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.

📘 Instructions:

How to Create a Sandbox 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

After creating your test Twilio account, follow these step-by-step instructions below to proceed

How to add WhatsApp channel to Creatio using Twilio Sandbox

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 from the Webhook field.

6. Go to your Twilio account and log in.

7. In the left panel of the Twilio page, click on Messaging, then select Try it out and click on Send a WhatsApp message.

8. On the Sandbox settings tab, paste the webhook from Creatio into the When a message comes in field.

9. Click Save.

10. Copy the Status Webhook in the last field.

11. Paste the Status Webhook from Creatio into the Status callback URL field.

12. Click Save.

13. Copy the WhatsApp number from the Sandbox Participants and paste it into the Phone Number field in Creatio.

14. Click on My first Twilio account. On the Account Info tab you'll see three fields:

• Account SID

• Auth Token

15. Copy the Account SID value from this page and paste it into the Twilio AccountSid field in Creatio.

16. Copy the Auth Token value from the Twilio page and paste it into the Twilio AuthToken field in Creatio.

17. Copy the My Twilio phone number value from the Twilio page and paste it into the Phone Number field in Creatio in the format: "14155238886".

18. Enter the chat weight.

19. Click Add.

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.

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.

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: "12345678910".

15. Enter the chat weight.

16. Click Add.

How to Register HSM Messages for WhatsApp in Twilio

To register HSM (Highly Structured Messages) messages for WhatsApp in Twilio, follow these steps:

1. Sign in to your Twilio account and navigate to the Senders page.

2. Go to the WhatsApp templates page.

3. Click "New message Template".

4. Fill in the following fields:

   • Template name

   • Template category – select a category from the list

   • Message language – select a language from the list

   • Message body

5. Click "Save template for WhatsApp approval".

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.

How to Register HSM Messages for WhatsApp in Сreatio

1. Go to the workplace Studio and open the section Lookups or go to the section Lookups from the System Designer ⚙️

2. Сlick Add lookup and select Template Whatsapp. Set lookup name, for example - WhatsApp templates

3. Open the contents of the added lookup and click Add

4. Specify a Name of the template, for example, Greeting

5. In the Description field, provide the exact message text that corresponds to the template registered in Twilio. This text will automatically populate the Text input field when this specific template is chosen from the communication panel.

6. In the Response template type field, select the template type, for example, Dialog

Troubleshooting

Agent Messages Not Reaching WhatsApp in Beesender

If agent messages are not reaching WhatsApp, and you are receiving messages from clients after connecting the channel, it is likely that an incorrect phone number was provided when adding the WhatsApp channel.

To resolve this issue, navigate to Beesender Chat Configuration, delete the WhatsApp channel, and then add it again.

Make sure that the phone number is specified in the format {number}.

Also, verify that whatsapp is spelled correctly and that there is a colon, a plus sign, and no spaces in the phone number.