Setting up WhatsApp
Set up your AI Assistant as a WhatsApp Chatbot
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Set up your AI Assistant as a WhatsApp Chatbot
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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.
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.
In order to fill up the Account SID and Authentication Token, you have to sign up for a Twilio account.
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.
Log into Twilio. This will bring you to the Twilio Console, which serves as your main dashboard.
With your Twilio Paid Account, go to your Twilio Console and look for WhatsApp Senders. To do this, you have to:
Depending on what you've already done with Twilio, follow either of these steps:
Go to the Twilio website at
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:
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.
Alternatively, you can access the Twilio Console via
Click in the left-hand menu.
From the drop-down menu, find >
