HaloCRM Guides
WhatsApp For Business Integration
To set up WhatsApp for Business on your HaloCRM instance, you must first, enable the integration. This can be found by going to Configuration > Channels > Social Media > WhatsApp.
Once enabled, click into it and enter your WhatsApp Business Account ID and Phone Number ID into the appropriate fields, and then authorise the integration with a Facebook account.
Once authorised, you can enable the creation of tickets from WhatsApp messages and select a ticket type to be created.
Then, you will need to modify your 'Reply' action in Halo to include the ability to reply via WhatsApp.
You can do this by pressing 'Action Configuration' as below:
Selecting the 'reply' action, and then head to the 'details' tab.
Scroll down to the following checkbox:
and ensure it is ticked.
Additionally, you can use the following checkbox found in the 'Defaults' tab.
Now, when you reply to a ticket, you will have the option to respond using WhatsApp.
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