To connect the WhatsApp channel, you need a Twilio account.
If you don't have an account yet, you can create an account to use the test channel using the instructions below.
Twilio account
How to Create a test Twilio account
1. Go to https://www.twilio.com/try-twilio
2. Fill in all required fields
3. Verify your email and phone number
4. Fill in fields as you see in the screenshot:
5. Click Get started with Twilio
Sandbox settings
1. Copy and save Account SID and Auth Token from your Account info
2. Go to the Explore Products tab
3. Pin Messaging section
4. Go to the Messaging tab –> Try it out –> Send a WhatsApp message
5. Send 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.
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 WhatsApp channel to Creatio
1. Go to the System designer > Chat configuration > Channels
2. Click + and choose WhatsApp
3. Fill in the fields:
Fields name | How to fill in | |
|---|---|---|
1 | Channel name | Value at your discretion |
2 | Phone Number | Your Twilio account number It can be taken from Messaging –> Settings –> WhatsApp Sandbox Settings. Enter in the field in the format: whatsapp:+PhoneNumber |
3 | Twilio AccountSid | Fill in Account SID from Twilio – step 1 |
4 | Twilio AuthToken | Fill in AuthToken from Twilio – step 1 |
5 | Chat weight | Channel weight, value at your discretion |
6 | Webhook | Filled automatically, the value is required in Twilio account. Copy it and save |
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
9. Click Save
How to Register HSM Messages for WhatsApp in Twilio
To register HSM (Highly Structured Messages) messages for WhatsApp in Twilio, follow these steps:
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.