WhatsApp order processing

Keep the conversation connected, wherever it starts.

WhatsApp is already a supported channel in Offload. Bring WhatsApp requests into the order workflow alongside email, with your team responsible for review and customer follow-up.

A connection that fits the way your customers message

Official WhatsApp Business Platform API

Connect through the official API for a stable foundation for business messaging. Bring customer conversations into Offload’s shared workspace and order-processing workflow.

Third-party support for WhatsApp groups

For customers who order in WhatsApp groups, a third-party connector can bring group requests into the same team workflow. We’ll confirm provider compatibility and setup during implementation.

Connection behaviour and availability depend on the selected provider and setup.

Receive the request.

Handle WhatsApp conversations through the supported business-channel connection. Keep incoming requests visible to the team in the shared workspace.

Prepare the order.

Connect the customer’s request with the order-processing agent and the business data needed to prepare a draft.

Resolve and follow up.

Review the details and clarify exceptions with the customer. Keep responsibility clear as the request moves towards an approved order.

One workflow alongside email

The channel a customer uses should not separate their request from the order work. Offload provides email and WhatsApp conversation views alongside the order workspace, so teams can manage conversations and find the orders associated with them.

What to review before connecting

Discuss your current WhatsApp business setup, the team handling messages, and the way customers identify products and delivery locations. Confirm the channel configuration and workflow scope during implementation.

Use representative requests to agree how product ambiguity, missing quantities, and delivery changes should be handled. The team’s review remains part of the process; channel support alone does not establish that every message format or workflow is in scope.

What to see in a demo

Where a WhatsApp request appears for the team.
How staff manage ownership and follow-up.
How the request connects to a prepared order.
Where exceptions are checked before approval.

Explore the request-to-order workflow and implementation planning. SAP is the currently validated ERP connection; see the integration matrix for scope.