Home Other Channels How to setup a WhatsApp channel?

How to setup a WhatsApp channel?

Last updated on Aug 05, 2024

You can manage your WhatsApp business account conversations from Snypto. To set it up, you have three options to choose your provider:

  1. WhatsApp Cloud API

  2. Twilio

We'll explain all the procedures in this guide.

Prerequisites

Before bringing your WhatsApp inbox to Snypto, you need to set some things up in the API provider you want to use. These prerequisites are explained below.

Using WhatsApp Cloud API

If you are planning to use the WhatsApp Cloud API, the following two prerequisites are needed.

I. Configure your Facebook Developer App​

First, you need to create your Facebook Developer app with WhatsApp Product enabled. Go to the WhatsApp Cloud API Guide and navigate to the section called Set up Developer Assets and Platform Access and follow the steps.

Once you finish this step, you can now configure your required phone numbers in the WhatsApp section of your Facebook developer app. If you complete the steps successfully, you should be able to obtain the Phone Number Id and Whatsapp Bussiness Account ID, as shown in the below screenshot. Snypto will require these values for creating the WhatsApp Inbox.

II. Configure a system user for your Facebook Business Manager​

Create a system user in your Business Manager with access to the WhatsApp App. Generate an access token for the user, which will be required as the API key for setting up an inbox in Snypto.

When generating the access token, make sure the whatsapp_business_management and whatsapp_business_messaging permissions are selected.

Step 1. Create a system user in the System Users tab of Business Manager.

Step 2. Add the system user. Under the WhatsApp Accounts tab, select “Add People” and select the system user to grant access to the WhatsApp Business account.

Step 3. Generate the access token and request permissions.

Refer to this video for detailed steps.

Using Twilio

If you are planning to use the Twilio API, the following prerequisites are needed.

To connect to a WhatsApp inbox, you'll need to configure a callback URL in the Twilio inbox. Follow the steps below.

  1. Login to your Twilio Console.

  2. Go to Programmable SMS -> Whatsapp -> Senders.

  3. You will be able to see your phone number. Click on it. It will display a field like the one shown below.

  4. Provide https://app.snypto.com/twilio/callback as the value for WHEN A MESSAGE COMES IN input.

Twilio Studio

If you use Twilio Studio for a custom conversation flow, updating the webhook URL directly will break your existing integration.

For such cases, you can follow the steps given below.

  1. Identify the step in your flow where you want the agent handoff to happen.

  2. Add a make http request widget as shown below with the given values.

    REQUEST METHOD : POST

    REQUEST URL: https://app.snypto.com/twilio/callback

    CONTENT TYPE: Application/JSON

    REQUEST BODY: {{trigger.message | to_json }} ( make changes as required based on your flow variables).

    HTTP request widget will forward the message body to Snypto. This will create a conversation in Snypto from where the agent can reply.

  3. Make sure that your flow can handle the user responses to Agent Replies.

Setting up WhatsApp Inbox in Snypto

If your prerequisites are met, you can create your WhatsApp inbox in Snypto. Follow the steps outlines below.

Step 1. Open your Snypto dashboard. Go to Settings → Inboxes → Add Inbox.

Step 2. Click on the "WhatsApp" icon.