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Module 03: Communication Hub & WhatsApp Integration

The Communication Hub (/messaging-hub) centralizes all external customer communications, WhatsApp Web session management, broadcast announcements, and transactional email tracking within a single unified control panel.

🎯 Core Capabilities

1. Monitoring Center (/messaging-hub)

  • Real-time status dashboard displaying outbound transactional email volume, WhatsApp message delivery rates, broadcast engagement, and API gateway health.

2. Transaction Email Logs (/admin/email-logs)

  • System Audit Trail: Complete log of all system-generated emails sent by the ERP, including:
  • Sales Invoices (INV-XXXX) & Quotations.
  • Purchase Orders (PO-XXXX) sent to suppliers.
  • Employee Payslips (PAYSLIP/XXXX) sent to staff.
  • Password Reset OTPs & Team Invitation links.
  • Log Parameters: Timestamp, Recipient Email, Subject, Template Code, Delivery Status (SENT, DELIVERED, FAILED, BOUNCED), and Failure Reason text.
  • Manual Resend Trigger: One-click Resend Email button for failed transmissions.

3. WhatsApp Hub (/whatsapp)

  • Meta Cloud API Integration: Connects with your official WhatsApp Business account via Meta Cloud API.
  • KPI Monitoring Dashboard:
  • Track key metrics: Total Sessions, Pending Replies, 24-hour / 7-day Active Sessions, and Total Verified Contacts.
  • 2-Panel Customer Chat Interface:
  • Sessions Panel (Left): Search and browse conversation threads by customer name, phone number, or caller role.
  • Conversation Thread (Right): View full chronological message history with timestamped inbound and outbound messages.
  • Manager Direct Reply:
  • Type and send manual text responses directly to customer threads from within the ERP interface.
  • Automatic Read Status:
  • Selecting an active chat session automatically marks unread inbound messages as read.

4. WhatsApp Verified Contacts (/whatsapp/contacts)

  • Synchronized contact directory linking WhatsApp phone numbers with Customer Master records (sales.Customer) and Employee records (hrms.Employee).
  • Search contacts by phone number, contact name, or company name.
  • Track total messages exchanged, last activity date, and caller role (customer, employee, sales, admin).
  • Opt-in Management: Toggle customer opt-in/opt-out status to honor communication preferences.

5. Broadcast Announcements (/messaging-hub → Broadcasts)

  • Internal System Broadcasts: Send rich notification banners to internal staff members visible on their Quick Start Dashboard.
  • Target Audience Filtering: Target broadcasts by user role (e.g. all salesman users or all accountant users).
  • Broadcast History Log: Track active vs. expired broadcasts.

💡 Step-by-Step Instructions

Connecting WhatsApp Business Account (Meta Cloud API)

  1. Open Company Profile → WhatsApp Integration (/admin/company → Tab 5).
  2. Enter your Meta Phone Number ID and Meta Permanent Access Token from your Meta Business Manager developer portal.
  3. Set your Webhook Verify Token and copy the system-generated Webhook Callback URL into your Meta App Dashboard.
  4. Toggle Enable WhatsApp Integration to active and click Save Changes.

Monitoring and Replying to Customer Inquiries

  1. Navigate to Communication Hub → WhatsApp Hub (/whatsapp).
  2. Select any customer conversation thread from the left panel (e.g., from Customer 1).
  3. The conversation thread loads on the right, and the system automatically marks pending messages as read.
  4. Type your reply into the message input field at the bottom and click Send to dispatch your message via the Meta Cloud API.