WhatsApp Onboarding

9 min

Introduction

Tech Providers are businesses that provide WhatsApp messaging services to other businesses. Engati has been included as a WhatsApp TSP (Tech Solution Provider), offering self-onboarding and account management services.

https://www.youtube.com/embed/NkgRIfAYO8o

Pre-requisites

An email account should be created on Engati.

It should be a fresh 360dialog account that doesn’t have any numbers associated with it (a new Facebook Business Manager account isn’t required).

Ensure the number of licenses in the Master Admin (MA) aligns with the contract. The deployment will be blocked if the number of licenses in MA is less than the bots to be deployed.

Update the 360dialog email on Engati MA if necessary. By default, it will match the Engati account email, but can be changed to create the 360dialog account accordingly.

Customers can request additional licenses if the current count does not meet their deployment needs, ensuring the total number aligns with contractual terms.

Should NOT be a partner’s customer

The phone number onboarded will assume the currency set in Engati MA (If USD - with ‘Engati’ on 360dialog hub, if INR - ‘Engati INR’ on 360dialog hub)

Setup - Engati

Navigate to WhatsApp Manager > Numbers > WhatsApp Manager

The currency of the user will be assumed based on the currency set in Engati MA

Click on “+ Add new number”

A modal box will open, allowing you to add a new number as WhatsApp API or provide access to an existing number.

Click "Continue" to proceed to your Facebook Business Manager (FBM).

Setup - Facebook Business Manager (FBM)

Connect your account to Engati to enable management of your WhatsApp Business Account. This requires the sharing of account and billing permissions.

Fill in your business information:

Business Portfolio: Meta Business Account, sometimes referred to as Business Manager account or simply Business account, is renamed to Business Portfolio.