Sending Messages & Handling Replies

Day-to-Day Messaging

Sending From a Record

1. Open a record that supports WhatsApp (a contact, sales order, invoice) → Send WhatsApp Message.
2. Pick an approved Template — its variables auto-fill from the record's own fields.
3. Review and send. The message and its delivery status are logged directly on that record's chatter.

Message Status Tracking

Every message shows its real delivery lifecycle: In Queue → Sent → Delivered → Read, or Failed/Bounced with a failure reason (e.g. blacklisted number, network error) if it didn't go through — the same visibility you'd get checking WhatsApp itself.

Receiving & Replying

Inbound customer replies arrive as Discuss messages/notifications tied to the originating record and open a 24-hour window during which free-form (non-template) replies are allowed — respond directly from Quickenerp within that window, same as a normal chat.

Automated Notifications

Beyond one-off manual sends, WhatsApp templates can be triggered automatically from other apps' events — an order confirmation from Sales, a delivery/pickup notice from a POS sale, an appointment reminder, an event registration confirmation — using the same Automated Actions mechanism covered in the Settings course.