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Business WhatsApp through UChat: Lancer sends messages, payment links and reminders through your UChat workspace, and incoming messages land in Lancer’s inbox.
Category: WhatsApp and messaging (“וואטסאפ והודעות”)
Connection: one for the whole organization, admins only

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What it does in Lancer

  • Send WhatsApp messages, payment links, reminders and team notifications.
  • Pick approved templates per purpose for messages outside WhatsApp’s 24-hour window.
  • Incoming messages land in the client’s conversation; an unknown number creates a new lead.

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Connect

1

Open the integration

Open Settings → Integrations (“הגדרות” → “אינטגרציות”), at app.lancer-erp.com/app/settings/integrations. Under WhatsApp and messaging (“וואטסאפ והודעות”), find UChat (WhatsApp) and click Connect (“חיבור”).
2

Get your credentials

UChat → Settings → API Keys.
3

Fill in the card and save

Enter the details below and click Save (“שמירה”). Secrets are stored encrypted and never shown again; leave a secret field empty later to keep the stored value.
4

Finish

Click Test connection (“בדיקת חיבור”).
Only admins can view and change this connection.

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What you need

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string
Your UChat workspace’s API key (UChat → Settings → API Keys).
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string
Optional: the name of a flow that sends an approved template before the link. In the app: “Flow לקישור תשלום”.
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string
Optional: the flow used for staff notifications. In the app: “Flow להתראות צוות”.
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string
Approved templates per purpose, created in UChat (WhatsApp → Templates). In the app: “תבניות וואטסאפ”.

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Webhook and notify URLs

The exact URL, with your organization’s token in place of <token>, is shown on the card in Lancer. Copy it from there.

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Inbound webhook

In UChat, create a flow triggered on every incoming message with an External Request action: POST to this URL with the JSON body { "phone": "{{phone}}", "name": "{{full_name}}", "text": "{{last_text_input}}", "user_ns": "{{user_ns}}", "mid": "{{mid}}" }.

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Good to know

  • With both UChat and the WhatsApp Cloud API connected, an admin picks which one sends. Incoming messages from both go to the same conversation.

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Vendor documentation

UChat (WhatsApp) documentation

The official docs, at www.uchat.com.au.