Twilio Credentials

Go to the Twilio website at ttps://www.twilio.com/
Click on the "Sign Up" Button to Create a new Account. If you already have an Account, you can Log In Instead.

After Logging in, Navigate to the Twilio Console. You can find the Link to the Console in the top right Corner of the Website. In the Twilio Console, you will see a Sidebar on the left. Click on the "Get a Trial Number" button to obtain a Phone Number for Testing

In the Settings page, you will find your Account SID (a unique identifier for your Twilio account) and your Auth Token (used for authentication). These Credentials will be Required to make API Requests.

Cloud Credentials

To get cloud API whatsapp credential first you need a facebook account. Go to the https://developers.facebook.com website, and you can sign up your developer facebook account using the facebook account and whatsapp business account.

After Logging in, there has an option 'My Apps', from here we can access all your apps in the facebook developer account

From there we need to create new app for the whatsapp cloud integration. There has 'Create App' option to create a new app.

It opens a new window, here there some option to choose, select 'Other' and click on 'Next' button.

Select app type 'Business' and click on 'Next' button.

Provide App name and App contact email, select Business account as 'Test Business', click on Create App.

Need to enter your password here.

Then after we need to integrate the Whatsapp with our app that we created by clicking on 'Set up'.

There has API set up option menu under Whatsapp on the left side,from there we can access our Temporary Access Token, Phone Number ID and Whatsapp Business Account ID.

We can Choose a mobile number from 'To' option, can send message to the number by clicking the 'Send Message' button.

Configuration of Credentials

Go to Settings and add Twilio Account Credentials and Cloud Whatsapp Credentials.

Add whatsapp mobile number to the sale order partner.

Sales -> Quotation ->Click on the Button "SEND BY WHATSAPP"

Choose One Method to Send Message (Twilio or Web or Cloud) and also we can See the Sample of Whatsapp Message.

The message shown as:

Using Twilio

The message shown as:

Using Cloud Whatsapp , We have Two options Using , Text and Document.Choose one.

The message shown as:

We can send whatsapp message in Sales , Purchase and in Transfer.

Purchase -> RFQ ->Click on the Button "SEND BY WHATSAPP"

Inventory -> Transfer ->Click on the Button "SEND BY WHATSAPP"

Send and Receive whatsapp message through Livechat

There has option to send and receive whatsapp message through Livechat. For that first we need to set the Whatsapp Business whatsapp number to the related partner of the user.

We can receive realtime whatsapp messages to the Business whatsapp number through Live Chat. For that first we need to configure Webhooks from facebook developer account. There has 'Configuration' menu under Whatsapp on left side, from there we configure webhook for the realtime message chat.

We add Call back url for the webhook here. It will trigger a response while we receive whatsapp message to the Business whatsapp. Also need to provide a verification token to connect it, click on 'Verify and Save' Button. The Webhook format is "ip_address/whatsapp_message".

Then after we need to choose 'message' as webhook field by clicking the manage button.

We get the realtime whatsapp chats of business whatsapp through the Live Chat.

We can also send messages through the LiveChat.

The portal user can get the message through whatsapp that we sent by Live Chat