Document WhatsApp Messaging
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The document describes a Geminate module that enables seamless WhatsApp integration and communication with customers from within an ERP system. The module leverages the Facebook Graph API to send real-time updates via WhatsApp regarding sales, invoices, and other fields. Users will receive instant WhatsApp notifications for events like new orders, confirmations, invoices, and payment reminders. The module also monitors message delivery status and engagement to help businesses improve communication effectiveness. It provides an innovative solution for efficient communication and enhanced productivity.
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The WhatsApp Business API is a set of tools and capabilities provided by WhatsApp for businesses to communicate with their customers on the WhatsApp platform at scale. It enables medium to large enterprises to integrate WhatsApp into their communication systems and engage with customers through the popular messaging app.
Key features and aspects of the WhatsApp Business API include:
Two-Way Communication:
Businesses can send messages to their customers and receive responses, allowing for interactive and personalized communication.
Message Templates:
Message templates are pre-approved message formats that businesses can use for sending specific types of messages, such as order confirmations, appointment reminders, and more.
Multimedia Messaging:
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Automation with Chatbots:
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Messages sent via the WhatsApp Business API are encrypted, ensuring the security and privacy of the communication.
Opt-In Mechanism:
Users must opt-in to receive messages from businesses on WhatsApp, ensuring that communication is consensual.
Use Cases:
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This Module is a comprehensive solution for staying seamlessly connected with your business operations in ERP! With this powerful module, you can now receive timely updates and notifications directly on your WhatsApp, courtesy of the Graph Facebook API integration.
But that's not all – our module goes beyond just sales and invoices. It keeps you updated on manufacturing orders, ensuring you're aware of production milestones and any potential delays.
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Key features and aspects of the WhatsApp Business API include:
Two-Way Communication:
Businesses can send messages to their customers and receive responses, allowing for interactive and personalized communication.
Message Templates:
Message templates are pre-approved message formats that businesses can use for sending specific types of messages, such as order confirmations, appointment reminders, and more.
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Automation with Chatbots:
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Businesses can apply for a verified business account, which adds a green checkmark to their profile, indicating to users that they are interacting with a legitimate business.
Rich Analytics:
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Integration with CRM Systems:
Integration capabilities allow businesses to connect the WhatsApp Business API with their existing Customer Relationship Management (CRM) systems for streamlined communication.
End-to-End Encryption:
Messages sent via the WhatsApp Business API are encrypted, ensuring the security and privacy of the communication.
Opt-In Mechanism:
Users must opt-in to receive messages from businesses on WhatsApp, ensuring that communication is consensual.
Use Cases:
E-commerce: Order confirmations, shipping updates, and customer support.
Service Providers: Appointment reminders, service updates, and support.
Finance: Account notifications, transaction alerts, and customer inquiries.
Businesses interested in using the WhatsApp Business API need to apply for access and undergo an approval process. Additionally, there are costs associated with using the API, and pricing may vary based on factors such as message type, destination country, and message volume.
To get started with the WhatsApp Business API, businesses can either directly apply through WhatsApp or work with WhatsApp Business Solution Providers, who are authorized by WhatsApp to provide services related to the API.
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How to Notify Customer for Document Update using Whatsapp Messages ? #by #geminatecs #v10 #v11 #v12 #v13 #v14 #v15
https://youtu.be/_T0Ra2VPRtE
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#document #whatsapp #messaging #automated #action #server #state #update #field #change #onchange #record #chat #api #message #im #instant #facebook #model #fields #track #visibility #create #odoo #app #geminate #geminatecs #geminatesg #socialmedia #marketing #online #b
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Document Whatsapp Messaging
Geminate comes with an amazing feature of Document WhatsApp Messaging. By using 'Chat API Integration', it sends whatsapp messages automatically on update of documents like sale order, purchase order etc based on document configuration and list of fields configured. It allows you to configure the 'Chat API Integration' on the users settings so you can use different WhatsApp (sender) phone numbers for individual users because there are possibilities that there in sales team multiple salesperson are handling different customers so those salesperson should familiar as sender to those customer to avoid spam considered by customer.
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When we are making changes in selected values of the 'Document WhatsApp Messaging' then we get a message in our WhatsApp. 'Chat API Integration' ideally allows you to fully integrate WhatsApp to your existing module so that it can offer very quick support to your existing customers.
https://www.youtube.com/watch?v=_T0Ra2VPRtE
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Sales Whatsapp notification
Geminate comes with a facility for Sales WhatsApp Notification. This module revolutionize your sales communication and customer engagement with our cutting-edge Sales WhatsApp Notification module, designed exclusively for ERP users. This dynamic module empowers businesses to stay seamlessly connected with customers, child customers, or both, through the widely-used WhatsApp platform.
