Before you start
- The client that matches your computer has been installed.
- Have your own registered SocialEpoch account, or an team member account assigned by the administrator.
Where to find it
PC Application → SalesAgent/SalesEpoch Client → Login
1. Confirm which portal you are logging in to #
The registration/login page in the browser is a different entrance from the computer client. Daily sending and receiving of WhatsApp messages starts from the installed computer client; the administrator's team member authorization, organization and product management are carried out in the middle platform, and public rules and customer data management are carried out in the SalesEpoch admin console.
The names SalesEpoch, SalesAgent, or SalesEpoch may appear in different profiles. The current Apple chip download package is called SalesAgent; this manual contains an earlier version of the interface, which is subject to the application you installed and the entrance provided by the company.
2. Log in with the correct SocialEpoch account #
- Individual registered users fill in their own SocialEpoch login account; corporate team members fill in the team member login account assigned by the administrator.
- Enter the corresponding password. Do not fill in the WhatsApp mobile verification code or device association code in the SocialEpoch password field.
- If the login page provides language options, select the display language that suits you before submitting the login.
- Inspection result prompts. When an account or password error occurs, check the capitalization, spaces, and account source.
3. When you can log in but cannot use the function, check the authorization.#
The following administrator checks apply to corporate team member accounts. Individual registered users should first check the product rights, validity period and available account slots of their own account; if the page does not explain the reason for the restriction, the original text of the prompt will be provided to give official feedback.
- Please ask the administrator to confirm that the team member account status is normal in the middle office account management.
- examine Product access: Whether the team member has obtained the qualification to use SalesEpoch products and whether the authorization is valid.
- examine role permissions: Whether the current role has the required functions.
- When you need to connect to multiple WhatsApps, continue to check the available account slots. Don't mistake credit limits for password errors.
For detailed operations, see Create team member accounts and authorize them.
How to distinguish common abnormalities #
| Phenomenon | Investigation direction |
|---|---|
| Incorrect account or password | Check the SocialEpoch account source, password and input format. |
| Can't see functions after logging in | Check product eligibility and role permissions. |
| Customer number is hidden | Please ask the administrator to check whether the "Customer Service Desensitization" role is assigned and do not reinstall repeatedly. |
| Subroutine exception occurs before logging in | Record the application version and error text, and handle them as startup problems. |
Check your result
- Use your own account to enter the workbench.
- Product product access is valid, and you can see the functions allowed by the role.
According to pages 48, 53, 54, and 55 of the "2026-SalesEpoch Operation Manual".
Menus and features may vary by client version or account access. Follow the current interface and verify critical workflows with a test account first.