Whatsapp-all-in-one Dashboard

Name: Whatsapp-all-in-one Dashboard - GPL Odoo Store
Price: 50.00 USD
Availability: InStock

$50.00

Whatsapp-all-in-one dashboard is the user interface used to manage chats from Pragtech messenger modules for WhatsApp and also send information from Odoo base modules like sales, invoicing, purchases, contacts, and products.

Categories: All In One, Extra Tools Tags: dashboard, Whatsapp-all-in-one

Description

Whatsapp all-in-one Dashboard Features

Click on button send PDF for the select record like Sale Order, Invoice (If we want to send the PDF of Sale, Purchase or Invoice then we can send it on whatsapp using only one single click.)

Default Answers based on the configuration (Here we provided the one predefined default answer based on the configuration. We will send data instead typing the same things every time.)

Search and Pagination functionality for Partner, Products,Sale Order, Invoice, Leads, etc in Dashboard.

Create/Edit Functionality for Partner, Products, Sale Order, Invoice, Leads, etc in Dashboard.

Facebook Meta API integration

Realtime Chat notifications

Drag & Drop Functionality for All the Modules

Analytics

Enable WhatsApp messages on accounts delivery orders

Enable WhatsApp messages on purchase orders

Send notification from CRM and Projects

Enable WhatsApp messages on accounts invoices/payments

Lead Generation Notification to the Salesperson

Send messages with attachments to single/multiple Odoo contacts

Send Signature, Order Information, Product Details in a Single Message

Bidirectional Chat Functionality for Better Engagement

Automatically Updates the Task Status

Send Payment Reminders to Customers

Send Details of Confirmed Orders

Task Creation Notification to the Assigned User

‘Messages History’ Feature to Track Conversations.

Supports Large Volume of Messages

Easy-to-Configure Module

Enable WhatsApp Messages on Sales Orders

Whatsapp-all-in-one Dashboard

Whatsapp-all-in-one dashboard is the user interface used to manage chats from Pragtech messenger modules for WhatsApp and also send information from Odoo base modules like sales, invoicing, purchases, contacts, and products.

Installation:

Install the Whatsapp all-in-one dashboard first, and then install the Pragtech WhatsApp module.

You can access the configuration for WhatsApp module installed by navigating to Configuration → Settings

Enter the credentials of your Chat API instance on the Dashboard Settings page. Both the Endpoint and the token are required.

Bidirectional Chat Functionality

Open the Whatsapp dashboard. The left section is for chats, while the right side shows data from other modules within Odoo. In the chat section, select a chat type. Then choose a chat to open in the chat window.

In the chat thread you can send messages created in the composer below the screen by clicking the button with the plane icon or simply pressing the enter key.

Analytics:

Users can Access Analytics Reports Directly from the Dashboard.

Drag & Drop Functionality: Products, purchase , sales, invoicing, Inventory and contacts

You can access the records for sales, inventory (products), purchase, contacts and invoicing modules by the navigation tabs on the right side of the dashboard.

Drag and drop functionality for sales orders:

List views are used for sales while kanban views are used for products and contacts. Drag and drop functionality enables you to put details about a record directly into the composer.

The product images are also sent as part of the record details.

Users can send sales order’s pdf with a text message and extra attachments to the customer’s mobile number by clicking send WhatsApp messages from the Quotation/Sales Order form view.

Details in the message:

Drag and drop functionality for Purchase orders:

From the kanban views, you can drag the record image or the record details as shown below.

Users can send purchase order’s pdf with a text message and extra attachments to the customer’s mobile number by clicking send WhatsApp messages from the Purchase Order form view.

Details in the message:

Drag and drop functionality for Contacts:

Users can access the records for Contact from the dashboard and drag & drop the contact details in the chat:

Invoicing :

Users can access the records for Contact from the dashboard and drag & drop the contact details in the chat:

Users can send Invoice pdf with a text message and extra attachments to the customer’s mobile number by clicking send WhatsApp messages from the Invoice form view.

Details in the message:

Project Task:

We send newly created task information to the assigned salesperson.

CRM Functionality:

User can send newly created lead information to the assigned salesperson

Delivery Orders:

Users can send delivery order’s pdf with a text message and extra attachments to the customer’s mobile number by clicking send WhatsApp messages from the Delivery Orders form view.

Details in the message:

Credit Notes:

Same as the account invoice functionality module can be used for credit notes, and automatically the message will be added to chatter. Users can send credit notes pdf with a text message and extra attachments to the customer’s mobile number by clicking send WhatsApp messages from the credit notes form view.

Details in the message:

Livechat :

Live Chat functionality allows users to configure the operators for the backend support and provides bidirectional functionality from website chat window.