OptoSoft Optical Software

OptoSoft

WhatsApp Messaging

OptoSoft sends order updates, eye-test recalls, contact-lens refill reminders and promotional campaigns over the WhatsApp Business Platform. These seven endpoints manage the plumbing: which WhatsApp Business Account a branch sends from, and which approved message templates it can use.

Because WhatsApp business-initiated messages must use a template pre-approved by Meta, the template library is central. OptoSoft keeps a local copy and syncs approval status back from Meta on demand.

These endpoints handle Meta access tokens. A WhatsApp access token grants the ability to send messages as your business. Never log the accessToken field, never expose it to a browser or mobile client, and call these endpoints only from a trusted server.

Configuration only. This module registers accounts and manages templates — it does not expose a "send message" endpoint. Messages are dispatched by OptoSoft automatically as orders and recalls progress.

Account configuration

POST /api/ClientWhatsAppConfig/List Bearer token

Lists the WhatsApp Business Account configurations for a company, with paging. A multi-store chain typically has one configuration per branch.

Request body

Field	Type	Required	Description
companyID	int64	Required	Company (tenant).
branchID	int64	Optional	Restrict to one branch.
displayName	string	Optional	Filter by the business display name shown to recipients.
phoneNumber	string	Optional	Filter by the sending number.
wabaID	string	Optional	Filter by WhatsApp Business Account ID.
phoneNumberID	string	Optional	Filter by Meta phone number ID.
accessToken	string	Optional	Present in the model as a filter. Do not send a real token here.
fromPage	int32	Optional	First row of the range.
toPage	int32	Optional	Last row of the range.
orderBy	string	Optional	Sort column, optionally with `DESC`.

Response

A paged envelope: Items plus Total, PageNumber and PageSize. Item fields are listed under get by ID. Note the response is PascalCase and returns fewer fields than the save model accepts.

Example request

curl -X POST https://api.opto-soft.com/api/ClientWhatsAppConfig/List \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "companyID": 18,
    "fromPage": 1,
    "toPage": 20,
    "orderBy": "DisplayName"
  }'

Example response — 200 OK

{
  "Items": [
    {
      "ID": "Q2ZQdGhSZVhBaVlXTnpaWFF3TWk0d01B",
      "WabaID": "123456789012345",
      "PhoneNumberId": "987654321098765",
      "DisplayName": "Vision Optics Support",
      "IsActive": true,
      "CreatedDate": "2024-01-15T10:30:00"
    }
  ],
  "Total": 1,
  "PageNumber": 1,
  "PageSize": 20
}

GET /api/ClientWhatsAppConfig/{id} Bearer token

Returns one WhatsApp Business Account configuration in full.

Path parameters

Name	Type	Required	Description
id	string	Required	Encrypted WhatsApp configuration ID.

Response

Field	Type	Description
ID	string
WabaID	string	Meta WhatsApp Business Account ID.
PhoneNumberId	string	Meta phone number ID used on send calls.
AccessToken	string	Meta access token. Treat as a secret — never log or forward it.
DisplayName	string	Business name recipients see in WhatsApp.
IsActive	boolean	Whether OptoSoft will send through this account.
CreatedDate	date-time	Audit — when.

Example request

curl https://api.opto-soft.com/api/ClientWhatsAppConfig/ENCRYPTED_CONFIG_ID \
  -H "Authorization: Bearer YOUR_TOKEN"

Example response — 200 OK

{
  "ID": "Q2ZQdGhSZVhBaVlXTnpaWFF3TWk0d01B",
  "WabaID": "123456789012345",
  "PhoneNumberId": "987654321098765",
  "AccessToken": "EAAxxxxxx...",
  "DisplayName": "Vision Optics Support",
  "IsActive": true,
  "CreatedDate": "2024-01-15T10:30:00"
}

POST /api/ClientWhatsAppConfig/Save Bearer token

Creates or updates a WhatsApp Business Account configuration. Supply encryptedWhatsAppConfigID to update an existing one; omit it to create.

