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:
| Feature | Description |
|---|---|
| Inbox | Receive and reply to customer messages |
| Templates | Create reusable customised messages |
| Automations | Send messages automatically on events |
| Notifications | Send manual notifications with tracking |
Quotas by plan
| Plan | WhatsApp messages / month |
|---|---|
| Starter | 200 |
| Professional | 500 |
| Business | Unlimited |
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
- Open an existing conversation or click New Message
- Enter the customer's WhatsApp number (international format:
+237 6XX XXX XXX) - Type your message or select a quick reply
- 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
- Go to the Templates tab
- Click + New Template
- 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
| Event | Description |
|---|---|
order_confirmed | A sales order is confirmed |
invoice_sent | An invoice is submitted |
payment_due | An invoice is approaching its due date |
payment_received | A payment is recorded |
delivery_dispatched | A delivery is dispatched |
delivery_completed | A delivery is completed |
Create an automation
- Go to the Automations tab
- Click + New Rule
- Select:
- Trigger event — e.g.,
payment_received - Template — The message template to send
- Delay — 0 for immediate, or number of minutes to wait
- Trigger event — e.g.,
- 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
| Level | Timing | Type |
|---|---|---|
| Pre-due 1 | 7 days before due date | Friendly reminder |
| Pre-due 2 | 1 day before due date | Urgent reminder |
| Overdue level 1 | 3 days after due date | First follow-up |
| Overdue level 2 | 7 days after due date | Second follow-up |
| Overdue level 3 | 14 days after due date | Final follow-up |
Enable reminders
- Go to WhatsApp Settings
- Enable Payment Reminders
- Configure the thresholds (days before/after due date)
- 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