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If you already have a paid Twilio account, you can skip these instructions and go to "How to add WhatsApp channel to Creatio using Upgraded Twilio account" section.
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How to Create a
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Sandbox Twilio account
1. Go to https://www.twilio.com/try-twilio
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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.
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6. Go to your Twilio account and log in.
Panel
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In the
WhatsApp Senders section, find the table with your WhatsApp number and click on it.
In the Endpoint configuration window8. On the Sandbox settings tab, paste the webhook from Creatio into the Webhook URL for the incoming messages field.
10. Scroll down and click Update WhatsApp Sender.
11. When a message comes in field.9. Click Save
10. Copy the WhatsApp number from the Sandbox Participants and paste it into the Phone Number field in Creatio.
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11. Copy the code generated by Twilio via WhatsApp from your number to your test account number. If the message is delivered successfully, you will receive a notification in Twilio. As a result, your number will be added to the Sandbox Participants.
12. Click on My first Twilio account. On the Account Info tab you'll see three fields:
Account SID
Auth Token
My Twilio phone number
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13. Copy the Account SID value from this page and paste it into the Twilio AccountSid field in Creatio.
1314. Copy the Auth Token value from the Twilio page and paste it into the Twilio AuthToken field in Creatio.
1415. 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:+1234567891014155238886".
1516. Enter the chat weight.
1617. Click Add.
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That's it! You have successfully added the WhatsApp channel to Creatio using an Upgraded Twilio account. |
1. Copy and save Account SID and Auth Token from your Account info
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2. Go to the Explore Products tab
3. Pin Messaging section
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4. Go to the Messaging tab –> Try it out –> Send a WhatsApp message
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Sandbox |
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| Info |
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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. |
How to add a sandbox WhatsApp channel to Creatio
1. Go to the System designer > Chat configuration > Channels
2. Click + and choose WhatsApp
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3. Fill in the fields:
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Fields name
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How to fill in
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1
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Channel name
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Value at your discretion
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2
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Phone Number
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Twilio |
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3
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Twilio AccountSid
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Fill in Account SID from Twilio:
step 1 (sandbox)
step N (Upgraded Twilio account)
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4
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Twilio AuthToken
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Fill in AuthToken from Twilio:
step 1 (sandbox)
step N (Upgraded Twilio account)
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5
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Chat weight
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Channel weight, value at your discretion
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6
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Webhook
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Filled automatically, the value is required in Twilio account. Copy it and save
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4. Copy Webhook and save
5. Click Add
6. Go to the Twilio account
7. Go to Messaging –> Settings –> WhatsApp Sandbox Settings
8. Set Webhook to the When a message comes in field
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How to add WhatsApp channel to Creatio using Upgraded Twilio account
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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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