What are the prerequisites and registration steps for using WhatsApp?

Here are the steps you must complete before proceeding to registration:

  1. To use WhatsApp, you must have a personal Facebook account (identity verified) and a Meta Business Manager Account.
  2. To create a Meta Business Manager Account:
    • Go to business.facebook.com/ overview.
    • Click Create an account.
      Screenshot_2022-12-24_at_5.03.12_PM.png
    • Enter a name for your business, your name, and your work email address, and click Next.
      Screenshot_2022-12-24_at_11.50.58_PM.png
    • Enter your business details and click Submit.
      Note: You can check the steps in the official Meta FAQ.
  3. Verify Meta Business Manager Account.
  4. Get the Phone Number for Whatsapp and flow setup.
    • Contacto Console can provide you with a phone number. To enable Whatsapp, you can use an existing number or get a new one. On the Contacto console, go to Channels > Calls > Phone numbers.
    • Create a Flow similar to the one shown below and link it to the selected Contacto phone number. If the Contacto phone number is only `Voice` enabled, then you would need to set up the “Incoming Call” node and add the user number (your phone number) to gain access to the Whatsapp OTP.
      Screenshot_2022-12-24_at_5.05.19_PM.png

Once you have accomplished the above steps, reach out to us and we will assist you to integrate the WhatsApp API with Contacto using 360dialog:

  1. To create an account with 360dialog, click on the Sign-up link and fill out the form with your information.
    Screenshot_2022-12-24_at_5.10.52_PM.png
    Screenshot_2022-12-24_at_5.11.55_PM.png
    Select “I agree to the 360dialog Terms of Service” and click Accept Terms.
  2. Login to the Client hub using the submitted credentials and navigate to WhatsApp Accounts:
    Screenshot_2022-12-24_at_5.12.46_PM.png
  3. To add a Facebook account, click Finish Onboarding to add a Facebook account
    Screenshot_2022-12-24_at_5.13.35_PM.png
  4. Click Continue with Facebook
    Screenshot_2022-12-24_at_5.14.26_PM.png
  5. Login using the Business Facebook account and select the Meta Business Account that you want to use. This will redirect you to a new window:
    Screenshot_2022-12-24_at_5.15.21_PM.png
    Click Get Started
    • Step 1: Create a WhatsApp business account or connect an existing one.
      Screenshot_2022-12-24_at_5.16.34_PM.png
      Click Continue in both cases
      The account will set up and you will get the below screen:
      Screenshot_2022-12-24_at_5.17.18_PM.png
      Click Continue to Step 2
    • Step 2: Create the Business Name that customers will see.
      Screenshot_2022-12-24_at_5.18.08_PM.png
    • Step 3: Verify the WhatsApp number
      Screenshot_2022-12-24_at_5.19.00_PM.png
  6. Return to the 360dialog client hub and check the WhatsApp accounts section once the number has been verified. The account would be created in a matter of minutes. The number's status will be changed to 'Live.' Only after the status changes to 'Live', the number can be used for conversations.
    Screenshot_2022-12-24_at_5.19.40_PM.png
  7. Once this is done, we will add the WhatsApp number to your Contacto Organisation.
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