Renova is a no-code platform that helps businesses digitize insurance services. It provides a white-label app for end-users and a centralized interface for insurers, streamlining policy management, claims processing, and customer support.
Integrating Renova with WhatsApp through Albato allows you to automate communication with clients, send them template messages, and handle insurance processes faster.
Below is a step-by-step guide on how to connect and set up this solution in Albato.
Step 1. Connect Whatsapp to Albato
Follow this step-by-step guide: How to connect WhatsApp Business API to Albato.
Step 2.Connect Renova to Albato
Go to the Apps section and click Add a connection.
Search for Renova World, select it, and click Add a connection again.
Name your connection.
To get your API Key, log in to your Renova dashboard in a new tab, open Integrations section, and click Connect to integrate with Whatsapp.
Then, copy your Token.
Come back to Albato and paste this token into the field.
Step 3. Install the solution
Go to My Solutions.
Type Renova World in the search bar.
Select the WhatsApp&Renova Solution and click Install. Then, choose the required connections for the solution.
In the first dropdown, select the welcome template, this message will be sent to a new client as the initial greeting. In the second dropdown, select the reactivation template.
This template is used when the 24-hour WhatsApp messaging window has expired and you can no longer send personal messages. Once the client replies to this template message, the personal chat becomes available again.
Click Continue.
Then, you need to tell Renova which WhatsApp number should be connected.
Go to Apps → WhatsApp connection, open the WhatsApp phone IDs tab, and copy the Phone ID of the number you want to use with Renova.
Return to Solutions → My Installations, and click the settings gear.
Open Scenario 1 and Scenario 3, the same update must be made in both scenarios.
In each scenario, open the trigger settings and replace the placeholder text with the WhatsApp Phone ID you copied earlier.
Save the changes and start the solution.
Your integration is now active. WhatsApp messaging is now active in Renova, so you can choose any client and send them the welcome template message. If you have any issues, contact support via the live chat on our website.