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WhatsApp Cloud API Interaction module for Perfex


Introduction WhatsApp Cloud API Interaction module

Thank you for purchasing WhatsApp Cloud API Interaction module for Perfex CRM.

Our Communication Module seamlessly integrates with Perfex CRM, empowering your staff members to communicate directly with clients in real-time, all within the familiar Perfex dashboard environment. No more toggling between multiple platforms or wasting time searching for contact details – everything you need is right at your fingertips.

Dependencies

  • You need to own a Facebook Developers Account.
    Not sure how to create one? Check out the videocast at the Configuration section.
  • You need to create Facebook App through a Facebook Verified (or unverified) Business / Individual account.
    Not sure how to create one? Check out the videocast at the Configuration section.

    • You can skip verification of your Facebook Business used for sending messages, but in this case, you will be limited to WhatsApp Messaging limits.
    Learn how to increase this limit here.

    Installation

    It takes only a few seconds to be installed and activated. Follow the steps below, in order to ensure that you will go smooth through installing/activating process.

    If you have any questions, feel free to raise a support ticket at our Support Area.
    Guys from support department will get back to you as soon as possible with a reply.

    Installation Steps

  • Extract your downloaded file contens. You will notice a folder called "documentation" and a new zip file, called "upload.zip". Since "documentation" folder contains this readme file and helpful instructions that are not needed in your Perfex CRM's installation, we will focus on the "upload.zip" file.


  • "upload.zip" contains the module files (in a module format) that you upload in Perfex CRM's Modules installation section.


  • Go to your Perfex CRM's Admin area and select the following menu item: SETUP > MODULES.


  • Select the extracted upload.zip at Module installation selection prompt and press INSTALL.


  • Find the newly installed module and press ACTIVATE.

  • You will be told that module is successfully activated.

    • That's it!

    You will be told that module is successfully activated, after entering your License Key.




    Configuration


    Our team provides videocast recorded sessions for every single step of the configuration process.
    Please ensure that you follow each step of the videocast. If you have any questions, feel free to raise a support ticket at our Support Area

    Facebook Developers Account

    How to sign up for a Facebook Developers Account
    1. Login to your Facebook account and navigate to Developers Section
    Click on Get Started button from top right corner.




    2. Click on next button from the popup




    3. Enter your phone number and verify your account using text message or phone call.




    4. It may be needed to verify your account again.




    5. Then enter verification code you got and click on the Verify button.




    6. On the next screen, after verifying your account, 3rd step is to tell about you. Select Developer option here and no further steps will be required.



    Facebook Application Creation

    Please follow the steps below, so you can create a Facebook Application for the module

    How to create a Facebook Application:

    1. Sign up or log in to the Facebook for Developers account and click on Create App.




    1. Sign up or log in to the Facebook developer account and click on Create App 2. Select Business as your app type.




    1. Provide basic information about your business. If you don’t have a Business Manager account, you may leave it unselected. Click Create app. You will be directed to your Meta dashboard.




    Provide basic information about your business.

    1. Scroll down until you see WhatsApp and click Set up.




    1. Click Continue to accept WhatsApp Cloud API’s terms and conditions. If you left your Business Manager account unselected in step 3, you may leave your Business Account unselected here and Facebook will automatically create a business account later.




    1. Click Continue to accept WhatsApp Cloud API Terms and Conditions

    2. Send a message with the test number generated by WhatsApp to your personal or business WhatsApp number to test if your chat is a success.




    Send a message with the test number generated by WhatsApp. Next, we’ll show you how to add your phone number to your WhatsApp Cloud API account.



    Connect Your Phone Number

    Here are the needed steps in order to connect your Phone Number:

    1. Click Add Phone Number to connect a phone number to your WhatsApp Cloud API account.




    Connect a phone number to your WhatsApp Cloud API account.

    1. Fill in your business information and click Next




    Fill in your WhatsApp business profile information and click Next.

    1. Add a phone number for your WhatsApp Cloud API. Note that the number you add cannot be tied to an existing WhatsApp account.




    Add a phone number for your WhatsApp Cloud API

    1. Verify the phone number you’ve added. A 6-digit verification code will be sent to the number. Enter the verification code once you receive it.




    Verify the phone number you’ve added

    1. Look at the Send and receive messages section. The number you’ve added will be shown.




    The phone number connected to your WhatsApp Cloud API account.

    You have connected your phone number with your WhatsApp Cloud API account! Now that you've set up WhatsApp Cloud API on your Facebook Developer Account, you need to connect it to Perfex WhatsApp Chat Module Platform to start sending and receiving messages



    Module's Settings

    You only need to fill three settings in order to have our module in working state.

    1. Navigate to Settings > WhatsApp Official Chat menu link of the Perfex CRM's backend (Admin Area) and fill the necessary values in the respective fields.

    2. All needed values can be obtained from your Application creation and Permanent Token creation processes, as described in the Facebook Application Creation steps above.




    1. Access your WhatsApp Business account in the Meta Developer Portal. Locate the "Menu" section and click on it to access the configuration settings.




    1. Click on the "Edit" button and enter the webhook URL and Verify Token obtained from the WhatsApp Official Chat Module after creating the application.




    1. Edit (Manage) Webhook fields, subscribe at ALL events and..
      Congratulations! You are now ready to send and receive messages using the WhatsApp Cloud API through the WhatsApp Official Chat Module.