Why Odoo WhatsApp Integration?

Effective communication is the key to success for any
business. What can be a better way to enhance your business communication other than by
Integrating
Odoo with WhatsApp?

Our WhatsApp Odoo Integration module is based on Official
WhatsApp Cloud API by Meta for Odoo WhatsApp Integration seamlessly and effortlessly.


techultrasolutions.com/whatsapp-odoo-integration

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Odoo-WhatsApp
Integration Features

Introduction

Welcome to the seamless world of business
communication
with the groundbreaking integration of WhatsApp and Odoo!

In today’s fast-paced business environment, staying
connected and responsive to customers is paramount. By
integrating
the popular instant messaging platform, WhatsApp, with Odoo (a
powerful and comprehensive business management system) lets you
unlock an array of dynamic possibilities.

From streamlining customer interactions to enhancing
team
collaboration, this integration is set to revolutionize the way
you
conduct business, enabling you to effortlessly reach new heights
of
efficiency and productivity.

Say goodbye to communication barriers and embrace the
future of integrated business solutions with WhatsApp Odoo
integration.

1. Official WhatsApp Cloud API – By Meta(Facebook)

The WhatsApp Business Platform Cloud API from Meta, allows
you to
send and receive messages.

2. Multi Companies and Multi Providers

One can easily add multiple companies and multiple providers
and
multiple numbers.

3. Customizable Whatsapp templates.

One can easily create simple, dynamic, With/Without
Attachment,
Multilingual, Multi Categories and Multi Models wise
Templates.

4. Create/Delete WhatsApp Templates

User are able to Create/Delete WhatsApp Templates from Odoo
and
that will be updated in Meta Account Directly.

5. WhatsApp Chat History

With Odoo Whatsapp Integration users are able to see all the
WhatsApp Chat History.

6. Media file sharing in multiple format

Media files such as product videos, pictures, PDF, .doc files
etc
can be sent within a single click.

7. Error Message Handling

Error message handling in Meta side Input/Output Error,
Message
Failed, Wrong Parameters, 24-hour rule, etc.

Odoo Meta Whatsapp Graph API

Odoo Meta WhatsApp Graph API is the foundation app for all Meta WhatsApp
apps.
Touseall core apps, you must first understand the Graph API basic
configuration
and settings. Simply follow the procedures outlined in this document, and
you
will be an expert userofOdoo Meta WhatsApp applications.

Important Point

Install Odoo Meta Whatsapp
Graph
API Module

From app menu –> install
–>
Activate

Below you can see the
step-by-step setup of WhatsApp Graph API

1. Create
Facebook Developers
Account

The first
step is
to create a Facebook developer account using your Facebook account (you
can
use personal or company Facebook as you want).
Developer account link- https://developers.facebook.com/
You can refer below picture:

2. Create
and
Register
App

The next step
is
to create and register app using create app button. If you already have
an
App that you want to use with WhatsApp, you can skip the next section.

3. Create
App

This is for
creating app. First select app type, you will find multiple option as
mentioned below,choose one type according to your need and click on
next.

4.
Facebook
credentials

The next and
most
important step is Facebook credential. After creating app, open that
apps to
see credential.

5.
Dashboard

In this step
you
need to add a product(WhatsApp). to do this follow below steps:
1. First
select
your app
2. Go to
product–> add a product
3. Now find
WhatsApp and click on setup

After setup
you
can see WhatsApp –>Quick start now click on it and proceed/next.

6.
Facebook
Credential
Screen

The
credentials
for connecting Odoo to Facebook are shown below. We will use these
credential during creating provider. To see credentials, follow these
steps:
Go to
WhatsApp–>
Quick start –>Getting started/app setup

In the image
above, we have a temporary Access token, Phone number ID, and WhatsApp
Business Account ID that you must fill out when creating a provide after
installing GraphAPI.
You can also refer below image

7.
Generate
Permanent Access
Token in WhatsApp Cloud API

After add all
credential(Temporary access token, phone number ID, WhatsApp business
Account Id) in Provider we will generate Permanent access token, to do
this
must follow belowsteps:
Below image
will
guide you to generate permanent access token

See below
image
to know from where we will add credential to generate permanent
accesstoken.

8. ADD
Your
WhatsApp phone
Number

Below you can
add
your whatsApp number

9. Add
New
Provider

After
installing
the module, Go to WhatsApp Message Menu > Configuration > ProviderUnder
Provider Menu, Click on Create Button
Add WhatsApp
Graph API Credentials like Graph API, URL, Instance, Business ID, Access
Token, etc. as mentioned above… you can also refer below image.

