OTP channel
Client OTP is the default verification channel.
Employee workspace
Messages
Sales, sourcing, operations, finance, and service work in one place.
Control WAHA + email
Messages
WhatsApp and email operations for OTPs, quote notifications, payment updates, shipment messages, and support follow-ups.
Templates
8
Quote, invoice, proof, and shipment templates.
WAHA sessions
1
One active Diamond Stone number now; more later.
Email senders
Configurable
HTML email senders can be configured by function.
Message queue
Needs review
WhatsApp OTP
Portal registration OTP flow needs WAHA sender readiness.
Channel WAHA
Purpose Client OTP
Status Configure session
Finance email templates
Invoice and receipt email templates need admin-managed content.
Sender accounts@...
Purpose Invoice and receipt
Status Template review
Conversation detail
WhatsApp OTP
Client should receive a WhatsApp OTP to complete portal registration, then full access only after finance verifies payment.
Channel
WAHA
Purpose
Client OTP
Status
Configure session
Audit
Required
Template coverage
Outbound messages should be prepared from approved templates and linked to the exact record.
Safety gates
Live-send gates protect the brand from accidental campaign or support messages.
Marketing gate
Marketing messages require consent and opt-out checks.
Transactional gate
OTP and transactional messages can be enabled first.
Audit trail
Every send should record template version, actor, channel, and related object.
Files and previews
Attachment preview
Quote PDFs, invoices, proof receipts, shipment docs, and support attachments should preview before send.
Preview