Implementing WhatsApp in Odoo 17 is a game changer, especially at a time when communication is the backbone of every business operation. With this integration, users get access to a seamless communication experience without having to leave the Odoo environment. Let's look at the crucial aspects of this integration in detail:
An important feature is the ability to create a WhatsApp template for any document. This allows users to communicate via WhatsApp directly from the Odoo system. The process is quite simple:
- Create a template for the document in question.
- Select a model to which this applies.
- If a document (PDF) is to be attached, select the report ID.
- For dynamic values you can use a username, user mobile, free text or a field from a model.
- Send it for approval or if it has already been created in WhatsApp, use WhatsApp's sync option.
- When a message is sent from the list view, a scheduled action sends it.
WhatsApp Phone configuration
A new model has been added where all configuration details are added. Allowed companies can also be added and users will be notified to send notifications. A notable feature is the ability to sync templates from WhatsApp in one click.
Depending on previous communication, new mail channels are created for incoming messages. There is support for various media, including text, documents, images, audio, video, and location.
Reply to Messages
Currently, only the received response is supported.
WhatsApp only allows sending messages if a message has been received from the user in the last 24 hours. This helps manage communications and prevents spam.
The blacklist function is twofold:
- By WhatsApp user: A new model has been created to manage the blacklist. If a user sends texts such as "STOP", "UNSUBSCRIBE" or "STOP PROMOTIONS", they will be blacklisted until the user sends another message or someone manually introduces changes to the Blacklist.
- By Odoo user: Here mobile numbers can be added or removed from a list manually. Once a number is added, all messages from that user will be ignored. This is useful if someone sends too many messages or often sends large files.
Events and Cash Register (Point of Sale)
During event configuration, a WhatsApp template is configurable. In the POS system, users can use a text box on the receipt screen to send receipts via WhatsApp. Users activate this from the POS configuration and select a template for POS receipt and invoice.
This extensive integration of WhatsApp within Odoo 17 contributes to improving communication channels for companies. It not only makes communication more efficient, but also provides a more personalized experience for both employees and customers. The ability to respond quickly to customer communications can go a long way in building lasting relationships and improving customer satisfaction. It's clear that with these features, Odoo 17 takes business communications to the next level, helping companies function in a more organized and effective manner.