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You can integrate WhatsApp accounts to

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CloudCX Inbox to provide customer service in the WhatsApp channel. After successfully connecting your WhatsApp account, tickets are created for all incoming WhatsApp messages to the account.

Currently, Cloudfon CX CloudCX supports three two types of WhatsApp account integration:

  • Twilio WhatsApp: Connects your account using Twilio WhatsApp APIMessage Bird

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  • WhatsApp Cloud: Connects your account using Message Bird WhatsApp Cloud API

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1. Twilio WhatsApp

Note

Each WhatsApp Business Account (WABA) ID account can only tied to one Twilio Account Sid.

Step 1: Twilio WhatsApp account + CloudFon CX subscription

First, make sure you have a WhatsApp account with Twilio. If you don't, read this:

How to apply for a Twilio WhatsApp Account

Step 2: Add Twilio WhatsApp channel

In your CloudFon CX, Select Inbox > Channels, and then click on WhatsApp

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On the next page, Click Add icon, and then Select Twilio WhatsApp.

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You should see the following:

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Step 3: Copy Twilio account settings into CloudFon CX

3.1. Go to your Twilio dashboard: https://www.twilio.com/console

3.2. Copy your Account SID and Auth Token, and paste them into the CloudFon CX setup page.

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3.3. Go to your Twilio phone number settings page: https://www.twilio.com/console/phone-numbers/incoming

3.4. Select your WhatsApp number, and copy the Phone Number:

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3.5. Paste all of the above into the CloudFon CX Twilio WhatsApp setup page, and click on Proceed to next step

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Step 4: Copy CloudFon CX Webhook URL into Twilio

Once you've activated the channel, CloudFon CX will generate a Webhook URL:

Go to your Twilio Programmable Messaging → WhatsApp Senders section: https://www.twilio.com/console/sms/whatsapp/senders

Select your WhatsApp number, and paste the same Octopods Webhook URL in all 3 areas. This is extremely important:

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Don't forget to save!

That's it!

Your Twilio WhatsApp account is now connected to CloudFon CX.

Step by Step Instructions

  1. Log in to your Cloudfon CX panel.

  2. From the left navigation menu, go to Inbox > Channel > WhatsApp.

  3. Click Add.

  4. Select Twilio WhatsApp.

Note

Each WhatsApp Business Account (WABA) ID account can only tied to one Twilio Account Sid.

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  1. On the WhatsApp page, enter the Name, twilio Account SID, Auth Token, and Phone Number SID.

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  1. Click Save. The Whatapp account is added.

  2. You can turn on/off, edit, delete it.

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  1. Click Add, Select Message Bird WhatsApp.

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  1. Enter Name, Message Bird API Key, Message Bird Channel Id, Phone Number.

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10. Click Save.

11. You can Turn on/off, Edit, and Delete it.