WindoorERP Documentation 19.0

Configure business phone accounts, routing teams, and auto-reply bots

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Connects official corporate WhatsApp Business phone numbers, configures department routing teams (Sales, Site Support, After-Sales), and sets business hours auto-responders.

Before you start

  • Meta Developer App and WhatsApp Business Phone Number registered.

Steps

WhatsApp business accounts configuration list showing phone numbers, connection status, and token health

WhatsApp agent routing teams list defining member rosters and assignment algorithms

Important

Setting distinct WhatsApp phone numbers for Sales versus After-Sales Support keeps commercial pipelines organized and prevents customer confusion.

  1. 01
    Go to WhatsApp › Configuration › Accounts.
  2. 02
    Register your Phone Number, Phone Number ID, and Permanent Meta Access Token.
  3. 03
    Navigate to WhatsApp › Configuration › Teams to organize agent groups (e.g. Commercial Sales Team, Villa Inquiries Team).
  4. 04
    Configure round-robin conversation assignment and out-of-office automatic greeting messages.

Common mistakes

  • Using temporary Meta developer tokens that expire after 24 hours instead of generating System User permanent tokens.
  • Leaving WhatsApp teams without assigned fallback supervisors.

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