With the Sales WhatsApp Notification module, you can effortlessly keep your customers informed and engaged throughout their entire journey, from the creation of sales orders to the delivery of products and beyond. Configure the settings within ERP to determine which types of updates – be it sales orders, invoices, manufacturing orders, or delivery notifications – warrant a WhatsApp message to your customers.
Sales WhatsApp Notification offers real-time insights into your customers with instantaneous updates on the status of their sales orders, invoices, manufacturing orders, and deliveries, enhancing transparency and reducing uncertainty.
Experience the unparalleled convenience and enhanced productivity with our cutting-edge module for managing Sales WhatsApp Notification.Discover the power of efficient communication and stay ahead of the competition with our innovative solution.
Demo video link:
https://youtu.be/PlBVLWv5PLk?si=SYRVJB-KUheH1RSH
Website Livechat Attachment
Geminate introduces the convenience of Website Livechat Attachment module. It enhances the live chat feature by allowing users to share attachments during chat sessions.
This capability enables more efficient communication and it facilitates the exchange of relevant files, documents or screenshots directly within the chat interface
It is a valuable addition to our software system, empowering users to chat and share within the ERP.
One of the significant advantages of this module is the Website Live Chat Attachment feature, empowering users to effortlessly include multiple attachments within the message chat directly from the website portal section.
The efficient attachment feature saves time and effort
Easily send queries or issues to 'Administrator' with the help of Livechat form.
A game-changer for productivity and organization within our Odoo software system.
Demo video link:
https://youtu.be/TyGJag9vwVs?si=-P1IenQpzOCH7JrS
Formview Sticky Notes
Geminate comes with a facility for The FormView Sticky Notes,this module is a powerful addition to our software system, designed to enhance the user experience and streamline collaboration within our Odoo software. With this module, users can create and share notes directly from any form within the module, providing a convenient and efficient way to capture and manage important information, reminders, and tasks.Users can easily identify and locate the notes that have been shared with them, ensuring efficient and effective collaboration.
This valuable module empowers users to create sticky notes seamlessly while working within the context of specific forms. Whether it's a customer record, a sales order, a project task, or any other form within our ERP system, users can effortlessly create and place sticky notes exactly where they need them. This feature eliminates the need to switch between different applications or tools, saving time and improving productivity.
One of the key advantages of the FormView Sticky Notes module is its ability By leveraging the module, our software system elevates the user experience and provides a versatile and intuitive way for users to capture, share, and collaborate on important information within our Odoo software system.
A game-changer for productivity and organization within our Odoo software system.
Demo video link:
https://youtu.be/Bm_TLvDuctE?si=GB5hQzqxKSXQgIJE
Sales Laundry Multi Location
Geminate comes with a vertical solution for the laundry industry which integrates with Sale to provide an interface for key in laundry orders. different types of options available while handling laundry orders like,
1. Various types of services like Wash only, Iron only, Wash and Iron Both.
2. Various types of washing stages during the laundry process.
3. Track the time taken for washing and ironing those laundry orders.
4. Easy user management based on different roles and access restrictions to the laundry system.
Demo Video Link:
https://video.drift.com/v/ab4Ln1bmbfT/
Ortho Management System
Geminate comes with a feature of ortho management solutions with various types of options like managing multiple doctors, patient and clinic information with appointment booking, case overview, and patient feedback after consultation or treatment. additionally, it supports infographic content for ortho charting at the time of consultation which helps to easily demonstrate the bone and the problem within it for easy understanding.
It supports a centralized system that helps to manage multiple branch locations of clinics/hospitals all over the globe where one patient can visit any location and consult any available doctor from there and a designated doctor can review the previous consultation history of the patient from the centralized system to assist in a better way.
It comes with the power of analytical data in the form of PDF reports which helps to track the previous record and KPIs of a doctor(s) during a certain period. it has multiple user roles which help to restrict access and data which they can only have access to avoid security breaches or privacy.
It comes with interlinked accounting and sales management to process a complete appointment up to payment with sale order, invoicing, and stock management.
Demo Video Link:
https://video.drift.com/v/abZfKEtyTPT/
Dental Management Privacy Protection
Geminate comes with Dental Management Privacy Protection which allows limited permission to the user to do his/her work as per his/her requirement to maintain complete privacy between the user and the admin. This is very effective for the Dental Management System because, in this Dental Management System, there is a staff of more than one person, which is very difficult to handle easily, so we bring Dental Management Privacy Protection to make your difficult task easier. So that you can easily manage.
