WhatsApp Account

Centralized WhatsApp Business account management with configuration, monitoring, and performance optimization.

Account Management
API Configuration
Template Sync
Performance Monitoring

WhatsApp Account Overview

The WhatsApp Account module provides centralized management interface for WhatsApp Business accounts. Enables configuration of multiple accounts, credential management, template synchronization, usage tracking, and messaging performance monitoring.

Key points

  • Manage multiple WhatsApp Business accounts

  • Secure API credentials configuration

  • Sync message templates from Meta

  • Track usage and billing

  • Monitor delivery rate and performance

  • Webhook configuration and testing

  • Automated health checks

  • Multi-user access control


Account Creation and Configuration

WhatsApp Business account setup process:

Steps

  • 1. Navigate to Settings > Technical > WhatsApp Accounts

  • 2. Click "Create" to create new account

  • 3. Enter account name (internal reference)

  • 4. Enter Phone Number ID from Meta Business Manager

  • 5. Enter WhatsApp Business Account ID (WABA ID)

  • 6. Enter Access Token (permanent token recommended)

  • 7. Configure webhook URL and verify token

  • 8. Test connection and save configuration


API Credentials Management

Managing API authentication credentials:

Key points

  • Phone Number ID - WhatsApp phone number identifier

  • WABA ID - WhatsApp Business Account identifier

  • Access Token - API authentication token (encrypted in DB)

  • API Version - WhatsApp API version in use

  • Token expiry tracking

  • Token rotation support

  • Credential validation

  • Secure storage with encryption


Template Synchronization

Sync message templates from Meta Business Manager:

Key points

  • Auto-sync approved templates

  • Update template status (approved, rejected, pending)

  • Sync template parameters and structure

  • Multi-language template support

  • Template category mapping

  • Version control for template changes

  • Scheduled sync for periodic updates

  • Manual sync button for immediate updates


Webhook Configuration

Configure webhook to receive WhatsApp callbacks:

Key points

  • Webhook URL - Endpoint for status updates

  • Verify Token - Webhook authentication token

  • Webhook events subscription (messages, status)

  • Signature verification for security

  • Retry policy for failed webhooks

  • Webhook logs for debugging

  • Test webhook functionality

  • IP whitelist for webhook endpoint


Usage Tracking and Billing

Track usage and costs:

Key points

  • Messages sent by day/week/month

  • Classification by template type (marketing, utility)

  • Estimated cost by pricing tier

  • Conversation-based pricing tracking

  • Usage alerts at thresholds

  • Cost breakdown by template

  • Export usage reports

  • Budget management and forecasting


Performance Monitoring

Monitor account performance:

Key points

  • Delivery rate - Successful delivery percentage

  • Read rate - Message read percentage

  • Average delivery time

  • Failed message rate

  • Error distribution

  • API response time tracking

  • Rate limit monitoring

  • Overall health score


Health Check System

Automated health check system:

Key points

  • Periodic connection test

  • API credential validation

  • Webhook connectivity check

  • Template sync status verification

  • Rate limit status monitoring

  • Phone number status check

  • Alert on issue detection

  • Auto-disable account on critical errors


Multi-Account Management

Managing multiple WhatsApp accounts:

Key points

  • Create accounts per brand/department

  • Access permissions by user groups

  • Default account selection

  • Account switching in workflows

  • Load balancing between accounts

  • Failover to backup account

  • Consolidated reporting across accounts

  • Centralized template library


Security Features

Security capabilities:

Key points

  • Encrypted storage for API credentials

  • Access control list (ACL)

  • Audit log for all changes

  • Two-factor authentication support

  • IP restriction for API calls

  • Webhook signature verification

  • Token expiry notifications

  • Suspicious activity detection


Integration Settings

Configure integration with Odoo modules:

Key points

  • Default templates per module

  • Auto-send rules configuration

  • Fallback email settings

  • Notification preferences

  • Language detection settings

  • Time zone configuration

  • Opt-out management

  • GDPR compliance settings


Rate Limiting Configuration

Configure sending rate limits:

Key points

  • Messages per second limit

  • Daily message quota

  • Tier-based rate limits

  • Burst allowance configuration

  • Queue management settings

  • Priority message handling

  • Throttling strategy

  • Rate limit alerts


Testing and Debugging

Testing and debugging tools:

Key points

  • Send test message function

  • Template preview with sample data

  • Webhook test tool

  • API connection tester

  • Log viewer with filtering

  • Error code lookup

  • Message trace functionality

  • Debug mode for detailed logging


Backup and Recovery

Configuration backup and recovery:

Key points

  • Export account configuration

  • Import configuration from backup

  • Template backup and restore

  • Credential rotation procedure

  • Disaster recovery plan

  • Configuration versioning

  • Rollback capability

  • Migration tools for account transfer


Practical Usage Tips

Key points

  • Use permanent token instead of temporary

  • Backup credentials in secure location

  • Set up webhook from the start

  • Monitor health score daily

  • Sync templates periodically

  • Review usage reports weekly

  • Test account after each change

  • Document account purpose and owner

  • Set up alerts for critical metrics

  • Keep API version updated


Troubleshooting

Solutions for common issues:

Key points

  • Connection failed: Verify credentials and network

  • Template sync failed: Check WABA permissions

  • Webhook not receiving: Verify URL and firewall

  • High failure rate: Review phone number quality

  • Rate limit hit: Adjust sending speed

  • Token expired: Rotate and update token

  • Cost spike: Audit template usage

  • Health check failing: Run diagnostic tool


Best Practices

Recommended practices:

Key points

  • Separate accounts for production and testing

  • Regular credential rotation

  • Monitor and optimize delivery rate

  • Keep templates organized and documented

  • Set realistic rate limits

  • Implement proper error handling

  • Regular configuration backups

  • Train team on account management

  • Document escalation procedures

  • Review security settings quarterly


Important Terminology

Key concepts to understand:

Key points

  • Phone Number ID - WhatsApp number identifier

  • WABA - WhatsApp Business Account

  • Access Token - API authentication token

  • Webhook - Callback endpoint for status updates

  • Template Sync - Synchronize templates from Meta

  • Health Score - Account health assessment score

  • Rate Limit - Messages per second limit

  • Delivery Rate - Successful delivery percentage