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Setting up WhatsApp

Set up your AI Assistant as a WhatsApp Chatbot

After selecting WhatsApp and clicking "Next" in "Step 2: Select Channel" of the Chat Flow creation process, you will go to the "Configure WhatsApp" page.

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.

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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.
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.

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Join Twilio

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

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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 The upper right side of the screen of the Twilio homepage has "Start for Free" button that leads to the registration process. 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 A new user will have a "Trial" status on the upper part of their Twilio dashboard and an "Upgrade" link beside it. Click the "Upgrade" link and follow its instructions to upgrade a user account., and follow the on-screen instructions to upgrade your account.

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Creating a WhatsApp Sender

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Go to the Twilio Console (Dashboard)

The Twilio dashboard.
The Twilio dashboard.

Log into Twilio. This will bring you to the Twilio Console, which serves as your main dashboard.

Alternatively, you can access the Twilio Console via https://console.twilio.com/arrow-up-right

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WhatsApp Senders

With your Twilio Paid Account, go to your Twilio Console and look for WhatsApp Senders. To do this, you have to:

  1. Click The Messaging dropdown in the Twilio dashboard appears on the left-hand menu. in the left-hand menu.

  2. From the drop-down menu, find After clicking the Messaging dropdown button, find the Senders drop down button and click it. > After going to Messaging > Senders in the Twilio Dashboard, find WhatsApp senders. Click it to open the WhatsApp senders page in Twilio.

Depending on what you've already done with Twilio, follow either of these steps:

Submit your first WhatsApp Senderchevron-rightSetting up more WhatsApp Senderschevron-right
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