Go to the Odoo Apps dashboard, find the 'Advance Whatsapp Intigration' module, and click on Activate.

Configure your WhatsApp Business accounts by adding the required credentials and selecting the default account. This ensures seamless messaging and campaign management from Odoo.

Easily connect your WhatsApp Business account with Meta by entering the required credentials. Once configured, you can send messages, manage campaigns, and communicate with customers directly from Odoo.

Set up the webhook by registering the generated Webhook URL and Verify Token in your Meta Developer Dashboard. This enables real-time synchronization of incoming messages, message status updates, and delivery events between Meta and Odoo.

View important details about your connected WhatsApp Business account, including profile information, quality rating, messaging tier, and official business verification status. This helps you monitor your account health and messaging capabilities.

Create, synchronize, and manage your WhatsApp message templates directly from Odoo. View template details, monitor approval status, and keep your templates up to date by syncing them with your Meta WhatsApp Business account.

Create engaging WhatsApp templates with customizable headers, body content, buttons, variables, and media. Instantly preview the message to ensure it appears exactly as your customers will receive it before submitting it for Meta approval.

Enhance customer engagement by adding interactive buttons to your WhatsApp templates. Configure Quick Reply, URL, Phone Number, Copy Code, or Flow buttons to let customers respond, visit your website, call your business, or complete actions with a single tap.

Automatically assign incoming WhatsApp conversations to the appropriate sales team for efficient lead management and faster customer response.

Assign and manage WhatsApp conversations to team members for faster response times and better customer support.

View and manage assigned WhatsApp conversations, collaborate with team members, and perform actions like creating leads, inviting users, or transferring chats—all from a single screen.

Convert WhatsApp conversations into CRM leads with a single click, automatically capturing customer details and the complete chat history.

Collaborate with your team by inviting one or more users to join an active WhatsApp conversation.

Seamlessly transfer WhatsApp conversations to another team member while adding a note for better collaboration.

Organize your contacts into marketing groups to send targeted WhatsApp campaigns and promotional messages more effectively.

Add, organize, and manage contacts within a marketing group for targeted WhatsApp campaigns and promotional messaging.

Store and manage all your WhatsApp contacts in one place, organize them into marketing groups, and maintain opt-in preferences for targeted messaging.

Quickly import multiple WhatsApp contacts using a CSV or Excel file and assign them to a marketing group in a single step.

Create, schedule, and monitor WhatsApp campaigns to deliver personalized messages to your customers efficiently.

Configure your campaign by selecting the template, audience, and delivery method before sending or scheduling WhatsApp messages.

Choose any approved WhatsApp template from the available list to use for your marketing campaign.

Use your existing Odoo contacts as the campaign audience and filter recipients based on specific criteria.

Upload a CSV or Excel file to use imported contacts as the audience for your WhatsApp campaign.

Schedule your WhatsApp campaign and combine multiple audience sources to send messages automatically at the desired date and time.

Click Prepare Audience to generate and review the recipient list before sending the campaign.

Track message delivery with recipient status, timestamps, and error details.

View the complete history of inbound and outbound WhatsApp messages.

Manage WhatsApp conversations directly from the Odoo Discuss inbox.

Select and send approved WhatsApp templates directly from the chat window.

Messages sent from Discuss are delivered directly to the customer's WhatsApp chat.

Send, receive, and react to WhatsApp messages directly from Odoo.

Send interactive WhatsApp template messages with quick action buttons.

Send approved WhatsApp template messages directly from any Odoo chatter.

The Analytics dashboard provides a complete overview of your WhatsApp campaign performance. Monitor message statuses such as Sent, Delivered, Read, Failed, Queued, Pending, and Received through interactive charts and graphs. Apply filters to analyze data by date or status and gain valuable insights to measure campaign effectiveness and customer engagement.

The WhatsApp Analytics Dashboard provides a real-time overview of your messaging activities. Track key metrics such as Total Sent, Delivered, Read, Failed, Active Chats, and Estimated Cost at a glance. Use filters to analyze data by date range, account, campaign, and template. The dashboard also includes a Delivery Funnel, Message Volume Trends, and Quick Actions for creating campaigns, managing templates, accessing chat queues, and viewing detailed analytics.

The Campaign Analytics tab provides a detailed performance summary of all WhatsApp campaigns. Track key metrics such as Total Campaigns, Total Recipients, Average Delivery Rate, and Average Read Rate. The campaign performance table displays recipient count, messages sent, delivered, read, failed, and corresponding delivery and read percentages, making it easy to compare campaign results and measure effectiveness.

The Template Analytics tab provides a complete overview of your WhatsApp message templates. View key metrics such as Total Templates, Approved Templates, Pending/Rejected Templates, and Total Usage. The performance table displays each template's Category, Status, Quality Rating, and Usage Count, helping you monitor template effectiveness and identify the most frequently used templates.