Channel: WhatsApp

Set up your AI Assistant as a WhatsApp Chatbot

After selecting an AI Chatbot in "Step 1: Select Chatbot," choose "WhatsApp" in "Step 2: Select Channel" in the Chat Flow creation process. The button will be highlighted blue. Click "Next" to proceed.
After selecting an AI Chatbot in "Step 1: Select Chatbot," choose "WhatsApp" in "Step 2: Select Channel" in the Chat Flow creation process. The button will be highlighted blue. Click "Next" to proceed.

After Select Channel > WhatsApp, you will be taken to Configure WhatsApp. This is where you can start integrating your AI Assistant into WhatsApp as a Chatbot that people can converse with.

SUMMARY

Connecting your Chat Flow to WhatsApp needs some back and forth between another app called Twilio. Here are the steps:

  1. Set up a Twilio Paid Account: You need a Twilio Paid Account to assign a phone number to WhatsApp that connects to your Chat Flow.

  2. Create a WhatsApp Sender on Twilio: On the Twilio dashboard, go to Messaging > Senders > WhatsApp Senders. Follow the prompts in the new page to start setting up your WhatsApp Sender.

  3. Fill out basic information on Twilio: The WhatsApp Sender setup process on Twilio requires you to fill out data. Make sure this is accurate.

  4. Select a phone number on Twilio: Enter a reserve phone number unconnected to WhatsApp or buy one from Twilio.

  5. Connect to WhatsApp: For your first WhatsApp Sender, you have to put additional information about your business on Twilio and then go to Meta Business Suite to accept the pending Twilio connection request. If you're making your subsequent WhatsApp Senders, use a button on Twilio to sign into Meta and verify your phone number.

  6. Configure the Endpoint: Go to your recently created WhatsApp Sender on Twilio. Copy the Webhook URL from this guide and paste it onto the Webhook URL text box on the WhatsApp Sender's settings.

  7. Finish the WhatsApp Chat Flow on Captivate Chat: Copy the Account SID and Authorization Token from your Twilio dashboard and paste it on the necessary fields back in your WhatsApp Chat Flow on Captivate Chat.

  8. Test the WhatsApp Chat Flow: Find your WhatsApp Chat Flow on WhatsApp via the phone number you used on Twilio. It should create automated responses.

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