For Training
Teaching this to clinic staff, step by step
1. Show the pricing banner first
Open WhatsApp → Conversations. Point out the yellow banner: "WhatsApp pricing changes take effect on 1 October" with a link to a video. This sets context for everything else — nothing they're about to see is a bug, it's the product getting ahead of a real WhatsApp policy change.
2. Explain the tag on each conversation
Open any conversation (or point at the conversation list). Show the small coloured tag next to the countdown:
- Green "Free" — replying right now costs nothing.
- Blue "Free (ad)" — this contact came from an ad; replying now both
costs nothing and unlocks 72 hours of continued free replies.
- Plain "Paid" — replying now will be billed.
Emphasize: the countdown next to the tag is not the same thing as "can I still send a message" — a conversation can still be repliable (allowed) after it turns Paid; Paid only means it now costs something.
3. Show the "Free window" filter
In the conversation list filters, check "Free window". Explain this is useful for triaging: reply to free conversations first if trying to minimize cost for the day.
4. Walk through the Messages Cost tab
Open WhatsApp → Messages Cost. Pick a date range. Show:
- The table: every message sent, who sent it, its category, and its cost.
- "Show Analytics": the Free / Paid / Unknown boxes, each expandable to a
per-category breakdown.
- Clicking a name jumps into that conversation.
Have the trainee click the "Paid" box and confirm the table filters down to just paid messages.
5. Set up the daily caps (owner/admin trainees only)
Open WhatsApp → Settings → General. Point out Daily paid bot messages and Daily paid user messages, directly below "Automatic Reply Enabled". Explain:
- Blank = no limit.
- The two are independent — capping one doesn't affect the other.
- Free replies never count against either cap.
- Hitting the user cap shows an error when trying to send; hitting the bot
cap just makes the bot go quiet for the rest of that ~24-hour window, with no error anywhere.
Common trainee mix-ups to watch for
- Confusing "conversation is Paid" with "I can't reply" — they're
unrelated. Paid conversations can still be replied to; it just costs money to do so (unless a daily cap blocks it).
- Assuming the 72-hour free window applies to every conversation — it only
ever comes from replying to an ad-referred contact within a day.
- Assuming "Unknown" in the cost report means something is broken — it
just means the message predates this feature.