WhatsApp Connector Installation

Account and connection creation

How to install the WhatsApp Connector in Zendesk®

In order to send WhatsApp notifications, you need to follow these steps:

  1. Install the WhatsApp Connector by Respira app from the marketplace
  2. Create a user account
  3. Create a connection
  4. Grant OAuth permissions to this app
  5. Enter your Sunshine Conversations (formerly Smooch) credentials
  6. Enter your Meta for Business (Facebook) credentials

This article covers steps 1 to 4. Click here if you have already created your account and a connection and you are ready to move forward.

 

1.- Install the WhatsApp connector by Respira from the Zendesk® Marketplace

In order to install the app, you have to:

  • Visit the Zendesk® Marketplace, and look for our app. For example, you can search for "Respira".
  • Click on the app icon.
  • Click install.

After doing this, you will find a new icon in the left bar of your Zendesk® Workspace:

pantalla_icono.png

 

 

2.- Create a user account

Click on the new icon. You will be taken to the login screen. Click Sign up, and enter your email.

pantalla_signup.png

When you create your account, an email will be sent to you with your password. If you don´t receive it, please check your SPAM email inbox. You can change your password later if you want.

 

 

3.- Create a connection

Go back to the WhatsApp Connector by Respira app, and log in using the password you received in your email:

pantalla_icono.png

 

Then click the Connections button:

connector home

 

And then add a new connection:

pantalla_conexiones.png

 

You must now fill the form on the left:

New connection

 

The following data must be entered:

  • Name: a name for your connection
  • Subdomain: your Zendesk® subdomain. If your Zendesk® instance is for example at https://mycompany.zendesk.com, your subdomain is "mycompany". Enter it.
  • Active: Yes

Then click Save.

 

 

4.-Grant OAuth Permission to the app

At the right of the screen, you must click on "Grant Access":

Grant access

You will be redirected to another tab, where you must click on a button to allow Respira to connect to your Zendesk® instance. If all went well, a message saying "You have successfully granted access to Respira" will show up. Then close the tab and click on "Check Status" to make sure the status is "Granted":

access granted

 

 

Now you are ready to enter your Sunshine Conversations & Meta credentials. Click here for more information.

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