Creating a Webhook (WH) from a Webhook Template (WHT) is the action of using a template in the Webhook Builder, benefiting from a configuration that has already been defined by Certainly or an Agency. This function helps to simplify the action of adding WHs to a bot and better service Companies.
Creating a WH from a WHT
When you navigate to the Webhook Builder, select "Create from Template" — this will take you to the Webhook Marketplace, where you can search for any available templates.
You can see an example of a WHT below:
Altering the configuration of a WH created from a WHT
When you create a WH from a WHT, the basic configuration may be unalterable, depending on how the WHT owner configured it. It is common that a combination of fixed and editable values makes the right mix for your specific use case.
Although Custom Variables may have already been added, you're still able to add additional Custom Variables in the "Custom Variables" section.
It's important to note that if you add an already-existing Custom Variable name, there will be an error message for the newly added Custom Variable. The already-existing Custom Variable will not be editable or removable, so in this case, you would have to either rename or delete the newly-added one.
Access limitations based on user role
Please keep in mind that depending on your user role (whether you're part of an Agency or a Company), your access to certain sections may be limited, as is noted here:
- In Basic Data, Agencies will have the option to select the Company to whom they wish to assign the WH. This option is not available for Companies, as they're not able to assign WHs to anyone but themselves.
- Similarly, Authentication is a section for which only Agencies are able to alter the Type.
Make any necessary alterations and fill in the missing fields. Finally, hit "Save Webhook". The Webhook will now be ready for use in your bot.
If you're part of an Agency, remember to assign the WH to a Company.