Recent Articles
Using Qwil with an AI assistant (Qwil MCP)
Who can use this feature? Business and Enterprise users The Qwil MCP gives your AI assistant, such as Claude, secure access to your firm's Qwil Messenger chats, so you can streamline your client workflow without leaving the security of Qwil. Give ...
Code received by WhatsApp (UAE)
Code to WhatsApp for UAE users From 6th September 2026, OTP codes for all UAE numbers will automatically be sent to the WhatsApp of the user. There is currently no change to the login screen and where SMS is mentioned, for the UAE users, it is ...
Contact notes - Clients and Staff (New)
Who can use this feature? Staff and Staff administrators Client notes: Staff can add notes to the Client contact profile which are visible to staff within a chat and to staff who are in the client team (and have the client in their contacts). These ...
Adding a tag to the CRM contacts
Who can use this feature? System administrators only The option use of Tags to filter contacts within a CRM apply to Wealthcraft and Wealthbox CRM. Email remains the default for all other CRMs. The use of tags provides further control as only those ...
Downloading Your Data (Admin)
Who is this guide for? System Admins What to expect Within Qwil there are two main methods of downloading data: within a chat and with the data reviewer. This guide will show you how you can export a copy of your chat history as a PDF file. Exporting ...