In dental management privacy protection, different users have different roles such as a doctor, patient, reception, sub admin, and system admin, and all users are allowed according to their roles, such as reception, they only book appointments and patient Profile and case are allowed to be viewed but no one can make changes in case, same is the role of the user who is allowed can do only that much work which makes it very easy to manage them.
In Dental Management Privacy Protection, we give you an amazing facility in which once an appointment is created and goes to the doctor and if the doctor does not have the time and if he is busy with some other work, he cancels that appointment. If after that the canceled appointment user re-appoints, then all subsequent appointments of that day will be automatically delayed by 30 Minutes (s).
In Dental Management Privacy Protection, we deliver WhatsApp messages to the patient. If an appointment is canceled.
Demo Video Link:
https://video.drift.com/v/abW7iwK3dvT/
Meeting Linking Tasks
Geminate comes with a facility for Meeting Linking Tasks in which user can link multiple tasks to meeting. In a meeting, it is hard to remember important topics and tasks at the time of the meeting. when creating a meeting the User can get all the tasks by their meeting type on the same page so the User can be more focused on the meeting.
The benefit of this feature is, Our module is designed to streamline the management of meetings and tasks within your organization. With this module, you can easily Coordinate schedules, Assign tasks, and Track progress, all in one centralized system. By integrating the Meeting and Tasks we provide a seamless experience for efficient collaboration and productivity.
By automating these processes, our module simplifies the management of meetings and tasks, reducing manual effort and improving overall efficiency. With a clear overview of your team's tasks and the ability to easily track progress, you can ensure effective collaboration and timely completion of projects.
Experience the convenience and productivity of our module for managing meetings and tasks, and streamlining your workflow for enhanced team coordination and success.
Demo Video Link:
https://www.youtube.com/watch?v=TYDq6pUZSGg
Geminate Ortho Management Calendar
Geminate comes with the feature of linking of odoo calendar synced with ortho appointments which helps with easy appointment reminders. the plus point of this is, you can sync your calendar with google calendar (standard in odoo) so doctors/patients can review their google calendar anytime and get notified. in addition, a patient appointment reminder is composed in the form of an automated text, email, or phone notification that informs patients for upcoming appointments. appointment reminders and notifications can help individuals to manage their health and healthcare goals by alerting them to schedule medical visits and screenings.
The advantage of this feature is that when your appointment is confirmed, it will appear on the calendar app and you can also change your appointment schedule from Calendar if you wish. an email or text message will be sent automatically when the reminder time arrives. you can suspend or unsubscribe for such notification mails using the link provided in email for as per your convenience after you logged in your account.
Demo Video Link:
https://video.drift.com/v/abP4dRQjTPT/
Clinic Management System
Geminate comes with clinic management system with various type of functionality like managing clinic, doctor and patients informations with appointment booking and case overview after counsultation. Geminate also provides the details regarding doctor and clinics. Geminate provides clinic management system for particular one doctor and the clinic which is controlled by that particular doctor .
In clinic management system, we provide different users with their own responsibilities. For example, we have four different users which includes doctor, patient, reception and system-admin. Here, activities like appointment confirm and cancel can only be done by reception and case confirmation can be done by doctor. This facility is very helpful to restrict access and data which they can only have access to avoid security breach or privacy.
In clinic management system, we provide multiple fecilities but the most valuable facility is if patient has booked an appointment and at that time doctor is busy or doctor has some other work then doctor can cancel the the appointment and and the appointment would be saved as a draft and patient can book an appointment whenever patient wishes to book.
In clinic management system, we provide reports for certain functionality to analyze data and to help to track the previous record and we also provide inter linked facility like accounting and sales management to process a complete appointment up to payment with sale order, invoicing and stock management.
Demo Video Link:
https://www.youtube.com/watch?v=D0R42kgwnzs
Geminate Website Leadform Popup Snippet
Geminate comes with a feature of lead form popup snippets for websites where you can configure any number of fields to be added and available when drag and drop related snippets on a website using the website editor. On submission of form popup, CRM lead will be generated with all related data fields configured in the snippet template.
Benefit of this feature is, you can design snippets as per your need without digging into code and without any technical knowledge.
Demo Video Link:
https://www.youtube.com/watch?v=1wCa3PWcdRo
Livechat Window Theme
Geminate comes with a chat window theme feature for any Live Chat that helps you keep your preferred theme.
It has various section under theme to change appearance of that section based on available elements like for,
1. Header
2. Content
3. Button
4. Receiver
5. Sender
The advantage of this feature is that the sender and receiver both chat windows can have different UI Appearance for message bubble background and foreground color. to provide a more professional look, we are providing flexibility to design header, button and body part as well with our own preferred images, color, icons etc.
