WhatsApp Onboarding for Partners

introduction introduction engati helps you onboard or add a new whatsapp number to your existing account please note that this is an assisted onboarding and you will need to contact support\@engati com or the partner admin to help add a new number or onboard a new account availability availability direct customers can add a new account by navigating to the link https //wa cbots live/engati partners will need to contact engati support for their custom link which will be in the following format https //wa cbots live/\<brand name> setup setup step 1 navigate to the onboarding link and enter the email id associated with your account enter the otp received on your setup email id to continue step 2 after logging in, click on 'start onboarding' to start the onboarding journey click on 'continue onboarding' to resume from the previous point note kindly ensure that you have the following information before starting, phone number to be used for whatsapp business apis ability to receive otp on this number via call or sms number https //faq whatsapp com/2138577903196467/?cms platform=android with any existing whatsapp account https //www facebook com/business/help/2058515294227817?id=180505742745347 facebook (meta) business manager account step 3 follow the directions of the onboarding wizard and proceed with the onboarding wizard, depending on your requirements you will be navigated to the appropriate step you might need to get in touch with engati support poc for the following scenarios, you want to onboard an ivr number and you need to whitelist certain numbers migration from another bsp migration from 360dialog unverified facebook business manager after all the pre requisites are satisfied, you will be taken to the next step of account creation with whatsapp business service provider (bsp) note if you are just retrieving the api key or want to add another number, you can directly click on 'login' link at the bottom step 4 click on the button 'click here to begin whatsapp onboarding' follow the steps that will appear on the pop up kindly ensure that the pop ups are not blocked on your browser provide your details that will be used to create an account with the whatsapp business service provider (bsp) note if you are just retrieving the api key or want to add another number, you can directly click on 'login' creating a new account provide the details for account creation complete the phone number verification ensure that the phone number you want to enable with whatsapp api can receive otp via sms or voice provide the otp in the pop up to complete the verification you will be redirected to the next step to retrieve the api key note api key might take 4 6 hours to get generated in some scenarios re login to the portal and start with the below exercise of retrieving the api key adding a new number to an account follow the above steps and login to the bsp pop up enter your credentials and select the option to 'add a new number right now' complete the phone number verification ensure that the phone number you want to enable with whatsapp api can receive otp via sms or voice provide the otp in the pop up to complete the verification you will be redirected to the next step to retrieve the api key note api key might take 4 6 hours to get generated in some scenarios re login to the portal and start with the below exercise of retrieving the api key retrieving the api key continue from the above steps, or if you are logging in again start from step 2 and click on 'login' link at the bottom to retrieve the api key login to your previously created 360dialog account and enter the credentials select the number for which you want to retrieve the api key click on 'save selection' and after some seconds you will be redirected back to the onboarding portal with an option to copy the api key an otp will be sent to the email id provided continue as per your facebook account click on the "get started" button click on the "continue" button now choose the business account and then click on "next" create a whstaapp business account and then click on "next" enter the whatsapp business account name then select whatsapp business profile name and then select the business category (note – description and website name are optional) then click "next" select the country code and enter the phone number and then click on "next" enter the otp received on the phone number provided finally, click on the "finish" button congratulations your account is successfully created, it will take 5 minutes to integrate whatsapp business api select the number from the dropdown and then click on the "save selection" button finally, you will receive an api key store the api key step 5 copy the api key from the onboarding screen and add it to the chatbot in your engati account https //agents engati ai/admin/configure/deployment/whatsapp click on the link to know more about the same https //help engati ai/whatsapp setup using 360dialog best practices best practices follow the below guidelines to ensure that you have a seamless experience, direct customers if you already have an existing account with 360dialog bsp, migrate your account to engati partner before proceeding with the onboarding if a new number has to be added to same 360dialog account, ensure that it’s added to the same existing account on engati with a different bot ensure that for each account in 360dialog hub you have a corresponding account on engati for a new account on 360dialog, subscribe and create a new account on engati for a new number on the same account on 360dialog, you can have a new bot on the same account on engati partners always create a new account for each new customer, do not add numbers to the same account it will run a risk of getting blocked by meta and if one number is impacted this will impact other numbers in the same cluster if a new number has to be added to same 360dialog account for the same customer, ensure that it’s added to the same existing account on engati/white label portal with a different bot in any case, if a new number is to be added and to be linked to a different account on engati/white label portal ensure that a new account is created on 360dialog also ensure that for each account in 360dialog hub you have a corresponding account on engati/white label portal for a new account on 360dialog, create a new account on the engati/white label portal for a new number on the same account on 360dialog, you can have a new bot on the same account on engati/white label portal to generate api key from postman to generate api key from postman the process of generating an api key is straightforward and can be accomplished using postman to generate your api key, follow these simple steps step 1 use url https //hub 360dialog io/api/v2/token to get the auth token provide your credentials for 360 dialog in the body first, you'll need to obtain an authentication token you can do this by using curl and adding your login credentials to the api request once you've made the api call, you'll receive an access token that you can use in the next step curl location 'https //hub 360dialog io/api/v2/token' \\ \ header 'content type application/json' \\ \ data '{ "username" "", "password" "" }' step 2 use url https //hub 360dialog io/api/v2/partners/\<partner id>/channels/\<channel id>/api keys to get the api key with the access token you obtained in the previous step, you can now use curl to request an api key from engati you'll need to pass your partner id and channel id as part of the request, and include the access token in the authorization header as a bearer token curl location request post 'https //hub 360dialog io/api/v2/partners/\<partner id>/channels/\<channel id>/api keys' \\ \ header 'authorization \<access token>' \\ \ header 'content type application/json' once you've completed these steps, you'll have successfully generated your api key if you face any issues or queries please reach out to us at mailto\ support\@engati com