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vCX Platform

This is a place to know all about the platform

API Integrations

This document covers the details of API integrations on the vCX Platform

Guides

This documentation provides guides to popular social messaging and media platform configurations and setup

The Platform

This document covers details of how to use the platform

WhatsApp Template Management

This documentation covers details of the WhatsApp API documentation

Contact Management

This documentation provides details on how to manage contacts on the vCX platform

External Bot Integration

This documentation provides guidelines on how to connect external Bot like Botpress, Flowise, Voiceflow

WhatsApp

Order & Product

The Order / Service / Appointment Module in vCX provides a centralized view of all your external orders, services, and appointments. This feature ensures businesses can seamlessly track, manage, and act on these records without switching systems, enabling fast...

Versalence Backend API

by Lokesh Ravi

Broadcast

The Platform

Broadcast takes communication with customers to a new level. This sections allows you to personalise your conversations, updates with meaningful templates from our "Template Library" and your own customized templates. Creating Campaigns is much easier with tem...

Product

The Platform

in vCX a product can be a physical product that you sell or a service that you offer. The section is neatly designed to create, upload or push your products into vCX and then being managed by META or Google Catalogs. These catalogs can then be sent to your cus...

Order

The Platform

Like product, an order can be an order for a product purchased, a subscription registration, a meal, or an appointment. Order view can be changed into order view or calendar view based on your business. Orders cannot be created, but can be pushed into the syst...

Settings

The Platform

The control center of vCX is the Settings panel. It houses your profile as a user. As an administrator or user with previlages your may see My Company and My Plan My Plan hosts a variety of settings including integrations, add-ons, configurations, billing etc...

Contact Management

The Platform

The Contacts Module in vCX – The Social CRM is designed to help businesses effectively organize, manage, and leverage their customer base for better communication and engagement.

Customer Response Management - CRM

The Platform

vCX – The Social CRM by Versalence is designed to revolutionize customer communication and engagement by integrating multiple channels into a single omnichannel interface. It brings together messaging platforms and social media channels, offering businesses a ...

Managing Data in vCX

Order & Product

Order creationUsers can create orders using an API, and then send them to a point of sale application for fulfillment.  Order managementUsers can use an API to modify and cancel pending orders, retrieve daily orders, and more.  Supply chain transparencyUse...

Getting updates from vCX

Order & Product

If you want to receive updates into your system, when an order is changed in vCX, this could be via the API or manually, you can incorporate your webhooks to receive this information

REST API components & How to read them

WhatsApp Template Management

REST APIs are the most prevalent and user-friendly type of APIs you will most likely encounter. As a product manager, you play a pivotal role in working with your engineering team to bring digital solutions to life, and a fundamental part of that collaboration...

WhatsApp Templates - things to know

WhatsApp Template Management

Templates Templates are used in template messages to open marketing and utility conversations with customers. Unlike free-form messages, template messages are the only type of message that can be sent to customers who have yet to message you, or who have no...

WhatsApp Templates API Management

WhatsApp Template Management

The template APIs allow you to create, delete, and fetch templates The templates API supports the following methods and are client specific GET POST DELETE Get all templates curl --location 'https://api.versal.one/<client-id>/templates' \ --header '...

Send Template Messages

WhatsApp Template Management

While sending a template message, the template contents are not sent. To send a template message, its media link [public link] & variable values [if any] are sent along with the template name and language Broadcast with caution - Do not spam. Spamming will le...

Botpress & WhatsApp Integration

External Bot Integration

This documentation is based on the integrations possible in the vCX Platform and does not warrant that the external bot studios will work as changes in their architecture are beyond our control. It is our best effort to ensure that the connectivity works Bo...

WhatsApp API setup using developer portal

WhatsApp

Step 1: App Creation on Facebook 1.1 Visit the Developer Portal: Ahoy, captain! Time to set sail for the mystical realm of Facebook’s Developer Island. Grab your digital compass and navigate to the treasure trove at developers.facebook.com. If you haven’t al...

Custom Bot integration with vCX

External Bot Integration

Follow the steps to set up WhatsApp API using the manual method or embedded signup A webhook to receive incoming messages Incoming Message format Below is the format of incoming messages payload as received from META webhook and will be forwarded to you...

Dashboard

The Platform

The landing page of the vCX platform is the dashboard. The main page shows important stats that are useful like total messages, total chat, total customers, and total orders/appointments in the last 30 days It is neatly laid out to give you access to all f...

Conversations

The Platform Customer Response Management - CRM

vCX – The Social CRM by Versalence is designed to revolutionize customer communication and engagement by integrating multiple channels into a single omnichannel interface. It combines messaging platforms and social media channels, offering businesses a seamles...

Contacts

The Platform Contact Management

The Contacts Module in vCX – The Social CRM is designed to help businesses effectively organize, manage, and leverage their customer base for better communication and engagement. What is the Contacts Module? The Contacts Module serves as the central hub fo...

Interacations

The Platform Customer Response Management - CRM

2. Interactions Interactions focus on social media channels where businesses engage with customers through posts, comments, likes, and other social activities. These include: Facebook LinkedIn Instagram Interactions help businesses manage their onli...

Groups aka Segments

The Platform Contact Management

Groups and Customer Segmentation The Contacts Module in vCX takes customer segmentation to the next level with dynamic groups, enabling businesses to categorize and target their customers more effectively.   What are Groups? Groups allow you to segment c...

Template Management

The Platform Broadcast

Templates Module The Templates Module in vCX simplifies communication by enabling businesses to send predefined or customized messages quickly and effectively. Templates are powerful tools for initiating conversations, ensuring consistency, and saving time. ...

Create Template

The Platform Broadcast

Template Creation The Template Creation feature in vCX enables businesses to design and submit message templates for WhatsApp that serve as powerful tools for customer engagement, updates, and secure communication. Types of Templates Supported Marketi...

Campaigns

The Platform Broadcast

Campaigns The Campaigns Module in vCX allows businesses to send targeted broadcast messages to groups of users, making it an essential tool for scaling customer engagement and communication. Types of Campaigns Single Send Campaign Used to send a on...

Order / Service / Appointment

The Platform Order

The Order / Service / Appointment Module in vCX provides a centralized view of all your external orders, services, and appointments. This feature ensures businesses can seamlessly track, manage, and act on these records without switching systems, enabling fast...

Insert or update order via API

Order & Product Managing Data in vCX

Add Order into the system https://productbackend.versal.one/api/order/addOrder { // Mandatory Fields "company_id": VERPL000972024, "company_order_id": "ORD-001", "totalAmount": 1500.75, "firstName": "John", "phoneNumber": "+12...

Update Order Status via API

Order & Product Managing Data in vCX

To update an existing order in vCX you can call the order update API as below   https://productbackend.versal.one/api/order/updateOrder/<orderId> { // Mandatory Fields cannot be changed "company_id": VERPL000972024, // Optional Fields ...

Adding webhook for order updates

Order & Product Getting updates from vCX

  Adding your webhook to his page will enable subscribing to events for order

Customizing your Webchat CSS

The Platform Settings

To customize your webchat CSS Go to MyPlan -> Settings Select Bot Integrations Select Web Chat Enter the values After entering the botpress js link, click Edit & Save. This generates the Webchat link Open the link in a browser to reveal the details...