Channels and inboxes
By Vitor
By Vitor
Tutorial: How to Connect the WhatsApp Cloud API to Papo Global
This guide shows you, step by step, how to integrate the official WhatsApp API (Meta's Cloud API) directly with Papo Global, using your Meta data and connecting it to your platform Inbox. Step 1: Access Papo Global 1. Open the Papo Global Control Panel. 2. Go to the "Inboxes" tab. 3. Click "Add new Inbox". 4. Choose the "WhatsApp – Cloud API (Meta)" option. This is the mandatory first step before you touch anything on Meta. Step 2: Create and set up your Meta account Now let's prepare everything on Meta (Facebook Business). 1. Go to Facebook Business Manager: https://business.facebook.com/ Create an account or use an existing one. You need to: - Verify the phone number you will use. - Create an app. - Register and get your message templates approved. Step 3: Create an App on Meta 1. Go to: https://developers.facebook.com/apps/ 2. Click "Create app". 3. Choose the "Business" type. 4. Give your app a name (e.g. Papo WhatsApp Bot) and link it to your business account. Step 4: Set up the WhatsApp Cloud API 1. In your app, go to: Add Product > WhatsApp > Set up. 2. Follow the steps to activate the API. 3. Once it is activated, you will see: - Phone number ID - WhatsApp Business account ID - Access token Save these 3 pieces of information – you will use them in Papo Global. Step 5: Register your phone number 1. Open the phone numbers panel: Manage phone numbers 2. Click "Add phone number". 3. Complete the verification by SMS or phone call. Step 6: Create Message Templates You need approved templates to send business-initiated messages. Go to: Create message templates - Click "Create template". - Give it a name, choose the language and the type (e.g. transactional template). - After submitting, wait for approval. Step 7: Get the API data Here are the direct links where you will find the data to enter in Papo Global: | Required data | Where to find it | |---|---| | Inbox name | Defined by you in Papo Global | | Phone number | Manage Numbers | | Phone number ID | Same link as above (in the numbers table) | | Business account ID (WABA ID) | WhatsApp Business Settings | | Access token | WhatsApp Developer Console | Step 8: Enter the data in Papo Global Go back to Papo Global and: 1. Fill in the fields with the data you collected: - Inbox name - Phone number (in international format, e.g. +5511999999999) - Number ID - Business account ID - API token 2. Click "Save". Done! Your WhatsApp account is now connected to Papo Global through Meta's Official API. Tip: Test sending messages You can test sending messages directly from Meta: Graph API Explorer Or directly in your Meta app (in the "Test messages" tab). Track statistics and metrics Go to: WhatsApp Business Insights Start free on Papo Global → First user $0, no credit card. Learn more at papo.global.
How to set up an SMTP inbox
https://www.youtube.com/watch?v=MR1OOySIIFQ How to Set Up the SMTP Inbox on Papo.Global Setting up the SMTP inbox is essential for managing and sending emails efficiently. Below is a detailed guide based on the Papo.Global video tutorial: Step by Step: 1. Access the Papo.Global Platform: - Log in to your Papo.Global account. 2. SMTP Settings: - Navigate to the settings section. - Select "Email Settings" or similar. 3. Enter the SMTP Server Details: - SMTP Server: Enter the SMTP server address (e.g. smtp.exemplo.com). - Port: Set the port (usually 587 for TLS, 465 for SSL). - Username and Password: Enter your email credentials. 4. Security and Authentication: - Choose the security method (TLS/SSL). - Check the authentication option, if required. 5. Test the Configuration: - Send a test email to make sure everything is working correctly. 6. Save the Settings: - After testing, save the settings. Additional Tips: - Check the Information: Make sure all the details you entered are correct. - Contact Your Provider: If you run into problems, contact your email provider to get the correct settings. Benefits of Setting Up SMTP - Better Email Deliverability: Reduces the chance of your emails landing in the spam folder. - Full Control: Greater control over your email communications. - Security: Protects your messages with proper encryption. By watching the full video, you will get a clear view of each step mentioned. Check out the tutorial here for more visual details and explanations. This guide covers the fundamentals shown in the video, helping you set up the SMTP inbox on the Papo.Global platform. Start free on Papo Global → First user $0, no credit card. Learn more at papo.global.
How to Connect Instagram or Facebook to Papo
https://youtu.be/Qp1BhgDqjbM How to Connect Instagram or Facebook to the Papo System Why connect your social networks to the Papo system? When you connect Instagram or Facebook, all the messages you receive through Direct (Instagram) or Messenger (Facebook) are integrated directly into the Papo system. This way, you can manage your messages practically and efficiently, in a single place. Step by Step: Connecting Messenger/Instagram to the System 1. Open "Inboxes" in the System - In the main panel of the Papo system, find the Inboxes section. - This section is where all messages from social networks or WhatsApp are centralized. 2. Check Your Plan - Bronze plan: Only 1 inbox available. - Silver plan (Prata): Up to 5 inboxes available. - Advanced plans: More inboxes depending on the plan level. Tip: Make sure your plan supports the number of inboxes you need. 3. Add a New Inbox - Click New inbox. - Select the Messenger option. 4. Connect to Facebook - Click the Connect with Facebook button. - Enter the Facebook login and password associated with the Messenger or Instagram account you want to connect. 5. Confirmation and Sync - After you log in, the system will automatically link Messenger to Facebook and Instagram. - Your new inbox will be listed alongside your WhatsApp inbox, making it easier to manage your messages. Advantages of Using the Papo System - Centralizes messages from several social networks in one place. - Increases efficiency when replying to Direct (Instagram) and Messenger (Facebook) messages. - Improves contact and lead management. Now, all messages that arrive on Direct or Messenger will be integrated into the Papo system, optimizing your customer service. Done! Your account is now connected. If you have any questions, please contact us. See you in the next tutorial! Start free on Papo Global → First user $0, no credit card. Learn more at papo.global.
How to Connect Your Team to Inboxes in the CRM Chat
https://youtu.be/hZ8axLSeouQ This tutorial explains how to configure the CRM inbox so that specific members of your team can access it. With this guide, you can organize your team effectively and make sure conversations are routed correctly. Here is the step-by-step guide: 1. Open Settings On the main CRM dashboard, go to the settings icon. 2. Go to "Inboxes" In the settings, click the Inboxes tab. Here you will see all the inboxes configured in your CRM. If you have only one inbox configured, only that one will be shown; if there are more, all of them will be listed. 3. Add Collaborators To give a specific team member access to an inbox, click the Settings button on the chosen inbox and select Collaborators. 4. Select the Team Member In the collaborators tab, select the team member you want to give access to. For example, if the team member "Lúcio" is already registered in the CRM, you just need to select his name. 5. Update Access After selecting the team member, click Update to save the settings. This team member now has full access to the selected inbox. 6. Create Teams If you wish, you can organize your staff by creating different customer service teams, such as support and sales. When you create these teams, you can define which inboxes each team can access, making sure each department of the company has its customer service areas organized. Result: Done! The team member now has access to the inbox and can handle conversations normally. You can repeat this process for every team member you need to add. Start free on Papo Global → First user $0, no credit card. Learn more at papo.global.