ChatMaxima WhatsApp Integration & FAQs

Initial Setup & Integration

1. What is the first step to connect my WhatsApp account to ChatMaxima?

The first step is to ensure you have a WhatsApp Business account. From there, you will connect your account to ChatMaxima via the embedded setup flow.

2. How do I find the guidelines for integrating my WhatsApp Business Account?

You can find the integration guidelines by following this path: Dashboard → Quick Access → Channels → WhatsApp.

3. What happens after I connect my WhatsApp account?

 Once connected, all incoming messages from your WhatsApp Business account will be delivered to the unified inbox in real time, enabling you to manage all conversations in one place.

4. Where can I find a step-by-step video tutorial to integrate my WhatsApp account with ChatMaxima?

You can find a video tutorial by following this path: Dashboard → Resource → Video Tutorial. From there, you can search for a video specifically on WhatsApp integration.
link:  https://chatmaxima.com/video-tutorials/integrating-whatsapp-with-chatmaxima/

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Messaging & Workflow

 

5. How will I be notified of new messages from my WhatsApp account?

You will receive real-time notifications on your ChatMaxima dashboard. Additionally, if you use the mobile app, you can receive instant push notifications to your device.

6. Can I send and receive messages from my WhatsApp account directly through ChatMaxima?

 Yes, the integration allows for seamless two-way communication. You can send and receive all messages from your WhatsApp contacts directly from the unified inbox.

7. What happens if a customer sends a message with an attachment like an image, video, or voice message?

All attachments are handled seamlessly. Images and videos will be displayed directly in the chat history. Voice messages are transcribed into text, which can then be read and responded to.

8. What actions can I take on my WhatsApp contacts in the inbox?

 You can manage your WhatsApp contacts directly from the unified inbox. You can assign a conversation to a specific agent, add labels, set a status, and include internal notes.