See below
image
to understand from where we have to fill these credential. This is the
same
image which we have shown during creating Facebook credentials(Temporary
token and permanent tokens).

After Setup,
Click on Reload / Get Status where you will get Facebook Configurations
like
Call Back URL & Verify Token.
You need to
set
these configurations to Facebook Webhook Configuration. Below(point
10)we
have explain about webhook configuration, you can refer that image.

Note: If you want to create new provider then you need to create
newappinFacebook and repeat all step.

10. Setup
webhook
configuration

Under
WhatsApp
Menu on Sidebar > Click on Configuration
Here you need to set Odoo Provider’s Configuration like Callback URL &
Verify Token and Click on Verify & Save Button.

11.
WhatsApp
Manager

Under App
Dashboard Menu on top bar > Click on WhatsApp Manager
For WhatsApp Message Templates & Other Facebook Business Account Details

12.
Message
Templates

According to
Facebook policy, if you use the WhatsApp API and want to connect with
someone, you can only send templates until he/she replies/acknowledges
you.
Assume you
own
company ABC and have found a lead named Mr. A. If you want to send a
message
to Mr. A, you can only send a message template; you can not send a
normal
message to him until he responds from his side.
Refer below
image
to create whatsapp templates, after creating whatsapp will take around
24
hour to approve that template, after approval it will show Active. Now
you
can use this template.
that’s way
message templates are very important.
Under Account
Tools Menu, Click on Message Templates
Here you can
Create/Edit/Delete WhatsApp Message Templates

13. WA
templates

To save time
during the chat you can create WhatsApp templates

14.
Remove
WhatsApp
History

After
creating if
you don’t need templates, you can simply remove templates.
If you want to delete in bulk, you can also do it→
Select
templates
→Action→ delete

15.
WhatsApp
History

From here you
see
the complete history of chats by different providers, you can also
filter
and group by various parameters.

16.
Configure
Multi-Companies
&
Multi Providers

Here you can
do
configuration of Multi companies and Multi providers, Configure WhatsApp
Templates & Manage User rights Particularly contacts

17.
Configure
Mobile
Number

Here you can
configure WhatsApp number of Particular contacts. To configure WhatsApp
number go to,
Contact→Create→
Mobile→Add number→More→ Check WhatsApp number
If it will be
a
WhatsApp number then the WhatsApp icon will show automatically

Notes: Whenever you will create contact Keep in mind that First you
have
to add country code then actual WhatsApp number.

Ex. 91xxxxxxxx23…here 91 is the country code of India and then
WhatsAppnumber.

18.
WhatsApp
Composer for Send
Dynamic WhatsApp Messages

When ever you
want to send dynamic message you can use whatsapp composer. In the
whatsapp
composer you can add partner, Template, any attachment (
pdf/image/docetc.).
Click on
WhatsApp
Icon > WhatsApp Composer to Send Dynamic WhatsApp Message–>Choose
partner/templates/attachment
After
choosing
all simply click on SEND MESSAGE.

19.
WhatsApp
Message

Now go to
Whatsapp application, Here you can Receive WhatsApp Message with
Attachments, You can Reply on this message directly from WhatsApp too.

20. Chat
Window

You can see
the
small box available in the bottom-right, which is chat window, from here
you
can send or receive messages/media. this chat window is available for
live
chat and whatsapp chat.

Flow Of Odoo Meta Whatsapp
Graph
API

Support Charges

Includes 5 Hours Support FREE

After that below Additional charges will be applicable

Odoo X Meta Account Setup

$100

Note
:
  • You can not resell our modules and If you are purchasing for
    your client it only be used in any one database.
  • Any issue related to integration will have free support of
    90
    days.
  • Any issue except integration will be chargeable.
  • Odoo X WhatsApp account setup will be charged $100.
  • Extra templates will be charged $20 for each template.
  • Support will be available From Monday to Friday between
    10:00 AM
    to 7:00 PM Indian Standard Time (IST) Time Zone.
  • Raised Support related queiries at [email protected] OR
    WhatsApp Us on https://wa.me/message/VENRAJRHMSWEB1

