Integrating WhatsApp Lite into Borg Desk Workplace ERP is a strategic way to streamline customer communication, lead engagement, and follow-ups directly from the ERP platform. Integrating WhatsApp Lite for automatic alerts in Borg Desk Workplace ERP enables businesses to send real-time updates, reminders, and notifications to customers or team members — without manual effort.

Here’s a step-by-step overview on how to configure and integrate WhatsApp Lite  / Meta Business WhatsApp API for automated Outgoing alerts within Borg Desk:

1. Activate WhatsApp Lite Module
✔Go to Admin Panel > Setting (Gear Icon) on top right >> 3rd Party Settings >>> Locate and enable the WhatsApp Lite  / Meta Business WhatsApp API module for your organization >>> Select Leadofy WhatsApp Lite / Other Meta Business WhatsApp API

2. Add WhatsApp Lite Details
✔Navigate to Leadofy WhatsApp / Meta Business WhatsApp API > API Key or Token (provided by Borg Desk or partner integration)  > Update the details >> Save
✔Now same steps can be followed for configuring / activating Incoming WhatsApp
✔Note :  This Configuration is for only automatic outgoing / incoming alerts but not for Push Alert (Sending in Bulk). For Sending Bulk WhatsApp, Push Alerts facilitates separate configuration under tool icon in it.

3. Setup Reply Templates
✔Go to Tool Icon on top of Respective Module Like, Sales CRM, Service Desk etc. >> Tool Icon on Right Top >>> Outgoing WhatsApp Template >>> Create and categorize message templates like:
✔New Lead Greeting
✔Follow-up Reminder
✔Payment Alerts
✔Ticket Updates
Etc.. Many More 100+ Alerts

4. Dynamic Tags Inside Template
✔Use dynamic tags like {customer_name}, {lead_status}, {due_date} etc., for personalization. Detail of Dynamic Tags has been mentioned on the same respective page under user guidelines 

5. Map Automation Rules
In Module Settings under tool Icon of every respective module, Link specific actions with WhatsApp messages Like:
✔Activate / De-active WhatsApp/Email/SMS Service
✔Welcome Mail Configuration
✔Task/Service update → Notify client
✔Payment due → Send reminder in set frequency
✔You can also create drip campaigns using time-based message triggers under Push Alerts Module.

6. Use from Lead/ Tickets/ Orders/ Customer Profiles etc
In CRM or Service Desk or Inventory or Customers:
✔Open any lead, customer, Order or ticket.
✔Use the WhatsApp chatbot to send pre-approved or manual messages (You can also select from Pre-Set chat reply messages).
✔View chat history linked to customer records.

7. Monitor Communication Logs
Go to Push Alerts Module >>>  WhatsApp Reports > Communication Logs List > Find wanted Log Record
✔Messages sent
✔Message delivered
✔Time Stamp
Etc.

✅Benefits of WhatsApp Lite Integration
✔Quick customer engagement from within ERP
✔Reduced missed follow-ups
✔Centralized communication history
✔Personalized templates for faster replies
 

Admin

April 26, 2025

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