Twilio Whatsapp
To connect Twilio WhatsApp, a Twilio WhatsApp API account is required. Read this guide on how to create a Twilio WhatsApp API account.
In addition to providing SMS services, Twilio is also an API provider that works directly with WhatsApp as an official partner. Twilio also provides other services such as phone number purchases and WhatsApp Official API account management.
By integrating Twilio WhatsApp API, the platform enables you to respond to WhatsApp messages directly.
Connecting Twilio WhatsApp
Step 1: Navigate to Workspace Settings > Click Add Channel
Step 2: Locate the Twilio WhatsApp Channel > Click Connect
Step 3: Sign in to Twilio with your user credentials at Twilio.
Step 4: Locate the Account SID and Auth Token on the dashboard and add them to the corresponding fields on the YesHello platform.
Step 5: After you've filled in the Account SID and Auth Token, follow the instructions by clicking Next.
Step 6: On the Twilio platform, navigate to Programmable Messaging > Senders > WhatsApp Senders. Click Edit Sender next to the WhatsApp Number to be connected.
Step 7: Add the WhatsApp Enabled Number to the corresponding field on the YesHello platform e.g. whatsapp:+12025550136
Step 8: Copy the generated URLs from YesHello and add them to the corresponding fields on Twilio.
Step 9: Click Save Changes to complete the setup in YesHello.
Once you've completed the setup, any messages sent to your Twilio WhatsApp Number will now be received in your Workspace.
Channel Configuration
Twilio WhatsApp channel can be configured with a unique channel name.
Step 1: Navigate to Workspace Settings > Click Channels.
Step 2: Locate the Twilio WhatsApp Channel > Click Manage > Configuration.
Step 3: Configure the Channel name, which is used internally to identify the account.
Ensure all your details are entered correctly as errors may cause outbound messages from your Twilio WhatsApp account to fail.
Step 4: Click Save Changes to update the Channel configuration.
Metadata Received by Channel
Different channels provide different set of Contact’s metadata to YesHello platform. From this channel, you’ll be able to obtain the Contact's phone number.
Managing WhatsApp Message Templates
Before sending a Template Message to a Contact on the YesHello platform, ensure you did the following: - Submitted the message template for approval - Added the approved message template to the Space
Submitting Message Template for Approval
If you don't have an approved message template or would like to submit a new message template, refer to the following guide.
Step 1: Navigate to the WhatsApp Enabled Senders Page on Twilio.
Step 2: Search and Select the WhatsApp Approved Phone Number
Step 3: Scroll down to the Message Templates section and click + to submit a new template.
Adding the Approved WhatsApp Message Template to the Space
Once your Message Template has been approved on Twilio, you may proceed to add the message template on the YesHello platform.
Step 1: Navigate to Workspace Settings > Click Channels
Step 2: Locate the Twilio WhatsApp Channel > click Manage > Templates > Add Template Message
Step 3: Fill in the required information to create a new template.
Fields | Type | Description |
Template Name | Text | A name used to identify the template. |
Template Content | Text | The message template approved by WhatsApp and to be sent to the contact. |
Category | Single select | In which category does this template belong to. Refer here for a list of categories. |
Language | Single select | In which language this template is written in. |
Make sure to choose one of the three Meta-approved categories (Marketing, One-time password and Transactional) as other listed categories will be deprecated.
Step 4: Review the information and click Save.
🔗Important Links
Rate Limits
A rate limit is the number of API calls an app or user can make within a given time period defined by the channel. Learn more about the rate limits for this channel here.
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If you have a question, feel free to contact our support team here
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