The WhatsApp integration is an add-on that enables users to send messages and document copies with predefined details to the relevant vendor or customer via WhatsApp.This feature is available for selected transaction screens authorized through the Notification Assignment screens.
The WhatsApp Integration feature will be available for the following modules:
Customer notifications for Sales Transactions
Vendor notifications for Purchase Transactions
Benefits of WhatsApp Integration
Message automation for improved efficiency and resource savings.
Timely transaction updates sent to customers.
Enhanced customer satisfaction and trust through consistent communication.
Higher message open rates compared to emails for better visibility of important information.
Reduced customer support inquiries by proactively providing updates.
Key Features
Notification Assignment
In the WhatsApp Notification Assignment UI, users can easily select which transaction screens will trigger WhatsApp notifications.
Instant WhatsApp Notification
Upon transaction creation, customers and vendors will receive a WhatsApp notification along with the relevant attachment, ensuring that communication is prompt and efficient.
Pre/Post Notifications
Notifications will be sent as reminders to customers and vendors, like order delivery reminders for vendors and payment reminders for customers.
Users Preference
If Auto Post is unchecked, the User can manually trigger a notification to the CustomerNendor by clicking the WhatsApp button on the Transaction screen during the posting process.
Custom Messages
Create custom messages for Standard, Due Date and Post-Due Date notifications for all transaction types.