CONNECTING WHATSAPP THROUGH E-CHAT 👇

The WhatsApp integration through E-chat allows you to receive and send messages to customers directly in CleverBox:CRM, without using a phone or WhatsApp Web.

1. ACTIVATING THE NUMBER IN E-CHAT 👇

➡️ Go to the registration page:

👉 https://e-chat.tech/profile/registration?ref=15ccc313-7a58-48dd-bf22-5b987b382d04

➡️ During registration, select the following option in the CRM selection pop-up:

API - as the integration type.

After activating the number in your E-Chat account, you will be able to obtain an API Key, which is required to connect the channel to the CRM.

2. CREATING A CHANNEL IN CLEVERBOX:CRM 👇

➡️ In CleverBox, go to:

📌 Settings -> Channels

➡️ Click Create Channel

➡️ Select WhatsApp - E-Chat

➡️ Then complete the following fields:

Channel Name - enter any name (for example, Salon WhatsApp)

Phone Number - enter the number in international format (the same number as in your E-Chat account)

API Key - copy the key from your E-Chat account next to the connected phone number

➡️ Click Save

3. CONNECTING THE WEBHOOK 👇

➡️ After creating the channel, open it in CleverBox:CRM

➡️ Copy the Webhook URL

➡️ Go to your E-Chat account

➡️ Open the phone number settings (⚙️ icon)

➡️ Paste the copied Webhook into the Webhook URL field

➡️ Click Save

➡️ Then return to CleverBox:CRM

➡️ Click Activate webhook

✅ If everything is configured correctly, the OK status will appear.

If an error occurs, check:

• whether the phone number is correct
• whether the Webhook has been added to your E-Chat account

4. ADDITIONAL SETTINGS 👇

In CleverBox:CRM -> Additional Settings, you can:

• enable the auto-reply
• configure notification sounds
• specify the user roles that will have access to the chats of this channel

IMPORTANT 👇

The "write first" feature is not available for this channel.

E-Chat uses WhatsApp number connection emulation, so initiating messages may result in the phone number being blocked.

Reasons:

• the system cannot determine in advance whether the customer has an active WhatsApp account
• bulk messages sent to non-existent or inactive accounts may be considered spam

HOW THE WHATSAPP CHANNEL WORKS 👇

🔹 First, the customer sends a message to your WhatsApp number

🔹 CleverBox automatically creates a chat and a contact

🔹 After that, the contact becomes available for further messaging and reminders