Hi Saugort,
I think your concerns around Architect only triggering on the initial inbound message are valid, especially for WhatsApp conversations where attachments may arrive later during the interaction lifecycle.
Have you looked into using Genesys Cloud Functions as a middleware layer for this scenario?
One possible approach could be:
- Architect creates the initial CRM ticket
- Store the CRM ticket ID and conversationId as Participant Data
- A Function retrieves the conversation/message details using the Conversations APIs
- The Function downloads any media attachments and uploads them to the CRM ticket
This may provide more flexibility compared to trying to handle everything directly inside Architect/Data Actions, particularly when dealing with multiple inbound WhatsApp messages and attachments arriving after the initial flow execution.
Genesys Functions:
- https://help.mypurecloud.com/articles/about-genesys-cloud-functions/
Interested to hear how others in the community have approached attachment handling for messaging channels and CRM integrations.
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Phaneendra
Technical Solutions Consultant
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Original Message:
Sent: 05-26-2026 08:39
From: Saugort Dario Garcia
Subject: About WhatsApp channel
Hi @ARJUN T P
We thought a similar approach but we got stuck. According to the requeriment the case should be open when interaction arrive but:
- If the customer at the moment to initate contact, send in the same message the text + images + documents, the flow in architect could open the case in the crm using api, but if it possilbe to recover the attachments? we could not figure out a way. So, it most likely relay in external process.
- If the customer sent one or more messages to initate contact, the architect flow is triggered only with the first one, so again we must consider an external process
- if the customer just not sent any attachment, when arrives to the agent no architect flow is involved again, then it add another layer of complexity.
Thats way we decided to ask to the commnunity their experience.
Thanks @ARJUN T P for your anwer.
SG
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Saugort Dario Garcia
Arquitecto de soluciones
Original Message:
Sent: 05-26-2026 07:54
From: ARJUN T P
Subject: About WhatsApp channel
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Arjun Das T P
Engineer
Feebak Suit of products - Genesys Cloud
https://feebak.com/
Original Message:
Sent: 05-22-2026 09:56
From: Saugort Dario Garcia
Subject: About WhatsApp channel
Hi community,
Recently, we got the following consult: Is possible when a customer contact our service through whatsapp channel (inbound), capture all media received (images and/or documents) to be added to a ticket on our CRM?
I kwno we can use data action to open ticket in a CRM or perform actions in external systems, but be able to get access images/documents sent by customers in Architect and then send it to the CRM? Is it possilbe? Has you faced something similar?
Any help will serve,
Thanks in advance
#Architect
#Integrations
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Saugort Dario Garcia
Arquitecto de soluciones
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