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OdooXpert WhatsApp Business Suite | WhatsApp API | WhatsApp CRM | WhatsApp Sales | WhatsApp Automation | WhatsApp Templates

by
Odoo

$ 167.96

v 14.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Discuss (mail)
• Inventory (stock)
• Invoicing (account)
• Purchase (purchase)
• Sales (sale_management)
• Calendar (calendar)
• Contacts (contacts)
Lines of code 1704
Technical Name odooxpert_advanced_whatsapp_business_suite
LicenseOPL-1
Websitehttps://apps.odoo.com/apps/browse?repo_maintainer_id=409271
Versions 13.0 14.0 15.0 16.0 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Discuss (mail)
• Inventory (stock)
• Invoicing (account)
• Purchase (purchase)
• Sales (sale_management)
• Calendar (calendar)
• Contacts (contacts)
Lines of code 1704
Technical Name odooxpert_advanced_whatsapp_business_suite
LicenseOPL-1
Websitehttps://apps.odoo.com/apps/browse?repo_maintainer_id=409271
Versions 13.0 14.0 15.0 16.0 17.0 18.0 19.0
★ OdooXpert Premium Addon

Advanced WhatsApp Business Suite

A business-ready WhatsApp operations layer for Odoo — centralizing provider setup, reusable templates, queue-based delivery, document-driven sending, message logs, and smart workflows across CRM, Contacts, Sales, Purchase, Invoicing & Delivery.

✓ Odoo 13 – 19 ✓ REST Connector ✓ Document Actions ✓ Queue + Retry ✓ Multi-Company
⚡

Key Features

🔐 Provider Management

Configure multiple WhatsApp providers with connection testing, authentication options (Bearer Token, API Key), and per-company defaults.

📝 Template Engine

Create reusable message templates with dynamic placeholders like {{ partner.name }} and {{ object.name }}. Validate and preview before sending.

🚀 Queue & Retry System

Messages are queued for reliable delivery with automatic retry on failure. Monitor processing status, attempt counts, and scheduled times.

📋 Smart Document Actions

Send WhatsApp directly from Invoices, Sales Orders, Purchase Orders, CRM Leads, Delivery Orders, and Contacts with one click.

Queue Monitoring Dashboard
Queue Monitor: View all queued, processing, sent, and failed messages. Process items manually or let the automated cron handle delivery.
💼

Business Use Cases

📈 Sales Follow-Up

Queue an approved quotation template from the Sales Order, notify the customer, and keep send history on the order.

💰 Invoice Reminder

Send payment reminders with customer name, invoice number, and due amount — automatically filled from the record.

📦 Delivery Update

Send delivery confirmation or dispatch notes from the picking form once the warehouse team is ready to ship.

💻

Installation

  1. Install the module from Apps. Required modules: CRM, Sales, Purchase, Accounting, and Inventory.
  2. Assign users a security group: WhatsApp User, WhatsApp Manager, or WhatsApp Admin.
  3. Navigate to WhatsApp Business > Configuration > Providers and create your first provider.
  4. Create and validate one or more message templates before using document-based sending.
⚠ Important: This module does not create or register your WhatsApp Business Account. Complete the onboarding and approval flow with your provider or Meta directly before configuring Odoo.
⚙

Provider Setup

Configure a Provider

  • Name: e.g. Meta Production
  • Company: Odoo company that owns the sender
  • Provider Type: Generic REST for production
  • Test URL: endpoint to validate credentials
  • Send URL: endpoint for outgoing messages
  • Auth: Bearer Token, API Key, or None
  • Extra Headers: optional JSON for custom headers

WhatsApp Approval Flow

  • Create or connect a Meta Business portfolio
  • Create a WhatsApp Business Account (WABA)
  • Add and verify your sending phone number
  • Complete business verification if required
  • Submit message templates for Meta approval
  • Generate API credentials and webhook endpoints
Provider Setup Form
Provider Configuration: Set up your WhatsApp API provider with authentication details, connection test URL, and send URL. Supports Bearer Token, API Key Header, and custom header configurations.
Provider Authentication
Authentication & Diagnostics: Configure auth tokens, test the connection, and view last error messages for quick troubleshooting.
🌐

