Sunshine Conversations is an API-based CRM platform built on AWS, designed to help businesses communicate directly with customers through social media and messaging services. It lets you send messages to customers via social media messaging applications or directly on your website. Integrating Sunshine Conversations with Document360 lets you streamline customer communication and enhance user engagement across channels including WhatsApp and SMS.
Before you begin
- You need a Sunshine Conversations account.
- You need your Sunshine Conversations App ID. See How to find your Sunshine Conversations App ID below.
How to find your Sunshine Conversations App ID
The Sunshine Conversations App ID is a unique code obtained from the Sunshine Conversations application. It is required to connect Sunshine Conversations with Document360.
- Access your Sunshine Conversations dashboard and complete the initial account setup.
- Go to the Apps section in the dashboard and click Create New App.
- Enter a name for your app and any relevant description to help identify its purpose.
- Save your app. It will now appear in your Apps list.
- Navigate back to the dashboard and select the app you want to use.
- Go to Settings from the selected app's dashboard.
- Scroll down to the App Details section to find the App ID and click Copy.
If you need API keys, navigate to the API Keys section in the same Settings menu and follow the instructions to generate and copy them.
How to integrate Sunshine Conversations with Document360
- In the Document360 portal, navigate to Connections () > Integrations () in the left navigation bar.
- Select Sunshine Conversations from the list of integrations and click Add. The Add new integration panel appears.
- Add a Description and enter your App ID.
The App ID is a unique code obtained from the Sunshine Conversations application. It is required to connect Sunshine Conversations and Document360 in the knowledge base portal.
- Optionally, expand Code inclusion/exclusion conditions to control when the integration runs based on IP address, Workspace, or Language.
- Click Add.
After setup, open your Sunshine Conversations account to configure the backend for message conversations with social media messaging applications. Refer to the Sunshine Conversations documentation for backend setup guidance.
With Sunshine Conversations, you can engage with customers from WhatsApp and SMS, ensuring every possibility of customer interaction is covered.
Best practices
- Set up your backend channels after integration. Once connected to Document360, open your Sunshine Conversations account and configure which messaging channels (WhatsApp, SMS, web messenger) you want to enable for your knowledge base visitors.
- Use descriptive app names in Sunshine Conversations. If you manage multiple apps, clear names and descriptions in the Apps section make it easier to identify which app is connected to your Document360 knowledge base.
- Use Code inclusion/exclusion conditions to control where messaging appears. If Sunshine Conversations should only run on specific workspaces or for certain languages, configure conditions to limit where the integration script runs.
- Check the Sunshine Conversations documentation for advanced configuration. The Sunshine Conversations docs cover backend setup, channel configuration, and styling options for the conversation interface.
FAQ
What is Sunshine Conversations?
Sunshine Conversations is an API-based CRM platform built on AWS that lets businesses communicate with customers through social media and messaging services, including WhatsApp and SMS. Integrating it with Document360 lets you add messaging capabilities to your knowledge base site and engage with visitors across channels.
What is the Sunshine Conversations App ID?
The App ID is a unique identifier obtained from your Sunshine Conversations account. You can find it in the Sunshine Conversations dashboard by going to Apps, selecting your app, navigating to Settings, and scrolling to the App Details section. Click Copy to copy the App ID.
Which messaging channels does Sunshine Conversations support?
Sunshine Conversations supports messaging through social media applications and direct website messaging. After integrating with Document360, you can configure backend channels such as WhatsApp and SMS to engage with customers across multiple touchpoints.
Where do I configure backend messaging after completing the integration?
After completing the Document360 integration, open your Sunshine Conversations account and set up the backend for message conversations with your chosen social media messaging applications. Refer to the Sunshine Conversations documentation for detailed backend setup guidance.
Can I limit which workspaces or languages Sunshine Conversations runs on?
Yes. When adding or editing the Sunshine Conversations integration, expand Code inclusion/exclusion conditions and add conditions based on IP address, Workspace, or Language. See Code inclusion and exclusion conditions for full details.