WhatsApp Integration

1. WhatsApp and NxCloud

WhatsApp is a leading global instant messaging platform that supports business messaging (template messages) and real-time customer conversations. NxCloud is an official WhatsApp Business Solution Provider (BSP) offering number management, template review, technical integration, billing, and related services. ShareCRM connects to NxCloud’s API through its Online Customer Service to enable WhatsApp message sending and receiving.

ShareCRM’s Online Customer Service integrates with NxCloud and supports accounts based on the WhatsApp Business API. The WhatsApp API offers these advantages:

• Supports rich message types including Images, Videos, Files, Emojis, and text up to 1024 characters
• Allows interactive message buttons to guide users
• Returns real-time message status reports (delivered, read, failed)
• Provides open APIs for account management, template management, number management, and message send/receive—making system integration straightforward
• Note: the service is paid. WhatsApp Business is designed for mid-to-large enterprises. Billing is conversation-based and varies by country and conversation type, similar to international SMS charges.

To use this capability, register, top up, and create a WhatsApp account at NxCloud.

picture coming soon:

Before completing the binding and registration, you must register a Facebook account in advance, which is required later for authorization.

2. NxCloud Account Activation and Configuration

1. Contact NxCloud to enable a NxCloud CPaaS account. After account activation, log in to the Admin Console at https://www.nxcloud.com/client/console/home and follow the onboarding instructions to complete verification.

picture coming soon:

1. Go to WhatsApp > Customer Applications and create a new data-sync application:
   • Application Name: ShareCRM Integration
   • Webhook: https://www.fxiaoke.com/erpdss/whatsapp/event/push
   • Status: Enabled Save the application and record the appKey — you will need it when linking Marketing.

picture coming soon:

1. In the created application row, click Numbers. On the Numbers page, click Embedded Registration to create a new WhatsApp Business API account. For detailed steps, refer to NxCloud’s official guide: https://help.nxcloud.com/nxlink/docs/Mz2rZR

picture coming soon:

3. Online Customer Service Configuration

1. In ShareCRM, navigate to Online Customer Service App > System Settings > Channel Settings > WhatsApp. Enter NxCloud’s AccessKey, AccessSecret, and the appKey to complete application authorization.

picture coming soon:

1. After successful authorization, the system automatically syncs numbers associated with that application.

picture coming soon:

picture coming soon: Caption: Click View Link & View QR Code to send the QR code or link to users to initiate a conversation.

1. Configure conversation assignment rules to complete the WhatsApp integration. See: https://help.fxiaoke.com/1a54/8c78/135e/cc59#header-1

2. After setup, agents can receive user messages in the Customer Service Console.

picture coming soon: Caption: Each phone number is treated as a separate channel.