Send from CRM and orders via WhatsApp

From the customer row in CRM

1. Open /dashboard/crm, then the customer row.
2. Open the WhatsApp dialog WhatsAppSenderDialog.
3. Pick a template; inputs render per {{n}} placeholder.
4. For order-confirmation templates the order number auto-fills from context via template.orderId.
5. Free text needs a WhatsAppChat with a recent webhook lastInboundAt inside 24 hours.

From the orders page

• The WhatsApp column, WhatsAppConfirmationBadge, and send-message action show only under useWhatsAppConnected.
• Manual sends go through POST /api/whatsapp/send with to, type, and customerId.
• Numbers normalize to E.164 digits before Graph; local 0 becomes 20.

For leads

• The action opens a direct wa.me link to start the conversation instead of server-side send.