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Note: The interface in a paid Twilio account may differ slightly from the interface in a sandbox test account. However, the steps remain exactly the same. Please be aware of this when following these instructions. |
Upgraded Twilio account settings
How to
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add a sandbox WhatsApp channel to Creatio
1. Go to the System designer > Chat configuration > Channels
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8. Set Webhook to the When a message comes in field
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9. Click Save
How to add WhatsApp channel to Creatio using Twilio sandbox
How to add WhatsApp channel to Creatio using Upgraded Twilio account
Setting up an Upgraded Twilio account is similar to setting up a Sandbox, with just a few small differences.
Follow the simple steps and you'll be up and running in no time! Plus, we've highlighted the differences you need to be aware of, so you can easily navigate the setup process.
1. Log in to Creatio by the user with the Beesender Chat Master license.
2. Go to the System Designer and open the Beesender Chat Configuration section.
3. On the Channels tab, click + and select WhatsApp.
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4. Enter a name for the channel (e.g., WhatsApp) in the Channel name field
5. Copy the Webhook in the last field.
6. Go to your Twilio account and log in.
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7. In the left panel of the Twilio page, click on Messaging, then select Senders and click on WhatsApp Senders. 8. In the WhatsApp Senders section, find the table with your WhatsApp number and click on it. 9. In the Endpoint configuration window, paste the webhook from Creatio into the Webhook URL for the incoming messages field. 10. Scroll down and click Update WhatsApp Sender. |
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11. Click on My first Twilio account. On the Account Info tab you'll see three fields:
Account SID
Auth Token
My Twilio phone number
12. Copy the Account SID value from this page and paste it into the Twilio AccountSid field in Creatio.
13. Copy the Auth Token value from the Twilio page and paste it into the Twilio AuthToken field in Creatio.
14. Copy the My Twilio phone number value from the Twilio page and paste it into the Phone Number field in Creatio in the format: "whatsapp:+12345678910".
15. Enter the chat weight.
16. Click Add.
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That's it! You have successfully added the WhatsApp channel to Creatio using an Upgraded Twilio account. |
How to Register HSM Messages for WhatsApp in Twilio
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Sign in to your Twilio account and navigate to the WhatsApp Senders page.
Click on the phone number you want to register HSM messages for.
Scroll down to the "Message Templates" section and click "Add a New Template".
Enter a name for the template and select "HSM" as the message type.
Enter the template parameters, which are the variables that will be replaced with specific values in your messages.
Click "Save Template".
Once you've registered your HSM templates, you can use them in your WhatsApp messages by referring to the template name and providing the necessary parameter values. Twilio will automatically replace the parameters with the correct values when sending the message to your WhatsApp recipient.