Admin Guide: WhatsApp Business Integration in BoldDesk via Meta Cloud API

BoldDesk is proud to unveil an innovative and state-of-the-art solution that facilitates seamless integration with the popular messaging platform, WhatsApp. This solution is specifically designed to empower businesses by significantly enhancing their customer engagement strategies, thereby fostering stronger relationships with their clients and ensuring a more personalized and efficient communication experience.

Key Features of WhatsApp

The following are the key features of WhatsApp:

• WhatsApp Direct Communication: This is a widely used messaging platform where customers can instantly connect with support agents, ensuring smooth and effortless communication.
• Real-Time Engagement: Provides quick responses to messages, inquiries, and feedback from customers, boosting satisfaction levels.
• Multimedia Interaction: Effortlessly share text, images, videos, documents, and more with ease, enhancing communication and overall customer experience.
• Template Messaging: Allows you to send responses using a WhatsApp template.
• Group-Based Assignment: The chat is automatically assigned to a group based on your configuration when the user initiates the message from WhatsApp.
• Multichannel Support: Multiple business phone numbers can be configured for your helpdesk WhatsApp integration.

Explore this video tutorial to gain further insights:

Configure WhatsApp in BoldDesk via Meta Cloud API

In order to successfully integrate WhatsApp with the BoldDesk platform, it is essential to first undertake the necessary steps to properly configure WhatsApp within the Meta platform. This configuration process serves as a foundational prerequisite to ensure smooth and effective integration between the two systems.

After setting up WhatsApp within Meta, proceed with the following steps to configure WhatsApp in BoldDesk:

1. Go to Admin > Chat > WhatsApp > Meta Cloud API.
   
   
2. Click the Configure option to integrate WhatsApp with BoldDesk.
   
   
3. Upon clicking Configure, a pop-up will appear requesting the App ID, App Secret, and WhatsApp Token. Enter the required values, which can be obtained after setting up WhatsApp within Meta, and then click Verify and Continue.
   
   
4. After verification is successful, BoldDesk will provide the Webhook URL and Webhook Token.
5. Copy the Webhook URL and Webhook Token and proceed to configure them on the Meta Developer’s website. For detailed instructions, please refer to the guide on configuring webhooks within the Meta platform.
6. Click Save. The WhatsApp integration will be configured successfully.
   
   

Add a WhatsApp Account in BoldDesk

Follow the steps below to configure the WhatsApp account in BoldDesk:

1. Click Admin > Chat > WhatsApp > Meta Cloud API > Manage.
   
   
2. Click Add Account.
   
   
3. Provide a Name for the account and enter the WhatsApp Business ID and Phone Number ID that you copied from the Meta Developer site.
4. Choose the Brand and Group, then select Verify and Continue to proceed.
   
   
5. Enable the required options based on your needs and click the Save option.
   
   

See Also

• Managing WhatsApp Accounts in BoldDesk
• Agent Guide: Get Started with BoldDesk WhatsApp Messaging