WhatsApp banking

WhatsApp banking brings conversational, self-service banking to members over chat — managing conversations and messages, sending notifications, and configuring the business-API providers and approved message templates.

This section covers:

  • Conversations — The inbox of member conversations conducted over WhatsApp, each tracking the chat thread, the linked member and the session state.
  • Messages — The granular log of every individual WhatsApp message sent or received, with direction, content, template used and delivery status
  • Send Message — A wizard for sending a WhatsApp message or notification to one or many members, typically using an approved template. Staff use it
  • Configuration — Configuration holds the channel's technical foundation — the WhatsApp Business API providers and the pre-approved message template
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