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🟢 Documentation: WhatsApp

WhatsApp Business. What it is, how it works and how to use it — explained step by step.

🟢 Definition — WhatsApp module

The WhatsApp module uses WhatsApp Business to chat with customers over WhatsApp from the company numbers. It includes a conversation inbox, text and media sending, approved templates and flow bots with interactive menus and opt-in.

🕒
24-hour windowWithin 24 h of the customer's last message you can send free-form text.
📄
TemplatesOutside that window, the provider only allows approved templates.
🤖
BotFlows with menus, opt-in and hand-off to an agent.
🔌
APIYou can also send WhatsApp from the TelHarbor API: POST /v1/whatsapp/send.
💻
Softphone AppSend and receive WhatsApp from the TelHarbor UCaaS Desktop app, with a conversation inbox.

🗺️ Diagram

You can send WhatsApp from the Portal, the API and the Softphone App; and receive the customer replies via webhook. Everything goes through UCaaS and the WhatsApp provider.

🧑‍💼 Portal web inbox 🔌 API /v1/whatsapp/send 💻 Softphone App UCaaS Desktop 🏢 UCaaS validates & logs send ▶ ☁️ WhatsApp provider WhatsApp Business send ▶ 📱 Customer receives / replies ◀ receive · webhook

Receive: the customer writes → the provider sends a webhook to UCaaS → it appears in the inbox, the Softphone App and the history; if the number has an active bot, it replies. That reply opens the 24-h window.

📘 Explanation (step by step)

  1. The number must be registered in WhatsApp Business (WABA) and verified with the WhatsApp provider.
  2. To start a conversation (outside 24 h) use an approved template; inside the window you can send free text and media.
  3. The customer replies arrive via webhook to the inbox and are logged.
  4. Optional: a flow bot handles interactive menus, checks per-number opt-in and hands off to an agent.
  5. Via API: you can send WhatsApp programmatically from the TelHarbor API: POST /v1/whatsapp/send. See the API Documentation.
  6. Softphone App: you can also send and receive WhatsApp from the TelHarbor UCaaS Desktop app, with its built-in conversation inbox.

Important: Templates are approved by the WhatsApp provider and have a category (Utility / Marketing / Authentication). Automatic notifications (e.g. voicemail) use Utility templates.