ABSS CRM · Settings

WhatsApp Config

WhatsApp config sends scheduled summaries of your CRM activity to your admins on WhatsApp. You turn a report template on, pick Daily, Weekly or Monthly times, and list the admin phone numbers. CRM then sends the summary on that schedule. It does not message leads or customers.

Who it's for: Admins who want CRM summaries sent to admin phones on WhatsApp
Where to find it: SettingsWhatsApp config
What you need: The Admin role and a plan that includes WhatsApp config

WhatsApp Config walkthrough

Coming soon

What you can do here

See which report templates are on, and when each one is sent.
Preview every report, including the ones that are coming soon.
Turn on Call Summary and list the admin phone numbers that receive it.
Send it Daily, Weekly or Monthly, or on any mix of the three.
Change the phone numbers and times, or turn the template off.
Check whether the last summary was sent or failed.

Before you start

Where the screen is: Open Settings with the gear icon in the top bar. Then choose WhatsApp config under Organization, either on the All settings page or in the menu on the left. Close takes you back to the Dashboard.
The Admin role: Only admins see WhatsApp config in Settings.
A plan that includes WhatsApp config: Without it you can still read the page and the previews, but you cannot configure a template. Your plan also sets how many phone numbers each template can have. Your plan is shown under Settings → Manage subscriptions.
The admin phone numbers: The numbers that should receive the summaries. Enter each one as 10 to 15 digits with no spaces. A plus sign at the start is allowed.

Note: ABSS Books has a WhatsApp config screen too, but it is a separate setting with its own templates. What you set up here is not copied to Books. See WhatsApp Config in ABSS Books.

See what is being sent

The page lists what is switched on now at the top, and every report template below it.

Active schedules: One entry for each schedule that is switched on, with the template name and when it goes out, for example Daily at 10:30. If nothing is on, you see: No templates enabled yet. Configure one below to start sending.
Last summary: Shows once a send has already run. It reads Last summary sent with the date, or Last summary failed with the date and the error.
Report templates: A card for each report. The card has the template's name, its category, a line on what it covers, an On or Off badge and a preview of the message. When the template is On, the card also lists its phone numbers and schedules.

The report templates

Template	Category	Status	What it covers
Call Summary	Calls	Can be turned on	A daily, weekly or monthly calling snapshot: total, outgoing and incoming calls, total call duration, calls by user, call status, follow-ups and the top performer.
Lead Summary	Leads	Coming soon	New leads, conversion rate and a breakdown by status.
Visit Summary	Visits	Coming soon	Visit outcomes, follow-ups and visit activity for each user.
Task Summary	Tasks	Coming soon	Completed, overdue and pending tasks, with a breakdown by assignee.
User Activity Summary	Team	Coming soon	Calls, visits, tasks and leads added, for each user.
Quotation & Sales Order Summary	Sales	Coming soon	Quotations created and approved, and sales order value.

A template tagged Coming soon shows its preview but has no Configure button.

Note: The previews on the cards use sample numbers. The messages you receive use your own CRM data at the time they are sent.

Turn on a template

You set who receives the summary and when it goes out.

Choose Configure on Call Summary
Go to Settings → WhatsApp config and find the template under Report templates.
Turn on Send this report
The phone numbers and schedules appear below the switch.
Add the admin phone numbers
Enter the first number under Admin phone numbers. Choose Add phone number for each extra one, until you reach the limit on your plan.
Turn on Daily, Weekly or Monthly
You can turn on one, two or all three. Set the time for each, plus the weekday for Weekly and the day of the month for Monthly.
Choose Save
The card now shows On with its phone numbers and schedules, and the schedules appear under Active schedules. Cancel closes the window without saving.

Fields in the Configure window

Send this report: The switch that turns the template on. Phone numbers and schedules show only while it is on.
Admin phone numbers: The first number is required. Use Add phone number for more, up to the limit on your plan, and the remove icon to take one out. The line under the label tells you the limit. Every number must be different, and each must be 10 to 15 digits.
Daily: Every day. Set the Time. The summary covers the day it is sent, so pick a time after the day's calls are done.
Weekly: Once a week. Set the Day of week and the Time. The summary covers the seven days before the day it is sent.
Monthly: Once a month. Set the Day of month, from 1 to 31, and the Time. If you pick day 29, 30 or 31, the summary goes out on the last day of any shorter month. It covers the month so far, up to the day before. Sent on day 1, it covers the whole of the month just ended.

Note: A template that is on needs at least one schedule. Until you turn one on, the window shows: Enable at least one of daily, weekly, or monthly.

Change or turn off a template

A template that is On shows Edit schedule in place of Configure.

Choose Edit schedule on the template
The same window opens with the current settings.
Make your change
Add or remove phone numbers, change a time, or switch Daily, Weekly or Monthly on or off. To stop the template altogether, turn Send this report off.
Choose Save
A template you turned off shows the Off badge and is no longer sent. Its phone numbers and schedules are kept for the next time you turn it on.

If WhatsApp config is not on your plan

You can still open the page and read the previews, but you cannot set up or change a template.

The message on the page: WhatsApp config is not available on your plan. Under it: Upgrade your plan to configure admin WhatsApp summary notifications.
Upgrade plan: Replaces Configure on Call Summary. It opens the plans page of your ABSS account in a new tab.
Contact support: Shows instead of Upgrade plan when your company is on a custom plan. You cannot move from a custom plan to a standard plan yourself. Ask your account administrator to contact support for any plan or billing change.

Rules to know

The rules behind this screen, in one place.

Topic	Rule
Admin only	Settings → Organization → WhatsApp config. The screen title is WhatsApp Config.
ABSS Books	This is not the same setting as WhatsApp config in ABSS Books. Books has its own templates, phone numbers and schedules, so setting up one product does not set up the other.
Plan limits	If your plan does not include it, the page shows: WhatsApp config is not available on your plan. Call Summary then shows Upgrade plan, or Contact support on a custom plan, in place of Configure.
Admin phones, not customers	Messages go to the Admin phone numbers you enter on the template. Nothing is sent to a lead or a customer from this screen.
What a template needs	At least one admin phone number and at least one of Daily, Weekly or Monthly. Save stays unavailable until a schedule is on.
Phone numbers	10 to 15 digits, with an optional plus sign at the start, and no number entered twice. How many you can add is the limit on your plan. Some plans are unlimited. The Configure window tells you the limit.
Times	Times use the 24-hour clock and Indian Standard Time. A new schedule starts at 10:30, and Weekly starts on Monday.
Coming soon	Templates tagged Coming soon cannot be turned on. The card shows Coming soon in place of Configure. Only Call Summary can be configured.
Turning a template off	The template stops being sent. Its saved phone numbers and schedules are kept and are filled in again when you turn it back on.
Your subscription	Summaries are sent only while your CRM subscription is running.