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WhatsApp Channel Setup

Set up automated WhatsApp message forwarding from ChatArmin to CXArmin. This integration forwards WhatsApp messages to your CXArmin inbox based on conditions you define.

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Prerequisites

  • Active ChatArmin account with WhatsApp integration
  • CXArmin account with appropriate permissions
  • WhatsApp Business API configured in ChatArmin

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Setup Steps

1

Access ChatArmin Flows

Log in to ChatArmin and navigate to the “Flows” section. You can create a new flow or edit an existing one.
2

Set Up Trigger

Choose “Customer sends message” as your trigger and select WhatsApp as the channel.
3

Add CXArmin Action

Add a new action and select “CX Armin” from the available integrations.
4

Test & Activate

Test the flow to ensure it works, then activate it to start forwarding messages.

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Detailed Setup Guide

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Step 1: Create or Edit Flow

ChatArmin workflow showing start trigger with customer sends message event
  1. Navigate to Flows: Go to the “Flows” section in your ChatArmin dashboard
  2. Create New or Edit: Click “Create New Flow” or select an existing flow to edit
  3. Set Trigger: Choose “Customer sends message” as your starting trigger, or use keywords/phrases like “support”, “help”, or “agent” to trigger specific flows

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Step 2: Add CXArmin Action

ChatArmin workflow showing CX Armin action selection from the actions panel
  1. Add Action: Click the button to add a new action step
  2. Select CXArmin: Choose “CX Armin” from the actions panel
  3. Choose Action Type: Select “Send CX Armin Message”
  4. Publish FLow: Click “Publish” to save and publish the flow
If you don’t see CX Armin in the actions list, please contact support for assistance.

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Step 3: Test and Activate

  1. Send Test Message: Send a WhatsApp message to trigger the flow
  2. Check CXArmin: Verify the message appears in your CXArmin inbox
A successful test will show the WhatsApp message in CXArmin with correct sender information.

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Troubleshooting

  • Check if the flow is activated
  • Review trigger conditions (they might be too restrictive)
  • Ensure WhatsApp integration is properly configured
  • Check for multiple flows forwarding the same messages
  • Review flow conditions to prevent duplicate processing
This integration requires both ChatArmin and CXArmin to be properly configured. Contact support if you encounter issues during setup.
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