General setup
1. What permissions are required to integrate Wati with Kylas?
→ You need access to the Kylas API key with the following scopes:
- Contact: Read, SMS
- Lead: Read, SMS
You also need an active Elevate plan and the WhatsApp Business Messaging app installed from the Kylas Marketplace.
2. Where can I find the Kylas API key?
→ You can find your API key in Kylas under Settings > Integrations.
3. Do I need a Wati account before setting this up?
→ Yes, you must have an active Wati account with access to API documentation and Webhook settings.
App installation and configuration
4. How do I install the WhatsApp Business Messaging app in Kylas?
→ Log in to your Kylas account, go to the Marketplace, find Kylas WhatsApp Business Messaging, and click Install App. Then follow the prompts to grant permissions and complete the setup.
5. What happens after installing the app?
→ You’ll need to sign up on the installed app, verify your email, and log in to proceed with integration steps.
6. How do I configure the Wati integration in Kylas?
→ In WhatsApp Account Settingsin Kylas:
- Set the vendor to Wati.
- Add your Access Token and API Endpoint from Wati.
- Provide your WhatsApp Business number and check the Active/Enabledbox before saving.
Webhook and messaging
7. How do I set up the Webhook between Kylas and Wati?
→ Copy the Webhook URL from WhatsApp Account Settings in Kylas. Then in your Wati account, go to Webhooks, click Add a Webhook, paste the URL, set status to Enabled, choose Message Received as the event, and click Save.
8. How do I send a WhatsApp message through Kylas?
→ Add a lead in Kylas. In the Productivity panel, click Messages > New Message, choose Wati Messaging App, fill in the required fields, and click Send.
Template messages
9. How do I create a WhatsApp message template in Wati?
→ In your Wati account:
- Go to Broadcast > Template Messages.
- ClickNew Template Message.
- Fill in the required fields (name, category, language, etc.).
- Submit it for approval.
Note: All templates must be approved by Meta before use.
10. How do I use Wati templates inside Kylas?
→ In Kylas, go to WhatsApp Template, click Add WhatsApp Template, and paste the details from your approved Wati template. Set the Message Type to HSM
, optionally skip the Vendor Template ID, check Active/Enabled, and save.
Personalization and message tracking
11. Can I personalize WhatsApp messages sent from Kylas?
→ Yes. You can add variables to templates. Go to WhatsApp Templates > Fields in Kylas and map Kylas fields to Wati template variables (e.g., map First Name
in Kylas to {{name}}
in Wati).
12. Where can I view sent message activity?
→ Message status and logs are available in the WhatsApp Message Logs section in Kylas.