Click to Chat

About

Easily connect with your Salesforce contacts through WhatsApp Web and initiate conversations in a few clicks.

Pre-requisites

• Must be a Salesforce user.

• Must have WhatsApp Web open.

• Install the AppCursor Chrome extension.

Installation

• Install the AppCursor Chrome extension.

• Install the Click to Chat app from the Salesforce Marketplace.

• Sign in to Ulgebra using your Salesforce account email id.

• We now have to authorize our Salesforce account.

• Click on 'Authorize Now'.

• Click on 'Allow' to authorize your Salesforce account.

• We can now view the icon of Click to Chat within our Salesforce account.

Applications

Initiate Conversation

• Go to any Salesforce contact.

• Click on the app icon with the contact.

• The contact number of the recipient would be fetched automatically.

• In case you wish to add multiple contacts, click on 'Add Recipients'.

• Here you can add the desired contacts using Salesforce lists using the 'Select a List' option.

• Search for an existing contact within the Salesforce module.

• You can also import required contacts from Excel sheets.

• Also, select the country code, enter the contact number and add the required contact number.

• Enter a default country code and select the condition for the default country code from the drop-down.

• Enter the message to be sent or insert a message template.

• Insert the contact fields as required.

• Click on 'Send WhatsApp'.

• Click on 'Click to Send WhatsApp'.

• You would now be redirected to WhatsApp Web.

• You can now send the message from WhatsApp Web.

Message from List View

• Access any of the modules within Salesforce.

• Select the required contacts from the list view.

• Click on the app icon.

• The contact numbers of the selected Salesforce contacts would be added as recipients.

• In order to include additional contacts, click on 'Add Recipients'.

• Select the required contact from a list, search for an existing contact or import contacts from an Excel file.

• Also, add individual contact numbers.

• Enter the message or insert a template.

• Click on 'Send WhatsApp'.

• You can now view the list of WhatsApp messages to be sent.

• Adjacent to each message, select 'Click to Send WhatsApp' to be redirected to WhatsApp Web.

• You can now send the message from WhatsApp Web.

Message History

• Access the Activity section within any Salesforce contact.

• Here you can view the details of each message sent through WhatsApp Web.

Message Templates

• Click on the Templates drop-down within the application to access the message templates.

• Select and insert the required template to be sent.

Create Template

• Click on '+ Add New Template'.

• Enter the name of the template.

• Enter the content within the template.

• Save the message template.

• Make the required changes.

• Save the edited message template.