WhatsApp by E-chat is another convenient way to communicate with clients right in RemOnline.
E-chat is a WhatsApp number integration service that helps companies improve client communication and automate business processes. E-chat will allow you to communicate with clients through convenient communication methods from the RemOnline window.
This guide will show you how to create an account, connect a number, and set up a channel.
⭐ The first month of using WhatsApp by E-chat is free.
Important: To ensure that the entire chat history is displayed in RemOnline, we recommend sending messages to clients directly from RemOnline. If you use a mobile app or other third-party tools to reply, outgoing messages will not be displayed in the chat, as E-chat does not currently support importing such data.
Create an account in E-chat
1. Go to E-chat.
2. Fill in the details in the registration window and click Sign up.
The Name and Company fields are optional, so you can skip them.
3. Log in with your email and the password you created.
You have successfully created an account in E-chat! The next step is connecting a WhatsApp number.
Please note that you must already have a valid phone number registered with WhatsApp.
Add a WhatsApp number
1. Click Connect number or Connect WhatsApp number.
2. Select WhatsApp, then RemOnline, and enter the phone number you want to use in WhatsApp. Click Add number.
3. Click Generate QR.
4. In the WhatsApp application, go to Settings > Linked devices. Tap Link device.
5. Scan the generated QR code.
Done! Your WhatsApp number is now connected to E-chat and ready to connect to RemOnline.
Connect to RemOnline
1. Go to the Integrations section and copy the required API key.
2. In RemOnline, go to the Settings > Chats section and click + Channel. Select the resource - WhatsApp by E-chat.
3. Fill in all the fields:
Channel name - come up with a name for your WhatsApp channel that you will use to communicate with clients.
API key - add the API key copied from the E-chat integration.
Phone number - enter the phone number you used in the E-chat integration in the format +XXXXXXXXXXXXX.
4. Configure Channel access.
All - all employees of the company will have access to the channel settings, provided that such access is allowed by the system;
Selected - only selected employees will have access to the channel settings, provided that such access is allowed by the system;
Owner - only the company owner will have access to the settings.
To change the settings for employees' access to the channel and channel settings, go to Settings > Employees > Roles and edit the necessary settings.
5. Click Create.
You're done! You have connected WhatsApp by E-chat and now you can communicate with clients directly in RemOnline.