Send WhatsApp messages

When to use this: You need to reply to pharmacy conversations or send one message (optionally with files) to many leads in a campaign.

Where: Workspace → WhatsApp (managers and admins only)

Reps can still open a WhatsApp template from a lead’s ⋯ menu; they do not see the WhatsApp workspace sidebar item.

Inbox

Switch to the Bulk send tab.
Choose the campaign whose leads should receive the message.
Enter the message text. Attach images or PDFs if needed (within the attachment limit shown in the UI).
Start the job and watch progress (queued → sending → completed / failed / cancelled).
Review recent failures for bad numbers or API errors; cancel an in-flight job if you need to stop.

From Leads, Visits, or Journey plan, open a lead’s ⋯ menu → WhatsApp templates:

Pick a saved campaign template to open WhatsApp with variables filled.
Managers/admins (and template creators) can save, edit, or delete campaign templates.

Inbox threads update after send. Bulk jobs show sent vs failed counts. Template opens WhatsApp with the pharmacy phone and filled placeholders.

Symptom	Likely cause	Fix
No WhatsApp in sidebar	Signed in as sales rep	Use a manager/admin account, or send via lead ⋯ templates
Bulk send stuck	Job still running or paused between batches	Wait for progress; use Cancel if needed
Many failures	Invalid / missing phone on leads	Fix phones on leads, then retry failed rows
Template missing	Wrong campaign or none saved yet	Save a template from a lead on that campaign