Agency Settings & Integrations

Generali Operations

Configure data ingestion channels, WhatsApp messaging gateway, and automation guardrails

WhatsApp Messaging Gateway

Self-hosted Evolution API connected to Smartaxe agency mobile number

DISCONNECTED (close)

Gateway Provider

Evolution API v2 (VPS)

Server Endpoint

https://whatsapp.8flowautomation.com

Active Instance

SmartAxe

WhatsApp Session Disconnected

The Evolution API instance SmartAxe is currently not paired with a phone. To send WhatsApp reminders and receive live test dispatches, link your WhatsApp account by scanning the QR code:

  1. Open WhatsApp on your mobile phone
  2. Go to Settings > Linked Devices
  3. Tap Link a Device and point your camera at this QR code
Click 'Refresh QR Code' to load
Scan with WhatsApp

Data Ingestion Channels

Available methods to synchronize your Generali policyholder database with Smartaxe

Direct Excel File ImportActive & Recommended

Export your latest policy report from Generali agency portal and upload it directly into the dashboard. Automatically updates all 22 policy statuses without needing Microsoft Azure or cloud IT permissions.

Zero Config Required
Microsoft OneDrive Cloud SyncReady for Credentials

Connect via Microsoft Graph API to automatically monitor a designated OneDrive folder. Requires Azure App Registration (Client ID, Client Secret, Tenant ID).

Phase 2.2
Google Sheets Live SyncWebhook Ready

Synchronize via Google Sheets webhook whenever an agent or assistant updates a row.

Alternative

Automated Retention Engine Rules

Daily Grace Period Evaluation

Runs automatically daily at 09:00 MYT via Celery worker. Recalculates days overdue against each policy due date.

Human-In-The-Loop Safeguard

Reminders are generated and placed into the Pending Review queue. No WhatsApp message is ever sent to a client without your deliberate approval.