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How do I send a letter physically via post using Whistl in agentOS?

To send letters via Whistl, go to Office > Postbag, select Authorise Letters, tick the letters you want to post, click Post by Whistl, and choose your postage method.

agentOS integrates with Whistl, a postal service that allows you to send letters physically through the post directly from the system. To activate the Whistl feature on your account, contact support@agentos.com.

Sending letters via Whistl

  1. Go to Office and then Postbag.
  2. On the left-hand side, select Authorise Letters.
  3. Tick the boxes to the left of the letters you want to send via post.
  4. Click the Post by Whistl button at the bottom of the screen.
  5. A new window will appear showing the available postage options. Select the method required — colour or black and white, and first or second class.
  6. Click Confirm Post by Whistl to submit.

Once confirmed, the letters will appear in the Whistl Authorised section of the Postbag Details panel on the left-hand side. Once Whistl has processed and dispatched the letters, they will move to the Whistl Posted section.

Postbag Details panel

The Postbag Details panel on the left-hand side of the Postbag screen gives you an at-a-glance summary, including counts for:

  • Whistl Automatically Authorised
  • Whistl Authorised
  • Whistl Posted
  • Authorise Letters
  • Letters to Manually Print / Post
  • Letters to Print – Headed Paper
  • View Past Letters

If you need any assistance, contact support@agentos.com.