This module allows you to send and receive messages from seafarers with the ability to save message history in CRM. If a seafarer's WhatsApp number is specified in the seafarer's card, the message history with this seafarer will be displayed in it.
To connect WhatsApp to CRM, you need to register an account on the Twilio service and get the account token and SID. The connection is made in the Settings -> System -> WhatsApp section.
In this section, you need to specify the account token and SID, as well as the number that will be used to send messages.
Before connecting this module, make sure that this functionality is activated for your account in CRM.
Setting up an account in Twilio
To work with this service after registration, you need to top up your account balance.
On this page, in the Account Info block, your Account SID and Auth Token will be available to you.
Make sure that the balance is not zero, otherwise you will not be able to continue setting up your account.
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For two-way messaging with seafarers, you need to connect a WhatsApp number. To do this, go to the Messanging -> Senders -> WhatsApp senders section, then follow the instructions.
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Also, for two-way messaging with seafarers, you need to set up message templates. To do this, go to the Messaging -> Content Template Builder section, then follow the instructions.
Working with message templates in Twilio for WhatsApp includes the use of predefined message formats that have been approved by WhatsApp. These templates are used to send notifications or informational messages to customers who have not initiated a dialogue with your number within a 24-hour window. Templates for initiating a dialogue in WhatsApp through Twilio must be pre-approved by WhatsApp and are intended for specific purposes. When creating templates, it is important to formulate the text in such a way that it is clear, specific, and provides value to the recipient. After the template is approved by WhatsApp, you can use it to send messages through the Twilio API.
Twilio templates support in CRM will be implemented in future versions.