Ready to connect to the powerful WhatsApp channel? First, you'll need a Twilio account to get started.
If you don't have an account yet, no problem! Creating one is easy. Just follow the instructions below to set up your account and start testing the channel.
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.
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 a sandbox 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:
|
4 | Twilio AuthToken | Fill in AuthToken from Twilio:
|
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 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.
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.
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.
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.
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
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.