- Owners typically see all accounts; groups mainly constrain employee visibility
- Automations and campaigns still respect channel account pickers — pick the correct account when building workflows