Team, I am exploring WA integration in chats. I have set up trial account for Twillio, launched Twilio Sandbox for WhatsApp, which works on my device. Now, I replaced a link for incoming messages in Twilio Conse and want to create a channel in my Creatio trial instance. However what I get is this:

An error occurred while working with the account service. For further information, please contact the system administrator

How to troubleshoot this?

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chats
omnichat
whatsapp
Service_Creatio
8.0

Hello Community,

Has anyone here implemented or knows how to send a chat reply via a business process in Creatio?

We have a use case where, during an ongoing chat session with a customer, an agent triggers a business process. Within that process, we need to automatically send a chat message back to the customer.

Currently, we’re able to send WhatsApp messages using a Script Task and API call, However, messages sent this way are not automatically tracked in the Creatio chats object.

Is there a way to send a message via a Script Task using out-of-the-box (OOTB) functionality in Creatio, so that the message is automatically tracked and populated in the chats object?

Any guidance or examples would be greatly appreciated.
Thanks!

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3 comments

Hello,

The problem is that chat messages are stored in the OmnichannelMessages table, which does not have an object in the configuration.

Unfortunately, it is impossible to implement such functionality in our application with basic tools. However, we have already registered this idea for our R&D team and passed it on for implementation in future releases.

Best regards,
Malika

Hi Malika,

Thanks! This table is exactly what I was looking for.

I have a few questions about some columns:

  • Source: In the demo data, the value is 0, but when I insert data, it autopopulates to 3.
  • Message Type: Most of the time, the value is 0, but it autopopulates to 5 when the chat is completed.
  • Message Macros Details ID: Most of the data here is null, but I notice it gets populated with a GUID once the chat is completed.
  • Is Stand By: In my data, all value is false.

Did you have info or references that explain what each of these values means and what the numbers represent?

Likewise, there’s a table called ChatMessages — what is it used for specifically? How is it different from the OmnichannelMessages table? They seem quite similar at a glance, so I’d like to understand the distinction.

Thanks in advance!

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whatsapp
integration
Sandbox
8.0

I've recently created a WhatsApp sandbox environment and followed the documentation and TechHour tutorial keenly. However, when I test the sandbox integration nothing occurs. I am sure that I have set up the channel, queue, and actions correctly and routed my sandbox settings properly as well. I decided to test the webhook with postman and kept on receiving a "204 no content" message 

 

 

I thought maybe because it is a CRM demo environment and I have created a custom package perhaps the omni chat messenger packages we're missing and that could be the issue, however not sure since I haven't tested it yet. If anyone has any insight on the probable cause please let me know!

 

Thanks,

Jose

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Hello, 

Please contact our support team directly at support@creatio.com so we could properly analyze your request.

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chat
mobile
mobile application
whatsapp
Studio_Creatio
8.0

Dear community!

 

Does someone thinks about such a feature?

To let operator user work with chat channel from mobile application?

Maybe, Creatio team have it in the backlog?

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Hello,

 

Currently, there is no possibility to work with chats in the mobile application. However, we have already registered a task for our R&D team to explore the possibility of implementing this functionality in future.

 

Thank you for your question!

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MarketingCampaign
whatsapp
whatsapp_integration
Leads
#contacts
Studio_Creatio
8.0

Hey, everyone! 

So.. I've been trying to start a campaign that runs on whatsapp.

I've created a Campaign and a folder on my contacts section to use as "starting point".

  • First of all, I can't select the folder that I've created as the "starting" point for my campaign (it simply doesn't show up...)
  • There's no "call web service" on the business process that I'm creating (trought the Campaigns,,,

How do am I to solve these problems?

Thanks !!! 