Demo Video Link:
https://www.youtube.com/watch?v=yiIvcF9roHc
Website Links Translate
Geminate comes with a feature which helps to configure multiple language URLs/Links for button or anchor tag in website builder. Visitors can get relevant navigation language wise as per their active language and see the content/page. It helps to configure multiple URLs from one location with pairing of language selection.
Additionally it will filter description based on the website's language activated.
Usually all the terms and description is getting translated into standard feature but now with this tool, you can configure any URLs language wise to display different language based website pages.
Demo Video Link:
https://www.youtube.com/watch?v=AonjVwodGzQ
Sale Attachment Document Merger
Geminate comes with a feature to merge PDF attachment(s) on any sale documents using the Sale Attachment Document Merger.
Facilitates 'Merge By' in two ways:
1. Individual Record:
By using this option, multiple PDF attachments of individual record (sale order / invoice / delivery order etc.) will merge together individually so resultant downloaded zip file will have multiple merged PDF file(s) based on number of records selected from listview.
2. Group Record:
By using this option, multiple PDF attachments of individual record (sale order / invoice / delivery order etc.) will merge together in one PDF so resultant downloaded zip file will have one merged PDF file based on number of records selected from listview.
Facilitates group wise or individual download of documents with zip file format by merging data documents from more than one record.
Demo Video Link:
https://www.youtube.com/watch?v=fz-vFGSX88I
Mail SMTP and IMAP By Company All in One
Geminate comes with a feature of Mail SMTP and IMAP By Company All in One which includes,
1. Mail SMTP and IMAP Alias Domain By Company
2. Mail ReplyTO By Company
3. Mail FromEmail By Company
4. Mail SMTP and IMAP + Alias By Company Reply-to
It will ease your life and you can enable/disable any of this feature with finger tip easily at any time and you dont need to set up those apps individually and need any kind of dependencies.
Demo Video Link:
https://www.youtube.com/watch?v=2FlQaTO0B2g&feature=youtu.be
Global Sticky Notes
Geminate comes with a facility for The Global Sticky Notes it is a valuable addition to our software system, empowering users to create and place sticky notes anywhere within the ERP. It enhances the user experience by providing a versatile and intuitive way to capture important information, reminders, and tasks. A seamless collaboration feature allows users to easily share notes with others, fostering teamwork and efficient communication within our Odoo software system.
The convenience and versatility offered by the module make it an essential tool for efficient task management, organization, and information retention. Users can rely on sticky notes to capture important ideas, set reminders, and stay organized throughout their work in Odoo.
One of the key advantages of the Global Sticky Notes module is its ability to save valuable time for users. By allowing them to create notes from anywhere within Odoo, users can quickly jot down important information without interrupting their workflow or navigating to a specific section.
A game-changer for productivity and organization within our Odoo software system.
Demo Video Link:
https://www.youtube.com/watch?v=5uxt64ACdEQ
Merge Product _ Variants Preserve Values
Geminate comes with a facility for Merge Product / Variants Preserve Values. where earlier you were not able to preserve the value of products after the merge operation using merge_product_variants app, that is why we have made it easy for you. now you can preserve the value of the product variant even after it is merged. Not only this, we have made it very simple for you so that you can use it easily when you select your product and go to the popup window, we have added Internal Reference (SKU), Barcade (EAN), Sale Price and,Cost Price checkbox, check the box for field which you want to preserve the value after merging, you will see the preserved values of selected fields after completion of merge process.
The main advantage of this app is that you will not lose any data of those fields which is usually inherited from main product templates to related variants and getting erased by default. so now you can preserve the data of fields even after merging.
Demo Video Link:
https://www.youtube.com/watch?v=jbGxGAJG84c
Website Sale Intercompany Buyer _ Producer MultiD - Producer End
Geminate comes with a facility for Website Sale Intercompany Buyer / Producer MultiDB - Producer End in which both buyer and producer databases are linked with each other. Buyer sells all the products but he doesn't maintain inventory of those products but realtime requests from the Producer End database. When buyer and producer both are interconnected with MultiDB to each other than product on hand quantity of Producer database listed in Buyer database on add to cart screen on the website.
Mainly this app is a supportive app to manage the connection between buyer and producer databases with related customer, supplier and products. it helps to update the quantity on hand from producer database to buyer database and manage the connection bi-directional between buyer and producer multidb environment.
Demo Video Link:
https://www.youtube.com/watch?v=pzuSN3a0YM4
Sale Document Recent Followup
Geminate comes with new features of Sale Document Recent Followup services refer to the process of handling the Sale Document Recent Followup of customers who use a Sale , CRM, Delivery Order, So we have come up with a new idea for them which will tell us when was the last message received and at what time. That's what we're putting in front of you like this.
