Platform Tutorials

1. Add New Channel: Choose your WABA currency and click "Connect."
2. Log In with Facebook: Choose to create a new business portfolio or select an existing Meta business account.
3. Create WhatsApp Account: Enter your WhatsApp account name (business name) and category, then input your phone number.
4. Verify Phone: Receive and verify the OTP via call or SMS.
5. Finish Setup: Click "Continue" then "Finish."
6. Create Channel: Name your channel, choose a color, and click "Create Channel."
7. Complete Setup: Wait for the channel to appear with "Pending" status.
8. Enable Two-Factor Authentication: Set up a six-digit pin, then click "Register Pin."
9. Refresh: After refreshing, your number will be connected.

Your WhatsApp API number should now be active!

1. Import Contacts: Ensure the number column in your CSV includes the country code (without the plus sign), with no spaces or dashes. Create custom fields for additional columns.
2. Map Fields: Map CSV headers to the appropriate system or custom fields during import.
3. Create Campaign: Choose your audience (all contacts or segmented by custom fields).
4. Select Message Channel: Choose from pre-approved, regular, or bot templates.
5. Create & Personalize Template: Select or create a template, and personalize with custom fields.
6. Test Message: Send a test before the final campaign.
7. Set Time Gaps: Use the message flow option to set time gaps between messages.
8. Save Replies: Optionally, save replies to custom fields.
9. Trigger Campaign: Click the rocket icon to send the campaign.

1. Create Bot Flow: Click "Create Bot Flow" and give your bot a meaningful name.
2. Choose Trigger: Select a trigger (e.g., keyword-based) and define the conditions.
3. Build Bot Flow:
   • Send Message: Sends info without waiting for a response.
   • Ask Question: Engage users with buttons or dropdowns, and save responses in custom fields.
4. Enhance Interaction: Add input validation and set time limits for user replies.
5. Tailor Responses: Create separate nodes for different button or list choices for personalized paths.
6. Assign Chats: Assign conversations to agents if needed and ask follow-up questions.
7. Keep Session Open: Use "Stay in Session" to allow continued interaction after the flow ends.
8. Save Workflow: Click "Save Workflow" to apply changes and activate the bot.

1. Setup Workflow: Go to Automations Builder, click "Workflow" > "Create Workflow," and name your workflow.
2. Add Webhook: Select "Webhook" > "Custom," name it, and click "Generate Hook" to get the unique URL. Copy the URL for external use.
3. Test Webhook: Click "Capture Incoming Hook," send test data to the URL, and verify it under "Show Received Data." Click "Save."
4. Send WhatsApp Message: Add a "Send Template Message" block, select your channel, load the template, and map the webhook data to the template fields. Ensure the WhatsApp number is mapped correctly.

This automates tasks based on incoming webhook data.

1. Set Up WhatsApp Business: Create a profile using the WhatsApp Business app or API for automation and multi-device access.
2. Build a Product Catalog: Showcase products with images, descriptions, prices, and links to act as your digital storefront.
3. Enable Shopping: Allow customers to browse, add items to a cart, and place orders directly in WhatsApp.
4. Automate Interactions: Use chatbots for FAQs, order updates, and 24/7 support to enhance efficiency.
5. Promote Your Store: Share your WhatsApp link across platforms and use click-to-chat buttons for easy access.
6. Enhance Customer Experience: Personalize messages for promotions and recovery campaigns to boost engagement.

For more details, check resources like more details

1. Disable two-step verification for your number via WhatsApp Manager.
2. Ensure access to the Meta Business Account linked to your API number.
3. Follow the migration steps, including OTP verification via SMS or voice call.
4. Create a new WhatsApp Account during migration without deleting the existing number in WhatsApp Manager.
5. Post-migration, unlink and re-link the catalog, reconfigure payment settings, recreate native flows, and add commands/icebreakers.