Get a WOZTELL Account and Create Channels

PART I - Get a WOZTELL channel account

Step 1 - Sign up for a WOZTELL account

Click Sign Up to register for a WOZTELL account.

You will need to:

• Enter your email address
• Enter your Password
• Enter the password again to Confirm Your Password
• Click on Create Your Account

• After you sign up for the account, you will receive a notification to your registered email address. Click on Verify Now or the link to proceed with the account verification.

 

• Log in to the account to verify your WOZTELL account.

 

• The dashboard is the first page to reach after you log in to the account.

 

Step 2 - Generate the Access Token

• After successfully signing up and logging in to the account, navigate to Settings in the navigation menu.

 

• Navigate to Settings and Access Tokens in the navigation menu.

 

• Choose the expiration date and time.

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You can skip the expiration date and time if you want to generate the long-lived access token.

 

• Select the required scopes and permissions.

 

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Important Note about Account Access Token

Account Access Token is generated based on the scopes and permissions you choose. To avoid scopes of required actions not being executed and required permissions not being granted in the WOZTELL channel, be mindful of the selection before generating the access token.

The scopes and permission to be chosen for access token generation are suggested below:

• appIntegration:update
• bot:sendResponses
• bot:redirectMemberToNode
• channel:updateTreeSettings
• channel:updateBasicInfo
• channel:updateAvailabilities
• channel:updateDetail
• channel:updatePlatformInfo
• channel:getAvailabilities
• channel:getBasicInfo
• channel:getBroadcastGroupSettings
• channel:getEnvironmentInfo
• channel:getLiveChatSettings
• channel:getPlatformInfo
• channel:getPlatformSettings
• channel:getTreeSettings
• channel:getDetails
• tree:getBasicInfo
• tree:getNodes
• botbuilder:read
• file:get
• mediaLibrary:get

 

• Select Short Token (v2) and Click Generate.

 

• The required access token is generated.

 

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Important Note

• In addition to the new Account Access Token generation, you can use the existing Active access token with the required scopes and permissions.
• You can click on the horizontal ellipsis (...) and Revoke to delete the Active access token.
• Please use the Short Token (2) instead of the Long Token (v1) as the Long Token (v1) format of the Account Access Token may be unavailable to use at the end of 2022. For the actual time of its unavailability, please contact WOZTELL.

 

Step 3 - Create WOZTELL channels

WOZTELL allows you to create channels where you can deploy chatbots.

• Navigate to Channels in the navigation menu and click on +New Channel.

 

• After clicking on +New Channel, you can create three required channels, Facebook, WhatsApp Cloud, and Instagram, for the WOZTELL channel according to your needs.

Refer to the following cases for step-by-step channel creation.

• Case 1: Create WOZTELL Channel for WhatsApp Cloud

• Case 2: Create WOZTELL channel for Facebook

• Case 3: Create a WOZTELL channel for Instagram

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For more detailed information about channel creation, please refer to https://doc.woztell.com/

 

Case 1: Create a WOZTELL channel for WhatsApp Cloud

• Click on Next for the WhatsApp Cloud you require to create.

 

• From the drop-down list, choose the required version and click on Create Channel.

 

• Fill in the Channel Name and Description and click on Confirm.

 

• Click on Start Setup on the WhatsApp Business Account Setup page.

 

• Click on Continue as {Your Facebook account name} after logging in to your required account.

 

• Click on Get Started.

 

• Click on Continue.

 

• Choose to Create a new Meta business account and click on Continue.

 

• Fill in the Legal business name, Business phone number, Business website and Your business email address. Click on Continue.

 

• Click on the drop-down list to choose Country. Fill in your corporate street address, corporate street address 2/locality, town/city, state/province/region, ZIP/postal code, and time zone. Click on Continue.

 

• After verification, your account has been set up. Click on Continue to Step 2.

 

• Fill in WhatsApp Business Display Name and Click on Continue.

 

• Click on the drop-down list of Categories to choose your business category. You can also provide more information about your business to Business Description. Click on Continue as Step 3.

 

• Register a new number on WhatsApp, choose Text Message and click on Send Code.

 

• Fill in the 6-digit verification code just sent to your number via SMS. Click on Verify.

 

• Click on OK to confirm your WhatsApp Business account is ready.

 

• When the registered WhatsApp Business account is deployed, please don't leave or refresh the "Platform" page. The deployment will be done within 3 minutes.

 

Case 2: Create a WOZTELL channel for Facebook

• Click on Next for Facebook, which you are required to create.

 

• From the drop-down list, choose the required version and click on Create Channel.

 

• Fill in the Channel Name and Description and click on Confirm.

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• Choose Default and click on Connect.

 

• Log in to your Facebook account with WOZTELL.

 

• You can choose Continue as {Your Facebook account name}.

 

• Tick the required page to be connected to the WOZTELL channel.

 

• Toggle to Yes to allow all permissions and click on Done.

 

• Click on OK to confirm the linkage between your Facebook account and the WOZTELL channel.

 

• Choose the registered Facebook page from the drop-down list and click on Subscribe.

 

• Click on Allow.

 

• Click on Continue as {Your Facebook account name}.

 

• Tick your registered Facebook page and Click on Next.

 

• Toggle all switches to Yes to allow all permissions and click on Done.

 

• Click on OK to confirm the linkage between Facebook and the WOZTELL channel.

 

• Click on Save. WhatsApp Business account integration is successful. Make sure Comment reply automation is allowed.

 

Case 3: Create a WOZTELL channel for Instagram

 

• Prepare your Instagram account. Click on Edit profile.

 

• Click on Switch to professional account and ✓ at the top right-hand corner.

 

• Click on Continue until it reaches the final page and Continue again on the last page.

 

• After selecting your profile information, click on Edit profile again and then Page.
• Click on Connect an existing Page.

 

• Log in to your required Facebook page, choose it to connect to your Instagram account and click on Done. Or you can create a new Facebook Page.

 

• Log in to your registered WOZTELL channel, navigate to the Channels tab, and click the Channels tab to open the page.
• Click on +New Channel.

 

• Click on Next for Instagram.

 

• From the drop-down list, choose the required version and click on Create Channel.

 

• Fill in the Channel Name and Channel Description. Click on Confirm.

 

• Choose Default and click on Connect.

 

• Log in to your Facebook account and click on Continue as {Your Facebook account name}.

 

• Click on Next if your Instagram account has not yet connected to your Facebook fan page.

• Tick the required fan page to be connected with the WOZTELL channel. Click on Next.

 

• Toggle all switches to Yes to allow all permissions and click on Done.

 

• Click on OK to confirm the linkage between the Facebook fan page and the WOZTELL channel.

 

• Choose the registered Facebook page from the drop-down list and click on Subscribe.

 

• Click on Allow for permission setting.

 

• Click on Continue as {Your Facebook account name}.

 

• Tick the required page to which you are going to grant permission. Click on Next.

 

• Toggle on to Yes to allow permission and click on Done.

 

• Go to your registered Instagram page again and click on "three horizontal lines" at the right-hand top corner.

 

• Click on Settings>Privacy>Messages. Toggle on Allow access to messages.

 

• Subscribe to the Instagram page again via the WOZTELL Channel. Ensure Comment reply automation is allowed and there is no error message in the Ice Breakers part.