Home Other Channels

Other Channels

By and 1 other
• 7 articles

How to setup a Facebook channel?

If you are using a self-hosted WhatsGPT installation, please setup your Facebook app as described in the this guide. For the cloud version of WhatsGPT , please follow the steps below. Step 1. Go to Settings → Inboxes → “Add Inbox”. Step 2. Click on the "Messenger" icon. Step 3. Click the Facebook login button. It will open a new window for you to login. Step 4. Authenticate with Facebook and select the page you want to connect. Enable all permissions shown in the list. This will help WhatsGPT to perform all the desired actions smoothly. Step 5. You can now select your Facebook page from the dropdown menu that appears on WhatsGPT. Step 6. "Add agents" to your Facebook inbox. You have successfully created a Facebook inbox. Whenever a customer sends a message to your Facebook page, you will be able to see and reply to it in WhatsGPT. Additional Inbox settings​ Your freshly configured Facebook inbox should now appear in your list of inboxes. To see this and to make additional settings in your Facebook inbox, go to Settings → Inboxes → click the gear icon on the associated Facebook inbox. You will see the following screen: Settings tab​ Enable channel greeting. Once you enable this, WhatsGPT will send a greeting message to new conversations created through your Facebook inbox. Enable CSAT. Once you enable this, your Customer Satisfaction survey will be launched every time a ticket is resolved. The CSAT results can be viewed later in the Reports section. Reauthorize. Whenever you need to reconnect and reauthorize your Facebook page, do it from this button. Collaborators tab​ Click on the Collaborators tab. Here, you can add Agents to the Inbox or delete Agents who have been already added in the Inbox. You can also enable or disable the automatic assignment of new conversations to the agents added to this inbox. Click on Update to save the changes. Business Hours tab​ Click on the Business Hours tab. In this section, you can set the working hours of your team associated with the Facebook inbox. Click on the check box for Enable business availability for this inbox if you have well-defined business hours. Once the check box is ticked, the below section opens up. You can write your message to be displayed to the customer during OFF business hours. You can also select the available business hours for each day of the week, along with the proper time zone. Click on the Update Business Hour Setting Button.

Last updated on Aug 19, 2024

How to setup a WhatsApp channel?

