How to Integrate AI Agents with WhatsApp

Introduction

The new integration with WhatsApp (Twilio) allows you to connect your AI Agents of Scoreapps to WhatsApp via Twilio, making it possible for users to talk to your AI bot directly in WhatsApp. 

IMPORTANT: integration is only possible with accounts WhatsApp Business.

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How to configure integration with WhatsApp

Step 1: Have an AI Agent

First of all you must have created an AI Agent following the steps in the article AI Agents at Scoreapps

Step 2: Twiliio Account Creation

To integrate AI Agents with WhatsApp, a Twilio account is required. The profitability of automating a channel like WhatsApp compared to a cost as low as Twilio is enormous, but if you want to automate a marketing channel completely for free, we recommend opting for Facebook Messenger or Telegram. 

A) If you already have a Twilio account, log in to your account and continue the article from STEP 3

B) If you do not have a Twilio Account, access https://www.twilio.com to create an account:

 

Next we click on the blue "Start for free" button:

On the next screen you must complete the different fields that request the information necessary to create the Twilio Account.
Complete the required information and then press the blue "Continue" button

 

On the next screen we will be asked to verify our email address:

You will receive a message like this in the inbox of the email used in the registration:

Enter the security code that you will have received in and then press the blue "Verify" button 

 On the next screen you will also be asked to verify your phone number.

First select the country prefix from the drop-down menu, then enter your phone number and click on the blue button "Send code via SMS" if you want to receive the code by SMS or "Send code via voice call" If you prefer they call you and tell you the code.

Once the code has been inserted, you will see the following screen in which you are informed of a "Recovery code" that you must save to recover your password if you lose it.
Then press the "Continue" button

Once the registration is complete you will enter the Twilio Console and you must click on the "Create New Account" button:

On the next screen you must complete the following fields:

- Account friendly name - Enter the name you want to give to the account

- What will this account be used for? - Here select the "Twilio" option

Then click the blue "Continue" button

Then on the next screen select your country and then click on "Create account":

On the next screen you must choose the payment plan "Pay as you go"

Next we must complete 4 steps to create the Profile and we will begin by clicking on the button "Get started"

Once the 4 steps are completed, click the button "Great, Start building"

You will see that you go directly to the Twilio Home

If you look closely you will see that in the "Connect to 3td-party applications" box the Twilio phone number check appears unchecked, this is because we have to add a number.

Step 3: Phone number

A) If you already have a WhatsApp Business phone number or a Twilio phone number, go directly to STEP 4

B) If you do not have a WhatsApp Business or Twilio phone number, follow the steps below:

Go to the left side menu and follow this path Messages > Senders > Whatsapp senders

Then we click on the blue button "Get Started"

Next we mark the box "accepting the Terms and Conditions" and click on the button "Next"

Next you must answer the following questions by selecting the option that best suits your circumstances.

Then click the "Next" button:

When you complete all the questions, check the checkbox and click the "Done" button

Then click on the "Create new sender" button

On the next screen you can choose between 2 options:

1- Use your own phone number if you already have a WhatsApp Business number.

2- Buy a Twilio number to then link it with WhatsApp.

In this case we will select the "Twilio phone number" option, then we will click on the "Select Twilio number" field and finally on "Buy a Number"

Next, on the next screen you must select a country prefix.

Not all prefixes have available numbers nor do all prefixes have the same monthly cost but it is not essential that the number has a specific prefix so you can choose any other prefix.

The only thing you should keep in mind is that the prefix has at least the Capacibilitie Voice

 Select the number you want and press the "Buy" button

Then check the checkbox and click the button 

Then on the next screen you will receive confirmation of the purchase of the number and you must click on the "Configure" button

Step 4: Create a Sender

On the next screen, in the left side menu go to the section Messeging > Senders > Whatsapp senders and click "Create New Sender"

From here there are 2 options:

A) If you have a Twilio number, select the "Twilio Phone Number" option and choose the phone from the selector

B) If you already have a WhatsApp Business phone then you must select the "My own phone number" option and enter the phone number with the country prefix (without placing the + symbol)

Then we click on the "Continue" button

Then on the next screen click on blue button "Continue with Facebook"

You will automatically be redirected to Facebook where you must click on "Allow all Cookies"

Next you must log in to your Facebook Business account

Now you must click on "Continue" to connect the Facebook account with Twilio

On the next screen you must complete the form according to the circumstances of your company and then click "Next" to advance

Next you will see this screen:

A) If you have a Twilio phone You must place the phone number that appears on the screen in the "Number to register with Whatsapp" field

B) If you already have a WhatsApp Business phone number insert it into the field "Phone number" 

Then you must choose the "Text message" verification option and click on the "Next" button

We wait a few seconds and a field will appear to insert a code

If you reported a Twilio phone, the verification code will be shown in point 3 (verify via test message)

If you used a WhatsApp Business phone you will receive the verification code on your phone.

​

Next we copy the code and insert it in the "Verification code" field
Then we click on the "Next" button

Now, once verified, we click on the blue "Confirm" button

Now we are going to go to “Account Dashboard” and in the “Account info” section we will find the following data:

- Account SID

-Auth Token

- My Twilio phone number

Now we will go to Scoreapps > Section IA > AI Agents

Next we will access the section "Channel" of our AI Agent by clicking on the 3 dots icon

Within Channel we will choose the option "WhatsApp"

Now we are going to fill in the requested fields with the data from the Twilio Account Info:

- Whatsapp SID = Account SID

- Whatsapp Token = Auth Token

- Whatsapp Phone = My Twilio Phone number

And in environment = Production

Finally we click on the blue "Add Channel" button

Next The created channel will be displayed and we will click on the button that says “Copy Webhook”

Then we will return to Twilio and go to the left menu section Messangin > Whatsapp Senders

And here we click on “Edit Sender”

Now, in the field “Webhook URL for incoming messages” we paste the webhook copied previously from Scoreapps and click on the button below “Updating sender”

And that's it! The integration of your AI Agent with WhatsApp has been configured.

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