Messaging

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

1. Connect the channel in company settings. (UAT-C-COMM-CHAN-001)
2. Send a document to the configured bot number. (UAT-C-COMM-CHAN-002)
3. Review the item in Purchases inbox. (UAT-C-COMM-CHAN-002)
4. Complete OCR validation and posting as usual. (UAT-C-COMM-CHAN-002)
5. Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-COMM-CHAN-002)
6. 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.

Related

• ocr to bill
• email ingestion