You can manage your WhatsApp business account conversations from WhatsGPT. To set it up, you have two options to choose your provider: 1. WhatsApp Cloud API 2. Twilio We'll explain all the procedures in this guide. Prerequisites 1. You need a Meta Developer Account to setup WhatsApp API. If you dont have a developer account already click here to create one before proceeding 2. A valid phone number Using Whatsapp Cloud API WhatsApp Cloud API is available to all businesses and individual developers. Since it's hosted on Meta's cloud infrastructure, you no longer need to use third-party providers like Twilio, Zendesk, 360Dialog, or MessageBird (Business Solution Providers) to host your WhatsApp Business API. Set up your Business Profile Create a professional WhatsApp business profile with your company name, description, and contact information. A well-crafted profile helps customers recognise and trust your brand when they interact with you. Log into https://business.facebook.com and click the create portfolio button in the dropdown menu under Home Complete all required fields to set up your business portfolio. Once you have created your business portfolio, it's time to create your Facebook app. Setup your Facebook App Log into https://developers.facebook.com/ and click the Create App button. Complete the required fields Click "Other" from the options Choose "Business" as your app type Enter your contact email address and choose your business portfolio from the dropdown menu. Add Whatsapp to your app After creating your app, you'll be directed to the app dashboard. From there, click "Add Product" and choose WhatsApp from the available products list. Click the "Set up" button for WhatsApp Note: Before proceeding, verify your business with Meta. You'll need to submit documentation for verification, which is required for full API access. Set Up a Permanent WhatsApp Cloud API Access Token You'll need to create a System User and generate a permanent token to maintain secure, uninterrupted access. Log in to your Facebook developer account, select your WhatsApp app, and navigate to the Business settings page. Click on "System Users" and add a new system user with the role Admin Click the "Add Assets" button, select your app name, choose the "Full Control" option, and click "Assign assets." Return to the system users page, select your newly created system user from the list, and click the "Generate new token" button. Select your app from the dropdown menu Select these three permission levels for your token: - whatsapp_business_manage_events - whatsapp_business_management - whatsapp_business_messaging Copy and save your token Set Up WhatsApp Cloud API To create a new Meta business account, select "create a business account" from the dropdown menu. If you already have a business account, you can select it from the existing options. I'm selecting "create a business account". Click the continue button. Paste your permanent token here Add your production ready phone number Note: Meta requires a verified phone number for WhatsApp API setup. You can verify your number using an OTP (one-time password). Once you have added and verified your phone number, the next step is configuring a webhook to receive inbound messages. Connecting Your WhatsGPT Account Let's connect your WhatsGPT account with your WhatsApp Cloud API Copy your WhatsApp Phone Number ID and Business Account ID from this section Log into your WhatsGPT account, go to Settings > Inbox, and select WhatsApp channel Enter your phone number, phone number ID, and business ID from your WhatsApp API setup Add team members to your WhatsApp inbox Copy the webhook URL and webhook verification token provided here Set Up Your Webhook We need to set up the WhatsApp webhook to receive incoming customer messages sent to your business number. Your callback URL should be in the format of https://platform.whatsgpt.biz/webhooks/whatsapp/{phone_number}. Log into your Facebook developer account and navigate to WhatsApp > Configuration Paste your WhatsGPT webhook URL and verification token here, then click "Verify and Save" Set up webhook permissions by subscribing to messages That's it—you're all done! You can now start sending WhatsApp messages through WhatsGPT. FAQ’s How to configure multiple numbers under a single Facebook app? Facebook App allows configuring only a single Webhook endpoint. So create Inboxes in WhatsGPT for all the numbers as required. You will need to configure the Webhook URL provided for only one of these inboxes in the Facebook app for all the other inboxes to work. What type of Whatsapp templates are supported by WhatsGPT ? At the moment, WhatsGPT only supports text-based templates. If your template has media headers or custom components like buttons, forms, etc, they won't be shown on the WhatsGPT template selector. What are the supported media types?

Last updated on Jul 16, 2025

How to setup an Email channel?

