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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.

Prerequisites

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

SetUp Steps in armincx

1

Getting API Token

Log in to your Chatarmin-Account, select Settings -> Settings and copy your API- Token
2

Connect armincx to Chatarmin

Go back top your armincx-Account. Fiend the Integrations-Section, choose Chatarmin, add Account and paste your API Token. Click on connect.
3

Setting Up WhatsApp

To create you WhatsApp-Channel, go to Channels -> WhatsApp, click on +Add and select the integration you just set up from the drop-down menu.
4

Setting up WhatsApp View

Go to your inbox, click on + Add view. Name it WhatsApp and chosse Channel - WhatsApp as filter.

SetUp Steps in Chatarmin

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1

Access Chatarmin Flows

Log in to ChatArmin and navigate to the “Flows” section. Chose from Templates “Service Flow - ArminCX”
2

Change Flow to you needs

We have already set up the Service Flow but if you need to make changes (e.g. the automated Messages sent through the flow), feel free.
3

Publish Flow and test

You can now publisch the Flow and send a Test-Message to your WhatsApp-Number. You can then find the message in the WhatsApp-View in armincx.
A successful test will show the WhatsApp message in CXArmin with correct sender information.

Troubleshooting

Messages not forwarding

  • Check if the flow is activated
  • Review trigger conditions (they might be too restrictive)
  • Ensure WhatsApp integration is properly configured

Duplicate Messages

  • 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.