Kapta · 15/09/2026
Design a short journey that collects the required details, requests confirmation and returns the result to the right recipient. The document should still be created and stored in the company's invoicing system.
Should the account and phone number be defined first?
Yes. Kapta's catalog describes a WhatsApp application connected to invoicing systems. Setup must confirm the business account, number and available permissions before committing to a messaging journey. Kapta WhatsApp integration.
Which details should the conversation request?
Only what the operation needs: customer identity, service or sales reference and missing information. If the sale already exists, retrieve its details from that reference instead of asking the user to type them again.
How can a document reach the correct person?
Verify the requester and authorised recipient. A phone number typed into a message does not prove ownership of the document. Show a confirmation and retain an operation record.
What should I discuss with Kapta?
Whether the channel is for staff or customers, permitted documents and incomplete requests. Sending conditions, message templates and any provider charges should be checked for the selected account and workflow.
