Integrando Evolution API com ChatWoot

Fabricando Sua Ideia - Tutoriais

23 Apr 202407:26

Summary

TLDRThis 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.

Outlines

00:00

📱 Connecting WhatsApp to Chatwoot

The speaker, Walin, introduces a tutorial on how to connect WhatsApp to Chatwoot using the Evolution API. He emphasizes the importance of community engagement and comments to help the video reach a wider audience. The goal is to reach 100,000 subscribers. Walin explains that he will guide viewers through the process of connecting Chatwoot to their instance using the Evolution API. He mentions that viewers can find a detailed tutorial on creating an instance and connecting a Type bot in a previous video. The tutorial involves obtaining the URL, account ID, and access token for Chatwoot, which are required for the connection. Walin demonstrates how to find these details within the Chatwoot settings and how to input them into the Evolution API to establish the connection.

05:02

🔗 Setting Up Chatwoot Inbox with Evolution API

In the second paragraph, Walin continues the tutorial by guiding viewers on how to set up an inbox in Chatwoot that will act as a communication channel between Chatwoot and the Evolution API. He explains the process of creating an API channel in Chatwoot, which requires the channel name and a webhook URL. Walin provides a quick tip on how to easily copy the necessary information from the Evolution API settings. He then demonstrates how to add an agent to the inbox and confirms that the process is complete and functioning. Walin tests the setup by sending a message through Chatwoot, which is successfully received on WhatsApp. He then transitions to discussing the use of NocoDB for database management, as an alternative to Google Sheets, especially for managing a large number of leads without limitations. He encourages viewers to subscribe, comment, and share the video to help it reach more people.

Mindmap

Keywords

💡WhatsApp

WhatsApp is a widely used messaging, calling, and digital communication app. In the context of the video, it is used as one of the platforms to be integrated with Chatwoot, demonstrating how to connect it using the Evolution API. The script mentions using WhatsApp to send messages that are then received by the client through the connected Chatwoot inbox.

💡Chatwoot

Chatwoot is an open-source customer messaging platform. The video focuses on connecting Chatwoot to WhatsApp via the Evolution API, showcasing how to manage customer interactions from different channels in one place. The script describes the process of linking Chatwoot to the API and creating an inbox for messaging.

💡Evolution API

The Evolution API is a tool mentioned in the script for connecting different services, such as WhatsApp and Chatwoot. It is used to facilitate the integration process, allowing for seamless communication between platforms. The video provides a tutorial on how to use the API to establish this connection.

💡Integration

Integration in this context refers to the process of linking two or more systems or applications together so they work as one. The video script provides a step-by-step guide on integrating WhatsApp with Chatwoot using the Evolution API, which is crucial for统一 customer communication channels.

💡API

API stands for Application Programming Interface, which is a set of rules and protocols for building and interacting with software applications. The script discusses using the Evolution API to connect WhatsApp to Chatwoot, emphasizing the importance of APIs in modern software integration.

💡Webhook

A Webhook is a user-defined HTTP callback, triggered by an event in a web application. In the video, setting up a Webhook is part of the process to connect Chatwoot to the Evolution API, where it is used to receive messages from WhatsApp and route them to the appropriate inbox.

💡Instance

In the context of the video, an 'instance' refers to a specific setup or configuration of software, such as the Chatwoot account or the Evolution API setup. The script guides viewers on how to create and connect instances of these platforms.

💡Token

A token in this context is a security feature used to access an API or service. The video script instructs viewers on how to obtain and use an access token for the Chatwoot account to secure the connection with the Evolution API.

💡Inbox

An inbox in Chatwoot is where incoming messages are received and managed. The video explains how to create an inbox that acts as a bridge between WhatsApp and Chatwoot, allowing messages sent via WhatsApp to be managed within Chatwoot.

💡Community

The term 'community' is used in the script to refer to the group of people who follow and engage with the content creators' work. The video encourages viewers to join their community on WhatsApp, emphasizing the role of community in supporting the creators' goals.

💡Subscribers

Subscribers are individuals who have opted to follow a channel or service, such as a YouTube channel. The video mentions a goal of reaching 100,000 subscribers, highlighting the importance of audience growth and engagement in content creation.

Highlights

Learn how to connect your WhatsApp to Chatwoot using the Evolution API.

Instructions to transfer conversations into Chatwoot for seamless integration.

Explains how to create an Evolution API instance connected to your phone for automation.

Quick tutorial on setting up Evolution API with Chatwoot, for faster integration than previous methods.

Step-by-step guide to find and copy the Chatwoot URL, account ID, and token for API connection.

Process to integrate Chatwoot and Evolution API using the account settings and token access.

Walkthrough of creating a conversation inbox within Chatwoot and linking it to Evolution.

Instructions for setting up a webhook URL for connecting the Chatwoot instance to Evolution.

Creating an API channel in Chatwoot and adding the admin as the agent for message management.

Testing message flow between WhatsApp and Chatwoot to verify the integration is working.

Troubleshooting errors when sending messages between Evolution API and Chatwoot.

Using the NoSQL database for managing leads without the limitations of free tools like Google Sheets.

Steps for integrating a NoSQL database with Evolution API for better lead management.

Recommendation to use a self-hosted database for lead storage, avoiding API cost and limitations.

Encouragement to comment, share, and engage with the video to help it reach more viewers.