Link WeChat Official Accounts
You can connect multiple WeChat Official Accounts (OA) to your Grata. It’s as easy as scanning a QR code and you should be up and running in minutes.
To use your WeChat OA with Grata you will need a verified WeChat Subscription or Service account. Confirm your account is verified by looking for the gold circle with a check on either your account profile page in WeChat or at the top right of your screen when you are logged into the WeChat backend.
Additionally, if your WeChat OA is verified to a non-China entity, you should first confirm that you have access to the Customer Service interface. To do this, login to your WeChat backend, and at the very bottom of the left side menu under Development (开发) click on Interface Privileges (接口有限). Make sure you have “Obtained” for the Interface status of the Customer Service interface (客服接口). The Customer Service interface is required for Grata to work with your WeChat Official Account.
There are then two options for connecting your WeChat OA to Grata. Unless you need a custom server configuration, most organizations will be able to use the quick plug-in method below.
1. Open the WeChat page in your Grata Admin backend
Log-in to your Grata account and open the Admin Panel from the welcome banner or by clicking on your username in the top right corner and selecting “Admin Panel” from the drop-down. In the side menu under Channels, select “WeChat”.
2. Click the button to “Add Official Account”
If you’re in China and using a VPN, you may need to turn off your VPN so the plug-in pop-up window loads properly.
3. Scan the QR code
You will need the owner of your WeChat OA to scan the QR code.
4. Authorize Grata services on your OA
That’s all there is to it! You can click on your account in Grata to customize how the account will appear in the console, editing the account nickname and icon color.
If you ever need to disable the account, do so from the WeChat backend. In the Settings (设置) section of the left side bar, click on Account Info (公众号设置) and then select the Authorizations (授权管理) tab. Click View Platform Details (查看平台详细) for the Grata app and then click the red button to Cancel authorization (取消授权).
1. Open the WeChat page in your Grata Admin backend
Log-in to your Grata account and open the Admin Panel from the welcome banner or by clicking on your username in the top right corner and selecting “Admin Panel” from the drop-down.
In the side menu under Channels, select “WeChat”. On the Grata WeChat admin page, click the button on the top right to change to Developer Mode.
2. Enter a nickname for this account
This is simply how Grata will refer to this account. If you use multiple accounts, make sure to choose a name to help you distinguish this OA from your other channels. In the console, this channel will be referred to as “WeChat (nickname)”.
3. Go to the WeChat backend
Log-in to your WeChat backend at mp.weixin.qq.com and under the Development section (开发) at the bottom of the left side menu, open the first link to the Basic Configuration page (基本配置).
4. Enter your WeChat AppID and AppSecret into Grata
If you don’t know your AppSecret, you will need to reset it. Note: If there are any other systems that currently access your WeChat backend, you will need to immediately update those systems with your new AppSecret as well.
5. Enter the WeChat ID of your official account.
The WeChat ID (微信号) of your official account can be found on your account profile page in WeChat or on your Account Info page (公众号设置) in the Settings section (设置) of the WeChat backend.
6. Save the data in Grata
Note:When you save this data in Grata, your account is now linked in one-direction, from Grata to WeChat. The next step is to link your WeChat OA to Grata, after which your WeChat menus, your welcome message, and any auto-replies (if used) will be managed on Grata, not on the WeChat backend. We recommend that you first replicate this content in Grata before taking the next step to avoid any downtime during the switch.
7. Add Grata’s IP address to your IP whitelist
Next to IP Whitelist (“IP白名单”）click the Configuration button (“查看”) and add your Grata server IP address to the whitelist. Unless you have a dedicated Grata instance, you should add 188.8.131.52 and 184.108.40.206 to the whitelist.
8. Setup forwarding from WeChat to Grata
Just below the IP Whitelist, click the “Change Configuration” button (“修改配置”) and enter the Server Address and Token displayed on your Grata backend. Use the default Encoding Key from the Random Generation button and select “Plaintext Mode” for Message encryption. Click submit.
9. Enable forwarding from WeChat to Grata
After you enter the Server Address and Token, you still need to activate the deployment. Click the green “Enable” button (“启用”) to start forwarding. When forwarding is properly enabled, the button will read “Disable” (“停用”) in red text as in the image below:
Optional: Turn on User Location Sharing
If you would like to see your users’ location on the map in the Grata console, you can turn on location sharing for any verified WeChat Service Account. Your users will then see a pop-up the next time they access your account asking whether or not they would like to share their location. This feature is not available to subscription accounts or mini-programs.
Under the Development section (开发) at the bottom of the left side menu, click on the last link for Interface Permissions (“接口权限”) and under Conversation Service, Followers (对话服务，用户管理), find the row for Get user location (“获取用户地理位置”) and click Enable (“开启”).
Optional: Customer Satisfaction Scoring and Feedback
If you are using Grata’s Customer Satisfaction Scoring and Feedback feature, we recommend you whitelist the survey URL on your WeChat backend. If a domain is not whitelisted, WeChat will temporarily display a security warning on any text input fields:
To whitelist the survey URL on the WeChat Backend, select Account Info (公众号设置) under Settings (设置), and then click the second tab for Function setting (功能设置). In the row for “Business domain name” click Set-up (设置).
Next download the .txt file for your account and email it to firstname.lastname@example.org from the inbox of a registered Grata user. Grata will reply to your email when we have added the text file to our server. Once that is done, add api.guestops.com to your domain names and save. Note that this form can only be edited a maximum of three times per calendar month.