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Oris Work
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Oris Work

CRM, projects, communication, and client portal - unified in one workspace by Oris Work.

India

Product

  • Features
  • Pricing
  • CRM & Pipeline
  • Project Management
  • Team Chat
  • Client Portal
  • Integrations
  • Custom Objects

Industries

  • Professional Services
  • Restaurants & F&B
  • Healthcare & Clinics
  • Real Estate
  • Universal

Compare

  • vs Zoho One
  • vs Perfex CRM
  • vs Bigin by Zoho
  • Tally Integration

Resources

  • Documentation
  • API Reference
  • Blog
  • Resources
  • Help Center

Company

  • About
  • Careers
  • Contact
  • Privacy Policy
  • Terms of Service
  • Cookie Policy

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← All docs

Getting Started

  • Quick Start Guide
  • Inviting & Managing Team Members
  • Your First-Day Checklist
  • Roles and Permissions
  • Custom Roles
  • Switching Between Organisations
  • Sessions and Staying Signed In

Clients & Contacts

  • Adding a Client
  • Importing Clients from a CSV
  • Merging Duplicate Records
  • Client Groups
  • Client Services Card and Turning a Service On
  • Do Not Chase: Pausing Automated Reminders

CRM

  • Contacts & Companies
  • Deals & Sales Pipeline
  • Lead Management

Invoicing & Money

  • Invoicing
  • Payments & Receipts
  • Setting Invoice Due Dates
  • Estimates and Proposals
  • Payment Links
  • Overdue Reminders and Dunning
  • Recurring Invoices and Retainers
  • Vendor Bills
  • E-way Bills
  • GST Basics in Oris Work

Practice Management

  • Client Engagements
  • Client Portal
  • Tasks: Create, Assign and Track Work
  • Timesheets: Submit, Approve and Lock
  • Time Budgets Report
  • Notices and the Notice Reply Service
  • Compliance Calendar
  • Document Requests
  • Sign-off Pipeline: Partner, Client, Filed

Communication

  • WhatsApp inbox setup
  • Linking a WhatsApp line by QR code
  • WhatsApp logged out or disconnected
  • Auto-link WhatsApp numbers to clients
  • Email setup
  • Team chat basics
  • Threads, mentions and reactions in chat
  • Files, search, pins and saved messages in chat
  • Messaging AI bots in chat
  • Client chat

Reputation

  • Requesting reviews
  • How review ratings are routed

Growth

  • Lead routing and the first-response SLA
  • Segments
  • Campaigns basics

AI

  • Oris AI assistant
  • AI bots and their approval gate

Projects

  • Project Management

Modules

  • Payroll with PeopleOS
  • Books Module (ThynkBooks)
  • Tax Module (ThynkTax)
  • Audit Module (ThynkAudit)
  • Filings Module (ThynkFile)

Integrations & API

  • Accounting Connectors
  • REST API Overview

Security & Privacy

  • Data Encryption and PAN Handling
  • DPDP Consent and the PII Access Log
  • How Workspaces Are Kept Separate
  • Exporting Your Data

Troubleshooting & FAQ

  • "Too many requests" or "Rate limit exceeded"
  • "Reset token is invalid or expired"
  • "Your session expired"
  • WhatsApp Messages Are Not Coming In
  • Review Link Shows "404 Not Found"
  • "This may already exist" Duplicate Warnings

For your clients

  • Signing in to your client portal
  • Setting a password from your link
  • Messages with attachments
  • Paying your invoices online
  • Signing documents online
  • Leaving a review
Docs/Troubleshooting & FAQ/WhatsApp Messages Are Not Coming In

WhatsApp Messages Are Not Coming In

A checklist for when client WhatsApp messages stop appearing in your inbox.


Start here: is the line connected?

Open the WhatsApp page. If a line was logged out you will see a banner: "WhatsApp is disconnected. No messages are being received or sent." with a link "Re-link it (scan the QR code)". Admins also get a notification titled "WhatsApp line disconnected".

Reconnect the line (admins)

  • Go to Admin → WhatsApp. Each number shows a status: Connected, Connecting…, Scan to pair, Not connected or Logged out.
  • For "Not connected" or "Logged out", click "Reconnect". Oris Work retries on its own for a while after a drop, then stops and waits for an admin to click Reconnect.
  • When a QR code appears, on the phone open WhatsApp → Settings → Linked Devices → Link a Device and scan it. Keep the page open; the code refreshes by itself.
  • The status should change to "Connected" with the number shown.

Why a line gets logged out

  • Someone removed the device from Linked Devices on the phone.
  • WhatsApp ended the link from its side.
  • This uses WhatsApp’s unofficial web protocol (the page says so), so WhatsApp can restrict or unlink a number at any time.

Connected, but you still cannot see a conversation

  • Line access: under each number, "Who can access this line" may be restricted to named teammates. If you are not listed you will not see its chats. With no one listed, everyone can see it. Admins can adjust this.
  • Line filter: the inbox has an "All lines" tab and one tab per number; check you are not on the wrong tab.
  • Unknown numbers: messages from a number that matches no contact or lead land under the "Unclassified" filter. Use "Auto-link by phone" to match them, or link a thread by hand.
  • Groups appear in the same list with a Group chip, and they are not counted in "Needs reply". WhatsApp Status or Stories do not appear.
  • Search is by name, number or message text.

Messages are not going out

If a send fails with "The selected WhatsApp line is not connected. Reconnect it from Admin → WhatsApp.", the line behind that conversation is down. Reconnect it as above.

Requirements

  • WhatsApp pairing needs the Growth plan or higher, and only admins can add, reconnect or disconnect a number.
  • If "Add number" says pairing has not been enabled for your workspace, contact support.
  • For the official, approved route, see Messaging numbers under the Admin menu.

Related guides

WhatsApp inbox setup

Connect your firm's WhatsApp number and use the shared WhatsApp inbox to talk to clients and leads.

Linking a WhatsApp line by QR code

Pair a phone number with Oris Work by scanning a QR code from the WhatsApp app.

WhatsApp logged out or disconnected

What the "WhatsApp is disconnected" banner means and how to re-link a line that WhatsApp logged out.

Auto-link WhatsApp numbers to clients

Match unlinked WhatsApp conversations to contacts and leads by phone number in one step.