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Iris

TransferCredit's live chat. Sign in with your portal login.

Username

Password

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Put Iris on your home screen

Then every student message reaches you as a notification, like WhatsApp.

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iPhone: tap the Share button in Safari (the square with an arrow), then Add to Home Screen.

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Android: tap the menu (⋮) in Chrome, then Install app or Add to Home screen.

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Open Iris from the new icon and tap Turn on notifications.

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Could not reach Iris

Your connection dropped, or Iris is restarting. You are still signed in.

Inbox

Live chats, newest first

Earlier chats

Iris on the site, before the app

Chat

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Pick a chatChoose one from the Inbox and it opens here.

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Iris

Profile

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What the student sees

Staff only

Home

Money in, money out

compared with the previous period

to

Overview

Other costs

Lessons

What your team said after Iris had answered. Approve and Iris says it next time.

People

Stats

Last 30 days

Settings

Channels

WhatsApp chats come into the Inbox beside the website chats, with WhatsApp's logo. Iris answers first; anyone can take over. Nothing is sent until you switch WhatsApp on.

Connection

Saved secrets are locked away: this page only ever shows the token's last four characters. Leave a box empty to keep what is saved.

How to connect (step by step)

Intercom first. In Intercom, open Settings → Channels → WhatsApp. Export the old WhatsApp conversations if you want to keep them. Note which Meta business the number sits in. If a two-step PIN is set on the number, turn two-step verification off (WhatsApp Manager → Phone numbers → the number → Two-step verification; if the number sits in Intercom's own Meta business, ask Intercom support to do it). Then press Disconnect on the number. From this moment Intercom stops answering it, so do the next steps straight after, at a quiet hour.
Meta Business. At business.facebook.com, check that TransferCredit's business is verified (Security Centre).
The Meta app. At developers.facebook.com → My Apps → Create app (type Business). Add the WhatsApp product and connect it to TransferCredit's WhatsApp Business Account.
The number. WhatsApp → API Setup → Add phone number: enter the same number and confirm the code Meta sends to it. Copy the Phone number ID and the WhatsApp Business Account ID into the boxes above.
The access token. Business Settings → Users → System users → Add (Admin). Assign it the app and the WhatsApp account (full control). Generate token → the app → permissions whatsapp_business_messaging and whatsapp_business_management, expiry Never. Paste it above.
The app secret. The app → App settings → Basic → App secret → Show. Paste it above and press Save.
The webhook. WhatsApp → Configuration → Webhook → Edit. Callback URL: the webhook address above. Verify token: the verify token above. Press Verify and save. Then, under Webhook fields, Subscribe to messages.
Finish connecting. Type a new 6-digit two-step PIN above (write it down somewhere safe) and press Finish connecting. This links the app to the account and registers the number for the Cloud API.
Test. From your own phone, send "hi" to the business number. It appears in the Inbox within seconds with the WhatsApp logo (Iris stays quiet while WhatsApp is off). Then type your number above and press Send a test message.
Switch on. Press Turn WhatsApp on. Iris answers from now on, and the team's replies go out on WhatsApp. Leave templates off until you have chosen which approved templates the team may send.

This phone

NotificationsOne for every student message in a chat assigned to you, and for every unassigned chat.