Workflow

Installation, version, schema and module access

Install build r20.5 safely, understand its data model and hooks, and expose only the menus each authorised user can access.

20 connected guidesLive filterPermission-aware instructions
20 guides
Category

WhatsApp Web Messaging

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Guide

Britixo WhatsApp Enterprise: complete how-to guide

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Guide

Understand WhatsApp Web Messaging

Review the shared linked-device inbox, account isolation, verification, automation, CRM conversions, portal history and audit design delivered in build r20.5.

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Guide

Check the CRM version requirement

Confirm the CRM is compatible with the module header requirement of version 3.0.* before activation.

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Guide

Understand module version 1.0.0 and build r20.5

Distinguish the semantic module version from the dated release build that contains registered-mobile recognition and administrator customer-history improvements.

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Guide

Upload and activate the module

Install the ZIP through the native module manager and allow the activation hook to create or upgrade the module-owned schema.

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Guide

Understand the activation hook

Understand that activation loads the helper and install.php, then runs the idempotent installation function.

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Guide

Understand automatic schema upgrades

See how every request can call ensure_installed so an older installation is brought to the current schema without a manual database command.

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Guide

Review the eleven module-owned tables

Understand the accounts, access, conversations, messages, standard replies, reply visibility, conversions, audit, verification sessions, verification events and automation-session tables.

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Guide

Understand prefix-safe database installation

Confirm all table names use the current CRM database prefix and can therefore work in installations that do not use the default prefix.

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Guide

Understand account schema additions in r20.5

Review event-stream identity, deletion metadata and connector-cursor fields used for safe live-event recovery and soft deletion.

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Guide

Understand conversation verification fields

Review verification session, verification status, verified contact and verified customer fields stored on conversations.

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Guide

Understand message verification linkage

Understand why imported and automated messages can retain the verification session responsible for the event.

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Guide

Understand the module hooks

Review administrator menus, portal menus, customer-profile history, assets, cron synchronisation and runtime watchdog hooks.

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Guide

Understand native module capabilities

Distinguish View, Manage standard replies and Audit Trail capabilities from the separate per-account permission matrix.

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Guide

Understand menu visibility rules

Learn why Inbox, Standard Replies, Connections, Access Control, Settings and Audit Trail appear for different users.

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Guide

Open the WhatsApp administrator workspace

Use the WhatsApp sidebar group and select the workspace permitted for the signed-in staff member.

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Guide

Verify installation after activation

Confirm the WhatsApp menu, Connections page, schema build option, assets and private runtime preparation are available without PHP errors.

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Guide

Understand session preservation during module upgrades

Know that routine installer and runtime preparation work preserves the isolated linked-device authentication directory for each account.

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Guide

Understand deactivation and removal boundaries

Distinguish disabling the CRM module from using the explicit Unlink WhatsApp or Delete account controls; linked-device and compliance history are not silently removed by normal page navigation.

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