Setting up WhatsApp

Set up your AI Assistant as a WhatsApp Chatbot

You will be taken to a Configure WhatsApp page after selecting WhatsApp in Step 2: Select Channel.

This window contains the necessary information that have to be filled out before WhatsApp becomes integrated to your Chat Flow.

Configure WhatsApp

Basic information that have to be filled out for a successful WhatsApp integration include the public name of the WhatsApp Chat Flow, a basic description, and a Provider that is set to Twilio by default.

Before you're able to integrate your AI Chatbot into WhatsApp, you have to fill up a few details:

Name: This will be the assigned name of your AI Chatbot once it appears live on WhatsApp.
Description: This is a short description assigned to your Chatbot.
Provider: Twilio is set as the preset.

Join Twilio

The upper right side of the screen of the Twilio homepage has "Start for Free" button that leads to the registration process.

In order to fill up the Account SID and Authentication Token, you have to sign up for a Twilio account.

Go to the Twilio website at https://www.twilio.com/

What is Twilio?

Twilio is a platform that uses web APIs to perform communication functions, such as text messaging and calls. Captivate Chat will automatically facilitate the connection between Twilio and your AI Chatbot.

Click and follow the instructions to register a new account. You’ll need to provide your email address and set a password. Afterwards, you have to:

Verify your email. Check your email for a verification link from Twilio and click on it to verify your account.
Verify your phone number. Twilio will ask you to verify your phone number. Just follow the on-screen instructions. It will involve receiving a validation code.
Upgrade your account. Your free trial won't be able to support Twilio to WhatsApp integrations that we need for Captivate Chat. Go to the upper part of your Twilio Console and click , and follow the on-screen instructions to upgrade your account.