A conversation is not a structured order: a separate message may change quantity, include a screenshot, or omit an address. The answer is not copying everything manually into a sheet.
A conversation is not a structured order: a separate message may change quantity, include a screenshot, or omit an address. The answer is not copying everything manually into a sheet. Define an intake point that creates a draft record with a conversation link and requests missing fields.
Use states: new, awaiting details, awaiting price, approved, sent, cancelled. Only an authorised employee or process moves an order to approved after checking item, quantity, address, price, and payment. Customer confirmation should show the summary and invite correction before fulfilment.
Do not place sensitive conversation content in a report open to everyone. Keep only information required for fulfilment with role-based access. WhatsApp remains convenient, but it does not replace order management.
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WhatsApp Cloud API
Templates, a two-way inbox and reminders on the official Meta API.
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Yehonatan Saadia
Freelance automation, web & MVP developer
I'm Yehonatan Saadia, a senior developer who builds business automation, custom websites, and MVPs for small and mid-sized companies across the US, Europe, and Israel. These guides come from real client work, not theory.
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