Version Details
Latest – 2.2
Bug Fixes & Improvements:
  • Official WhatsApp Cloud API – By Meta(Facebook)
  • Multi Companies and Multi Providers:
    You can add multiple WhatsApp numbers
  • WhatsApp Templates:
    Simple, Dynamic, With/Without Attachment, Multilingual,
    Multi Categories and Multi Models wise Templates.
  • WhatsApp Templates:
    Create/Update/Delete WhatsApp Templates
  • Showing All WhatsApp Chat History
  • Configure WhatsApp Templates in Particular
    User/Customer
  • Add/Remove Agents/Internal Users in particular
    WhatsApp Conversation in Odoo.
  • Media files such as product videos, pictures, PDF,
    .doc files etc can be sent within a single click.
  • Simultaneously Live and WhatsApp Chat in Odoo
  • When a New Customer will message you on your
    WhatsApp Number – New Contacts will be created
    with their WhatsApp Profile Name, Mobile Number
    and Country.
  • Click on Reload/get Status Button:
    If Connection Successful, Callback URL & Dynamic Verify Token
    will be generated for Configure Webhook in Meta App, If
    Connection Not Successful, Error/Warning Message Shown.
  • Button Templates:
    Create/Send Call to Action and Quick Reply Button Templates
  • Interactive Templates:
    Create/Send Interactive Button, List, Product and Product List
    templates
  • Carousel Template:
    Create/Send Carousel Templates
  • Coupon Templates:
    Create/Send Coupon & Limited Time Offer Templates
  • Get Whatsapp Templates from meta to Odoo on single click
  • Get Business Details on single click in Odoo
  • Get Phone Number details on single click in Odoo
  • Send automated WhatsApp Message on action performed in Odoo
2.1
Bug Fixes & Improvements:
  • Refined Error Descriptions in Meta WhatsApp Cloud API:
    Providing Comprehensive Insights for Effective Troubleshooting
    and
    Resolution
  • Refined Code Implementation for Retrieving Template
    Status:
    Streamlining Access to Comprehensive Template Information
  • User Experience Optimization:
    Concealing ‘Add Template’ and ‘Remove Template’ Buttons When
    Template Type is Interactive for a Streamlined Interface.
2.0
Bug Fixes & Improvements:
  • Demo Data for Meta Details:
    Implemented {Meta Demo Data} for better visualisation of meta
    details.
  • Dynamic Values and Layout Changes:
    Enhanced dynamic values for templates and optimised layout
    changes, including improvements to header, footer, and body
    attributes.
  • Draggable Variable IDs:
    Introduced draggable variable IDs for ease of use, allowing for
    seamless customization.
  • Sample Header Values for Meta:
    Added a feature to include sample header values for enhanced
    template creation within the Meta section.
  • Template Removal Enhancement:
    Streamlined the process for removing templates, ensuring a more
    efficient user experience.
  • Contact and Marketing Template Sending:
    Improved the sending process for contact and marketing
    templates,
    with added validation to prevent collisions between lists and
    contacts.
  • Mail Message Dynamic Values:
    Incorporated dynamic values in comments and messages within the
    Discuss feature, enhancing communication.
  • Error Optimization:
    Optimized error handling for marketing lists and contacts,
    ensuring a smoother user experience.
  • Improved Get Template Status API:
    Enhanced the Get Template Status API for more accurate and
    detailed template information retrieval.
  • Attachment Attribute Bug Fix:
    Resolved the bug related to attachment attributes in WA
    Templates
    for improved functionality.
  • Static Media Send Issue Fix:
    Addressed the issue causing static media send problems in
    Marketing Lists, ensuring seamless operation.
  • Dynamic URL Button:
    Added a dynamic URL button feature in WA Templates for increased
    interactivity and engagement.
  • Test Template Feature:
    Introduced a Test Template feature for WhatsApp Marketing
    campaigns, allowing users to preview and assess templates before
    deployment.
  • Template Editing API:
    Implemented a new API for template editing, providing users with
    additional flexibility in modifying existing templates.
1.9
Bug Fixes & Improvements:
  • Update code as per the odoo latest version 16.0 release.
    – Changed in message.xml file.
1.8
Bug Fixes & Improvements:
  • Removed ‘-‘ from mobile number when mobile number is added in
    partner.
  • Send button hide from chatter if not message received in last 23
    hours. First send template to start conversation.
  • Whatsapp smart button in contact change it with history if that
    contact.
  • Removed whatsapp icon from log_note in chatter.
  • In discuss change chat whatsapp to live chat, It automatically
    scroll to the last message received.
  • Contact message history in whatsapp marketing module.
1.7
Bug Fixes & Improvements:
  • Added Quick reply buttons for sending buttons through Whatsapp
    templates – v16.
  • Send dynamic and static url through button in Whatsapp template
    –
    v16.
  • Added Interactive type for sending Interactive templates like
    send
    list, product_list, buttons, products through interactive
    templates
    – v16.
  • Benefits of interactive templates:
    • You don’t need to wait till 24 hours for approving
      templates
      directly create and send templates faster and easiers –
      v16.
    • It made system more fasters and easier for sending
      templates
      – v16.
1.6
Bug Fixes & Improvements:
  • Issue: import json package/library added in discuss module –
    v16.
  • Improvements: When Odoo Message Sent, Delivered, Read in
    WhatsApp –
    Single, Double Gray Tick and Double Blue Tick (Read Receipts) in
    Odoo Chatter and Discuss – v16.
  • Improvements: In Odoo Chatter and Discuss, WhatsApp Tab Design
    changed to same as WhatsApp Screen – v16.
1.5
Bug Fixes & Improvements:
  • Improvements: When Incoming WhatsApp Message Seen/Read in odoo,
    Double Blue Tick (Read Receipts) in WhatsApp – v16.
1.4
Bug Fixes & Improvements:
  • Channel Member Issue Resolved – v16.
  • WhatsApp Configuration – Show/Hide Send Message & WhatsApp
    Button in
    All Models – v16.
  • Rebranding of Discuss Screen – v16.
1.3
Bug Fixes & Improvements:
  • Pre WhatsApp Message Templates Functionality Added in Discuss
    Sidebar – v16.
1.2
Bug Fixes & Improvements:
  • Discuss Sidebar Issue Resolved – v16
  • Added Smart Buttons in WhatsApp Marketing History – v16
  • Added Related Model Field in WhatsApp History – v16
  • Added Filter, Groupby, Searchby in WhatsApp History – v16
  • First time click on TabPartner – Error Resolved – v16
  • In Discuss, Buttons not working issue Resolved – v16.
  • POS Receipt Issue & WAComposer data not load Resolved – v16
  • Owl Compatibility issue Resolved – v16
1.1
Bug Fixes & Improvements:
  • Dynamic Placeholder When we click on Normal & WhatsApp Button in
    Sidebar Chatter – v16
  • Message Undefined – Both Discuss & Chatter – v16
  • Header Condition for Live/WhatsApp Tab – In Chat Window – v16
  • WhatsApp Tab – By Default Open in Discuss – v16
  • Added Channel Name + Mobile Number at ThreadTopBar in Discuss –
    v16
  • Message Unread – Bug Resolved – v16
  • Click on Reload/Get Status Button – If Disconnected –
    Error/Warning
    Message Shown – v16
  • In Channel, Discussion, Live chat – provider_id – Bug Resolved –
    v16
  • In Discuss, Channels unable to load & send normal messages – Bug
    Fixed – v16
  • WhatsApp Messages have a WhatsApp Icon – In Discuss, Chatter &
    Chat
    Window – v16
  • WhatsApp Messages – Left/Right Chat – In Discuss & Chat Window –
    v16
  • New Meta WhatsApp v16.0 API – New Categories added in Message
    Templates – v16
Initial Release – 1.0
First Release

