Overview
Modern learners communicate primarily via WhatsApp. The VheTM WhatsApp Integration bridges instant messaging with core ERP records. Conversations are linked to CRM leads, enrolled student profiles, and invoice records, providing full conversational context without switching between separate tools or personal phones.
What Changed
Collaborative Agent Desk
Multi-agent shared inbox with conversation assignments, internal team notes, and quick reply templates.
1-Click ERP Record Messaging
Launch WhatsApp conversations directly from Student Profiles, Lead Cards, and Invoice Ledgers.
Automated Operational Triggers
Automated WhatsApp dispatches for session absence alerts, batch timetable updates, and payment milestone reminders.
Unified Chat Audit History
Permanent archival of lead and student WhatsApp message history linked to their 360-degree ERP record.
How It Works
Connect WhatsApp Business Channel
Configure official channels and dynamic media templates in the Control Panel.
Link Sessions to ERP Records
Incoming inquiries are automatically matched or manually linked to CRM leads.
Collaborate on Agent Desk
Assign conversations to counselors, add internal notes, and use quick replies.
Automate System Notifications
Trigger automatic absence notifications when instructors submit session registers.
Why It Matters
Centralizes institutional communications into an auditable corporate desk. Prevents student inquiries from getting lost on personal employee phones while cutting response times from hours to minutes.
Release Screenshots
Multi-agent routing and counselor assignment dialog
Dynamic media template configuration for course brochures and admission confirmations
Communication & Notifications
Explore the complete omnichannel communication suite.
Explore Feature PageHow VheTM Manages Training Attendance
See how automated absence WhatsApp triggers work with daily registers.
Read Product Guide
