🛠️Module's Settings

WhatsApp Chat Module Settings Explained

Fields Explanation:

1. WhatsApp Business Account ID:

   • Enter your WhatsApp Business Account ID in the provided field.

   • This ID links your business account with the module.

2. WhatsApp Access Token:

   • Input the access token for your WhatsApp Business Account.

   • This token is necessary for authenticating API requests.

3. WhatsApp Lead Status:

   • Select the default status for new leads generated from WhatsApp messages.

   • Options include "Raw Lead", "Qualified Lead", etc.

4. WhatsApp Lead Assigned:

   • Choose the default user to assign new WhatsApp leads.

   • This ensures new leads are promptly managed by the designated staff member.

5. WhatsApp Lead Source:

   • Specify the source of WhatsApp leads.

   • Typically set to "WhatsApp".

6. Convert New Message to Lead Automatically:

   • Enable or disable the automatic conversion of new WhatsApp messages into leads.

   • Select "Enable" to automate this process.

7. WhatsApp Webhook URL:

   • Enter the URL for the WhatsApp webhook.

   • This URL is used to receive webhook events from WhatsApp.

8. WhatsApp Webhook Token:

   • Provide the token used for webhook verification.

   • This token ensures the authenticity of the incoming webhook events.

9. WhatsApp OpenAI Status:

   • Enable or disable the integration with OpenAI for automated responses.

   • Select "Enable" to activate this feature.

10. WhatsApp Webhook OpenAI Token:

    • Input the OpenAI token for webhook integration.

    • This token is required for authenticating requests to OpenAI.

    • To get OpenAI API key Click Here

11. Update Interval

    • Time (in seconds) between refresh of the Chat Interface.

12. WhatsApp Blueticks Status:

    • Enable or disable the blueticks feature.

    • Select "Enable" if you want to display read receipts for WhatsApp messages.

13. Enable WebHooks Re-send:

    • Enable or disable the option to re-send webhooks.

    • Select "Enable" if you want to allow webhooks to be re-sent in case of failure.

14. Webhooks URL:

    • Enter the URL to receive webhook notifications.

    • This URL is used by WhatsApp to send event notifications.

15. Cronjob:

    • Use the provided cronjob command to schedule regular tasks.

    • Example command: wget -q -O- https://app.yourdomain.com/whatsapp/webhook/send_campaigns

    • This command ensures that campaigns are processed and sent automatically.

16. Last Campaign Run:

    • Displays the timestamp of the last campaign run.

    • This field is auto-populated and helps track the scheduling of campaigns.

Example Configuration

Here’s an example of a completed configuration for reference:

• WhatsApp Business Account ID: 1234567890

• WhatsApp Access Token: abcd1234efgh5678ijkl

• WhatsApp Lead Status: Raw Lead

• WhatsApp Lead Assigned: Ahmed Faraz Khan

• WhatsApp Lead Source: WhatsApp

• Convert New Message to Lead Automatically: Enable

• WhatsApp Webhook URL: https://app.yourdomain.com/whatsapp/webhook

• WhatsApp Webhook Token: 123456

• WhatsApp OpenAI Status: Disable

• WhatsApp Webhook OpenAI Token: ******************

• WhatsApp Blueticks Status: Enable

• Enable WebHooks Forwarding: Disable

• Webhooks Forwarding URL: https://app.yourdomain.com/whatsapp/webhook

• Cronjob: wget -q -O- https://app.yourdomain.com/whatsapp/webhook/send_campaigns

By following these steps and using the example as a guide, you should be able to configure the WhatsApp Chat Module successfully, ensuring seamless communication and lead management within Perfex CRM.

Steps to Configure the Module:

1. Navigate to the Settings Page

   In the Perfex CRM Admin panel, go to Settings > WhatsApp Official Chat to access the module's configuration page.

2. Enter Required Fields

   Input the values you gathered during the Facebook Application creation and Token generation process. Ensure the following fields are accurately filled:

   • WhatsApp Business Account ID: This is the unique identifier for your WhatsApp Business account.

   • WhatsApp Access Token: A token that authenticates your WhatsApp Business API. Ensure it is copied correctly from the Facebook Developer Portal.

   • WhatsApp Lead Status: Set the default lead status for new leads generated via WhatsApp messages (e.g., Raw Lead).

   • WhatsApp Lead Source: Specify the source of the lead (e.g., WhatsApp, Facebook) to organize incoming leads.

   • WhatsApp Lead Assigned: Assign the responsible team member to manage the incoming leads. This is useful for sales or customer support teams.

   • Convert New Message to Lead Automatically: Choose whether new messages should automatically be converted into leads.

   • WhatsApp Webhook URL: This URL handles WhatsApp message events. It is crucial for the communication between WhatsApp and the CRM.

   • WhatsApp Webhook Token: A token for verifying the authenticity of webhook requests sent to your server.

   • WhatsApp OpenAI Status: Enable or disable the OpenAI integration to use AI for message automation.

   • WhatsApp Welcome Template: Specify the welcome message template to be sent automatically to new contacts.

   • WhatsApp Blueticks Status: Enable or disable read receipts for WhatsApp messages.

   • Enable WebHooks Re-send: If enabled, this option allows failed webhook requests to be resent.