What is the Whatsapp Cloud API?

The WhatsApp Cloud API, hosted by Meta, allows medium and large
businesses to send and receive whatsapp messages to communicate with
their customers at scale.

For More Details:
https://developers.facebook.com/docs/whatsapp/cloud-api

Differences between WhatsApp Cloud API and WhatsApp Business/On-Premise
API
API

The main difference between these two is: The WhatsApp Cloud API is
hosted and managed by Meta itself, while The WhatsApp
Business/On-Premise API is hosted and maintained by third party
BSPs.

For More Details:
https://developers.facebook.com/docs/whatsapp/cloud-api/overview/
#on-premises-api-vs–cloud-api-comparison

Will I get WhatsApp Cloud API for Free? Is WhatsApp Cloud API free?

The WhatsApp Cloud API is free, all businesses can now access
WhatsApp
Cloud API for free but messages are charged as per
conversation-based
pricing model.

For More Details:
https://developers.facebook.com/docs/whatsapp/pricing

WhatsApp Cloud API pricing

The WhatsApp Cloud API charged per 24-hour conversation, not per
individual message. Pay Per Conversation, Not Per Message: Each
conversation is a 24-hour window where you can send unlimited
messages.

For More Details:
https://developers.facebook.com/docs/whatsapp/pricing/
#rates

What is Conversation Based Pricing?

The WhatsApp API is based on a 24-hour customer service window.

There are two categories, each with different pricing:

1. Service (User-initiated) Conversation: When customers send the
first
message and initiate the conversation. For this type of
conversation,
businesses can send free-form messages instead of just template
messages.
You will be charged a Service (user-initiated) rate if you reply to
them
within 24 hours.

2. Business-initiated conversation: A business-initiated
conversation
starts
when businesses reach out to customers by sending a message. Only
pre-approved message templates can be used for this type of
conversation.

