How to Set Up WHMCS WhatsApp Notification Module

This is the actual setup flow for ShrotiHost WhatsApp Manager inside WHMCS. It matches the real module tabs, settings fields, template import flow, and cron process used by the addon.

Actual Setup Process

1. Upload the module files
   Upload the addon folder to:
   /modules/addons/shrotihost_whatsapp/
2. Activate the addon in WHMCS
   In WHMCS admin, go to System Settings > Addon Modules, find ShrotiHost WhatsApp Manager, click Activate, and assign the required admin role permissions.
3. Open the module and go to the Settings tab
   After activation, open the module from the admin area and go to Settings.
4. Enter the real module settings
   Fill in the actual fields used by the addon:
   • License Key
   • App Key
   • Auth Key
   • Washroti Email
   • Admin Support WhatsApp (optional)
   • Default Admin Tab (optional)
   • Phone Verification on/off
   • Attach Invoice PDFs on/off
   • Auto-clear Logs days
   • Message Footer (optional)

   The module requires App Key and Auth Key. If they are missing, settings will not save properly.

5. Save the settings
   Save once all keys are entered. This connects the module to your Washroti account and sending session.
6. Add the cron job
   The module cron should run every minute. It handles queue processing, automatic message delivery, retries, OTP verification flow, bulk campaigns, and cleanup.
   /usr/local/bin/php /home/shrotihost/portal.shrotihost.in/modules/addons/shrotihost_whatsapp/lib/core/cron.php
7. Import the default templates
   Go to Templates & Automation and click Import All Default Templates. This loads the ready-made WhatsApp templates used by the module.
8. Map and enable automations
   In Templates & Automation, link templates to the correct WHMCS email events, enable the templates you want active, and click Save Automations.
9. Configure optional features
   Based on your use case, you can also:
   • Enable Phone Verification for WhatsApp OTP-based verification.
   • Enable Attach Invoice PDFs to send the actual invoice PDF with invoice-related messages.
   • Use Bulk Send for campaigns and Bulk Queue Manager to manage queued campaigns.
   • Use Logs & Queue to monitor delivery and failures.
10. Test before going live
    Recommended test order:
    • Invoice created
    • Invoice paid with PDF attachment
    • Ticket reply
    • Manual send from client/admin area
    • One small bulk campaign

Important Notes

• Add $mysql_charset = 'utf8mb4'; to configuration.php if you want full emoji and rich-text storage support.
• Keep storage, templates_c, uploads, and hooks/pdf_output writable by the web server user.
• The module stores logs and queue history in the database, while generated files are cleaned up by cron.
• If the cron is not running every minute, queue processing and OTP delivery will be delayed.

Troubleshooting

• If messages are not sending, first check the saved keys in Settings.
• Then confirm the cron job is active and running every minute.
• Check folder ownership and permissions for the writable directories listed above.
• Use Logs & Queue to see what is pending, sent, or failing.
• Use Phone Verification to confirm OTP status if verification is enabled.