Manage a chat
Add or remove chat members, set their permissions, rename or delete a chat, and connect it to WhatsApp, SMS, Telegram or email.
Updated 4 October 2026
Each chat has a management panel. There you see who takes part, change what each member may do, update the name and picture, and connect the chat to an external channel so that messages also go to, for example, WhatsApp.
Open the management panel
- Open the chat on the Messages page.
- Click the options menu (⋮) at the top of the chat.
- Choose Manage chat. The panel opens with four tabs: Overview, Members, Integrations and Settings.
Overview
Shows whether the chat is Private or Public, the number of Members and Integrations, the Last activity and when it was Created. For vehicle and consignment chats, Linked to shows the vehicle or consignment (and its transport order).
Members
- Click the Members tab.
- To add people, type a name in Add people ... and pick them. New members get the Chat permission.
- To change what a member may do, choose a permission next to their name.
- To remove a member, click the remove icon next to their name and confirm.
| Permission | Meaning |
|---|---|
| Admin | Can read, write and manage the chat. |
| Chat | Can read and write messages. |
| Read | Can only read messages. |
| None | Has no access to the messages. |
Settings
- Click the Settings tab.
- Click Choose a picture to set a chat picture.
- Change the Group name if needed.
- Switch on Public chat (anyone in the platform can read) to let everyone on your platform read along.
- Click Save.
Under Danger zone, Delete chat permanently removes the chat and all of its messages. This cannot be undone.
Connect an external channel
On the Integrations tab you link the chat to WhatsApp, SMS, Telegram or email. You need an integration for that channel first, for example a WhatsApp or SMS provider set up by your administrator; see Integrations.
- Click the Integrations tab.
- Click Add integration.
- Choose the integration in Select an integration.
- Choose the Channel type: E-mail, WhatsApp, SMS or Telegram.
- Enter the External identification: the phone number (for example +31612345678), email address or account to link.
- Optionally enter a Display name.
- Click Add.
Each linked channel shows two switches. Incoming brings messages from the external channel into the chat. Outgoing lets you send messages from the chat to that channel. Click the delete icon to remove a link.
In the chat, channel icons next to the title show which channels are connected. Messages that arrived through a channel show where they came from, and when you write a message you can tick Send to external channel.