WhatsApp Business

Overview

When the connection is offered, Connect WhatsApp sends you through Meta's own sign-up, where you choose or create a WhatsApp Business Account and a phone number; FieldQuo subscribes to that number's messages, and a conversation appears in Messages the moment a client writes. Replies go out from your number. The panel then shows the number with its verified name, the templates read from Meta, and a Disconnect button.

A second, collapsed door — Connect with Cloud API credentials (advanced) — is drawn only for FieldQuo's own staff, labelled Visible to FieldQuo staff only — for testing and Meta's review, and stays staff-only after Meta approves: it needs a token from FieldQuo's own Meta app. Your company does not see it; the sign-up button is the door for every business.

The 24-hour rule

The panel carries this in a card of its own, because it is the thing a painter who has used WhatsApp personally for ten years has never met: WhatsApp only carries a typed message for 24 hours after the customer last wrote to you. After that you can still reach them, but only with a template Meta approved in advance. FieldQuo says which of the two applies on every conversation, and refuses a free-typed message outside the window by name rather than letting WhatsApp reject it silently.

1. Create your templates in Meta's WhatsApp Manager — a “your quote is ready” or “confirming tomorrow's visit”, for example — and wait for Meta to approve them.
2. On the panel, press Refresh templates. It reads {count} templates read from Meta, or No templates yet. Create them in Meta's WhatsApp Manager, then refresh.
3. In a conversation older than 24 hours, the composer offers those templates instead of a text box.

What each control changes

• Connect WhatsApp — starts Meta's sign-up. If you cancel part-way, nothing is connected; if the account has no phone number yet, the panel says so and asks you to add one with Meta.
• Refresh templates — re-reads your approved templates from Meta. New templates do not appear until you press it.
• Disconnect — FieldQuo stops receiving that number's messages. Nothing is deleted: conversations already in Messages stay, and connecting the same number again brings its threads back.
• The panel's badge — Connected via Meta sign-up or Connected via API credentials — records which door was used.

What leaves the building

Your client's messages come from Meta to FieldQuo and are stored as conversations; your replies go from FieldQuo to Meta and on to the client. Meta holds the number and the templates, so a template's wording is what Meta approved, not what FieldQuo would like to send. Media a client sends is fetched from Meta and kept with the conversation.

Who can see it

Connecting or disconnecting a number is for the owner and administrators — the same rule as the rest of Settings → Meta Ads, enforced by the routes as well as by the sidebar. Answering conversations follows the Messages inbox's own access; see The Messages inbox.

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