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Orderry Chats: Two-Way WhatsApp and SMS Messaging by Twilio!
Orderry Chats: Two-Way WhatsApp and SMS Messaging by Twilio!

Read the latest updates in Orderry

Anna avatar
Written by Anna
Updated yesterday

The Chats module in Orderry keeps improving as we expand its features and available integrations. We're excited to announce that on the Startup and higher plans, you can now integrate your WhatsApp business account and SMS by Twilio for two-way messaging with your clients directly within Orderry!

How the Chats Module Works with WhatsApp and SMS by Twilio

Once you set up your Twilio account and connect WhatsApp and SMS to Orderry as channels, all incoming customer messages will appear in the "Chats" section, where you can respond immediately. A red indicator in the left-side menu will show how many incoming messages you have yet to answer.

For example, suppose a customer contacts you with a question about their work order. In that case, you can link the chat conversation with the client from your database in the right-side menu and immediately see the history of existing work orders, leads, and estimates. If it's a new customer, you can add them to your database, immediately create an order or estimate, and send the client a public link to the created document.

Moreover, you can set up WhatsApp message templates in your Twilio account and send them in Orderry Chats with just a few clicks. These templates help continue conversations if it's been more than 24 hours since your last interaction with a customer.

Also, remember that messages received before connecting new channels won't appear here.

Connect WhatsApp and SMS by Twilio to Orderry

WhatsApp and SMS two-way messaging in Orderry require a paid Twilio account. In your Twilio account, you must set up your WhatsApp Business Account, register or connect your WhatsApp business numbers, and configure Messaging Service for SMS. Then, you'll have all the credentials needed for integration, which you can use on the "Settings > Chats" page.

Here are all the requirements and step-by-step instructions for WhatsApp. Use this guide to connect Twilio SMS to Chats.

Using WhatsApp with Orderry Alongside Other Communication Services

To integrate your WhatsApp business account (WABA), you have to set up your Twilio account first. Note that you cannot connect your WABA to Twilio if you have already used it to integrate with other services.

However, you can connect different Twilio accounts and WhatsApp business numbers as separate channels as long as they are not used in other Orderry accounts.

Upcoming Chats Improvements

We're constantly enhancing Orderry Chats to elevate your experience. Here are the upcoming features:

  • Start chats with clients via WhatsApp and SMS without waiting for incoming customer messages.

  • Attach photos and files to your conversations.

  • Craft templates for frequently asked questions for all available channels in Orderry.

But before all that, we're eager to hear your thoughts on this update. Your feedback is invaluable, so share your opinions in the comments below or contact our Support Team via chat. We can't wait to engage with you!

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