Fluent can receive documents and media over WhatsApp. Each Agent that's set up for messaging has a dedicated phone number — anyone on the Agent's whitelist can send a message with a PO, invoice photo, or other file, and Fluent will process it the same way as a manual upload.
Sending a document via WhatsApp
Open a WhatsApp chat with the Agent's phone number
Attach your document or photo and send
Fluent will reply once the document has been received and processed
Finding the Agent's phone number
Go to Manage Team > Agents and open the Agent
Click Access at the top > Scroll down > Open the Messaging tab — active phone numbers are listed with their status
Scan the QR code on your phone to open the chat instantly, or copy the number manually
Setting up WhatsApp (admin)
To enable WhatsApp for an Agent, an admin needs to:
Connect a WhatsApp Business Account via the in-app embedded signup
Provision a Twilio phone number for the Agent
Enable WhatsApp on that number
Phone numbers are mapped 1-to-1 to Agents. One Agent can have multiple numbers.
Good for: drivers, dispatchers, on-site techs, and suppliers who don't sit at a desk. A quick photo of a receipt or hand-written PO is enough for Fluent to extract the data.