WhatsApp Module – Full Description (Biz1)
 

The WhatsApp module in Biz1 is a complete communication and automation system that allows organizations to manage WhatsApp chats, groups, statuses, automated responses, and AI-driven actions from a single interface.
 

It integrates:
 

• Live WhatsApp conversations

• Customer and group management

• Status-based filtering

• Keyword-based automation

• AI-driven actions via Biz1 Agent
   

This module is used daily by teams to communicate, organize, automate, and act on WhatsApp interactions.
 

1. WhatsApp Module – What it's used for
 

The WhatsApp module allows users to:
 

• Chat with WhatsApp customers and groups

• Send and receive messages via WhatsApp providers (e.g., Green API)

• Filter chats by search, team member, and WhatsApp status

• Assign and change WhatsApp statuses for each customer

• Set up automated responses for WhatsApp groups

• Trigger Biz1 Agent actions automatically using User Prompts

• Manage WhatsApp settings from a central popup window
   

The module operates in real-time and responds to incoming WhatsApp Webhooks.
 

2. Where the WhatsApp Module Appears
 

• URL:
  
  dashboard/whatsappweb
   

• Sidebar Location:
  
  Appears under the main navigation menu as Whatsapp
   

• Access Control:
  
  Visibility depends on:
   

  • WhatsApp provider configuration

  • User permissions

  • Organization module settings
     

3. WhatsApp Page Layout (Main Screen)
 

The WhatsApp page is divided into three functional areas.
 

Left Panel – Chat List
 

This area displays:
 

• Customer chats

• WhatsApp group chats

• Last message preview

• Timestamp

• Avatar / Initials
   

Chats are loaded:
 

• On page load

• By scrolling (load more)

• By filters (search, status, team member)
   

Right Panel – Active Chat
 

This is the conversation area where users can:
 

• Read incoming messages

• Send text, files, voice messages

• Change the WhatsApp status for the customer

• Trigger manual actions
   

Messages are dynamically loaded for each chat.
 

Top Bar – Controls
 

The top bar includes:
 

• Search field (filtering chats)

• WhatsApp number selector (Green API)

• Team member filter

• Refresh button

• Settings (gear icon) → opens the WhatsApp Statuses Settings window
   

4. WhatsApp Statuses Feature (High-Level)
 

If the organization has WhatsApp Status enabled (show_whatsapp_status == 1):
 

• Customers can have a WhatsApp Status (e.g., New, In Progress, Closed)

• Status tiles appear above the chat list

• Clicking a status filters chats by that status

• Status can be changed from within the chat
   

The Settings gear icon opens the WhatsApp Statuses Settings window, which is the main focus of this document.
 

WhatsApp Statuses Settings – Full and In-Depth Description
 

The WhatsApp Statuses Settings window is a multi-step configuration process that controls how WhatsApp behaves across the system.
 

This popup window controls:
 

• WhatsApp Statuses

• Group Auto-Response Rules

• AI-driven User Prompts (Biz1 Agent integration)

5. How the WhatsApp Status Window Opens
 

• Triggered by clicking the gear icon on the WhatsApp page

• Appears above the WhatsApp page
   

The first step displayed depends on configuration and permissions.
 

6. Dynamic Step Logic (Very Important)
 

The popup window does not always display the same steps.
 

What controls the steps:
 

1. show_whatsapp_status (enabled/disabled)

2. User role (Owner / Admin vs. Regular User)
    

Possible Flows
 

If WhatsApp Status is enabled:
 

• Owners/Admins → 3 steps

• Regular Users → 2 steps
   

If WhatsApp Status is disabled:
 

• Owners/Admins → 2 steps

• Regular Users → 1 step only
   

The UI automatically adjusts the progress indicators (1/3, 2/2, 1/1).
 

Step 1 – WhatsApp Status (In-Depth Description)
 

This step exists only if WhatsApp Status is enabled.

This step defines which statuses exist and how they appear.
 

Purpose of Step 1
 

WhatsApp Status is used to:
 

• Visually organize customers

• Filter chats

• Drive automation logic

• Match user prompts later
   

Each status has:
 

• English name

• Hebrew name

• Color

• Order (priority)
   

What the User Sees
 

• Title: Whatsapp Status

• Progress indicator

• Help icon

• Close button

• Add/Edit Status form

• List of existing statuses
   

Adding or Editing a Status
 

The user fills in:
 

• Status name (English)

• Status name (Hebrew / Second Language)

• Status color
   

Behavior:
 

• If no ID → new status is created

• If ID exists → existing status is updated
   

Submission is via AJAX, without page reload.
 

Status List Behavior
 

Below the form:
 

• All statuses are listed

• Each status can be edited

• Each status can be deleted

• Statuses can be reordered via drag and drop
   

Order is important, because:
 

• It controls display priority

• It affects filtering and user experience
   

Impact on the Backend
 

Statuses are saved in:
 

• whatsapp_status table

• Ordered by status_order
   

They are used by:
 

• Chat filters

• Customer status assignment

• User prompt matching
   

Navigation from Step 1
 

• Clicking Next → opens Group Settings

• Clicking Close → exits the popup
   

Step 2 – Group Settings (In-Depth Description)
 

This step defines automated responses for WhatsApp groups.
 

What are Group Settings
 

Group settings allow Biz1 to automatically respond when a message in a WhatsApp group matches certain keywords.
 

Example:
 

Someone types "Hello" in a group → the system automatically responds.

How Group Settings Work (Backend Flow)
 

1. WhatsApp webhook receives a message
    

2. The system checks:
    

   • Reception number

   • Group ID
      

3. Keywords are matched
    

4. If matched:
    

   • Response text is prepared

   • A response is sent

   • The response can be private or public (group)
      

What the User Can Configure
 

For each rule, the user defines:
 

• One or more keywords

• Response text

• Which WhatsApp groups

• Which reception number

• Which sending number