Provider Onboarding Links

Provider Resources What to Collect
Meta Cloud API Cloud API Overview
Get Started Guide 		Phone Number ID, access token, verified business assets
Twilio Twilio WhatsApp API
Template Guide 		Account SID, Auth Token, WhatsApp sender
360dialog Partner Quickstart
Messaging API 		Approved number, API key, webhook URL
📚 Note: The live connector in this release is the Generic REST driver. For direct Meta or Twilio compatibility, use a middleware endpoint or extend the provider adapter.
📄

Template Setup

Create a Template

  1. Open WhatsApp Business > Configuration > Templates.
  2. Set template code, target model, category, and body.
  3. Use placeholders: {{ partner.name }}, {{ object.name }}.
  4. Click Validate Template to activate.

Test a Template

  1. Open any template and click Test Template.
  2. Enter a sample record ID from the target model.
  3. Preview the rendered message before production use.
Template Creation
Template Builder: Create message templates with dynamic placeholders. Choose the target model (Sales, CRM, Invoice, etc.) and define header, body, and footer sections.
Template Testing
Template Preview: Test your template with real record data before going live. The wizard renders all placeholders and shows the final message exactly as the recipient will see it.
💬

How to Send Messages

💡 From Any Document

  1. Open any supported document (Invoice, Sales Order, Lead, etc.).
  2. Click the Send WhatsApp button in the header.
  3. Select a validated template or type a manual message.
  4. Queue immediately or schedule for a specific time.
  5. Track the result via the WhatsApp smart button.

👥 Bulk Send

  1. Select multiple records from any list view.
  2. Choose Send Bulk WhatsApp from actions.
  3. Pick a validated template for all selected records.
  4. The wizard automatically skips opted-out and invalid recipients.
Send WhatsApp Wizard
Send WhatsApp Wizard: The compose popup lets you pick a template, select a recipient, preview the rendered message, and queue it for delivery — all from within the document form.
Invoice WhatsApp Button
Invoice Integration: Send payment reminders directly from the invoice form. The WhatsApp smart button shows how many messages have been sent for this record.
📊

Operational Notes

Topic Details
Opt-out Partners marked WhatsApp Opt Out are automatically blocked from sends.
Phone Fallback Checks WhatsApp Number → Mobile → Phone in order.
Free Text Available when your provider contract and WhatsApp session window allow it.
Auto Retry Failed queue items are rescheduled based on company retry settings.
Log Cleanup Automated cron removes old completed logs per company retention policy.
Message Logs
Message Log History: Complete audit trail of all WhatsApp messages — search by status, partner, provider, or date. View rendered body, delivery timestamps, and failure reasons.
💭

Template Examples

Sales Template

Hello {{ partner.name }}, your quotation {{ object.name }} is ready. Please reply if you want us to confirm the order.

Delivery Template

Hello {{ partner.name }}, your delivery {{ object.name }} is scheduled. We will share updates once it leaves the warehouse.

✨

What's Included

📦 In This Package

  • Full WhatsApp messaging integration module
  • Multi-provider support with connection testing
  • Template engine with placeholder rendering
  • Queue system with auto-retry and scheduling
  • Smart buttons on all major business documents
  • Bulk send wizard for mass messaging
  • Complete message log and audit trail

🛠 Custom Services Available

  • Custom WhatsApp provider adapters on order
  • Custom business flows and integrations
  • Implementation, deployment, and support
  • Enterprise-specific requirements on request
📧

Support & Contact

Company: OdooXpert

Email: odooxpert4@gmail.com

Apps: OdooXpert Publisher Page

💫 We build custom features, integrations, and tailored modifications on order. Contact us for a free consultation. 

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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