Business-initiated conversations are categorised with one of the
following
categories:

1. Marketing, 2. Utility, 3. Authentication and 4. Service.

You will be charged a Business-initiated rate as per the template
category
you have used, Fees per conversation vary by country.

Each conversation lasts for 24 hours, after which it will be counted
as
a
new conversation.

If you send broadcasts to initiate a conversation with your contact:

You will be charged a Business-initiated rate as per the template
category
you have used.

Each conversation lasts for 24 hours, after which it will be counted
as
a
new conversation

For More Details:
https://developers.facebook.com/docs/whatsapp/pricing/#conversations

WhatsApp API Message Templates: Pre-Approved Message Templates

WhatsApp message templates are specific message formats that you can
use
multiple times to connect with your customer once they’ve opted-in
to
receive a message from you. Templates use variables or placeholders
that
are
replaced with dynamic content according to your data.
outside of the 24-hour window, you can only send messages via
Pre-approved
Message Templates

Before sending a template message, you need to create a template. If
your
template is not approved, you can not use one of your message
templates.

For More Details:

https://developers.facebook.com/docs/whatsapp/cloud-api/guides/send-message-templates/

Types of Message Templates:

1 Text Message Templates, 2. Multimedia Message Templates, 3.
Interactive
Message Templates

For More Details:

https://www.facebook.com/business/help/722393685250070

What is Temporary & Permanent access token?

Temporary Access token expires in 24 hours but permanent access
token
will
never expire.
This permanent access token will never expire unless you manually
revoke
it.

For More Details:
https://developers.facebook.com/blog/post/2022/12/05/auth-tokens/

Can I use the same number for personal and business WhatsApp?

No, you cannot use the same phone number for personal and business
WhatsApp.
If you register for a business account using the same phone number,
your
personal account will be converted into WhatsApp Business account.

Can I add my Landline number to WhatsApp Cloud API?

Yes, you can add your landline number to your WhatsApp Cloud API.

For More Details:
https://developers.facebook.com/docs/whatsapp/phone-numbers/

https://developers.facebook.com/docs/whatsapp/cloud-api/get-started/add-a-phone-number/

How to generate Permanent Access Token in WhatsApp Cloud API?

For More Details:

https://developers.facebook.com/blog/post/2022/12/05/auth-tokens/

WhatsApp 24-hour rule?

This means businesses have 24 hours to reply to messages to
customers.
After
those 24 hours, businesses can only send a message with a WhatsApp
Business
template message. Template messages can be sent to either start a
new
conversation or reply to a customer after the 24-hour window.

For More Details:

https://developers.facebook.com/docs/whatsapp/conversation-types

Messaging limits: Throughput of messages per second:

For each registered business phone number, Cloud API supports up to
80
messages per second (mps) by default, and up to 1,000 mps by
request.
Throughput is inclusive of inbound and outbound messages and all
message
types.

For More Details:

https://developers.facebook.com/docs/whatsapp/cloud-api/overview/

How to increase Phone number Messaging limits?

Messaging limits determine the maximum number of business-initiated
conversations you can initiate using each of your phone numbers in a
rolling
24-hour period.

For More Details:

https://developers.facebook.com/docs/whatsapp/messaging-limits/

Phone Number Quality Rating and Status

Your quality rating is based on how messages have been received by
recipients over the past seven days and is weighted by recency which
include
user feedback signals like blocks, reports and the reasons users
provide
when they block a business.

For More Details:

https://developers.facebook.com/docs/whatsapp/messaging-limits
#quality-rating-and-messaging-limits

Verify your business in WhatsApp Cloud API

We first need to verify your Business means that you need to prove
that
you
are the owner of the business and Facebook lets you verify your
business
through a form.

For More Details:

https://developers.facebook.com/docs/whatsapp/overview/business-accounts/

WhatsApp Green Tick

An official business account has a green checkmark badge in its
profile
and
chat thread headers.

For More Details:

https://developers.facebook.com/docs/whatsapp/overview/business-accounts/

Type of Interactive Messages:

There are four types of interactive messages. This includes list
messages,
reply buttons, single-product and multi-product messages. Single and
multi-product messages are great for sending a Catalogue to
customers.

How many phone numbers are added to my WhatsApp Business Account?

A Facebook Business Manager can have multiple WABAs and a WABA can
have
up
to 20 phone numbers. You may register up to 20 phone numbers for a
WhatsApp
Business Account (WABA).

Unverified businesses can only connect up to 2 phone numbers to
their
WABA.
However, If you are a verified business and have low message quality
and
engagement, your business may be limited to 2 phone numbers.

For More Details:

https://developers.facebook.com/docs/whatsapp/phone-numbers



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