Messages (WhatsApp & e-mail)

Steps

1. Switch between Email and WhatsApp with the tabs at the top; the counts show unread messages.
2. In Email, pick All accounts or one mailbox, and use Search messages to find a conversation.
3. Click a thread to open it; it is marked read automatically.
4. Type your reply and press Enter to send (Shift+Enter for a new line); use the paperclip to attach a file.
5. Click Extract RFQ to create an RFQ from the customer's messages, or Extract purchase bill to create a vendor bill.
6. From More (⋯): Link to RFQ, Link purchase, Pin / Unpin, or Mark as unread.
7. In Email, click New email, fill To, Subject and the body (bold, italic, list, link, attachments), then Send.

Tips

• Pinned threads always stay at the top of the list; linked RFQs and purchases show as chips under the thread header.
• WhatsApp allows free-form replies only within 24 hours of the contact's last message. Outside that window, send a document from its WhatsApp button: with the store's WhatsApp API connected, "Send PDF" sends it with the Invoice share template chosen under Settings → WhatsApp.
• Template variables (customer name, document and amount) are filled from the document; no template is picked when sending.
• Ticks on your messages show sent (one tick) and read (two ticks).
• The Attachments bar at the bottom shows storage used out of the 5 GB quota.
• Sending is simulated in this prototype.

In the app, press F1 or ? on this screen to open this guide next to your work.

Related guides

• RFQ inbox (AI procurement bot)
• RFQ suppliers
• Purchase bills inbox
• Store settings

More guides in Purchasing & procurement

• Purchases
• Purchase orders
• Purchase requests
• Purchase returns
• Purchase payments
• Purchase return payments
• Purchase cash discounts
• Send RFQ to suppliers
• Project costing
• My tasks
• Delegations

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