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BoldDesk: WhatsApp Business Integration

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BoldDesk unveils an innovative solution for seamless WhatsApp integration, designed to elevate customer engagement strategies for businesses.

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.

  • Multi-media Interaction: Effortlessly share text, images, videos, documents, and more with ease, enhancing communication and overall customer experience.

  • Template Messaging: It 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.

Configure WhatsApp in BoldDesk

The following are steps on how to configure WhatsApp in BoldDesk:

  1. Sign into BoldDesk.

  2. Click Admin > Chat > WhatsApp.

    image_1.png

  3. Click the Configure option to integrate WhatsApp with BoldDesk.

    image_2.png

  4. After clicking Configure, a pop-up asking for the App Id, App Secret, and WhatsApp Token, will appear. Provide the values and click on Verify and Continue.

    Screenshot_2024-08-02_113626.png

To get the values for App ID, App Secret, and WhatsApp Token, you have to set up WhatsApp in Meta. To learn about how to set up WhatsApp in Meta, click here.

After verification is successful, BoldDesk will provide the Webhook URL and Webhook Token.

  1. Copy the Webhook URL and Webhook Token and proceed to configure them on the Meta developer’s website. Click Save. The WhatsApp will be configured successfully.

    Screenshot_2024-07-24_171705.png

To learn more about setting up Webhook on the Meta Developer site, click here.

Configure the WhatsApp account

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

  1. Click Admin > Chat > WhatsApp > Manage.

    Manage_account.png

  2. Click Add account.

    add_account.png

  3. Enter the Name.

  4. Enter WhatsApp Business ID and phone number ID that you copied from the Meta developer site.

  5. Click on Verify and Continue.

    Screenshot_2024-07-22_212420.png

  6. Enable the options below based on your requirements and click the Save option.

    Screenshot_2024-08-02_120028.png

Refer to this article to learn more about how to manage your WhatsApp account.

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