Odoo Twilio WhatsApp Integration User Manual

INTRODUCTION

Odoo Twilio WhatsApp Integration: Seamlessly Connect with Your Customers!

Odoo Twilio WhatsApp Integration in which WhatsApp offers immense potential to expand your customer base. This is a one-stop solution to send WhatsApp messages directly from Odoo.

You can compose and send WhatsApp messages to your customers and potential leads from Odoo. Messages can include promotional content, updates, notifications, and order alerts.

Odoo Twilio WhatAapp Integration offers delivery status tracking, bulk WhatsApp messaging, sent SMS management, and more to effectively manage WhatsApp messaging in Odoo.

You can also add WhatsApp Live Chat which enables your customers to communicate directly with sellers via WhatsApp, allowing them to inquire about products, the marketplace, and more.

FEATURES

• Odoo & WhatsApp messaging integration.
• Send messages directly to customers’ WhatsApp from Odoo.
• Save the WhatsApp number of the customer in their contact.
• Send WhatsApp messages to an individual(s) from Odoo.
• Send messages to single contacts, multiple individuals, or groups.
• Send automatic alerts via WhatsApp (order confirmations, shipping alerts, invoice alerts, etc.).
• Set appropriate priorities to send messages via WhatsApp from Odoo.
• Save the delivery status of every sent message.

INSTALLATION

1.) Once you purchase the App from the Webkul store, you will receive the link to download the zip file of the module.

2.) Extract the file on your system after the download finishes. You will be able to see a folder named- ‘twilio_whatsapp_integration’.

3.) Copy and paste this folder inside your Odoo Add-Ons path.

4.) Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.

5.) Then, open on the Apps menu and click on ‘Update Modules List’.

6.) In the search bar, remove all the filters and search ‘twilio_whatsapp_integration‘.

7.) You will be able to see the module in the search result. Click on ‘Install’ to install it.

WORKFLOW

1.) To integrate Odoo Twilio WhatsApp Integration, you must generate the credentials. Login to the Twilio Console with your credentials.

2.) Please note that we are using a trial account. You need to get the merchant account from Twilio to integrate the module.

3.) To generate API credentials create a new project. Then Name your project and click on verify.

4.) Enter the mobile number and click on verofy. You will receiver the OTP on the number. Use the OTP to verify your number.

5.) Next choose yes when the screen shows ‘Do you write code?’

6.) Then, choose python as preferred language.

7.) Next choose you goal as use twilio in  a project and select send WhatsApp messages in the next screen.

• Users can easily customize their Message according to their requirement.

8.) Then activate your sandbox.

9.) Now, use the verified number and send a WhatsApp message displayed on the screen to the number as shown.

10.) Once done you project will be verified and API keys will be generated.

11.) Go the Settings  >> Click on configure SMS Gateway Configuration.

12.) Then click on Twilio WhatsApp.

13.) Enter the mobile number to send the test message and select the SMS gateway as Twilio.

14.) Here enter the API Keys from the Twilio project.

15.) Then set the priority of the SMS gateway. Set it to 1 if you want the system to use Twilio WhatsApp to send automatic message notifications.

16.) To know how to set conditional messaging using templates, refer to the Odoo SMS notification guide.

17.) Note: To send messages to WhatsApp, the mobile number in the contact of the customer should be a WhatsApp number.

18.) To send WhatsApp message, Go to SMS. Now Select whom you wish to send the WhatsApp message to; a Group, Multiple members or individual

• For Group, select the group created in the Odoo. (Note: to know how to create Group, save message templates see the guide >> Odoo SMS Notifications)

• For Multiple customers select one or more customers, and you will able to select customers.

• For individuals, you can select only one contact in Odoo Twilio WhatsApp Integration.

19.) Under SMS Gateway select Odoo Twilio WhatsApp Integration.

20.) If you check auto-delete the message will not be saved under sent message.

21.) Next either select the SMS template or type the message.

22.) Click send Now to send the message to the recipients or save as draft to send later.

23.) Manage all saved messages in the draft SMS section, allowing for easy edits and reviews.

24.)  You can view all sent SMS messages in the history section for easy tracking and reference.

25.) You can see the delivery report of sms as failed, delivered and sent.

You can also check our complete list of SMS Gateways for Odoo.

NEED HELP?

Hope you find the guide helpful! Please feel free to share your feedback in the comments below.

If you still have any issues/queries regarding the same, please raise a ticket at the UV Desk.

I hope this helps. In case of any further queries, contact us at our support mail.

Thanks for paying attention!!