WhatsApp Integration (Coming Soon)

Overview

The WhatsApp Integration module is an upcoming addition to Custojo that will connect your business with customers through WhatsApp, the world's most popular messaging platform. This powerful integration will enable your team to communicate with customers via WhatsApp directly from within Custojo, providing a seamless experience for both your staff and your customers.

By integrating WhatsApp with Custojo, you'll be able to manage customer conversations, send automated notifications, share documents, and collect information—all while maintaining a complete history of interactions within your customer records. This integration bridges the gap between your customers' preferred communication channel and your business systems, improving engagement and satisfaction.

Note: This module is currently in development and will be available in an upcoming release. This documentation provides a preview of planned features, which may be subject to change before final release.

Planned Features

• Two-Way Messaging: Exchange messages with customers via WhatsApp
• Unified Inbox: Manage WhatsApp conversations alongside other communication channels
• Automated Notifications: Send appointment reminders, order updates, and other notifications
• Template Messages: Create and use pre-approved message templates
• File Sharing: Exchange documents, images, and other files with customers
• Customer Record Integration: Link WhatsApp conversations to customer profiles
• Conversation History: Maintain a complete record of WhatsApp interactions
• Team Collaboration: Allow multiple team members to manage WhatsApp conversations
• Automated Responses: Set up auto-replies and chatbot interactions
• Message Broadcasting: Send announcements to multiple customers
• Contact Synchronization: Keep WhatsApp contacts in sync with your customer database
• Message Scheduling: Plan and schedule WhatsApp messages in advance
• Read Receipts: Track when messages are delivered and read
• Analytics: Measure response times, conversation volumes, and other metrics
• Compliance Tools: Ensure messaging complies with WhatsApp Business policies

Use Cases

When released, the WhatsApp Integration module will support a wide range of business scenarios:

Customer Support

• Provide real-time support through customers' preferred channel
• Answer product questions and troubleshoot issues
• Send support ticket updates and resolution confirmations
• Collect feedback after support interactions

Sales and Marketing

• Send personalized offers and promotions
• Follow up with leads and prospects
• Share product catalogs and information
• Notify customers about new products or services

Appointment Management

• Send appointment confirmations and reminders
• Allow rescheduling via WhatsApp
• Provide pre-appointment instructions
• Follow up after appointments

Order Processing

• Confirm order details and payment
• Provide shipping and delivery updates
• Share receipts and invoices
• Handle order inquiries and changes

Integration with Other Modules

The WhatsApp Integration module will integrate with several existing Custojo modules:

• CRM Module: Link WhatsApp conversations to customer records
• Support Ticket Module: Create and update tickets from WhatsApp conversations
• E-commerce Module: Send order notifications and updates
• Appointment Module: Manage appointment communications
• Document Management Module: Share documents via WhatsApp
• Workflow Automation Module: Trigger automated messages based on events

Release Timeline

The WhatsApp Integration module is currently in development with the following estimated timeline:

• Beta Testing: Q3 2025
• Limited Release: Q4 2025
• General Availability: Q1 2026

Request for Feedback

We're actively developing this module and would value your input on features and priorities. If you have specific WhatsApp integration needs or suggestions, please share them with our product team at product@custojo.com or through your account manager.

Early Access Program

Interested in being among the first to use the WhatsApp Integration module? Join our Early Access Program to:

• Participate in beta testing
• Provide direct feedback to our development team
• Influence feature prioritization
• Receive specialized training and support

To express interest in the Early Access Program, please contact your account manager or email earlyaccess@custojo.com.

Preparing for Implementation

While waiting for the WhatsApp Integration module release, you can prepare your organization by:

1. WhatsApp Business Account: Set up a WhatsApp Business account for your organization
2. Message Templates: Begin planning your message templates for common communications
3. Team Training: Familiarize your team with WhatsApp Business features and best practices
4. Customer Notification: Inform customers about your upcoming WhatsApp support option
5. Process Planning: Define workflows for handling WhatsApp communications

Compliance and Requirements

The WhatsApp Integration module will be built in compliance with WhatsApp Business API requirements:

• Official WhatsApp Business API integration
• Adherence to WhatsApp's messaging policies and guidelines
• Proper opt-in processes for customer messaging
• Compliance with 24-hour messaging window requirements
• Support for approved message templates for business-initiated messages

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This documentation describes features that are still in development. The final product may differ from what is described here. We will update this documentation as development progresses.