Engati

Overview

Engati is a conversational AI and WhatsApp engagement platform that enables businesses to automate customer conversations at scale. By integrating Engati with CleverTap, businesses can trigger WhatsApp campaigns and transactional messages using CleverTap’s customer data, segments, and journeys, while Engati handles message delivery and conversation workflows.

With this integration, businesses can:

Send WhatsApp messages via Engati using Meta-approved templates.
Trigger event-based and segment-driven WhatsApp campaigns from CleverTap.
Capture delivery reports and inbound user messages using CleverTap callbacks.
Combine CleverTap’s analytics and journey orchestration with Engati’s conversational automation.

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Support for Integration
Engati manages and continuously improves this integration. The CleverTap and Engati integration has undergone stringent testing to ensure seamless functionality. For any questions or issues, contact [email protected] for support and resolution.

Prerequisites for Integration

Check that you have the following:

The WhatsApp Campaigns feature is enabled on your CleverTap account.
An Engati account with WhatsApp Business (WABA) access.
A provisioned WhatsApp Business number from Engati.
WhatsApp message templates are approved by Meta on the Engati dashboard.

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Engati Onboarding and References
This is applicable only if you are new to Engati or have not completed WhatsApp onboarding, refer to the following official resources:

Engati Product Documentation & User Guide

Engati CleverTap Integration Guide

These resources help you understand Engati platform setup and WhatsApp readiness before proceeding with the CleverTap integration.

Integrate Engati with CleverTap

This integration involves the following steps:

Add CleverTap Integration in Engati

To add CleverTap integration in Engati, perform the following steps:

Go to Integrations > Cloud Integrations > My Integrations in the Engati Dashboard.
Select CleverTap from the list and click Connect now.

In the Integrations window, do the following:
1. Select the bot you want to integrate.
2. Choose the path that should receive traffic from CleverTap.
Click Next to proceed.

After you select the bot and path, the following integration details appear:

Column	Description
HTTP Endpoint	Read-only field with a copy option. Use this as the HTTP Endpoint when configuring Engati as a WhatsApp provider in CleverTap.
Delivery Report Callback URL	Input field where you must paste the Delivery Report Callback URL generated in the CleverTap dashboard. For more information, refer to Set Up Callbacks in Engati.
Authorization Header	Enter the following header details: Key: `Authorization` Value: `Basic <API Key>`. Engati automatically generates this API key for authentication.

Keep the HTTP Endpoint and Authorization header handy for the CleverTap configuration steps.

Configure CleverTap Dashboard

To configure Engati as your WhatsApp provider in CleverTap, perform the following steps:

Go to Settings > Channels > WhatsApp > WhatsApp Connect.
Click + Add Provider and select Generic (Other) from the Provider list.

Enter the following details:

Field	Details
Nickname	Enter a name such as `Engati_WA`.
Mobile Number	Enter your WhatsApp Business number with the country code. For example, +918889500122.
Request Type	Select `POST`.
HTTP Endpoint	Paste the endpoint URL provided by Engati. Check that the URL is in HTTPS format, that is, your URL must begin with `https://`
Delivery Report Callback URL	This URL is generated automatically in the CleverTap dashboard. For more information, refer to Set Up Callbacks in Engati.
Inbound Message Callback URL	This URL is generated automatically in the CleverTap dashboard. For more information, refer to Set Up Callbacks in Engati.

Under Headers, add the following:

Key	Value
`Authorization`	`Basic <Engati API Key>`
`Content-Type`	`application/json`

(Optional) Select Mark this as default to make this service provider the default for sending WhatsApp messages via Engati.
(Optional) Select Set auto-reply for users not tracked on CleverTap to automatically reply to users who message on WhatsApp but are not tracked on the CleverTap dashboard.
(Optional) Set the Maximum Concurrent API requests between 30 and 1000. Consider your requirements and the provider's limitations when defining this value.
Send a Test WhatsApp notification (refer to the following image).

Send a text message — Send a Test Message on WhatsApp

Set Up Callbacks in Engati

Callbacks ensure that delivery reports and inbound WhatsApp messages are synced back to CleverTap. To set up callbacks in Engati, perform the following steps:

In CleverTap, go to Settings > Channels > WhatsApp > WhatsApp Connect > Provider Nickname.
Copy the following URLs:
- Delivery Report Callback URL
- Inbound Message Callback URL
Go back to the Engati Dashboard and paste these URLs into the CleverTap integration configuration.
Save the configuration.

Once configured, Engati will send delivery updates and inbound user messages back to CleverTap. You can now broadcast WhatsApp messages directly from the CleverTap dashboard using Engati.

Add WhatsApp Message Templates

WhatsApp message templates are reusable, pre-approved messages you can send to users at scale, such as alerts, reminders, or promotional campaigns. For detailed instructions on creating and testing WhatsApp message templates, refer to WhatsApp Message Templates.

Create Campaign

For detailed instructions on creating a WhatsApp campaign using Engati as the provider, refer to Create WhatsApp Campaign.

Create Journey

For detailed instructions on creating a WhatsApp journey using Engati as the provider, refer to Create WhatsApp Journey.