WhatsApp Integration Guide
# WhatsApp Integration Guide
——Learn about the specific steps to access WhatsApp Sender through this article
# Preparation
Create Meta business account (opens new window) (Facebook Business Manager)
Sign up Sobot system (opens new window)
Prepare a phone number that has not been signed up for a WhatsApp account (if the phone number has been signed up, you need to log out the WhatsApp account (opens new window)before you can use it to register. )
# Required Information
Serial No. | Required Information | Description |
---|---|---|
1 | FBM (Facebook Business Manager) account name and ID | Create the enterprise name and ID (opens new window) of Meta business account |
2 | WABA (WhatsApp Business Account) account name | Invisible to users |
3 | Time zone | The selected time zone will be used for billing and data analysis for this WhatsApp Business business Account. |
4 | Enterprise display name (visible to users) | Company name and product name displayed on WhatsApp homepage |
5 | Enterprise category | Automotive, Beauty Spa & Salon, Apparel & Clothing, Education, Entertainment, Event Planning & Services, Finance & Banking, Food & Supermarkets, Public Services, Hotels & Lodging, Medical & Health, Non-Profit Organizations, Professional Services, Retail Shopping, Travel & Transportation, Restaurants, and Others |
6 | Business description | Briefly introduce your business |
7 | Phone number (area code) + number that can be used for signup | 1. The phone number is used as the account of your company on the WhatsApp platform and can be used to find your WhatsApp Business Account 2. The phone number must be in e164 international format, such as 8613388886666. Short codes are not allowed on WhatsApp 3. Using during the signup process, you will receive an SMS or a voice call of 2FA for verification |
# Bind WhatsApp channel
# ● Log into Sobot system
# ● Create Sender
# ● Log into Facebook
During the preparation step, create the Facebook account that will be used for the Facebook Business Manager account.
# ● Authorized Access
# ● Create Meta business account and WhatsApp Business business account
# ● Create WhatsApp Business business homepage
If you are prompted with "This number is registered to an existing WhatsApp account" when verifying your WhatsApp Business phone number, you need to log out your existing WhatsApp account (opens new window) and return to the phone number verification page after 3 minutes of unbinding to continue the binding operation.
# ● View the review result
After completing the above operation, your account will be approved and the review result will be sent to your email within 24 hours, please check in time.
- You can proceed subsequent operations after the review approved.
- If the approval failed, you need to log in to the WhatsApp management tool backend (opens new window), and make changes and submissions based on the reasons for the failure.
# Channel verification
- Open the Agent Workbench in Sobot agent system
- Search for the phone number on WhatsApp and find the WhatsApp Business Business homepage
- Go to the WhatsApp Business homepage to send a message, and confirm whether the message was sent and received successfully at the Sobot Agent Workbench
# Others
- WhatsApp Official Business Account
See WhatsApp Green Tag Authentication (opens new window) for details.
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