ProductChannels
Messaging
User guide for Messaging in the Numezis company portal.
Overview
Ingest documents via WhatsApp or Telegram into the purchase inbox pipeline.
Where in the app
- See the module in the company portal sidebar (
/c).
Step-by-step
- Connect the channel in company settings. (UAT-C-COMM-CHAN-001)
- Send a document to the configured bot number. (UAT-C-COMM-CHAN-002)
- Review the item in Purchases inbox. (UAT-C-COMM-CHAN-002)
- Complete OCR validation and posting as usual. (UAT-C-COMM-CHAN-002)
- Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-COMM-CHAN-002)
- If access is denied, verify module activation at tenant and company level before retrying. (UAT-C-COMM-CHAN-002)
Permissions and modules
Channel webhooks configured by admin.
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
channels.telegram.document-to-entity | Telegram Ingestion: Document to Entity | documents | optional | Telegram Ingestion: Document to Entity | high | UAT-C-COMM-CHAN-001 |
channels.whatsapp.document-to-entity | WhatsApp Ingestion: Document to Entity | documents | optional | WhatsApp Ingestion: Document to Entity | high | UAT-C-COMM-CHAN-002 |