After installing the Pinnacle add-on in Vtiger, the next step is to configure it within Vtiger’s WhatsApp module.
When you create an account in Pinnacle, an API key is generated and shared with you by the Pinnacle team via email or through their support team. You will need to paste this key into Vtiger CRM during the configuration process. It is recommended to copy the key to a notepad and keep it ready for use..
Follow these steps to configure Pinnacle 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 to configure the Pinnacle in the WhatsApp module:
- Provider: Choose Pinnacle as the provider.
- Provider Name: Enter Pinnacle or a custom name to identify the configuration.
- Active: Enable Yes to activate the configuration.
- Default Provider: Enable Yes to set as the default provider if needed.
- API Key: Enter the API key shared by the Pinnacle team.
- From Number: Enter the phone number used during account creation.
- Status Callback: It is automatically generated and used for status updates.
- Incoming Callback: It is automatically generated and used for returning calls.
- Click Save.
Note: The following are auto-generated once you click Save.
- WABA ID: The ID is auto-generated once the API Key and From Number are saved.
- Phone Number ID: The ID is auto-generated once the API Key and From Number are saved.