Engati - User Guide
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Building Your Bot
Configuring Integrations
LeadSquared Connector
6min
Engati integrates with LeadSquared to enhance customer engagement by enabling the following:
- Sending notifications from LeadSquared to users via Engati.
- Sending marketing template messages from LeadSquared via Engati.
- A bot must be deployed on WhatsApp. If not, complete the bot deployment before proceeding.
- An API key will be generated by 360Dialog for billing and usage tracking.
- Navigate to the Cloud Integration page in your Engati account.
Click on on the Leadsquared Connector integration.
- Enter your Account Name and click Next.
Create a separate path to be triggered for LSQ and add the following script on the path:
- Select your bot and the path created above, then click Next.
A pop-up appears with the following fields:
- HTTP Endpoint – Copy this URL; you will need to paste it into LeadSquared.
- Delivery Report Callback URL – Leave this blank for now; it will be copied from LeadSquared later.
- Authorization Header:
- Key (Prefilled)
- Value (Prefilled) – Copy this value; it will be pasted into LeadSquared.
- Do not click "Save" yet. Open a new tab and proceed to Part 2.
- Log in to your LeadSquared account.
Navigates to Apps -> Apps Marketplace and selects WhatsApp Business -> Settings-> Configure.
- If you have already added your WhatsApp Business number, select it. If not, follow these steps to add one:
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- Click on + Add WhatsApp Number in the top right-hand corner of the pop-up.
Enter your WhatsApp Business number and Account Name
- Click Next.
- You will be asked to select a service provider. Choose Engati as your service provider.
- Proceed to Authentication.
A pop-up appears requiring:
- Send Message URL – Paste the HTTP Endpoint copied from the Engati portal.
- Permanent Access Token – Delete the prefilled token and paste the Value copied from the Engati portal.
- Authentication Header Templates – Copy these from the Engati integration setup.
- Click Save.
- Once saved, go to the configured WhatsApp Number on LSQ under WhatsApp Business.
- Click on Authentication -> Copy the Notification Webhook URL.
- Paste this into the Engati portal under Delivery Report Callback URL.
- Template Creation:
- The template has to be created on Engati and the same template has to be created on LSQ.
- Language Selection:
- If the template is created in English on Engati, on LSQ, select the language as English (US).
- Button Templates with Quick Reply:
- Under Payload in LSQ, mention flow_<provide postback to trigger a path> where provide postback to trigger a path is the path key.
To verify the integration in your Engati account, go to My Integrations, located next to the All Integrations page.
For further assistance, please contact [email protected].