WhatsApp Interakt ERPNext Integration

Introduction

Our WhatsApp integration product helps businesses seamlessly integrate their ERPNext system with WhatsApp. WhatsApp has become a crucial part of businesses, to stay connected with customers and offer them a customized user experience. To make it happen, our integration product is all you need.

Key Features

• Hassle-free integration with WhatsApp API.
• Dynamically create WhatsApp templates to send personalized messages.
• Businesses can review an end-to-end user activity.
• Receive instant notifications to stay updated.
• Feature to send multiple & individual messages.
• Automatic log generation for sent messages.

Prerequisites

• ERPNext
• Account on Interakt
• Interakt configuration
• Access token & API for Interakt

Setup

Step 1 – Before getting started with WhatsApp Interakt, ensure you have an Interakt account and have completed the end-to-end configuration.

Step 2 – Navigate to the WhatsApp Settings doctype. Enable the API by selecting the checkbox, then enter your access token, API endpoint, version, and name type for WhatsApp integration. You can enable or disable the API as needed.

Workspace

• In the WhatsApp workspace, you can access the Lead, WhatsApp Template, WhatsApp Message Log, and WhatsApp Bulk Message Log, as well as view Cart Views and Line Chart Views.

WhatsApp Templates

Step 1 – Create Dynamic Templates. After enabling the feature, the next step is to create a new template in Interakt.

Step 2 – Once templates have been created in Interakt, proceed to create them in your system. Navigate to the "WhatsApp Templates" doctype, manually enter the template name as specified in the Interakt Template, then copy the message from Interakt and paste it into the message section.

Step 3 – Once a template has been created, you can send it to individual leads or to a bulk of leads.

Send WhatsApp Message to Individual Lead

• To send a WhatsApp template to a specific lead, fill out the basic details in the Lead form and enter the WhatsApp number in the "WhatsApp" field. Once entered, the WhatsApp logo will be visible for that lead.

• Once the WhatsApp logo is visible, clicking on it will open the chat box and display the WhatsApp chat history.

• To send a new template, click the "Template" button. This will open a dialog box where you can choose a template from the available options.

• After selecting the appropriate template, click on the "Select" button. A new dialog box will open, presenting all the dynamic fields available for the selected template's dynamic data.

• To fill in the values for dynamic fields, you have two options: you can either manually type the value into the field, or enable the "Dynamic" checkbox located above the fields and then select an option for the field's value.
• Once all the dynamic fields for the template are filled in, click the "Send" button to send the WhatsApp template to that lead.

• The history of sent templates will be displayed in the WhatsApp chat box.

Send WhatsApp Messages in Bulk

• Choose the group of leads to whom you wish to send the WhatsApp template.
• After selecting the group, click on the "Action" button and select "Send WhatsApp Template." A dialog box will appear, allowing you to choose a template from the available options.

• The remaining steps are the same as mentioned above for individual leads.

Send Session Message

• We cannot send a direct message to a lead without the session window being open. To initiate the session window, the lead must first send a message to us. Once initiated, the session window remains open for 24 hours, during which we can send WhatsApp session messages to the lead.
• Each sent session message generates a log in our system, which is displayed in the WhatsApp chat box.
• If the session window is not open, an error message will appear: "You can't send a message unless the Lead responds."

WhatsApp Individual Message Logs

• Every sent template or message generates a log entry in the "WhatsApp Message Log" DocType, where you can view the complete list of logs.
• Go to the "WhatsApp Message Log" doctype.
• To view the list of sent messages to leads, open a record where you can see the list of sent templates and messages.

WhatsApp Bulk Message Logs

• Each time a bulk message is sent, a log entry is generated in the "WhatsApp Bulk Message Log" DocType, where you can view the complete list of logs.
• Go to the "WhatsApp Bulk Message Log" doctype.
• To view the list of sent messages to leads, open a record where you can see the list of leads to whom the template was sent.

FREQUENTLY ASKED QUESTIONS

What is ERPNext Interakt (WhatsApp) Integration?

ERPNext Interakt (WhatsApp) Integration enables seamless communication between your ERPNext system and WhatsApp via the Interakt platform. This allows businesses to manage customer interactions, send automated notifications, and track conversations directly within ERPNext, enhancing customer engagement and operational efficiency.

How does the ERPNext Interakt (WhatsApp) Integration help my business?

This integration allows you to use WhatsApp, one of the most popular messaging platforms, to connect with customers directly from ERPNext. You can automate customer notifications (such as order confirmations or payment reminders), provide real-time support, and track interactions all within your ERP system, improving both customer satisfaction and internal workflows.

What features are available in the ERPNext Interakt (WhatsApp) Integration?

Key features include:

• Automated WhatsApp messages triggered by ERPNext events (e.g., new order, payment confirmation).
• Two-way communication between WhatsApp and ERPNext, with conversations stored in the ERP system.
• Integration with ERPNext CRM for customer support and lead management.
• Broadcast messages for marketing or bulk notifications.
• Message templates for consistent communication.

Do I need technical expertise to use the ERPNext Interakt (WhatsApp) Integration?

No technical expertise is required to use the integration. Our team will assist with the setup, and the interface is designed to be user-friendly, allowing your team to manage WhatsApp interactions seamlessly within ERPNext.

Can I send automated WhatsApp messages through ERPNext?

Yes, you can automate WhatsApp messages based on specific triggers within ERPNext, such as sending reminders, order updates, and other important notifications to your customers, reducing manual intervention and improving efficiency.

Can I manage customer responses to WhatsApp messages in ERPNext?

Yes, the integration enables two-way communication. You can view and manage customer replies directly within ERPNext, ensuring that all interactions are stored in the system for easy reference and follow-up.

How secure is the ERPNext Interakt (WhatsApp) Integration?

We ensure that all data exchanged between ERPNext and WhatsApp through Interakt is secure, adhering to industry-standard encryption and security protocols. Additionally, the integration complies with WhatsApp's Business API security guidelines.

Is there a limit to the number of WhatsApp messages I can send?

The message limits depend on the plan you choose with Interakt and WhatsApp Business API. Typically, there are tiered plans based on the number of messages and contacts. Please reach out to us for more details on message limits and pricing.

Can I use WhatsApp for marketing purposes with ERPNext Interakt Integration?

Yes, you can send broadcast messages to multiple customers for marketing campaigns or bulk notifications. However, you must adhere to WhatsApp's guidelines for business messaging to avoid spamming and ensure that customers have opted in for such communications.

How can I get started with ERPNext Interakt (WhatsApp) Integration?

To get started, simply contact our team at Sanskar Technolab. We will guide you through the process of integrating ERPNext with WhatsApp via Interakt, ensuring a smooth setup and ongoing support for your business.