qraft WhatsApp usage guide
Use this page as the working command guide for approved team members. WhatsApp is for quick quote work; the qraft web app remains the full workspace for catalog imports, detailed edits, members, billing, and settings.
Quick links
First use
Quick start
Admin imports the price list in qraft.
Admin enables WhatsApp access for the team member phone number.
The team member messages the qraft assistant number shown in settings.
Send HELP, or send a quote request directly.
Review the preview, then reply DRAFT, PUBLISH, or CANCEL.
Cheat sheet
Command reference
Commands can be plain text. HELP, /HELP, and !HELP are treated the same.
HELPShow the command list.
STATUSCheck the current pending quote or saved draft state.
RESETClear the WhatsApp session and start fresh.
CANCELCancel the current pending quote action.
CREDITSShow the workspace credit balance.
DRAFTSave the current preview as a draft quote.
PUBLISHCreate or publish the quote link after review.
VIEWEDCheck view status for the latest published quote.
SEARCH <term>Search catalog products, SKUs, and prices.
SEARCH CLIENT <term>Search saved clients by company, contact, phone, or email.
Message format
Draft a quote
Include client details when available. Include quantity and product name in the same line.
Draft quote for Lakeview Hardware, 10 Vela desks, 5 Nova chairs, 8% taxQuote Austin Office Supply, contact Maya Brooks, +1 512 555 0147, maya@austinofficesupply.com, 2x Vela adjustable desk, 3x Aero matte black dining chair, discount 5%Client Northline Events Group needs 6 Aeron mesh ergonomic chairs standard, 6 Aero monitor arm singles, 6 Bento cable trays, terms Net 30Draft 2x starter office package and 4x Hana meeting chairs for Summit Workplace PartnersBefore DRAFT or PUBLISH
Edit the active quote
After a preview, WhatsApp stays on the same quote until you confirm, cancel, reset, or the session expires.
Add itemadd 4x aero clear table tray
Remove item by numberremove item 1
Remove item by nameremove Vela desk
Change quantitychange Vela desk to 3
Replace itemreplace Aero chair with Nova chair
Discount and taxdis 5% tax 5%
Termsterms Net 30
Client detailsclient Denver Build Co, contact Jordan Lee, +1 303 555 0188, jordan@denverbuild.co
Multiple editsremove item 1, add 4x Aero tray, dis 5% tax 5%
Multi-line editsremove item 1 add 2x Vela desk terms Net 30
Choosing options
Ambiguous product matches
When multiple products match equally, qraft should ask you to choose instead of guessing.
qraft asks
I found multiple catalog matches for 3 items. Reply with all choices together, for example: 1A 2B 3A 1. Aeron mesh ergonomic chairs A. OFF-CHR-0021 - Aeron Mesh Ergonomic Chair - Standard B. OFF-CHR-0031 - Aeron Mesh Ergonomic Chair - Contract 2. Hana meeting chair A. OFF-CHR-0028 - Hana Meeting Chair - Project Grade B. OFF-CHR-0038 - Hana Meeting Chair - Soft Edge
you reply
1A 2B 3AIf one item is already exact, include its choice anyway so qraft can resolve the whole pending request in one step.
Manual lines
Custom non-catalog items
Use custom only when the item is outside the uploaded price list. Always include the sell price.
Goodadd custom delivery and installation USD 350
Goodadd 2x custom site measurement @ USD 120 each
Not enoughadd custom rush handling
qraft should not create a custom line just because a catalog search failed. If there is no explicit custom/manual/non-catalog wording and no price, use SEARCH or provide a better product keyword.
Lookup
Quote history
LAST 5 QUOTESRecent quotes across the workspace.
LAST 5 QUOTES FROM <client>Recent quotes for one client.
SHOW ALL QUOTES FOR <client>Recent client quotes, capped.
QUOTES YESTERDAYQuotes created yesterday. Also supports today or a date.
SHOW ALL QUOTES FOR <client> ON MAY 16Client quotes from a specific day.
LAST 3 SENT QUOTESRecent sent, viewed, or accepted quotes only.
Best practice
Accuracy tips
Put quantity beside the item name: 6x Hana meeting chair.
Add variant words when catalog names are close: standard, contract, soft edge, matte black, clear, with lock.
Use SKU when you already know the exact item.
Use item numbers from the preview for precise edits.
Answer ambiguous choices in one message, such as 1A 2B 3A.
Use RESET when the active quote context is wrong.
Use custom only for non-catalog lines with an explicit sell price.
Do final review in the web app when the quote is complex.
Fixes
Troubleshooting
No reply from WhatsAppConfirm the phone number is saved in qraft and WhatsApp access is enabled. During pilot setup, Meta may also need the recipient number to be allowed before onboarding messages work.
Product not foundUse SEARCH with a shorter keyword, use the SKU, or add the line as a custom item with a price if it is truly outside the catalog.
Too many product matchesReply with the option letters or add a stronger variant word. For multiple ambiguous lines, answer all choices together.
Quote is waiting for confirmationReply DRAFT, PUBLISH, or CANCEL. To change it first, send an edit like remove item 1 or add 2x Vela desk.
Pilot boundaries
Rules to remember
Can clients use this assistant?No. The assistant is for approved team members. Clients receive the quote link after your team publishes it.
Does WhatsApp replace the web app?No. WhatsApp is for quick commands. Use the web app for imports, full editing, branding, billing, members, and settings.
Will qraft invent a product or price?No. Catalog items and prices come from the imported price list. Custom items require an explicit price from the user.
Does qraft publish automatically?No. qraft previews first. A user must reply DRAFT or PUBLISH before a draft or client quote link is created.
For pilot access questions, contact hello@qrafted.co.