Connecting WhatsApp to Jumper.ai Dashboard (via Vonage API Dashboard)

Objective

Connecting Vonage’s WhatsApp Business Account to Jumper.ai Dashboard

Applies To

• Jumper
• WhatsApp

Prerequisites

Before connecting your WhatsApp Business Account to Jumper.ai Dashboard, you will need the following:

1. You must have access to your business Vonage Account, via the Vonage Dashboard
2. If you are a direct customer, i.e. you will be using WhatsApp for your own business’s usage, then you should complete the creation of the WhatsApp Business Account (WABA) using Embedded sign-up.
3. If you are creating a WhatsApp Account on behalf of another business, for example as a Partner or Billing Agent, you’ll need to use Managed Onboarding Process and kick start by completing Vonage’s Application Form.
4. If you get stuck at any point during the WABA onboarding process, please reach out to your Account manager, Customer Solution Architect (CSA), or Partner manager.
5. You will need to create an application on the Nexmo Dashboard after the above WABA onboarding process is completed and WhatsApp Business Account is connected to your Vonage API account and linked with the Phone Number.

To create an Application under the Vonage API dashboard follow the below steps -

Step 1: Go to Applications → Create a new Application.

Step 2: Under Applications, click on + Create a new application.

1. Give a Name to your application as per your business requirements
2. Click on Generate public and private key buttons to get the Private Key file.
   Ensure that you have the private key file readily accessible for future use when connecting to Jumper.ai dashboard.
3. Now, under the Capabilities section, turn on the Messages option, then add any random Inbound URL as "http://example.com/inbound" & Status URL as "http://example.com/status",  this will be automatically replaced by Jumper.ai URLs after connecting with Jumper.ai.
4. Click on Generate new application.

Step 3: Now go to the Link Social channels tab under Applications & click on the Link button to connect the social channel to your application.


Once linked, you can view the Status of your application as Linked to this application.

Now follow the below steps on Jumper.ai dashboard to connect your WhatsApp account.

Procedure

1. To connect your WhatsApp account to Jumper.ai, first, navigate to the Sales Channels >> WhatsApp on your Jumper.ai dashboard.
   
   Note: WhatsApp channel under Sales channels will be only visible once enabled for your account.
   
   
2. Here, you will have to add the following details:

Instructions to find  the required information 

API Key & API Secret - 

You can locate your API Key and API Secret on the home page of your Vonage API dashboard.

App ID, App Name, WABA ID & Mobile Number -

On your Vonage API Dashboard, navigate to the BUILD & MANAGE → Applications→Select your application

Here you will find the following details - App Name, App ID, WABA ID & Mobile Number

You can also find your WABA ID & Phone Number under WhatsApp Manager -

Go to WhatsApp Manager

Click on the Overview option in the menu and navigate to the WhatsApp accounts section. Under the WhatsApp account section, click on the 3 dots option to copy the WhatsApp account ID (i.e. WABA ID)

Get the phone number linked to your Vonage API account.

Note: Post Embedded Sign Up your WhatsApp account should have been linked to WhatsApp Manager.

Namespace -

Now go to Account tools →  Message templates & click on the Namespace icon.

Note: In case you haven’t created any WhatsApp template, create a new template to get the Namespace option enabled.





Copy the Namespace displayed on the pop-up.

Access token - (Optional) 

It is required if Vonage does not have an OBO account with the merchant.

Note: On-Behalf-Of (OBO): The BSP business owns the WABA and the WABA sends messages on behalf of a client's business. In this case, the client's business must accept the on-behalf-of relationship request from their Business Manager.

Go to Business Settings

Navigate to Business Settings → Users →  System users & select the user who has admin access. Click on Generate New Token and copy the same.

3. Now enter all the copied details on the Jumper.ai Dashboard & click on Submit.
   
   Note: Kindly provide the private key extracted from the downloaded file, when creating the application within the Vonage API dashboard.
   
   
4. Once connected, you should be able to access the features enabled for WhatsApp on the Jumper dashboard. You can find your account details under business settings.

To disconnect or to connect a new WhatsApp  account, simply click on the Disconnect option & reconnect to the new account.