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Guía · WhatsApp y Odoo · Chultún

Connecting WhatsApp to Odoo starts with a decision, not a button.

The technical part is the easy one. What has to be settled first is which number the messages will come from, who will answer, and what happens to the history already living on your reps' phones. Those three decisions determine everything else.

Guía · WhatsApp y OdooExample
The numberdedicated or your usual one
Who answerspeople, assistant or both
The historystops belonging to a phone
The paperworkregistration and verification
The connectionconversation into opportunity
The testwith real people, in stages
What almost nobody decides in time: which number the messages will come from
The day a rep leavesThe conversations stay with the business

Sound familiar?

It happens in almost every business.

Each rep answers from their own phone and their own number.

Somebody left and took their customers' conversations with them.

You want to connect WhatsApp but do not know whether you lose your usual number.

What you get

What gets done.

First decision: which number

A new dedicated one, or the one your customers already have saved. Each path has consequences and should be chosen deliberately.

Second: who answers

People only, assistant only, or both with clear rules about when each one yields.

Third: what happens to the history

What is on a rep's phone is theirs while it stays there. Moving to a business number is what makes it the company's.

The paperwork

Registering the number and verifying the business. It is admin, it takes time, and it is worth starting before anything else.

And what changes in the end

Every conversation arrives in Odoo as an opportunity, with its contact and its history. That is the goal; the rest is the route.

How we work with you

Three steps, no surprises.

  1. 01

    Decide the number

    Before anything else. Everything depends on it.

  2. 02

    Start the paperwork

    Registration and verification run in parallel with the rest of the work.

  3. 03

    Connect and test with real people

    A small group first, reading everything, before opening it to everyone.

If your best rep leaves tomorrow, whose conversations are they?That is the real reason to connect WhatsApp to your system.

I want a proposal

Frequently asked questions

What people ask us before we start.

Do I lose my current number?

Not necessarily. It can generally be kept, with care during migration. It is one of the first things reviewed.

Can I keep answering from my phone?

Yes. What changes is that the conversation also lives in Odoo, not only on the phone.

How long does the paperwork take?

It depends on Meta and on how tidy the business details are. That is why it is started first.

Is the assistant required?

No. WhatsApp can be connected to Odoo with no bot at all, just so conversations are recorded.

Tell us what you have today.

We'll tell you what makes sense and send you a tailored proposal. No commitment.