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Group operationsFor: Administrator

Manage Group Links and the Group Directory

Organize approved group links, review parsed details, and assign groups to the responsible team members.

Page contentsBefore you startOrganize group links and parse basic informationHand the group to the responsible team memberView group information and the group the account belongs toWhen you can’t see chat or group informationCheck your resultFrequently asked questions

Before you start

  • Have group link or group management rights, and the group link source and usage scope have been allowed.
  • Clarify the scope of groups managed by the enterprise or allowed to participate, as well as the responsible team members.

Where to find it
SalesEpoch admin console → Community Management → Group Link Management/Group Information Management; SCRM management also has an information entry for team members who have joined the group

Hand the group to the responsible team member #

  1. The administrator selects the applicable group in the parsed record and assigns it to the specified team member.
  2. Employees can check the assignment results in their own group list, and check the group name, profile and group link.
  3. Employees decide whether to join based on actual service needs and group rules; first confirm the group purpose and participation qualifications.
  4. After joining, check whether you have entered the correct group and whether subsequent communication complies with the group rules.

Assigning group information to team members only represents the arrangement of information and work division, and cannot be used to determine that team members have successfully joined the group. Administrators should check the assignment results and group enrollment results separately.

View group information and the group the account belongs to #

"Group Information Management" summarizes the groups that the account has joined, and can also display groups that have been parsed but not yet joined. When viewing the list, distinguish between these two types of status to avoid counting groups to be learned into the actual number of service groups.

  1. Locate groups in group information management by name or other available filters.
  2. View the group name, profile, currently available members, chat records, and group entry and exit log entries.
  3. When you need to check from the account perspective, enter the "Group the number belongs to" and press the specified WhatsApp number to view the groups it has joined.
  4. Record the groups and responsible team members that need to be handed over. If necessary, combine group members and group entry and exit logs to understand the actual management situation.

When you can’t see chat or group information #

First check whether the group has been parsed successfully, whether the account has been added, and whether the current team member has permission to view the information. The manual shows the relevant viewing entrance, but it does not prove that a group that is "only parsed and not yet joined" can read the complete chat history. Therefore, when data is missing, you should check the account and accessible range, and do not use group link analysis as a way to obtain other people's chat history.

Check your result

  • The imported records show the group name and group introduction as expected.
  • Specified team members can see assigned group information.
  • Whether the group has been joined is consistent with the actual account status. The required directory can be searched by group or account.

Frequently asked questions

Does the completion of batch analysis mean that you have joined the group?

Not equal to. Parsing, assigning and joining are different steps and the results should be checked separately.

Why are there groups in the group directory that I have not yet joined?

Group information management includes both joined groups and groups that have been resolved but not joined, and need to be combined with status judgment.

Can I view all chat records of people who have not yet joined the group?

This manual does not support this conclusion. The existence of the entrance does not mean that all groups and historical data are visible. The actual scope depends on the information accessible to the account and the current permissions.