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Step-by-step guide to set up and start your Cloud Communication with MSG91

MSG91 is a CPaaS platform to help you communicate with your users on multiple channels that provides secure and robust APIs and ready-to-use tools.


Click here for Login/Signup- https://control.msg91.com/signin/



I. Configure the channel(s) that you would like to use


​Communication Channels-

a. SMS

b. WhatsApp

c. Email
d. Voice



a. SMS-

From the Sender ID approval process to creating templates and sending SMS - Follow its doc here


b. WhatsApp


From creating a Facebook Business account to adding the number and templates- Follow its doc here



c. Email

For full Email configuration from adding a domain to sending Email - Follow its doc here



d. Voice - 

From creating templates to sending voice- Follow its doc here


For any help in the below configuration, take help from our tech support team https://calendly.com/support--msg91


II. There are 5 services to use the above-configured channels

a. Hello - Two-way communication with your customers - Tickets, Live Chat, Bot & Help-Centre - HelpDoc


Use Hello when you want to-

i) Manage your customer email tickets

ii) Facilitate your customer with live chat and view its analytics

iii) Create internal teams to manage email tickets and live chat

iv) Connect your customer on call or on-screen sharing

v) Manage your Help articles/docs and publish them for customers


b. Segmento (Contact Management system) - HelpDoc

Step by Step guide to start Segmento and utilize it fully-

i) Update your existing user data by CSV.

ii) Add API to bring new users and new user fields/attributes/events.

iii) Create Segments

iv) Send messages over SMS, WhatsApp, Email, etc. (run campaign) manually to all users of a particular segment or Automate based on user falls in any segment.


c. OTP verification service (Two-factor authentication)

​Use the Send OTP API for sending OTP SMS and using voice as backup in retry with the Resend OTP API and verifying the OTP via the Verify OTP API.

​Or you can integrate the Login with OTP Widget on your end and all these 3 APIs (Send, Resend, and Verify) will be called automatically. HelpDoc

d. Automate via RESTful APIs

​Integrate a single Campaign API for all channels - HelpDoc [Recommended]

​​

e. Integrate APIs separately for every channel -


For very specific use case which is not being solved by Campaign APIs


Use dedicated APIs -

​

i) For SMS

ii) For Email

iii) For Whatsapp