Enable Bilty WhatsApp automation
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Turn on Bilty WhatsApp automation only when the existing Pixie CRM WhatsApp Enterprise module is active and a connected account is available. The guide follows the Help Centre standard: exact route, prerequisites, ordered steps, verification and operational boundaries.
What this guide helps you do
Turn on Bilty WhatsApp automation only when the existing Pixie CRM WhatsApp Enterprise module is active and a connected account is available. Bilty Management keeps drafts, issued records, public capability links, finance, integration events and audit evidence as connected but separately verifiable records.
How it works
Use the native Pixie CRM WhatsApp bridge, event triggers, recipient resolution, templates and secure links. Use the module's current status, permission checks, warnings and linked records to decide the next supported action. Where a downstream invoice, WhatsApp queue item, webhook, PDF, POD record or audit event applies, verify it separately.
Follow these steps
- Go to Bilty Management → Settings → WhatsApp automation.
- Confirm the active tenant, intended Bilty record and your permission before entering or changing data.
- Complete the supported workflow: Turn on Bilty WhatsApp automation only when the existing Pixie CRM WhatsApp Enterprise module is active and a connected account is available.
- Review the displayed validation, dependent fields and any privacy, finance or integration warning before continuing.
- Save, submit or run the action once and wait for the module response.
- Reopen the relevant register or record and verify the final status, linked records and audit evidence.
Settings to check
Record, audit and evidence checks
Reopen the relevant Bilty record or register and confirm its identifier, current status, related parties, timestamps and connected evidence. Check the audit/compliance, payment, public-link, report, API, webhook or WhatsApp evidence that applies to this workflow rather than relying only on a success alert.
Check it worked
Return to Bilty Management → Settings → WhatsApp automation or the resulting register and verify that the stored state matches the intended action. For any downstream automation, confirm the downstream record or queue/log entry as a separate completion check.
Technical basis for this guidance
This guide was checked against libraries/Bilty_whatsapp_bridge.php; models/Bilty_management_model.php; helpers/bilty_helper.php; views/admin/settings.php. It documents only behaviour exposed or enforced by the supplied module; internal secrets, raw signature payloads and unsupported future workflow assumptions are intentionally excluded.
Common mistakes to avoid
- Bilty does not store a second WhatsApp connector session or credential set.
- An IP address is never used to infer a customer telephone number.
- Real delivery/read status depends on the connected WhatsApp runtime and must be verified there.