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Best reply

Hello,

 

1. Please contact our support team regarding the issue with the folder

2. There is no 'call web service' element campaign, it's available in business processes only. 

Hello,

 

1. Please contact our support team regarding the issue with the folder

2. There is no 'call web service' element campaign, it's available in business processes only. 

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omnichat
telefram
whatsapp
Facebook
Studio_Creatio
7.18

Hi guys,

 

Could you please help me in how can I remove chat buttons from the actions bar?

I'm not using facebook nor telefram nor whatsapp so I'd like to remove that functionality completely.

 

Please see the image attached 

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2 comments

Hello Andres,

I have an article on that topic here: https://customerfx.com/article/removing-the-facebook-whatsapp-or-telegr…

Ryan

Awesome. Thanks Ryan!

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whatsapp
chat
Service_Creatio_customer_center_edition
7.18

When trying to initiate a new WhatsApp chat with a customer, more than 24 hours after the last message on the past chat, we get the alert: "Unable to send the message, the conversation ended more than 24 hours ago"

How can we bypass this to send an verified and approved HSM message to the customer?

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Hello Julian, 

 

The error message indicates that more than 24 hours passed after the last incoming message and prevents you from initiating the chat once again from your side, such limitation is done in order to prevent Spam messages (so your messages sent after 24 hours from last incoming message won't be delivered to a client).

However, you will be able to continue the same chat with no error message once there is a new incoming message from a client.

 

Best regards, 

Anastasiia

Anastasiia Zhuravel,

WhatsApp allows sending of pre-approved HSM messages after 24 hrs. We have seen that if we (manually) reopen the chat and send a correctly pre-approved HSM message, this is successfully sent even after 24 hrs. Is this the correct/supported method of sending approved HSM messages in Creatio, or should we send some method?

julian hatteea,

 

Hello, 

 

We have double-checked this information and so far, this functionality is not implemented in our system. We have already registered the corresponding query for our R&D team and will be waiting for implementation of pre-approved HSM messages functionality in the upcoming versions. 

 

Thank you for helping us to make our Application better. 

 

Best regards, 

Anastasiia

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whatsapp
whatsapp_integration
Studio_Creatio
7.17

Hi all,

 

When a new WhatsApp Chat is received without an existing contact, a new contact record is created.

 

We want to merge the created contact with an existing record but after doing so, a new contact is still created when a new message is sent by the customer.



NB. Responses sent to the merged contact are received

 

Update: using the out of the box merge prevents any further messages from being received. We 'merge' by modifying the Contact in the Contact Identity and Chat tables

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Updating to version 7.18.3.1241 resolved this issue

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integrations
social
social_media
Facebook Integration
instagram
whatsapp
Marketing_Creatio
7.17

There is any possibility to integrate with any social media network ?!

Including :

Email integration : like sending a broadcast from creatio to facebook users

Data integration : like posting through creatio to facebook page / get analytics information about facebook page

 

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Hello Assem, 

 

7.17.0 release enables the possibility to add integration with Facebook lead generation forms. All you need to do is link a landing page record in Creatio with a Facebook business page and select one of the lead registration forms on it. As a result, each submission of the corresponding Facebook form will generate a new lead in Creatio. 

 

Furthermore, in the 7.17.0 version, customers can write private messages to your company page on Facebook or using the Facebook Messenger plug-in available on the website. You will be able to process all these messages in Creatio, they will be integrated on a customer page. 

 

More detailed information about these topics can be found in Academy articles: 

Please, let us know in case any further information is required. 

 

Best regards, 

Olga. 

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whatsapp
7.15_()
Sales_Creatio_()

Need to write a process do capture WhatsApp messages. Please help.

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Dear Ricardo,

In the current version of the application there is no out-of-the-box feature that allows WhatsApp integration. Our R&D team has a task to add this functionality in one of nearest versions.

Please find additional information about it in the articles by the links below:

https://community.creatio.com/questions/there-any-integration-whatsapp

https://community.creatio.com/questions/send-and-receive-whatsapp-sms-messages

 If you have any further question, please contact technical support.

Best regards,

Norton

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