How do I configure WATI in the WhatsApp module?
Follow these steps to configure WATI in Vtiger’s WhatsApp module:
- Log in to the CRM.
- Go to Essentials.
- Go to Conversations.
- Select WhatsApp. The WhatsApp module opens.
- Click Settings.
- Select Provider Configuration from the drop-down.
- Click +Add. The Add Configuration window opens.
- Enter or select the following information
- Provider: Select WATI from the drop-down.
- Provider Name: Type the Provider name. For example, WATI for testing or WATI for Business.
- Active: Enable Yes or No.
- Default Provider: Enable Yes or No.
- Follow these steps to get the following from the WATI platform:
- Log in to the WATI platform.
- Click More.
- Click API Docs from the drop-down. A WATI API for WhatsApp window opens.
- Copy the number from the right corner of the WATI screen.
- Copy the API Endpoint.
- Copy the Access Token.
- URL: Paste the API Endpoint you copied from the WATI platform.
- API Key: Paste the Access Token you copied from the WATI platform.
- From Number: Paste the number you copied from the WATI platform.
- Click Save.