Skip to content

WhatsApp

The WhatsApp integration lets you send automatic notifications, payment reminders, and chat with your customers directly from SawaSuite.

Home > WhatsApp

Overview

SawaSuite integrates WhatsApp natively with 4 main features:

FeatureDescription
InboxReceive and reply to customer messages
TemplatesCreate reusable customised messages
AutomationsSend messages automatically on events
NotificationsSend manual notifications with tracking

Quotas by plan

PlanWhatsApp messages / month
Starter200
Professional500
BusinessUnlimited

Essential messages

Payment and security messages do not count towards the quota and are always sent.

1. Inbox

The WhatsApp inbox displays all conversations with your customers.

Features

  • Conversation list — Sorted by latest message, with preview and unread counter
  • Message thread — Full exchange history with a customer
  • Quick replies — Pre-saved messages for fast responses (e.g., "Thank you, your order is being prepared")
  • Message status — Sent, delivered, read, error

Send a message

  1. Open an existing conversation or click New Message
  2. Enter the customer's WhatsApp number (international format: +237 6XX XXX XXX)
  3. Type your message or select a quick reply
  4. Send

Auto-replies

SawaSuite can automatically reply to messages received outside business hours:

  • Business hours — Set in WhatsApp settings (default 8am–6pm)
  • Business days — Monday to Saturday by default
  • Cooldown — Only one auto-reply per contact every 24 hours

2. Message Templates

Templates are pre-formatted messages with dynamic variables.

Create a template

  1. Go to the Templates tab
  2. Click + New Template
  3. Fill in:
    • Name — Internal name (e.g., "invoice_reminder")
    • Category — Marketing, Utility, Authentication, or Support
    • Language — Français or English
    • Message body — The text with variables in double curly braces

Available variables

Use variables in your templates to personalise messages:

Hello {{ customer_name }},

Your invoice {{ invoice_number }} for {{ amount }} {{ currency }}
is due on {{ due_date }}.

Please proceed with the payment.

{{ company_name }}

Common variables:

  • — Customer name
  • — Invoice number
  • — Amount
  • — Currency (XAF, XOF, etc.)
  • — Due date
  • — Your company name

3. Automations

Automations send WhatsApp messages automatically when an event occurs.

Trigger events

EventDescription
order_confirmedA sales order is confirmed
invoice_sentAn invoice is submitted
payment_dueAn invoice is approaching its due date
payment_receivedA payment is recorded
delivery_dispatchedA delivery is dispatched
delivery_completedA delivery is completed

Create an automation

  1. Go to the Automations tab
  2. Click + New Rule
  3. Select:
    • Trigger event — e.g., payment_received
    • Template — The message template to send
    • Delay — 0 for immediate, or number of minutes to wait
  4. Enable the rule

TIP

Start by enabling automations for invoice_sent and payment_received — these are the most useful for most businesses.

4. Payment Reminders

SawaSuite includes a 5-level payment reminder system to automatically follow up with customers:

Reminder levels

LevelTimingType
Pre-due 17 days before due dateFriendly reminder
Pre-due 21 day before due dateUrgent reminder
Overdue level 13 days after due dateFirst follow-up
Overdue level 27 days after due dateSecond follow-up
Overdue level 314 days after due dateFinal follow-up

Enable reminders

  1. Go to WhatsApp Settings
  2. Enable Payment Reminders
  3. Configure the thresholds (days before/after due date)
  4. Reminders are sent automatically every day at the configured time

INFO

Pre-due reminders are disabled by default. Enable them in settings if you want to remind customers before the due date.

5. WhatsApp Settings

To configure WhatsApp, access the settings from the workspace:

  • Provider — Twilio (default) or Meta Cloud API
  • WhatsApp Number — The number messages are sent from
  • Display Name — The name shown in messages
  • Footer Text — Signature at the bottom of each message
  • Timezone — For business hours and reminder scheduling
  • Business Hours — Start and end of business hours
  1. Debt Book
  2. Sales and Invoicing
  3. First Invoice