Getting Started
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Odoo Discuss: WhatsApp Basics
In this video, learn how to use Whatsapp integration with Odoo, from
submitting templates to approval, to sending invoices and event tickets,
and customizing templates, we'll cover all things Whatsapp.
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1.
What action(s) need to take place prior to using the pre-configured WhatsApp templates?
Nothing, the templates work as soon as the associated Odoo app is installed.
The pre-configured template needs to be submitted to Meta for approval.
There aren’t any pre-configured templates available, each must be configured manually.
The pre-configured templates are automatically submitted to Meta for approval once they are saved.
2.
What are all the locations in Odoo where the WhatsApp messages show up?
In the chatter, in the messaging icon in the upper right corner, as a chat message in the lower right corner, and in the Discuss app.
In the chatter, in the messaging icon in the upper right corner, and as a chat message in the lower right corner.
In the chatter, as a chat message in the lower right corner, and in the Discuss app.
In the messaging icon in the upper right corner, as a chat message in the lower right corner, and in the Discuss app.
3.
When the WhatsApp button is pressed in the chatter, what is used to send a preformatted message to the customer?
A Whatsapp template is used to send preformatted text, images and links to the customer.
Only text can be sent through WhatsApp, and it needs to be added manually to the message.
Messages are only sent through the Discuss app, not through the chatter of a record.
Email templates are used to send a WhatsApp preformatted message.
