Routing
The routing section enables you to link the workflows you've built to the channels you have set up in your Clickatell account.
You can define the workflow (and step within the selected workflow) that gets triggered when an end-user for example dials a certain USSD code or accesses your WhatsApp Business account.
Your channels first need to be set up in your Clickatell account before you can add any routes for those channels.
You can set up one or more routes for each of the channels available in Chat Flow.
To configure your routes:
- 1.Select 'Routing' under Configuration at the top left of your canvas.
- 2.Select the channel you want to configure a route for.
- 3.Click '+ Add new Route'.
- 4.Complete the required fields as specified in the USSD routing, WhatsApp routing or SMS routing sections below.
- 5.Click 'Save Routes' in the top right.
You can view and test the workflow via the Previewer to ensure it is working as you intended before deploying it to production.
Your end-users will not have access to the workflows without routes set up.
To configure a WhatsApp route:
- 1.Specify the API ID and API Key of your WhatsApp Business account (these are available in the Clickatell Portal where you initially set up your WhatsApp channel).
- 2.Select the service you want to route your WhatsApp traffic through. The default is Chat Flow, but if you are a Chat Desk only client, you can also select to route your traffic via the Chat Desk service.
- 3.Select the workflow and step you want to trigger when an end-user engages with the WhatsApp Business account (you can only select from the workflows defined in your current environment).
Linking your WhatsApp channel to Chat Flow
To configure an SMS route:
- 1.Specify the API ID and API Key (this is available in the Clickatell Portal where you initially set up your SMS channel)
- 2.Select the service you want to route your SMS traffic through. The default is Chat Flow, but if you are a Chat Desk only client, you can also select to route your traffic via the Chat Desk service.
- 3.Select the workflow and step you want to trigger when users engage via SMS (you can only select from the workflows defined in your current environment)
Linking your SMS channel to Chat Flow
To configure a USSD route:
- 1.Specify the USSD code/subcode
- 2.Select the workflow and step you want to trigger when the code/ subcode is dialed (you can only select from the workflows defined in your current environment).
Linking your USSD channel to Chat Flow
Last modified 1mo ago