Illustrative previewDrag-and-build WhatsApp flows in Odoo that qualify leads,
auto-create records, and hand off to live agents with full transcript.
What is WhatsApp Chatbot & Flow Builder?
Drag-and-build WhatsApp flows in Odoo that qualify leads, auto-create records, and hand off to live agents with full transcript. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.
Key Features
Built to order, done for you
No DIY setup — a working app, built, installed and supported by ECOSIRE.
- 1
You order
Start with a one-time build price. We scope it with you at kickoff.
- 2
We build & install
ECOSIRE builds, configures and installs it on your Odoo.
- 3
Go live + support
You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.
Technical Specifications
- Odoo Compatibility
- Odoo 17, Odoo 18, Odoo 19
- Editions
- Enterprise & Community
- License
- Licence confirmation required
- Python Requirement
- Python 3.10+
- Database
- PostgreSQL 12+
About this Product
Your team answers the same first-line WhatsApp questions all day: "What are your prices?", "Do you have this in stock?", "I need support." Every one of those messages is a lead or a ticket waiting to be captured — but only if someone is at the keyboard. The WhatsApp Chatbot & Flow Builder turns those repetitive conversations into structured, automated flows that run 24/7 inside Odoo, qualify the person on the other end, create the right record, and hand a warm, fully-documented conversation to a human the moment judgment is needed.
This is a build-to-order Odoo module, not an off-the-shelf apps.odoo.com download. ECOSIRE designs, builds, installs, and supports it for your specific WhatsApp Business (Cloud API) setup and your existing CRM, Helpdesk, and routing rules. Typical delivery is one working week depending on flow complexity and integrations. You receive the full module source, so nothing is locked to a black-box vendor.
How it works, in Odoo terms. A dedicated whatsapp.flow model stores each conversational flow; whatsapp.flow.step and whatsapp.flow.option child models hold the visual builder's steps and interactive-button choices. An OWL-based drag-and-drop canvas (rendered in a custom client action view) lets non-developers reorder steps, add keyword and button routing, and branch on user answers — no XML editing required. Inbound webhooks from the WhatsApp Business Cloud API land on a controller that matches the sender against res.partner, resumes or starts a whatsapp.flow.session, and advances the state machine. Computed fields (@api.depends) track completion progress and a live lead score; automated actions (base.automation) fire on flow completion to create a crm.lead or helpdesk.ticket, tag it, and route it. When the flow hits a handoff step or a timeout, the full transcript is posted to the record's chatter (mail.thread) and the conversation is assigned to the right sales or support agent.
Governed and multi-tenant-safe. Every model ships with ir.model.access.csv entries plus record rules so agents only see conversations for their team, and template/flow editing is gated to a dedicated "WhatsApp Manager" group. Message logs, opt-in status, and consent timestamps are stored on-record for auditability. The module respects WhatsApp's 24-hour customer-service window and template-message rules, and degrades gracefully with configurable timeout and fallback branches so a stalled conversation is never silently dropped.
Fits your stack. Runs on Odoo 17, 18, and 19, Community or Enterprise. Reporting is delivered as QWeb summaries (flows started, completion rate, leads/tickets created, average time-to-handoff) and every flow, session, and message is reachable over Odoo's XML-RPC / JSON-RPC API for BI tools or external dashboards. Because the whole thing lives inside your Odoo database, a captured lead is already in your pipeline — no CSV exports, no third-party inbox to reconcile.
What you get
- Complete, documented Odoo module source (models, OWL views, controllers, security, QWeb reports) with a proper __manifest__.py declaring version, dependencies, and data files
- Working installation on your Odoo 17, 18, or 19 instance (Community or Enterprise), wired to your WhatsApp Business Cloud API credentials
- Configured starter flows built to your scripts — typically a lead-qualification flow and a support-triage flow — ready to go live
- CRM and Helpdesk integration configured to your teams, stages, tags, and routing rules
- ir.model.access.csv access rights plus record rules and a WhatsApp Manager security group, tuned to your org structure
- Admin and agent documentation: how to edit flows, read transcripts, manage handoffs, and interpret the analytics report
- A live training session (recorded) for your marketing/support team on building and maintaining flows
- A post-launch support window with bug fixes and Odoo minor-version compatibility, plus a change-request path for new flows
Who this is for
Lead-Generation Manager
Runs inbound WhatsApp campaigns and needs every enquiry qualified and pushed into the CRM pipeline automatically. Uses the builder to design qualification flows, watches lead scores, and only routes hot conversations to sales reps.
Customer Support Lead
Handles first-line WhatsApp support and wants routine questions triaged before they reach an agent. Relies on button routing and auto-created helpdesk tickets, with full transcripts in chatter so agents pick up context instantly.
