2026/01/31 – Unified Organization Settings & Enhanced WhatsApp Insights
Release Date: January 31, 2025 | Version: 2025.01.31
Overview
We're excited to announce a major update that streamlines how you manage your organization and gives you deeper visibility into your WhatsApp channel performance. This release consolidates organization management into a single, intuitive Settings hub while providing real-time quality metrics for your WhatsApp Business account.
What's New
1. Unified Organization Settings
The Challenge: Previously, managing your organization required navigating between multiple pages—Members, Groups, and various settings were scattered across the sidebar, making it harder to find what you need.
The Solution: We've introduced a new Settings page that brings everything together in one place.
The new Settings page with the General tab for updating organization name and logo
How It Works
Navigate to Settings from your sidebar to access three organized tabs:
General
Update your organization name and logo
Members
View, invite, and manage team members with role assignments
Groups
Organize your team into groups for better lead distribution
The Members tab showing your team with easy access to member management
Key Benefits
Faster Navigation — One click to access all organization settings
Cleaner Sidebar — Removed clutter with a streamlined navigation experience
Role Management — Easily assign Admin or Member roles when inviting teammates
Real-time Updates — Changes to your organization appear instantly across the platform
2. Enhanced WhatsApp Channel Insights
The Challenge: Understanding the health and performance of your WhatsApp Business account required logging into Meta's Business Manager separately.
The Solution: We now surface critical WhatsApp metrics directly in your agent dashboard.
Quality Rating and Throughput Level now visible directly in the agent header
New Metrics at a Glance
When viewing your agent's overview, you'll now see:
Quality Rating
Your account's reputation score (Green, Yellow, or Red) based on customer feedback
Throughput Level
Your current messaging capacity tier from Meta
Detailed Connection Health
Open your WhatsApp channel drawer to see comprehensive status information:
Detailed connection health and configuration information in the WhatsApp channel drawer
Verification Status — Whether your phone number is verified
Quality Rating — Your current quality tier with color-coded badges
Throughput Level — Your messaging capacity
Name Status — Approval status of your display name
Connection Status — Real-time connection health
Webhook Application — Technical configuration for your integration
Why This Matters
Proactive Monitoring — Catch quality issues before they impact your messaging limits
No Context Switching — View all channel health information without leaving PatagonAI
Troubleshooting Made Easy — Technical details are readily available when you need support
3. Improved Team Invitation Experience
The Challenge: It wasn't always clear which team invitations were still pending versus already accepted.
The Solution: Pending invitations now display a clear visual badge.
The invite drawer now shows clear "Pending" badges for outstanding invitations
What's Changed
Pending Badge — Yellow "Pending" badge appears next to invitations awaiting acceptance
Cleaner Lists — Revoked invitations no longer appear, keeping your invitation list clean and actionable
At-a-Glance Status — Quickly identify who still needs to accept their invitation
Navigation Updates
To support the new unified Settings experience, we've simplified the sidebar:
Members (separate page)
Settings → Members tab
Groups (separate page)
Settings → Groups tab
Settings
Settings (expanded with tabs)
Note: If you have bookmarks to the old Members page, don't worry—you'll be automatically redirected to the new location.
Getting Started
Access Settings — Click "Settings" in your sidebar under the Organization section
Explore Tabs — Browse General, Members, and Groups tabs to familiarize yourself with the new layout
Check WhatsApp Health — View your agent dashboard to see the new quality metrics
Invite Team Members — Use the Members tab to invite colleagues with appropriate role assignments
Availability
These features are available now for all PatagonAI customers. The interface is fully localized in:
English (US)
Spanish (Latin America)
Portuguese (Brazil)
Questions or Feedback?
We'd love to hear what you think about these updates. Reach out to your account manager or contact our support team with any questions.
Thank you for choosing PatagonAI. We're committed to making your conversational AI experience seamless and powerful.
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