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Documentation Index

Fetch the complete documentation index at: https://docs.chatzy.ai/llms.txt

Use this file to discover all available pages before exploring further.

The Integrations section allows you to connect Chatzy AI with external platforms such as a CRM.
With WhatsApp Integration, you can send and receive messages directly from your CRM, while also receiving delivery status updates and incoming messages.

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1. Installation

  1. Go to the Integrations section in Chatzy AI.
  2. Locate WhatsApp Integration.
  3. Click Install Integration.
This step automatically configures the required endpoints and generates security credentials for your CRM connection.
Dashboard Overview

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2. Key Settings

Once installed, the integration dashboard provides the following key settings:
Dashboard Overview

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API Endpoint & API Key

  • API Endpoint – The URL where your CRM will send requests to deliver messages through Chatzy.
  • API Key – A unique key used to authenticate your CRM requests.
    • Important: The API Key is shown only once during setup. Store it securely, as it cannot be retrieved later.

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Webhook Setup

  • Webhook URL – The endpoint in your CRM where Chatzy sends event notifications.
  • Events to be Sent – Choose which events to push back to your CRM. Available options include:
    • Sent – Message was sent successfully from Chatzy.
    • Delivered – Message reached the recipient’s device.
    • Read – Message was opened/read by the recipient.
    • Failed – Message failed to send or deliver.
    • New Message – A new inbound message has been received from the user.

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3. How It Works

  1. Your CRM sends an API request (authenticated with the API Key) to the API Endpoint to initiate message delivery.
  2. Chatzy processes the request and routes the message to WhatsApp.
  3. Status updates and inbound messages are sent back to your Webhook URL based on the events you selected.

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4. Benefits

  • Centralized communication directly within your CRM.
  • Real-time synchronization of WhatsApp messages and delivery statuses.
  • Automated updates on customer activity, reducing manual intervention.

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5. Summary

The WhatsApp Integration provides a seamless way to connect Chatzy AI with your CRM:
  • Outgoing messages are triggered from the CRM via the API Endpoint.
  • Incoming events and messages are synced back to your CRM through webhooks.
  • Secure, real-time communication ensures your CRM and Chatzy remain fully aligned.