Installation, version, schema and module access

Open the WhatsApp administrator workspace

Use the WhatsApp sidebar group and select the workspace permitted for the signed-in staff member.

Audience: CRM administrators and deployment engineersPermission: AdministratorModule v1.0.0 · 2026.07.30-r20.5

Exact navigationAdmin Area → WhatsApp

Before you begin

Confirm the module is active and select the intended WhatsApp account before changing any operational record.
Use an account with the stated native CRM capability and per-account access.
Test with controlled customer/contact data before relying on live verification, email or CRM automation.

What this guide covers

Use the WhatsApp sidebar group and select the workspace permitted for the signed-in staff member. These instructions follow the supplied r20.5 controller, model, view, installer, connector and automation flow.

Exact step-by-step process

Open Admin Area → WhatsApp.
Select the correct account, conversation, customer, staff member or session before you open the whatsapp administrator workspace.
Complete the visible fields and confirmation prompts exactly as described below.
Select the available action once and wait for its success or validation response.
Verify the result in the operational record and, where applicable, in Audit Trail or the linked native CRM record.

Fields, choices and supported possibilities

ModuleBritixo WhatsApp Web

Version1.0.0

Build2026.07.30-r20.5

CRM requirement3.0.*

Code-backed validations and workflow rules

Activation runs the idempotent, prefix-aware installer.
Normal administration does not expose connector URLs, ports, tokens, Node.js or shell commands.
The module uses linked-device WhatsApp Web sessions rather than the WhatsApp Business API, Cloud API or Meta Graph API.
Use the WhatsApp sidebar group and select the workspace permitted for the signed-in staff member.

Expected result and verification

The requested action completes without a permission, validation, connector or native CRM error.
The selected account or conversation shows the expected state without changing another account’s data.
Where the action creates evidence, confirm the message, native record, verification event, portal history or audit entry is present.

Security, privacy and troubleshooting checks

Never expose connector tokens, loopback ports, authentication directories or raw customer verification replies.
Use the supported Connections, Access Control, Settings and Audit Trail pages rather than editing runtime or database records directly.
If the expected control is missing, verify both native capability and per-account permission before treating it as an installation fault.