Search through more than a hundred articles on every aspect of Agentcis

Written by sajina joshi

Whatsapp Integration

Adding Whatsapp Integration Step-by-Step Guide

You can now effortlessly connect with your contacts using the world's most popular messaging platform “WhatsApp”.

Seamlessly send messages, share updates, and communicate with your clients or colleagues all within the comfort of your Agentcis Mobile Application. Enjoy the convenience and efficiency of WhatsApp communication while managing your educational and migrational needs, all in one place. Overall, this has enabled users to connect with clients, colleagues, and contacts effortlessly, all while enjoying the benefits of seamless messaging, document sharing, and real-time updates.

Setting Up Whatsapp in Agentcis

Step 1: Go to Settings and click on API & Integration.

Step 2: Click on the WhatsApp Tab and click on the “+ Add Integration” button.

Note: A drawer will open up to set up the WhatsApp Integration.

Step 3: Select the preferred branches in Agentcis from the dropdown.

Note: All the branches of your company will be shown in the list

Step 4: Enter the Phone Number and Phone Number ID to connect to WhatsApp

If you have any issues getting the Phone Number ID, click on "  How can I get the Phone Number ID?"

Step 5: Paste WhatsApp API Key 

Note: Please click on the “Test API Key Connection” to test the API key

Step 6: Select the Users, who should be able to use WhatsApp

The user selected can be from the same branch or a different branch depending on the office that is shared with the user.  

Note: The user must choose at least one user to proceed ahead.

Step 7: Click on “Save Integration”

Delete the Connection

After the connection is successful, you can view the connection details in the API & Integration Tab.

Step 1: Click on the 3 dot button to delete or disable the connection if you want to.

Manage Users

Step 1: Click on the “ Manage Users“ option to add or delete the user's access to use WhatsApp.