What the Agent Configures
WhatsApp Business API Connection
- Meta Business account linking
- Phone number verification and registration
- Webhook configuration for incoming messages
- Template message submission for approval
Message Templates
WhatsApp requires pre-approved templates for business-initiated messages:
| Template | Use Case | Variables |
|---|---|---|
| Order Confirmation | Notify customer of confirmed order | Order number, total, delivery date |
| Shipping Update | Notify customer of shipment | Tracking number, carrier, ETA |
| Invoice Reminder | Remind customer of due payment | Invoice number, amount, due date |
| Appointment Reminder | Remind of upcoming appointment | Date, time, location |
| Support Ticket Update | Notify customer of ticket progress | Ticket number, status, next step |
Automation Workflows
- Auto-send order confirmation via WhatsApp when SO is confirmed
- Auto-send shipping notification when delivery is validated
- Auto-send invoice via WhatsApp when invoice is posted
- Auto-send appointment reminder 24 hours before
- Auto-send payment receipt after payment is recorded
Channel Routing
- Sales inquiries → route to sales team on Discuss
- Support questions → route to helpdesk team
- General inquiries → route to reception/admin
- After-hours → auto-reply with business hours
Integration Points
- Sales — Send quotations and order confirmations
- Inventory — Shipping notifications with tracking
- Accounting — Invoice delivery and payment reminders
- Helpdesk — Support ticket communication
- CRM — Lead follow-up and appointment confirmation
Getting Started
Deploy Odoo with WhatsApp on DeployMonkey. The WhatsApp module is Enterprise-only and requires a Meta Business account with WhatsApp Business API access. The agent configures the Odoo side; Meta account setup is manual.