Enhance Your Business with WhatsApp Cloud API in Rocket.Chat

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Enhance Your Business with WhatsApp Cloud API in Rocket.Chat

Table of Contents

  1. Introduction
  2. Background of WhatsApp Cloud API
  3. Installation and Setup Journeys
  4. Requirements for Setting Up WhatsApp App
  5. Creating a Developer Facebook Account
  6. Creating a New App on developers.facebook.com
  7. Connecting the WhatsApp Number to the Workspace
  8. Sending and Receiving Messages on WhatsApp
  9. Sharing Media Files and Template Messages
  10. Connecting Production Numbers
  11. Conclusion

Introduction

Hello everyone, this is Renatobacter, the product manager of our Omni Channel and customer engagement solution at Rocket chat. Today, I am excited to introduce You to a brand new integration between Rocket chat and WhatsApp Cloud API. In this article, we will walk you through the installation and setup journeys, helping you get started with this new integration for Omni Channel. To assist us with this activity, we have Murtaza, one of our engineers, who will guide us through the installation and setup process for WhatsApp Cloud API.

Background of WhatsApp Cloud API

Before we dive into the specifics of the installation and setup process, let's first understand the background of WhatsApp Cloud API. In 2022, WhatsApp introduced a new pricing model and the WhatsApp Cloud API. These milestones have paved the way for seamless integration between Rocket chat and WhatsApp. With the WhatsApp Cloud API, Rocket chat users can take AdVantage of the enhanced features and capabilities offered by WhatsApp for seamless communication with their customers.

Installation and Setup Journeys

To begin using the WhatsApp Cloud API integration, you need to install the WhatsApp Cloud app from the Rocket chat Marketplace. Head over to Rocket chat Marketplace, locate the WhatsApp Cloud app, and install it on your workspace. Once the app is installed and enabled, you will receive a message from the app guiding you through the setup process.

The setup process requires a few prerequisites. First, ensure that your workspace is publicly accessible on the internet as WhatsApp sends webhook notifications to your workspace when a new message arrives. Second, confirm that your workspace is connected to Rocket chat Cloud. Additionally, you need a Facebook account. If you do not have a developer Facebook account, you will need to convert your existing account into a developer account. The setup message from the app provides a guide on how to convert your account.

Requirements for Setting Up WhatsApp App

After converting your Facebook account into a developer account, you need to visit developers.facebook.com and Create a new app. Select the business app option and provide the necessary details. You will also need to set up a WhatsApp business account, and WhatsApp will assign temporary testing numbers for your integration. These temporary numbers can be used for testing purposes before connecting your production number.

Creating a Developer Facebook Account

To create a developer Facebook account, follow the guide provided in the setup message. Once your account is converted, visit developers.facebook.com and navigate to the "My Apps" section. Create a new app for the integration, providing the required details such as the app name, category, contact manager, and Website. You will also need to set up WhatsApp within the app and select the default options if you do not have a pre-existing business account.

Creating a New App on developers.facebook.com

After creating the app on developers.facebook.com, you will be directed to a setup wizard for WhatsApp. Select the WhatsApp account for your business or create a new one. WhatsApp will provide you with temporary testing numbers that you can use for your integration. These numbers will allow you to test the functionality and experience of your integration. You can also add a recipient mobile number to receive messages sent from the temporary numbers.

Connecting the WhatsApp Number to the Workspace

Once everything is set up on the WhatsApp side, it's time to connect the WhatsApp number to your Rocket chat workspace. In your Rocket chat workspace, navigate to the Connect section and enter the required WhatsApp details, such as the phone number ID and access token. These details can be found on the WhatsApp side. You will also have the option to configure messages, such as the welcome message, conversation finished message, and follow me message. Once the credentials are saved, you need to set up a webhook URL on the WhatsApp Cloud app. Copy the URL provided and paste it into the callback URL section on the app's configuration page. Save the changes to finalize the setup.

Sending and Receiving Messages on WhatsApp

With the integration successfully set up, you can now send and receive messages on WhatsApp through your Rocket chat workspace. Any message sent from WhatsApp to your connected number will appear in your Rocket chat workspace. You can reply to these messages directly on Rocket chat, enabling seamless communication between WhatsApp and Rocket chat. The integration also supports sending media files, template messages, emojis, and quick replies.

Sharing Media Files and Template Messages

The WhatsApp Cloud API integration allows you to easily share media files such as images and videos with your customers. You can also send template messages for specific use cases, providing a consistent and efficient communication experience. The integration supports various media types and messaging formats, enabling you to engage with your customers effectively.

Connecting Production Numbers

While we have primarily used sandbox numbers for the demonstration, connecting production numbers follows the same process. When you are ready to connect a production WhatsApp number, refer to the "Get Started" section on the developer app. Provide the necessary business details and follow the steps to connect your production number. After the connection is established, you will receive the required details for your production number, including the phone number ID and access token. You can then enter these details in the Rocket chat workspace to connect your production number.

Conclusion

In conclusion, the integration between Rocket chat and WhatsApp Cloud API offers a seamless and efficient communication solution for businesses. By following the installation and setup journeys, you can easily connect your workspace to WhatsApp and start engaging with your customers through the popular messaging platform. Whether you are using temporary testing numbers or connecting production numbers, the process is straightforward and allows for effortless communication between Rocket chat and WhatsApp.

Highlights

  • Seamless integration between Rocket chat and WhatsApp Cloud API
  • Installation and setup process for connecting WhatsApp to Rocket chat workspace
  • Testing with temporary numbers and connecting production numbers
  • Sending and receiving messages on WhatsApp through Rocket chat
  • Sharing media files and template messages
  • Efficient and effective communication with customers

FAQ

Q: Can I connect multiple WhatsApp numbers to my Rocket chat workspace?

A: Yes, you can connect multiple WhatsApp numbers to your Rocket chat workspace. Simply follow the same process for each number you want to connect.

Q: Are there any additional charges for using the WhatsApp Cloud API integration?

A: For Enterprise customers, the WhatsApp Cloud App integration is available for free as part of the Enterprise bundle. However, please refer to the pricing model for any possible changes in the future.

Q: Can I send automated messages and quick replies through the integration?

A: Yes, the integration supports automated messages, including welcome messages, conversation finished messages, and follow me messages. Additionally, you can send quick replies to enhance the user experience.

Q: Can I share media files such as images and videos with my customers through WhatsApp?

A: Absolutely! The integration allows for easy sharing of media files, including images, videos, and other supported formats. This enhances the communication experience and enables you to engage with your customers effectively.

Q: Can I migrate an existing WhatsApp number to the WhatsApp Cloud API integration?

A: Yes, there is a guide available for migrating an existing WhatsApp number to the WhatsApp Cloud API integration. Please refer to the guide for detailed instructions on the migration process.

Q: Is the WhatsApp Cloud App integration available for all Rocket chat users?

A: The WhatsApp Cloud App integration is available for Enterprise customers as part of the Enterprise bundle. Please check your subscription plan for availability and any possible limitations.

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