You’re an admin
1. You have a Zendesk Suite instance, professional or enterprise plan.
2. You have at least one integration with WhatsApp or SMS (Twilio or MessageBird)
3. You must turn on the custom objects

Create your API Key
1. Admin Center → Apps and integrations → Conversations API
2. Select “Create API”
3. Write a name for the key, ie. Key for Relay
4. Select Next
5. Save the App ID, Key ID, and Secret key to a notepad
Build a secure Authorization Token
1. Open Terminal on your computer
2. Type echo -n "your Key ID:your Secret key" | base64
3. Save the Authorization Token to a notepad
  1. Everything after the word base64, including the two equals signs at the end

Select the Install button in the upper right of this marketplace listing
Select Install again
Fill out the App ID and Authorization Token, which you saved in steps 1 and 2.
Fill out your zendesk subdomain under the subdomain settings. The subdomain is a unique identifier of your Zendesk account, which appears before .zendesk.com in your account URL.
Fill out your WhatsApp namespace, as relevant.
1. To find your WhatsApp Namespace, go to your Facebook Business Messenger
2. Open Accounts. then WhatsApp accounts, and locate your Business Account
3. Open Settings, then WhatsApp Manager
4. Select Message Templates under Account Tools
5. Click on the Namespace button on the toolbar to retrieve your Namespace info
Optional:
1. You can change the number of “Blackout” days - this setting prevents you from sending a duplicate template to someone within the number of days referenced.
2. You can restrict this app to certain staff by Role or by Group.
Click Install - you’re all set!

Ready to learn how to use Relay? Head to the Help Center for step by step instructions.

Relay