WhatsApp Notifier - Help Documentation

🚀 Quick Start Guide

For First-Time Users

Get SMSIdea Account: If you don't have one, register at SMSIdea Registration
Install Extension: Install WhatsApp Notifier from Zoho Marketplace
Get Master Key: Log in to SMSIdea dashboard and get your master key
Login: Open extension and enter your SMSIdea master key
Connect Instance: Scan QR code to connect your WhatsApp Business account
Send Message: Select instance and compose your first message!

                    💡 Pro Tip: Save time by setting a default instance in your settings. This will be automatically selected when composing messages.
                

✨ Features Overview

Core Features

📱 Multiple Instance Management

Connect and manage multiple WhatsApp Business instances from a single Zoho CRM account. Perfect for organizations with multiple departments or use cases.

Connect unlimited instances
View all instances in one dashboard
Set default instance for quick access
Disconnect instances when needed

💬 Message Sending

Send WhatsApp text messages directly from Zoho CRM interface. No need to switch between applications.

Compose messages up to 4096 characters
Send to any phone number worldwide
Real-time message status updates
Error handling with clear feedback

📅 Message Scheduling

Schedule messages for future delivery. Plan your communications ahead of time.

Schedule messages for any future date/time
Perfect for reminders and follow-ups
Time zone aware scheduling
Manage scheduled messages in SMSIdea dashboard

⚡ Urgent Messages

Mark messages as urgent for priority delivery. Important messages get delivered faster.

🔐 Secure Authentication

Your credentials are securely stored in Zoho CRM Variables. Only authorized users can access them.

Credentials encrypted at rest
Role-based access control
Secure API communication
No credentials exposed in logs

⚠️ Error Codes and Solutions

Common Error Codes

Error Code: 001
Message: Master key is required / API key is required / Recipient phone number is required
Solution: Ensure all required fields are filled. Master key and API key must be configured before sending messages.

Error Code: 002
Message: Invalid master key
Solution: Verify your SMSIdea master key is correct. You can check it in your SMSIdea dashboard. Clear and re-enter the master key.

Error Code: 003
Message: Invalid API key / Instance not connected
Solution: Ensure your WhatsApp instance is connected. Try reconnecting the instance by scanning the QR code again.

Error Code: 004
Message: Invalid phone number format
Solution: Use correct phone number format: Country code + Number (e.g., 919099585868). No + sign, no spaces, 10-15 digits.

Error Code: 005
Message: Message text is required
Solution: Ensure message text is not empty. Maximum 4096 characters allowed.

Error Code: 100
Message: API connection failed
Solution: Check your internet connection. Verify SMSIdea service is available. Try again after a few minutes.

Connection Issues

Issue: QR Code Not Appearing
• Refresh the page and try again
• Check your internet connection
• Ensure JavaScript is enabled in your browser
• Try using a different browser

Issue: Cannot Scan QR Code
• Ensure you're using the latest WhatsApp version on your phone
• Use WhatsApp Business, not WhatsApp Messenger
• Check that your phone has camera permissions enabled
• Try refreshing the QR code

Issue: Instance Disconnects Frequently
• Keep WhatsApp open on your phone
• Ensure stable internet connection on both devices
• Don't log out of WhatsApp on your phone
• Check SMSIdea service status

❓ Frequently Asked Questions

Q: Do I need a WhatsApp Business account?

A: Yes, you need a WhatsApp Business account to use this extension. Personal WhatsApp accounts may not work properly with the WhatsApp Business API.

Q: How do I get an SMSIdea account?

A: You can register for an SMSIdea account at wa.smsidea.com/Registration.aspx. Once registered, you'll receive access to the WhatsApp Business API service.

Q: Is there a limit on how many messages I can send?

A: Message limits depend on your SMSIdea account plan and WhatsApp Business API restrictions. Check your SMSIdea dashboard for your specific limits. Free accounts typically have lower limits than paid plans.

Q: Can I send messages to international numbers?

A: Yes, you can send messages to international phone numbers. Just include the country code in the phone number format (e.g., 919099585868 for India, 12025551234 for USA).

Q: Can I send images, videos, or documents?

A: Currently, the extension supports text messages only. Media support (images, videos, documents) may be added in future updates. Check the extension release notes for updates.

Q: How secure is my data?

A: Your credentials are stored securely in Zoho CRM Variables, which are encrypted at rest. Only authorized users in your organization can access them. All API communications use HTTPS encryption.

Q: What happens to scheduled messages if I disconnect an instance?

A: Scheduled messages will not be delivered if the instance is disconnected before the scheduled time. Always ensure your instance remains connected until scheduled messages are delivered.

Q: Can multiple users use the same WhatsApp instance?

A: Yes, multiple users in your Zoho CRM organization can use the same WhatsApp instance. All users with appropriate permissions can send messages through connected instances.

Q: How do I change my SMSIdea master key?

A: Go to the Login page in the extension and enter your new master key. The old key will be replaced. Alternatively, admins can clear and re-enter credentials in the Configuration widget.

Q: Can I use this extension with Zoho CRM workflows?

A: Currently, the extension works as a standalone tool accessible through Web Tabs. Workflow integration may be available in future versions. Check the extension documentation for updates.

Q: What browsers are supported?

A: The extension works with modern browsers including Google Chrome, Mozilla Firefox, Microsoft Edge, and Safari. Ensure you're using the latest browser version for best compatibility.

Q: How do I report a bug or request a feature?

A: Contact our support team at [Your Support Email] with details about the bug or feature request. We appreciate feedback and regularly update the extension based on user needs.

🆘 Support

Getting Help

If you need assistance with the WhatsApp Notifier extension, we're here to help!

Support Channels

Email Support: [Your Support Email]
Support Hours: [e.g., Monday-Friday, 9 AM - 6 PM IST]
Response Time: We aim to respond within 24-48 hours

When Contacting Support

Please provide the following information to help us assist you faster:

Your Zoho CRM organization name
Extension version (check in Setup > Extensions)
Browser and version you're using
Detailed description of the issue
Screenshots or error messages (if applicable)
Steps to reproduce the issue

Additional Resources

User Guide: Comprehensive user guide
Admin Guide: Administrator documentation
Case Studies: Real-world use cases
SMSIdea Support: SMSIdea Help Center
Zoho CRM Support: Zoho CRM Documentation

Community

Join our community to connect with other users, share tips, and get help:

User forums (if available)
Feature request portal (if available)
Regular updates and announcements

💡 Tip: Before contacting support, check this documentation and FAQ section. Many common questions and issues are already covered here.