Integrando Evolution API com ChatWoot

Summary

This video tutorial by Walin demonstrates how to connect WhatsApp to the Chatwoot platform using the Evolution API. It walks through setting up the API, gathering necessary credentials like the Chatwoot account ID and access token, and configuring the webhook for message flow between the platforms. Viewers also learn how to create an inbox in Chatwoot, connect it with Evolution, and test the integration by sending messages from WhatsApp. The video also hints at future tutorials on managing lead data using a database like NoCase instead of Google Sheets for larger storage needs.

Takeaways

• 📲 The video is a tutorial on how to connect WhatsApp to Chatwoot using the Evolution API.
• 💬 The presenter encourages viewers to leave comments to increase the video's visibility on YouTube and to help the channel reach 100,000 subscribers.
• 🔗 The process involves obtaining the URL, account ID, and access token from the Chatwoot platform.
• 🛠️ The video provides a step-by-step guide on how to set up the connection between Chatwoot and the Evolution API.
• 📱 The presenter demonstrates that they have already set up an instance and connected it to their phone and Type bot.
• 🔑 It's necessary to access Chatwoot's account settings to find the account ID and access token.
• 🌐 The video explains how to create a conversation box or 'inbox' in Chatwoot to establish the connection with the Evolution API.
• 🔗 The presenter shows how to use the Evolution API's webhook URL to connect Chatwoot.
• 📝 The video mentions the need to match the instance name used in Evolution with the channel name in Chatwoot.
• 🎥 The presenter assures that the process is simple and that they will demonstrate it in detail.
• 📈 The video also teases upcoming content about using NocoDB as a database management system for leads.

Q & A

What is the main goal of the video?

The main goal of the video is to teach viewers how to connect their WhatsApp to Chatwoot using Evolution API.

What tool does the tutorial use for connecting WhatsApp to Chatwoot?

The tutorial uses Evolution API to connect WhatsApp to Chatwoot.

What are the prerequisites for following the tutorial?

The prerequisites include having an instance created in Evolution API, a connected Type Bot, and a Chatwoot account installed and set up.

What information is needed to connect Evolution API with Chatwoot?

You need the URL for your hosted Chatwoot instance, the account ID from Chatwoot, and the access token.

How can you retrieve the account ID and token from Chatwoot?

You can find the account ID in the 'Account Settings' section of Chatwoot and the access token in the 'Profile Settings' section, by scrolling to the bottom of the page.

What is the next step after connecting Evolution API with Chatwoot?

After connecting, you need to create an inbox in Chatwoot, providing the instance name and Webhook URL from Evolution API.

How do you configure the Webhook URL in Chatwoot?

The Webhook URL should follow this format: 'https://your_evolution_domain/chat/webhook/instance_name'. You can find the instance name in the Evolution API dashboard.

What should you do if an error occurs while testing the connection?

If an error occurs, it's not a major issue for the tutorial. You can continue setting up and ensure the connection is working by verifying messages in the inbox.

How can you verify if the WhatsApp connection to Chatwoot is successful?

You can verify the connection by sending a message via WhatsApp and checking if it appears in Chatwoot’s inbox.

What additional feature is hinted at for future videos?

The video mentions that a future video will teach how to integrate a database, like NoCase, to manage lead information without limitations or additional API costs.