This document summarizes the Document WhatsApp Messaging feature of Geminate. It allows automatic WhatsApp messages to be sent when documents like sales orders or purchase orders are updated, based on configured fields. Users can configure which WhatsApp number is used for messaging through their individual user settings. The app also validates that contact phone numbers are registered WhatsApp numbers when contacts are created.

2. 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.
Document Whatsapp Messaging

3. We are validating the 'Phone number' on the list of contacts at the time
of contact creation whether the registered phone is whatsapp or not.
When you create 'Document Whatsapp Message' then 'Sender',
'Receiver' and 'Track Fields' will show only on 'Model' related fields. If you
select Sale Order 'Model' then other fields declare only Sale Order fields.
If 'Active' is True only then you are able to send a message.
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.

4. Hot Features
➔ Document WhatsApp Messaging through WhatsApp messenger by
using 'WhatsApp chat API'.
➔ Allows to configure the 'Chat API Integration' on the users settings.
➔ Validates the 'Phone number' at the time of contact creation
whether that is a valid whatsapp registered number or not.
➔ Multiple whatsapp accounts, one for each sales person.

5. Note: Extensively Tested on Odoo Vanilla with Ubuntu OS
How It Works?
Why Choose Us?
FAQ's
Releases

6. HOW IT WORKS?

7. ➔Go to Settings → Users & Companies →
Users

9. ➔Go to 'Chat API Integration' page.

12. ➔Go to Email Marketing
→Configuration → Document
WhatsApp Message

14. ➔You can see selected 'Model' values.

16. ➔When 'Document WhatsApp Message'
saved, then 'Automated Actions' will
create automatically Otherwise not.

18. ➔Go to Settings → Technical → Automation.

20. ➔Click on 'Automated Actions'.

22. ➔Go to Contacts.
➔Enter your phone number in the 'Phone'
field. By entering a phone number, the
'Check' box is automatically set to True.

24. ➔Go to Sales → Quotations
➔Click on the 'Other Info' page.
➔Select 'Salesperson'.

26. ➔'State' is Cancelled.

28. ➔A WhatsApp message will now
notify us that the status has been
cancelled.

30. Why Choose Us?
➔ Multi whatsapp accounts support specific users.
➔ Multiple document configuration for whatsapp
messaging document specific.
➔ Quick, easy and smooth for the latest trend of
communication.

31. ➔ Is This app is compatible with Odoo Enterprise?
Yes, our app works with Odoo Enterprise as well as Community.
➔ What are the benefits of using this feature?
Instant notification on whatsapp messenger for customers
whenever their related document is updated for a specific field as
per the configuration.
➔ Need some customization in this app, whom to contact?
Please drop an email at contact@geminatecs.com for further
discussion.
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