Clefincode Chat

bench get-app https://github.com/clefincode/clefincode_chat

[![Listed on Frappe Gems](https://frappegems.com/api/method/frappe_gems.seo.badge?app=clefincode%2Fclefincode_chat)](https://frappegems.com/gems/apps/clefincode/clefincode_chat)

ClefinCode Chat

Enhance business communication with multimedia messaging and ERPNext integration.

Learn More »

Issues · Discussions

Welcome to ClefinCode, where innovation meets digital transformation. We’re proud to introduce ClefinCode Chat, a groundbreaking solution designed to revolutionize the way businesses communicate. Our expertise in web and mobile application development has led us to create a platform that enhances, secures, and streamlines communication across your organization, ensuring that your business stays ahead in today’s digital world. Comprehensive Communication Solution: ClefinCode Chat offers a full suite of multimedia messaging capabilities, allowing your team to share pictures, videos, files, and voice clips effortlessly. With an intuitive interface, our chat application facilitates easy adoption, enabling direct messaging or group conversations without the complexity. Advanced Features for Business Efficiency: Our application supports dynamic participation in conversations, topic-integrated discussions, and guest messaging via a website support portal, ensuring that your communication is both efficient and comprehensive. Manage privacy and collaboration within your organization with ease, fostering a secure and productive environment. Access Anywhere, Anytime: ClefinCode Chat is a free mobile app available for download from Google Play. This ensures that you and your team can stay connected, whether on the go or at the office. Open Source and Customizable: Behind ClefinCode Chat is the powerful [ERPNext system](https://erpnext.com), supported by the open-source [Frappe application](https://frappeframework.com). You can download the backend code from GitHub and install it on your own server. This flexibility allows you to customize your ERPNext instance to suit your specific business needs, seamlessly integrating with both our web and mobile applications. Dedicated Support: Our support section within the app is designed to assist you whenever you need information, help with an issue, or have questions about our ERPNext services and mobile application development. We are here to ensure that your experience with ClefinCode Chat and ERPNext is nothing short of exceptional.

Show more screenshots

---

## Features ## 🌐 Comprehensive Communication Solution - 💬 **Direct & Group Messaging**: Smooth engagement in one-on-one or group chats. - 🖼 **Multimedia Messaging**: Share pictures, videos, files, and voice clips effortlessly. - 📱 **Intuitive Interface**: An easy-to-use application for quick adoption. ## 🚀 Advanced Features for Business Efficiency - 🔄 **User / Doctype Mentions**: Flexibly join and contribute to conversations and topic-integrated discussions. - 🌟 **Guest Messaging**: Enhance customer service with a website support portal. - 📲 **WhatsApp Business API Integration**: Manage WhatsApp conversations directly within your ERP, centralizing and organizing interactions for invoices, projects, and day-to-day communications. ## 🌍 Access Anywhere, Anytime - 📲 **Mobile App Availability**: Free to download from [Google Play](https://play.google.com/store/apps/details?id=com.clefincode.chat&hl=en&gl=US) and [App Store](https://apps.apple.com/ae/app/clefincode-chat/id6478499855), keeping you connected whether on the go or at the office.