To manage your customer support/ticketing email from WhatsGPT, you can create an Email inbox in WhatsGPT. This is a complete guide to getting your Email channel up and running. This document is divided into three parts: 1. Creating an Email inbox 2. Settings for Gmail users 3. Creating a Microsoft Email inbox Feel free to jump to any section. Let's roll. How to create an Email inbox in WhatsGPT? Step 1. Open your WhatsGPT dashboard. Go to Settings → Inboxes → Add Inbox. Step 2. Click on the "Email" icon. Step 3. Enter the channel name (how you’d like to address this channel), and your support email, and click the "Create Email Channel" button. P.S. You will also see an option to select Microsoft as an Email provider. If you use an Outlook/Microsoft email, scroll to the "How to create a Microsoft Email channel?" section (last section) instead. Step 4. "Add agents" to your email inbox. You have successfully created an Email inbox. Step 5. Configure your email settings. Go to Settings → Inboxes → Email Inbox settings → Configuration tab. You will see three main settings here: 1. Forward to Email 2. Configure IMAP 3. Configure SMTP All three settings are explained in the following sections. How to forward emails to WhatsGPT inbox? Step 1. Copy the "Forward to email address" from the Configuration tab under inbox Settings. Step 2. Configure the copied email address as the forwarding email address in the email inbox. P.S. Check the Gmail section below to learn how to add a forwarding address in Gmail. Step 3. Send a mail to the forwarding address added inbox and check the WhatsGPT email inbox for the new email. How to configure IMAP for the Email channel? If you are using Gmail, scroll down to the IMAP section for Gmail below. Step 1. Go to Settings → Inboxes → Email Inbox settings → Configuration tab. Step 2. Select the checkbox Enable IMAP configuration for this inbox. You’ll be able to see the required fields as follows. 1. Address 2. Port 3. Email 4. Password P.S. If using a 2FA-enabled Gmail, scroll down to the "How to generate app password for Gmail?" section. If using a regular Gmail account, scroll down to the "How to allow less secure access to Gmail?" section. Step 3. Test if everything is working fine. Send an email to the IMAP-configured email in WhatsGPT. Check WhatsGPT inbox for the new email. Open the email conversation in WhatsGPT and verify the email details. How to configure SMTP for the Email channel? Step 1. Go to Settings -> Inboxes -> Email Inbox settings page. Step 2. Select the "Configuration" tab. Step 3. To enable SMTP, select the checkbox "Enable SMTP configuration for this inbox". Fill in the fields below and click the "Update SMTP settings" button. 1. Address 2. Port 3. Email 4. Password P.S. If using a 2FA-enabled Gmail, scroll down to the "How to generate app password for Gmail?" section. If using a regular Gmail account, scroll down to the "How to allow less secure access to Gmail?" section. 5. Domain Step 4. Open an existing email Conversation in WhatsGPT. Step 5. Type a reply message for the conversation and click the "Send" button. Verify that mail has been delivered. You can also check the recipient inbox for the delivered email. Settings for Gmail users How to enable IMAP for Gmail inbox? Step 1. Open your Gmail inbox and click the Settings icon in the top right corner. Click the "See all settings" button. Step 2. Select the "Forwarding and POP/IMAP" tab on the Settings page. Step 3. Choose the "Enable IMAP" option under the IMAP access section and click the "Save Changes" button. How to allow less secure access to Gmail? Note: This option is unavailable for Gmail accounts with enabled 2-step verification or those managed by an organization. Step 1. Go to Google Account Security. Step 2. Click on "Turn on access" under the "Less secure app access" section on the Security page. Step 3. Toggle "Allow less secure apps" to "ON". Now you can use your Gmail account password to configure IMAP/SMTP. How to generate app password for Gmail? Note: This option is for Gmail accounts with enabled 2-step verification or those managed by an organization. Step 1. Go to Google Account Security. Step 2. Click "App passwords" under the "Signing in to Google" section on the Security page. Step 3. Select the Mail app, select a device, and click "GENERATE". Use the generated password to configure IMAP/SMTP. How to add a forwarding address for Gmail? Step 1. Open your Gmail inbox and click the Settings icon in the top right corner. Click the "See all settings" button. Step 2. Select the "Forwarding and POP/IMAP" tab on the Settings page. Step 3. Click the "Add a forwarding address" button. It will ask for the forwarding email address. Enter the one from WhatsGPT and click the "Next" button. Step 4. Confirm the forwarding address in the browser popup. The email inbox will send a verification code to the forwarding email address. Step 5. Copy the verification code from the WhatsGPT email inbox. Step 6. Paste the verification code and click the "Verify" button. Step 7. Select the "Forward a copy of incoming mail" option. Choose the required action from the second dropdown and click the "Save Changes" button. How to create a Microsoft Email channel? Step 1. Open your WhatsGPT dashboard. Go to Settings → Inboxes → Add Inbox. Step 2. Click on the "Email" icon. Step 3. Click on the "Microsoft" icon. Step 4. Add your Outlook/Microsoft email. Step 5. Enter your Microsoft/Outlook credentials. Step 6. Allow the "WhatsGPT " app to read and reply to your email. Step 7. "Add agents" to your email inbox. You have successfully created a Microsoft email inbox. Step 5. Configure your email settings. Go to Settings → Inboxes → Email Inbox settings → Configuration tab. Note: Please do not change anything in Settings for now, as we have used the default values for IMAP and SMTP. We will be making these fields non-editable soon for Outlook accounts. We use default IMAP settings to fetch emails and SMTP to send; you don't need to set anything through configuration. Step 6. If your access token expires, you must re-authorize your Microsoft account by going to Settings -> Configuration.

Last updated on Aug 19, 2024