WhatsApp integration allows you to directly and fully control your WhatsApp conversations in real-time by leveraging CXGenie AI functionalities and unlock full potential of your support efforts
Prerequisite
You must have prepared these resources before integrating your WhatsApp phone number to CXGenie:
Permission to access your company's Meta Business Manager
WhatsApp business profile
WhatsApp business account which is connected to your Meta Business Portfolio
Verified WhatsApp business number
Currently CXGenie haven't support migrating your WhatsApp Business phone number from other providers yet.
Before you get started
Refer to this link to setup your WhatsApp Business Account. Note that this is not the account used for the WhatsApp Account mobile app or WhatsApp Business mobile app. From now on, the document will assume that you have already had a WhatsApp Account that connected to your business portfolio
Prepare your verified phone number
If you already have a verified WhatsApp phone number then skip this section and start to Connect your WhatsApp phone number to CXGenie
Quickly navigate to WhatsApp Manager in your WhatsApp Account, which can be found in your Meta Business Suite or navigate to this link
Choose the Phone numbers section in the left side bar of the dashboard to validate if your phone number is verified. A valid phone number for integrating with CXGenie would have status Connected like following image
If your phone number hadn't shown up in the list, you would need to manully add your phone number by clicking the Add phone number button in the top right corner.
Connect your WhatsApp phone number to CXGenie
Follow these steps to integrate your WhatsApp phone number to CXGenie
Sign in to CXGenie dashboard and choose your workspace
Navigate to
Botsand choose the a bot you want to integrate with. You can choose a random one and link the right one to your WhatsApp phone number later.
In the sub sidebar, you will find the
Platform Integrationsection. Click on it and navigate to the integration list
Choose WhatsApp. CXGenie will navigate you to the list of phone numbers integrated to the platform. Click on
Add phone numberbutton in the right corner of the page
Authenticate your WhatsApp account and choose the phone number you want to integrate with CXGenie.
After the integration is successfully, there will be a popup like follows
Turn off that popup and select a bot you want to use. Note that you should check if the bot
Auto replyoption is turned on, if not the bot won't reply to user
Now, try to use another phone number and send a message to the one connected to CXGenie to test it out.
WhatsApp does not allow a Solution Partner to crawl conversation history at the time you integrate your phone number. CXGenie can only get your customer information by the time they send message to you. This is restrictly implemented by WhatsApp.
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