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Sub-account settings (tabs)

In sub-account detail, settings are organized in tabs. Below is what each one does from a user perspective. For deeper guides (proxy, TTS, routing, etc.), see Features overview.

Illustration (placeholder)​

Placeholder — sub-account settings tabs

Placeholder — replace with full-width capture of tabs (WhatsApp, AI, Voice, etc.).

WhatsApp Numbers (sessions)​

  • Create sessions (WhatsApp numbers) for the sub-account.
  • Add session: set a name, contact and tag sync options with GHL when available, and priority if your flow uses it.
  • QR code: link the number by scanning the QR with WhatsApp on your phone.
  • Status: active, reconnecting automatically, or needs action.
  • You can link the session to a GHL item (e.g. conversation or contact) when the UI offers it.
  • Restart / stop / delete: use carefully; deleting a session can affect live conversations.

More in WhatsApp numbers and sessions.

AI & Translation​

  • Translation for inbound and/or outbound messages, with configurable languages.
  • Option to use the contact’s language on outbound when available.
  • AI provider and model settings and checks that required keys or credentials are set (the UI shows if something is missing).
  • Spintax or other text variations if your organization uses them.

Do not share API keys in insecure channels; use only the fields provided in the app.

Voice (TTS)​

  • Enable text-to-speech so messages can be generated as audio.
  • Choose the voice provider and voices available per language.
  • External voice providers may show a missing-configuration state until set up.

Connection​

  • Shows GoHighLevel link status for that sub-account (location).
  • Actions such as refresh location data, connect, or disconnect depending on permissions and state.
  • Outbound session selection rules and drip (one message per interval) live on this tab.
  • n8n Webhook & API: webhook URL, optional HMAC key, and API key for your n8n workflow (as set up with your agency).
  • Proxy or region should only be changed if your agency or support asks (it affects how messaging traffic is routed).

Billing​

  • Common payment modes (as shown on your screen), for example:
    • Direct Pay: the sub-account pays directly.
    • Agency Managed: the agency bills the client and manages settlement.
    • Agency Pays: the agency covers cost for that sub-account.
  • Sub-account or extra-session prices may be set by the agency or inherited; the UI clarifies sub-account overrides.
  • May include payment history and links to complete billing details (e.g. Stripe) when required.

Notifications​

  • Email for alerts and a toggle for notifications on/off.
  • Test send when available to verify delivery.

Groups​

  • Manage WhatsApp groups tied to that sub-account’s sessions (lists and actions the UI allows).

See WhatsApp group management.