Yellow.ai

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Please Note

This document only covers how you can integrate Yellow.ai as a WSP in WebEngage. Please contact Yellow.ai for further details on their services.

Configuring WSP (Yellow.ai)

Following are the steps that will enable you to add the WhatsApp Service Provider to the list of WSPs offered by WebEngage.

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Step 1: Add WhatsApp Service Provider (WSP)

Click the Add WhatsApp Service Provider or Plus icon on the top or click on the banner of the WSP at the bottom. In doing so, you will be prompted by a configuration modal. Select Yellow.ai from the first dropdown, WhatsApp Service Provider.

Step 2: Configuration Name

Adding a name enables you to identify the appropriate WSP for a campaign while creating it. This comes in handy, especially when you have multiple accounts with the same WSP.

Step 3: Add WhatsApp Business Number

Kindly specify the verified phone number that you'll be using to send all your WhatsApp campaigns in this field.

Step 4: Add Username & Password

Navigate to your Yellow.ai dashboard to find your credentials. Paste them in the configuration modal and click Add WSP to save details.

Step 5: Add Headers

To configure Yellow.ai you will have to add the location where your account is located as shown below:

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Kindly add Env as US if your WebEngage dashboard is located in the US server and IN if it is located in the India server.

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Find your account server location

If you are not sure which server your account is on, kindly check the URL of your dashboard:

For the US server, the URL is https://dashboard.webengage.com

For the Indian server, the URL is https://dashboard.in.webengage.com

Step 6: Add WebEngage Webhook URL in Yellow.ai Dashboard (Highly Recommended)

Adding the WebEngage Webhook in Yellow.ai will enable us to receive delivery status notifications for each user. This includes campaign performance indicators like the message delivered, failed, and queued.

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  • As shown above, on clicking Add WSP, you will be prompted by a pop-up confirming that your WSP is ready to use.

  • Copy the Webhook URL, add it to the relevant field in your Yellow.ai dashboard, and click Save.

  • Please connect with your Yellow.ai Account Manager for further assistance.

WhatsApp Templates

WhatsApp templates can be easily created by following the below steps:

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Step 1: Getting Started

Click on the Plus icon next to WhatsApp Templates to get started.

Step 2: Select the WSP

Select Yellow Messenger from the drop-down menu to send the campaign.

Step 3: Add Template Details

  • Template Type: You can choose one template type from the given options: Text, Image, Video, Document, and Location.
  • Template Name: Give the template a name for your reference.
  • Template Text: Add the message to the template. To know how to add variables in template text click here.
  • Template Language: From the dropdown menu, choose the preferred language for the template.
  • Button (Optional): Toggle to add the CTA button to your message.
  • Footer (Optional): Enter the footer note for the template.

Step 4: Click Add Template

Your template is now saved and ready to send your campaign.

Once you've added the templates, your Data Platform> Integrations > WhatsApp section will look like as shown below. You can choose to edit/ delete a template anytime by clicking on the Actions menu.

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Congratulations!

You've now successfully integrated Yellow.ai with your WebEngage dashboard.

You can test the integration by creating a test WhatsApp campaign and sending it to a group of internal users (aka your teammates).

A quick guide on Editing/ Deleting an integration.

Please feel free to drop in a few lines at [email protected] in you have any further queries. We're always just an email away!


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