The Global Settings page is where you configure the core communication integrations for EntryChat. This includes General Templates, IMAP Email Sync, SMTP Overrides, and Twilio SMS.

Step 1 – Access Global Settings

• Go to EntryChat → Global Settings.
• The page is divided into tabs: Settings, Mail, SMS, and AI Auto Reply.

Fig 1: Global Settings Tabs

Step 2 – General Settings Tab

Under the Settings tab, you configure your global default templates.

• Header: Select a default Header template from the dropdown. (You must create templates in Headers & Footers first).
• Footer: Select a default Footer template.
• Click Save Global Settings. These templates will be automatically wrapped around outgoing messages.

Fig 2: General Settings (Header/Footer Selection)

Step 3 – Mail Tab (IMAP Sync & SMTP)

The Mail tab allows EntryChat to sync with your inbox to track replies and configure outbound SMTP.

IMAP Sync Settings

• Email Service Provider: Choose your provider (Gmail, Outlook, Yahoo Mail, iCloud, or cPanel/aaPanel).
• Depending on your selection, specific fields will appear:
  • Standard (Gmail/Yahoo/iCloud): Enter your Username and App-Specific Password.
  • Outlook: Enter your Tenant ID, Client ID, and Client Secret.
  • Custom (cPanel/aaPanel): Enter your custom IMAP Host.

Fig 3: IMAP Email Settings

SMTP Override Settings

• By default, Use default SMTP is checked, which uses your WordPress site’s default wp_mail configuration.
• If you uncheck it, you can provide dedicated SMTP credentials specifically for EntryChat:
  • SMTP Username / Password
  • From Email / From Name
  • SMTP Host / Port / Encryption (If using Custom Email Provider).

Fig 4: SMTP Override Configuration

Step 4 – SMS Tab (Twilio Integration)

To enable SMS messaging, configure your Twilio account details under the SMS tab.

• Account SID: Enter your Twilio Account SID.
• Auth Token: Enter your Twilio Auth Token.
• Twilio Phone Number: Enter the active Twilio phone number used for sending/receiving SMS.
• Click Save Global Settings.

Important: Twilio Incoming Webhook

To receive replies via SMS from your customers, you must log in to your Twilio console and set the Incoming Webhook URL for your phone number to:
https://yourwebsite.com/wp-json/ectfeirc/v1/twilio-sms
(Replace yourwebsite.com with your actual domain).

Fig 5: Twilio SMS Settings