Overview
Product overview
Enhance Customer Engagement and Boost Productivity with WhatsApp connector for Creatio.
Revolutionize your customer communication strategy with this seamless integration between Whatsapp and Creatio. This powerful add-on streamlines communication on the world's most popular messaging platform, WhatsApp, enabling you to effortlessly connect with your customers while leveraging the full potential of your Creatio environment.
Key features:
Effortless Communication:
- With WhatsApp connector for Creatio, sending and receiving messages on WhatsApp becomes a breeze directly from your Creatio interface.
- Say goodbye to complex setups and technical hurdles; our simple setup process requires no coding or technical expertise, ensuring a smooth integration experience.
- Easily convert WhatsApp messages into cases within Creatio, facilitating efficient management of customer inquiries and issues.
- Ensure consistent messaging with synchronized message templates, allowing for uniform communication across all customer interactions.
- Utilize the new element process "BGlobal: Send WhatsApp Template" to send pre-defined WhatsApp templates directly from your business processes, streamlining communication workflows.
Seamless Chat Capabilities:
- Empower your service agents with seamless chat capabilities, enabling them to engage with customers in real-time directly through WhatsApp.
- Enjoy direct integration with META APIs, enhancing the flexibility and functionality of your communication processes.
- Take advantage of the capability to create chatbots using Meta templates and business processes, allowing for automated responses and streamlined customer interactions.
- Benefit from the flexibility of multiple (telephone) numbers, allowing for efficient management of communication channels and enhancing accessibility for customers.
- Transform your customer engagement strategy and elevate productivity with WhatsApp Add-on. Experience the power of simplified communication and seamless interaction, driving superior customer experiences and organizational success.
Notes:
- A Meta developer account
- A business app
Pricing
Terms and Conditions
Pricing FAQ
Support
Installation
Setup guide
Installation Step by Step:
- Request the corresponding licenses.
- Install the BGlobal WhatsApp package.
- Request support to enable anonymous authentication then follow the instructions in Additional Resources (See step_by_step_WS.pdf).
- Go to Studio Workplace.
- Go to the BGlobal WhatsApp Chat Settings section.
- Click on + Bglobal WhatsApp Chat channel.
- Complete the following information:
a- Name = Reference name for the channel.
b- API Token = token provided by Meta.
c- API Phone Number Id = value provided by Meta.
d- Whatsapp Account Id = value provided by Meta.
e- Enable logs: you should check it if you want to enable logging.
f- Verification URL and Verification Token: Copy and paste this information into Meta after saving the channel.
-Once the channel is created, you can click on it and change the Chat queue associated with it. Ensure that the agents are in the corresponding queue.
-You can copy the channel to use the same Meta App but using different phone numbers.
-Message templates: Upon approval from Meta, the endorsed templates are seamlessly integrated into Creatio, becoming readily accessible for utilization either through the chat communication panel or via the business process.
-Use the New element process “BGlobal: Send WhatsApp Template” to send Whatsapp templates from Business processes.
Notes
- A Meta developer account
- A business app
Additional Resources
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.