> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/settings/workflow-manager/managing-messaging-for-workflow.md).

# Managing Messaging for Workflow

Send clients a WhatsApp message automatically when a project completes a workflow step, such as when their order is dispatched.

Clients like to know where their order is without having to ask. A workflow step in OrderEazi can send the client a WhatsApp message when it's completed, such as "Your order has been dispatched". Once set up, the message goes out on every project that reaches the step.

### Before you start

Your organisation needs WhatsApp connected. See [Setting Up WhatsApp for OrderEazi](/central/order-management/integrations/messaging/whatsapp/setting-up-whatsapp-for-ordereazi.md). You'll also need the **Workflow Manager** permission, in the **Settings** permission group.

### How to send a WhatsApp message from a step

> **Warning:** Once the workflow is saved, the message is sent to the client every time a project completes this step. Check the template and its details before you save.

1. In the main menu, go to **Settings** > **Workflow Manager**.
2. Select **Edit workflow** on the workflow.
3. Double-click the step that should send the message.
4. Select the **Alerts** tab.
5. Under **WhatsApp on completion**, select **Create WhatsApp Template**.
6. Choose the template and match its placeholders to the project's details.
7. Select **Save**, then **Save** in the editor's toolbar.

From then on, completing the step on a project sends the message to the project's client.

**Example:** On your "Ready For Delivery" step, you add a WhatsApp message using your "Order dispatched" template, with the project number in its placeholder. When the warehouse completes the step, the client gets "Your order PRO004512 has been dispatched" on WhatsApp.

To change or remove the message, open the step's **Alerts** tab and select **Edit** or **Delete** under **WhatsApp on completion**.

### Related pages

* [Messaging on a project](/central/order-management/projects/messaging-on-a-project.md): send a WhatsApp message by hand
* [Configuring a step](/central/order-management/settings/workflow-manager/configuring-a-step.md): the other alerts a step can send