Request body

Field	Type	Required	Description
encryptedWhatsAppConfigID	string	Optional	Encrypted configuration ID. Omit to create a new one.
wabaID	string	Required	Meta WhatsApp Business Account ID.
wabaName	string	Optional	Account name as registered with Meta.
phoneNumberID	string	Required	Meta phone number ID.
phoneNumber	string	Required	Sending number in E.164 form, for example `+919876543210`.
accessToken	string	Required	Meta access token. Send over HTTPS from a server only.
displayName	string	Required	Business name shown to recipients.
isActive	boolean	Optional	Set false to suspend sending without deleting the configuration.
status	string	Optional	Connection status.
webhookURL	string	Optional	Delivery-receipt callback URL registered with Meta.
remarks	string	Optional	Internal notes.

Example request

curl -X POST https://api.opto-soft.com/api/ClientWhatsAppConfig/Save \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "wabaID": "102938475610293",
    "wabaName": "OptoSoft Store",
    "phoneNumberID": "109283746501928",
    "phoneNumber": "+919876543210",
    "accessToken": "META_ACCESS_TOKEN",
    "displayName": "Vision Opticals",
    "isActive": true
  }'

Example response — 200 OK

{
  "success": true,
  "message": "WhatsApp configuration saved successfully.",
  "id": "Q2ZQdGhSZVhBaVlXTnpaWFF3TWk0d01B"
}

Message templates

WhatsApp requires business-initiated messages to use a template approved by Meta. These endpoints read the local template library and refresh its approval status.

GET /api/WhatsAppTemplateMaster/list Bearer token

Lists every message template known to OptoSoft for a company and branch, in any approval state. Use it for an admin screen where you need to see rejected and pending templates too.

Query parameters

Name	Type	Required	Description
companyId	int64	Required	Company (tenant).
branchId	int64	Required	Branch.
templateName	string	Optional	Filter by template name.
category	string	Optional	Meta template category, for example `UTILITY` or `MARKETING`.
language	string	Optional	Language code, for example `en` or `en_US`.
isActive	boolean	Optional	Filter to active templates only.
fromPage	int32	Optional	First row of the range.
toPage	int32	Optional	Last row of the range.
orderBy	string	Optional	Sort column, optionally with `DESC`.

Example request

curl "https://api.opto-soft.com/api/WhatsAppTemplateMaster/list?companyId=18&branchId=24&isActive=true&fromPage=1&toPage=50" \
  -H "Authorization: Bearer YOUR_TOKEN"

Example response — 200 OK

[
  {
    "ID": 1,
    "TemplateName": "order_confirmation",
    "TemplateCode": "ORDER_CONF_01",
    "Category": "TRANSACTIONAL",
    "DisplayName": "Order Confirmation",
    "ApprovalStatus": "APPROVED",
    "CreatedDate": "2024-01-01T00:00:00"
  },
  {
    "ID": 2,
    "TemplateName": "welcome_message",
    "TemplateCode": "WELCOME_01",
    "Category": "MARKETING",
    "DisplayName": "Welcome Message",
    "ApprovalStatus": "PENDING",
    "CreatedDate": "2024-01-10T00:00:00"
  }
]

GET /api/WhatsAppTemplateMaster/approved Bearer token

Lists only the templates Meta has approved — the ones you can actually send. This is the endpoint to call when populating a "choose a message" picker, so operators never select a template that will be rejected at send time.

Query parameters

Name	Type	Required	Description
companyId	int64	Required	Company (tenant).
branchId	int64	Required	Branch.
templateName	string	Optional	Filter by template name.
category	string	Optional	Meta template category.
language	string	Optional	Language code.
fromPage	int32	Optional	First row of the range.
toPage	int32	Optional	Last row of the range.
orderBy	string	Optional	Sort column.

There is no isActive parameter here — approval status is the filter. That is the only difference from /list.

