Articles in this section

Configuring WhatsApps as the notification method

  • Updated
Follow

Prerequisites

  1. This feature currently only works with SightCall’s Vision Platform (sght.io) but not the standard console (console.sightcall.com)
  2. Active Meta Account
  3. Business Portfolio verified by Meta

Steps to configure 

First of all, add your Meta account to the Admin List of the Meta Business Portfolio 

 

  1. Log into SightCall admin portal > SETUP > Message Templates
  2. If the WhatsApp feature is not enabled yet, there will be the “Login with Facebook Business” button to click here: 
  3. Enter a Display name for Whatsapp account (should respect Meta Policy) 
  4. Select the Business Portfolio
  5. Click on “Create Whatsapp Business Account“
  6. Submit Facebook Modal 
    => A new screen with credentials and phone number should appear.
  7. Now create a new message template (that will be used in the Call Routing/ configuration) and there will be a Whatsapp tab now:
  8. Create a template and click on “Approve“ 
    => You will have to wait Meta approval before using it 
    On our side, we have a background job checking every 10 minutes the status until its approved or rejected
  9. Please be reminded to configure this Message Template in the expected Call Routing rule:  
  10. Once your template is approved by Meta, the Message Template > WhatsApp tab will show the status as ‘Approved’, please proceed to test it in the agent console!