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25 practical guides

Mobile app

Use the native workspace, manage notifications and keep mobile and web work consistent.

A useful starting point

Check the signed-in workspace and the latest server state before acting. Review previews carefully on the smaller screen and preserve a clear retry path when connectivity changes.

01

Sign in to the correct mobile workspace

Open the intended account and edition on the mobile application.

02

Compare mobile and web account context

Ensure both devices are displaying the same business data.

03

Allow mobile notifications

Enable the operating-system permission needed for alerts.

04

Review Android notification settings

Find device-level controls that affect visible alerts.

05

Open a conversation from a notification

Use an alert to return to the relevant customer context.

06

Investigate a missing mobile notification

Separate device settings from account and event issues.

07

Check notifications after signing out

Understand how session changes affect account-specific alerts.

08

Protect notification privacy

Choose how much message content is visible on a locked device.

09

Read inbox badges on mobile

Interpret unread indicators at conversation level.

10

Use conversation actions on a phone

Find available contact actions without confusing their effects.

11

Choose attachments from a mobile device

Select a supported file while preserving the conversation context.

12

Review a photo crop on mobile

Check the public business image before publishing it.

13

Edit a business profile on a phone

Publish supported profile details through the mobile interface.

14

Import contacts from the mobile application

Bring in contact data using the available mobile import journey.

15

Save an audience from mobile

Create a reusable contact selection and verify it is available for campaigns.

16

Update permission on mobile

Record the correct decision with an understandable evidence trail.

17

Create a campaign with a small screen

Complete audience, message and review steps without missing fields.

18

Resolve mobile campaign variable errors

Complete the specific missing value instead of restarting the campaign.

19

Review template approval on mobile

See the latest available provider status in the app.

20

Read campaign results on mobile

Inspect delivery outcomes without treating a total as a full explanation.

21

Recover from a mobile network interruption

Check the saved state before repeating a potentially completed action.

22

Use large text and screen zoom

Keep essential controls usable with accessibility settings.

23

Check mobile time-zone assumptions

Avoid scheduling a campaign using the wrong local clock.

24

Install an authorised app update

Replace an older build without confusing version changes with feature removal.

25

Report a mobile layout problem usefully

Help the team reproduce clipping or spacing issues.

Relevant public sources

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