Send WhatsApp messages from any record, with ready-made templates for cases, hearings, contracts, quotations, invoices, projects and meetings that go out by themselves at the right moment once switched on, and follow each message until it is read.
Tutorial 1
Your first WhatsApp message
Send a case report to the client with a ready-made template of the cases app, read what the composer prepared, and find the message waiting in the queue.
How-to 13
Connect a WhatsApp line
Add a WhatsApp line for your company, link its number through a connection app, choose who is alerted about it, and make it the line your messages leave from.
Send from any record
Open the WhatsApp composer from a record's chatter, a template's own button or a phone number, check the recipients, choose a template or write your own text, and send.
Follow your messages
See where each WhatsApp message stands, learn what each status means, open a failed message to find out why, retry or cancel it, and find the replies of your clients.
WhatsApp templates
The ready-made WhatsApp templates of every app, how to find, edit, translate and preview one, and the three ways a template is sent, automatically or by hand.
Consent and blacklist
Block a number so that no WhatsApp message reaches it, let contacts opt out and back in by keyword, and see when a message needs the recipient's consent.
WhatsApp settings
What each option of the WhatsApp settings does, from the default line and message retention to attachments and the chatter button, and where each app's switches live.
WhatsApp in cases
The ready-made WhatsApp templates of cases, hearings and judgments, when each one is sent and to whom, the switch that controls it, and the daily lists for lawyers.
WhatsApp in the legal apps
The ready-made WhatsApp templates of client requests, consultations, contracts, executions and agencies, when each one is sent and to whom, and the setting that switches it.
WhatsApp in sales and invoicing
The ready-made WhatsApp templates of Sales and Invoicing, when each one is sent and to whom, the setting that switches it, and the Send entry of quotations and invoices.
WhatsApp in projects
The eight ready-made WhatsApp templates of Projects, when each one is sent and to whom, the daily lists of tasks due tomorrow and overdue, and the settings that switch them.
WhatsApp in collection
The thirteen ready-made WhatsApp templates of Collection, when each one is sent and to whom, the Channel of the alert rules that turns WhatsApp on, and the weekly digest.
WhatsApp in calendar and activities
The eleven ready-made templates Calendar and Activities send by WhatsApp, when each one goes out, to whom, which option switches it, and how to add a WhatsApp reminder.
WhatsApp in HR
The ready-made templates that tell employees and their managers about expenses, time off and allocations by WhatsApp, and the button that sends an HR letter to every employee.
Reference 2
WhatsApp automations
What WhatsApp does by itself: eleven scheduled jobs that send the queue, watch the lines and clean up, the rules of event templates, and how to stop each one.
Ready-made WhatsApp templates
Every ready-made WhatsApp template, app by app: 94 messages already written for cases, contracts, quotations, invoices, projects, meetings and more, and how each one goes out.
Explanation 1
How WhatsApp sending works
The path of an outgoing WhatsApp message, from the queue and its lanes to pacing, retries, expiry, quarantine and uncertain delivery, and what stops a message on purpose.