Show mobile screenshots

## 💻 Open Source and Customizable - 🛠 **Powered by ERPNext & Frappe**: Utilize the flexibility of open-source to customize your experience. - 🔄 **Seamless Integration**: Seamlessly integrate with our web and mobile applications to suit specific business needs. ## 🤝 Dedicated Support - 🆘 **In-App Support Section**: Get instant assistance, information, and answers to your ERPNext and mobile app development queries. - 🌟 **Exceptional Experience**: We're here to ensure your experience with ClefinCode Chat is nothing short of exceptional. ## Built with ClefinCode Chat is built using the [Frappe Framework](https://frappeframework.com) - an open-source full stack development framework. These are some of the tools it's built on: - [Python](https://www.python.org) - [Redis](https://redis.io/) - [MariaDB](https://mariadb.org/) - [Socket.io](https://socket.io/) The mobile app is built using [Flutter](https://flutter.dev/)
## Installation Since ClefinCode Chat is a Frappe app, it can be installed via [frappe-bench](https://frappeframework.com/docs/v14/user/en/bench) on your local machine or on your production site. Once you have setup your bench and your site, you can install the app via the following commands: ```bash bench get-app https://github.com/clefincode/clefincode_chat.git bench --site yoursite.name install-app clefincode_chat bench --site yoursite.name migrate bench build ``` **Note:** If migrating from version < 1.3.0 to > 1.3.0, run the following command before migrate: ```bash bench setup requirements ``` ## Getting Started with WhatsApp in ERPNext You'll first need to set up developer assets and obtain credentials from the Meta Developer Portal. Follow this guide to get started: [Meta Developer Portal Guide](https://developers.facebook.com/docs/whatsapp/cloud-api/get-started#set-up-developer-assets) ### 1. Enter WhatsApp Credentials ### 2. Set Up the WhatsApp Profile **Important Tips:** - When entering the WhatsApp number, do not include `00` or `+`. Start directly with the country code and the number, e.g., `971xxxxxxxxx`. - There are two types of WhatsApp profiles you can create: 1. **Personal** 👤: Opens a direct communication channel between the sender and the receiver. 2. **Support** 👥: Opens a group channel between the sender and receiver, allowing the admin to add or remove other members from the channel. - After saving the WhatsApp profile, a WhatsApp template will be automatically created. 🎉Now, you can begin sending and receiving WhatsApp messages directly using our chat app within your ERP system🎉 Twilio WhatsApp Integration Connect WhatsApp through Twilio to manage inbound and outbound messages directly inside ERPNext. 1. Enter Twilio Credentials Add your Twilio credentials: Twilio Account SID Auth Token 2. Create a Twilio WhatsApp Profile Select the WhatsApp-enabled number from Twilio Select Provider: Twilio Choose a Type (Personal or Support) and save Important tip: A template will be created automatically and its preview will be visible. 3. Test WhatsApp Messaging Test Sent Messages Text Image Voice note Test Received Messages Text Image Voice note Location Contact Twilio Templates Create message templates, submit them for approval, then send them from chat using /. Create Twilio Text Template Enter Friendly Name Select Template Type: twilio/text Select Category Select Language Write message in Body Save, submit, and wait for approval Important tips (Meta/WhatsApp template name rules) Allowed characters: lowercase alphanumeric only (a-z, 0-9) Allowed separator: underscore _ only No spaces No special characters (! @ # $ % - . etc.) Use meaningful names (example: order_delivery) Name should be unique for your account if template content is unique Create Twilio Media Template - Enter Friendly Name - Select Template Type: twilio/media - Select Category - Select Language - Write message in Body - Add media link in Media URL - Save, submit, and wait for approval Create Quick Reply Template - Enter Friendly Name - Select Template Type: quick-replay - Write message in Body - Add button and value in actions table - Save, submit, and wait for approval Create List Picker Template Enter Friendly Name Select Template Type: list-picker Write message in Body Add list items in Items table Save, submit, and wait for approval Use Variables Twilio uses variables in content templates to personalize messages. Variables follow the {{...}} syntax and are populated with dynamic data when the message is sent. You can map variables to fields from the associated DocType by filling the variable table. Important tips Variables must be sequential: {{1}}, {{2}}, {{3}} Variables should not be adjacent Variables should not start or end the message Must have enough text: (2x + 1) non-variable words per x variables Avoid too many variables in short messages Add Variable to Media Template Set base URL of your site Select field with attached file Add default value Attach DocType Print to Template To send the connected DocType print: - Use a Media Template and add a variable (as above) - No need to add a DocType field, but default value is required - Enable Attach Document Print - Select Print Format - Select Language Format: English - Select Letter Head Send Template from Chat - Open Chat - Type / and wait for approved templates - Select a template - If linked to a DocType, choose the required document ## Manage Contacts Add and manage contacts directly from the chat interface, including multiple identifiers per contact. ### Manage Contacts (Admin) - Click the **Chat** icon. - Click the **+** button. - Select **Add Contact** to create a new contact. - Admins can edit contacts using **Manage Contact**. - Update contact details in the popup window. - If an identifier a