Demo Video Link:
https://www.youtube.com/watch?v=Z2SEs3zRi2M
Web External URL Opener
Geminate comes with an out of box feature to open any 3rd party external website link / URL within Odoo in full view which helps to prevent opening separate browser tabs and keep switching between tabs to do the work.
Benefit of this feature is, users will have experience like they are using inbuilt functionality of odoo itself even if they are accessing 3rd party websites.
For example, 3rd party chat system, manufacturing tools, google search etc.
Demo Video Link:
https://www.youtube.com/watch?https://www.youtube.com/watch?v=CIPCsb0pv88&feature=youtu.bev=h5jw8i-5vy0
Generate Expiry Date _ Lot in Vendor Bill - Customer Invoice
Geminate comes with the facility of Generate Expiry Date / Lot in Vendor Bill - Customer Invoice. If you have set traceability with Tracking on the product and related customer invoice or vendor bill does not set with Expiry Date on product lines then you will receive a warning. so you need to add an Expiry Date before invoice / bill confirmation and once you set the Expiry Date, it will automatically generate a Lot related to expiry date.
The main advantage of this app is that it will warn us at the time of confirming Customer Invoices or Vendor Bills that you have forgotten to enter the Expiry Date on the product lines of the invoice / bill so it will prevents any invoice / bill get confirmed without Expiry Date and Lot when products are with Tracking enabled in some cases when you dont have sale order or purchase order but wants invoice / bill directly with inventory tracking .
Demo Video Link:
https://www.youtube.com/watch?v=CIPCsb0pv88&feature=youtu.be
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- 3. ➢ Geminate comes with a facility for Document WhatsApp Messaging. This module is a powerful and versatile addition to the ERP platform, allowing seamless integration with the Facebook Graph API for sending real-time updates to users via WhatsApp. By leveraging the capabilities of the Facebook Graph API, this module enables efficient and automated communication with customers, ensuring timely delivery of important updates related to sales, invoices, and other custom fields. ➢ By this Module, Users will receive instant WhatsApp notifications regarding any significant events in the ERP system, such as new sales orders, order confirmations, invoice generation, payment reminders, and more. ➢ Document WhatsApp Messaging offers real-time insights into the status of each message, including successful deliveries, confirmations of orders, and any cancelled order attempts. This data allows businesses to monitor the effectiveness of their communication, ensuring that important updates reach their recipients and providing valuable feedback on customer engagement. ➢ Experience the unparalleled convenience and enhanced productivity with our cutting-edge module for managing Document WhatsApp Messaging.Discover the power of efficient communication and stay ahead of the competition with our innovative solution.
- 5. Exciting Features ➢ Seamless WhatsApp integration ➢ Detailed Delivery Messages ➢ Customizable Model Selection for Messages ➢ Relevant WhatsApp Updates ➢ Security and Data Privacy ➢ Event-Based Triggers
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- 8. Go to Users
- 10. Facebook Graph API Details "PHONE NUMBER ID" : Enter Phone Number ID from API "Template" : Enter Template name from API "Token" : Enter Authentication Token from API
- 12. Go to Email Marketing > Configuration > Document Whatsapp Message
- 15. Created a Record to Receive Whatsapp Messages.
- 18. After Creating Whatsapp Message record in Email-Marketing, An Automated action will be created !
- 21. Go to Contacts and Add Your Phone Number.
- 23. After Saving the Contact ,User Will get a Whatsapp Template.
- 25. Received Template Which configured in User.
- 28. Changing the Status of the Quotation to "Cancel"
- 32. User will Receive a Whatsapp Message of cancellation of Order shown in below Image
- 35. Innovative WhatsApp integration for seamless communication and engagement. Stay updated with real-time WhatsApp notifications for timely information and seamless communication. Targeted updates with User-controlled model selection. Unmatched convenience and productivity for your business success. Quick and easy to use.
- 37. 1. Is This app compatible with Odoo Enterprise? Yes, our app works with Odoo Enterprise as well as Community. 2. Can I target specific model for updates? Yes,this module can target specific model like (Sale Order, Invoices, etc.) 1. How can this module benefit my business? By providing efficient communication, personalized updates, and enhanced team coordination, the module boosts customer satisfaction and productivity, ultimately driving business success. 1. Need some customization in this app, whom to contact? Please drop an email at contact@geminatecs.com for further discussion.
- 43. Find more Apps from Geminate OUR SERVICES: Odoo Integration Odoo Support Odoo Implementation Odoo Customization