PulseGate (WhatsApp/SMS) — Integration

Overview

Send ProjectBoard progress alerts via WhatsApp/SMS for customers who opt in—ideal for milestone updates, urgent notices, and low-friction engagement.

Capabilities

• WhatsApp/SMS templates for project updates and milestones

• Opt-in/consent enforcement and quiet hours

• Short links to project updates with tracking (via FileVault/portal)

• Delivery receipts and retry with provider-aware backoff

• Audience routing based on OccupancyCore channel preferences

1. 1

   Step 1

   Install PulseGate and connect a provider (WhatsApp/SMS) in PulseGate settings.

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2. 2

   Step 2

   Ensure customers have consent enabled and a valid phone number in the identity profile.

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3. 3

   Step 3

   Subscribe PulseGate to **occupancycore.audience_resolved** (recommended) or **projectboard.update.published**.

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4. 4

   Step 4

   Create a “Project Update” template and map fields (project title, short summary, link).

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5. 5

   Step 5

   Publish a milestone update and verify message delivery and receipts.

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Limitations

• Requires customer opt-in/consent and supported provider coverage in your region.

• WhatsApp template approval rules vary by provider and may delay first-time setup.

• Message length and media support depend on the selected channel/provider.

FAQs

Pricing