Odoo / IT Administrator
Owns the Odoo instance and its integrations. Needs a governed, source-available module with proper access rules and API access — not a black-box SaaS — so WhatsApp automation fits existing security, backup, and reporting standards.
Sales Operations / RevOps Analyst
Measures pipeline efficiency and wants clean data. Uses the QWeb reports and JSON-RPC feed to track completion rates, time-to-handoff, and conversion from WhatsApp flows into won deals.
How WhatsApp Chatbot & Flow Builder Compares
| Criterion | ECOSIRE | Custom Build | Competitor | Odoo Native |
|---|---|---|---|---|
| WhatsApp Business Cloud API integration | Built and wired to your number, templates, and 24h-window rules | Possible but you build the webhook and API layer from scratch | Often bundled but generic; may need extra connector apps | Not included |
| Visual drag-and-drop flow builder | OWL canvas your team edits without code | Rarely built — usually hardcoded flows | Varies; many are form-based, not visual | Not included |
| Auto lead/ticket creation with scoring | Automated on completion, with @api.depends lead scoring | Buildable but adds significant dev time | Partial support | Not included |
| Agent handoff with full transcript in chatter | Assigns agent and posts complete conversation to mail.thread | Must be designed and built yourself | Partial support | Not included |
| Timeout & fallback branch handling | Configurable inactivity windows, reminders, and catch-all branches | Depends entirely on what you implement | Partial support | Not included |
| Team-scoped security (record rules + access CSV) | ir.model.access.csv + record rules + WhatsApp Manager group | Your responsibility to design correctly | Partial support | Partial support |
| Source code ownership (no lock-in) | Full module source handed over | You own it (you built it) | Not included | Included |
| Fit to your CRM/Helpdesk routing | Configured to your teams, stages, and tags at delivery | Fully custom but at full dev cost | Not included | Not included |
| XML-RPC / JSON-RPC data access for BI | Flows, sessions, and messages exposed via Odoo API | Available if you model it in Odoo | Partial support | Included |
Frequently Asked Questions about WhatsApp Chatbot & Flow Builder
How long does delivery take, and is this an instant download?
This is a build-to-order module, not an instant apps.odoo.com download. After purchase, ECOSIRE scopes your flows and integrations, then builds, installs, and tests the module on your instance. Typical delivery is one working week depending on flow complexity, the number of departments, and any custom CRM/Helpdesk routing. You'll get a delivery timeline confirmed during the kickoff call.
What support and updates are included after go-live?
Every build includes a post-launch support window covering bug fixes and compatibility with Odoo minor updates on your major version. You also get documented change-request access to add new flows or tweak logic. Because you receive the full module source, you're never locked in — and we offer extended support and retainer options if you want us to keep evolving the flows over time.
Do I need WhatsApp Business API access first?
Yes. The module connects to the official WhatsApp Business Cloud API (via Meta or a Business Solution Provider). You'll need a WhatsApp Business account and an API number. If you don't have this set up yet, ECOSIRE can guide you through provisioning and template approval as part of the engagement.
Which Odoo versions and editions are supported?
The module supports Odoo 17, 18, and 19, on both Community and Enterprise. Core lead and support automation works on Community; if you use Enterprise-only apps in your routing, we integrate with those too. We confirm your exact version and installed apps during scoping so the manifest dependencies match your instance.
Can non-technical staff edit the flows after handover?
Yes — that's the point of the builder. Your marketing and support teams use the drag-and-drop OWL canvas to reorder steps, change keywords and buttons, and adjust branches without touching XML or Python. Editing is gated to a WhatsApp Manager security group so only authorized users can change live flows.
How does a conversation get handed to a human agent?
You define handoff steps in the flow — triggered by a keyword, a button choice, a low-confidence match, or a timeout. When one fires, the module assigns the conversation to the right sales or support user and posts the complete transcript into the record's chatter, so the agent has full context before typing a single reply.
Is customer data and consent handled compliantly?
The module stores opt-in status and consent timestamps on each contact record, logs all messages for audit, and respects WhatsApp's 24-hour customer-service window and approved-template rules. All data lives inside your own Odoo database with team-scoped record rules, so nothing leaks to a third-party inbox.
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WhatsApp Chatbot & Flow Builder
Drag-and-build WhatsApp flows in Odoo that qualify leads, auto-create records, and hand off to live agents with full transcript.
- Visual drag-and-drop flow builder (OWL client action) to design multi-step conversations with no XML or code editing
- Step, option, and branch models (whatsapp.flow / whatsapp.flow.step / whatsapp.flow.option) that map a full conversation tree to Odoo records
- Keyword routing that matches inbound free-text against configurable trigger words to jump users to the right branch
- Interactive button and list routing using WhatsApp's native reply-button and list-message components for tap-to-answer flows