Configure notification API
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Prerequisites
- SoftExpert Copilot as part of the solutions acquired by the organization.
- Cloud-hosted SoftExpert Suite environment.
- Pre-configured integration API (Zenvia or Twilio).
- Access the Settings menu > Integration Center (COP010) .
Presentation
The Notification tab in the Copilot Integration Center is used to configure the API responsible for sending messages via SMS or WhatsApp.
This article will present the procedure for configuring a notification API, as well as practical examples of applying the functionality in the SoftExpert Suite.
Configure notification API for sending SMS messages.
1. To configure, go to the Settings menu > Integration Center (COP010) .
2. Click on the Notification tab.
3. In the SMS grouping, select the desired API in the corresponding field.
4. Click on 
.
5. After saving, the system will return to the “Integration API” tab. Access the Notification tab again and ensure that the Enable sending through this channel option is properly checked, so that the notification is sent via the specified API.
6. Click on .
Webhook links will be displayed for status updates and receiving messages , which can be used as needed.
Configure the notification API for sending messages via WhatsApp.
1. To configure, go to the Settings menu > Integration Center (COP010) .
2. Click on the Notification tab .
3. In the SMS grouping , select the desired API in the corresponding field.
4. Click on .
5. After saving, the system will return to the “Integration API” tab. Access the Notification tab again and ensure that the Enable sending through this channel option is properly checked, so that the notification is sent via the specified API.
6. Click on .
Webhook links will be displayed for status updates and receiving messages , which can be used as needed.
The billing for sent messages is the responsibility of the sending platform, Zenvia or Twilio.
Practical applications
Below are some practical examples of how to apply notifications in SoftExpert Suite components:
- SoftExpert Questionnaire : sending automatic messages via SMS and WhatsApp , ensuring that participants are reminded to answer the questionnaires.
- SoftExpert Business Rule : Sending SMS messages to relay information in situations where email cannot be used.
Conclusion
With the notification API configured, the feature can be used in SoftExpert Suite components, enabling the automated sending of messages via SMS and WhatsApp.