Example request

curl "https://api.opto-soft.com/api/WhatsAppTemplateMaster/approved?companyId=18&branchId=24&category=UTILITY&language=en" \
  -H "Authorization: Bearer YOUR_TOKEN"

Example response — 200 OK

[
  {
    "ID": 1,
    "CompanyID": 5,
    "BranchID": null,
    "TemplateName": "order_confirmation",
    "TemplateCode": "ORDER_CONF_01",
    "Category": "TRANSACTIONAL",
    "Language": "en",
    "VariableCount": 3,
    "DisplayName": "Order Confirmation",
    "HeaderType": "TEXT",
    "HeaderContent": "Your order is confirmed!",
    "BodyContent": "Dear {{1}}, your order {{2}} worth ₹{{3}} has been confirmed.",
    "FooterContent": "Vision Optics",
    "ButtonConfig": null,
    "MetaCategory": "UTILITY",
    "MetaLanguage": "en_US",
    "ApprovalStatus": "APPROVED",
    "RejectionReason": null,
    "SubmittedToMetaAt": "2024-01-01T00:00:00",
    "LastStatusCheckAt": "2024-01-15T08:00:00",
    "CreatedDate": "2024-01-01T00:00:00"
  }
]

GET /api/WhatsAppTemplateMaster/{id} Bearer token

Returns one template in full, including its body text and the placeholder variables it expects.

Path parameters

Name	Type	Required	Description
id	string	Required	Encrypted template ID from `/list` or `/approved`.

Example request

curl https://api.opto-soft.com/api/WhatsAppTemplateMaster/ENCRYPTED_TEMPLATE_ID \
  -H "Authorization: Bearer YOUR_TOKEN"

Example response — 200 OK

{
  "ID": 1,
  "CompanyID": 5,
  "BranchID": null,
  "TemplateName": "order_confirmation",
  "TemplateCode": "ORDER_CONF_01",
  "Category": "TRANSACTIONAL",
  "Language": "en",
  "VariableCount": 3,
  "DisplayName": "Order Confirmation",
  "HeaderType": "TEXT",
  "HeaderContent": "Your order is confirmed!",
  "BodyContent": "Dear {{1}}, your order {{2}} worth ₹{{3}} has been confirmed.",
  "FooterContent": "Vision Optics",
  "ButtonConfig": "[{\"type\":\"URL\",\"text\":\"View Order\",\"url\":\"https://example.com/order/{{1}}\"}]",
  "MetaCategory": "UTILITY",
  "MetaLanguage": "en_US",
  "ApprovalStatus": "APPROVED",
  "RejectionReason": null,
  "SubmittedToMetaAt": "2024-01-01T00:00:00",
  "LastStatusCheckAt": "2024-01-15T08:00:00",
  "CreatedDate": "2024-01-01T00:00:00"
}

POST /api/WhatsAppTemplateMaster/sync Bearer token

Pulls the current template list and approval statuses from Meta into OptoSoft. Run it after submitting a new template for review, or on a schedule, so the local library does not drift from what Meta will actually accept.

Request body

None. Send an empty POST with the Authorization header.

Example request

curl -X POST https://api.opto-soft.com/api/WhatsAppTemplateMaster/sync \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Length: 0"

This call reaches out to Meta, so it is slower than the read endpoints and subject to Meta’s own rate limits. Once or twice a day is plenty — do not call it before every send.

Marketing consent lives on the customer record — the dndForPromotionalMessage and dndForTransactionalMessage flags documented under Customers & Prescriptions. Honour them in any campaign you build. The recall schedule that triggers eye-test reminders is set on the sale — see eyecheckupRecallModel under Quick Sale.

Example response — 200 OK

{
  "success": true,
  "message": "Template sync triggered successfully.",
  "syncedCount": 12
}

WhatsApp Messaging – OptoSoft API

WhatsApp Messaging

Account configuration

Request body

Response

Example request

Example response — 200 OK

Path parameters

Response

Example request

Example response — 200 OK

Request body

Example request

Example response — 200 OK

Message templates

Query parameters

Example request

Example response — 200 OK

Query parameters

Example request

Example response — 200 OK

Path parameters

Example request

Example response — 200 OK

Request body

Example request

Related

Example response — 200 OK