Add the channel to Social25

In order to use WhatsApp with Social25, it first has to be added via the configuration wizard.

This article explains how to do this.

Use the '+' in the chat window to initiate a conversation

After WhatsApp has been added to Social25, you can use the '+' button will be visible

in the chat window to initiate a conversation.

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Clicking this button will allow you

to

select the channel to initiate the conversation.

If no additional configuration

(described below) has been done, the ‘Select Channel’ dropdown menu will show all possible configured channels.

Filter

channel dropdown

You can filter the channels, based on a value

on the

record where

the chat window is placed.

To specify the field

on the

record

:

1. Edit the Lightning Record Page

2. Select the field in the Initiate Platform Filter Field Name from where the filter should take the value

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Configure the filter

Go to the

Social25 app and select the tab

Initiate Platform Filter Field Name

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1. Click New on the

1. Initiate Platform Filter Field

1. Name to add a new filter

2. You will see only one field to fill in

1. , the value you use here should reflect the value

1. in the field on the

1. record

1. configured in the previous section
   

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You can now add channels to this filter by clicking

the

New button next to the

Initiate Platform Filter

Mappings related list.

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On the next page lets you

search and select the channel you want to add to this filter. You have to repeat this step for every channel you want to add to this filter.

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After setting up these filters, the

Select Channel dropdown

on the chat window will be filtered based on the value from the selected field of the related record.