Engati for WooCommerce - Onboarding and Deployment
WooCommerce is a popular e-commerce platform allowing businesses to easily create and manage online stores. It is built on top of WordPress, which makes it easy to customize and extend with plugins and themes.
We’ve introduced a WooCommerce Integration for you to increase sales and grow your business by automating the tasks such as Sending Order notifications, Abandoned checkout reminders, Collecting Feedback, Re-ordering, etc.
Let’s Begin!
- Add Email address and password
- Click on “Create Account”
Option 1 - Set up Whatsapp Business Account
- Connect your number with Whatsapp business APIs to interact with your customers for customer support, to send promotional campaigns, connect your own eCommerce store to automate transactional notifications and much more.
- Enter the API key of Whatsapp business account to complete the setup.
- Click on “Continue” to proceed.
Option 2 - Connect to Engati’s Sandbox Mode
- In case you are not ready to connect your own number right away, you can connect to the sandbox mode (test mode) to experience Engati’s features and functionalities without the hassle of connecting your number first.
- Simply, add your personal Whatsapp number to enable the Sandbox trial mode.
- Click on “Continue” to proceed.
- Once the sandbox mode is activated for you, you will get an automated message on Whatsapp (on the number connected to Sandbox), where you need to tap on “Get Started” to explore campaign and broadcast templates and many more.
- Brand name -> Add your brand name that will be visible to your users.
- Timezone -> Add the timezone to setup your bot
- Work Days -> Add your working days and working hours to set up the chatbot’s availability.
- Support Email and Phone Number -> Add the support email address and phone number to communicate with your business.
- Store Name - Add your Woocommerce store name.
- Store Address - Add your Woocommerce store address to integrate your Woocommerce account with Engati.
- Everything before wp-admin in the url needed to be added
- Please make sure to add “/” (slash) at the end of the url
- Consumer Key *-
- Add the Consumer key generated on Woocommerce admin, after plugin installation.
- To learn how to generate Consumer Key, go to Step 4.
- This field is optional. You can also connect your Woocommerce account after registration from Integrations -> Woocommerce -> Add account.
- Consumer Secret* -
- Add the Consumer key generated on Woocommerce admin, after plugin installation.
- To learn how to generate Consumer Key, go to Step 4.
- This field is optional. You can also connect your Woocommerce account after registration from Integrations -> Woocommerce -> Add account.
(*Please note - In order to auto sync your products and collections to Whatsapp via Engati, you will need to add the Store address, Consumer key and Consumer secret to integrate your Woocommerce account with Engati. Product sync will take up to 1-2 hours after completing the Three steps of onboarding.)
- Download Engati plugin from Step 3 - Store Setup page of Onboarding in Step 3 above.
- Click on the “Download” button on the top right to download the zip file.
- Login to your Woocommerce wordpress admin.
- Click on to the Plugin tab on the left panel.
Click on the Add New button next to the Plugin heading on the top left of the page. Refer to the screenshots added below.
- Click on the “Upload Plugin” button on the top left next to Add Plugins heading which will open a section to upload a file.
- Upload the Engati plugin zip file -> Click on the “Install now” button. It will open a section.
- Click on the “Activate plugin” button after upload.
Follow the steps below to generate Api key
- Go to Woocommerce -> Settings
- Under Settings, go to Advanced tab -> Rest API
- Click on the “Add Key” button where you need to enter Key details.
- It has three fields -> Description, User and Permissions
- Description -> Mention “Engati”
- User -> No change needed here
- Permissions -> Select “Read/Write”
- Click on Generate API Key
- Copy the Consumer Key and add it on the Engati platform -> Store Setup (Step 3)
- Similarly copy and add the Consumer secret on Engati.
- Click on Get Started. Ensure all other fields are filled up on the Store setup page.
- Go to the customer’s bot -> Integrations tab on left panel -> Cloud Integrations
- Find Woocommerce in the integrations list and click on it.
- It will open a modal (screenshot added below) where we need to add following details -
- Account name - Can be the brand name (no restriction here)
- Site address - Add Wordpress domain
- Everything before /wp-admin in the url needed to be added
- Please make sure to add “/” (slash) at the end of the url
- Consumer key - add the key obtained from the customer
- Consumer Secret - add the secret obtained from the customer
