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Note

It’s highly recommended that you start WhatsApp Cloud API with a verified meta business manager.

However it’s not mandatory to do so.

You can create a new meta business manager in the process if you don’t already have one.

Prerequisites

Before you can start using WhatsApp Business API, you'll need the following:

  • A Facebook account.

  • Administrator access to your Meta Business Manager account. If you don't have a Meta Business Manager account, you can create one during the embedded signup process. also the meta business account must not be blocked (here you can see if there are any restrictions on your META business account)

  • Credit Card (Mastercard / Visa → No American Express!)

  • A phone number that can be registered as a sender. This number must not be connected to any WhatsApp account (private or WhatsApp Business API). You'll need access to this number to receive an SMS or a voice call for verification. If you have an existing account, you can find instructions on how to delete it here.

Video Instructions

In this video, you can find a step by step guide of how to set up WhatsApp Cloud:

Step by Step Instructions

Step 1: Sign in with Facebook

To start the process, log into the UChat platform, and navigate to the “dashboard” and click “WhatsApp Cloud” from the left sidebar, and click “ Connect WhatsApp Cloud” Button:

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In the popup window, login your facebook account or select the account that you already login in your browser.

Log in With Facebook 2024-03-23 at 12.17.34 pm-20240323-021812.jpg

Step 2: Create or Select a Meta Business Manager account

You can either select an existing Meta Business Manager account on which you have administrator permissions or create a new Meta Business Manager account. To create a new account, you will need to prepare the following information:

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Please note that the new created meta business manager will be “unverified”, you will be recommended to verify your meta business manager as soon as possible. You can follow the instruction here.

Step 3: Create WhatsApp Business Profile

image-20240323-022209.png

1.Enter the name of your WhatsApp Business Account (WABA)

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You can edit the description at any time, including after sender verification.

Step 4: Verify WhatsApp Business Number

  1. Enter the phone number that you want to use as your WhatsApp business number. Please note this phone number can’t use any WhatsApp services.

  2. Choose one of the following verification methods:

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you will be redirect to the screen below, and click “finish” button, you will be redirect back to UChat platform.

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Step 5: Complete registration your number

Once you’re redirected to UChat platform, you will see the screen below, and click “Sync Numbers” button:

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Note

Before you send any template message to test or push your chatbot to live, connect your valid credit card to the billing section in WhatsApp Manager.

Also, It’s risky to get your number/meta business manager account restricted if you don’t have a verified meta business manager account.

Step 6: Do a quick connection check

Once the WhatsApp number is connected, you can click “Create flow” and create a simple flow in your main flow.

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If you done all the test, then your WhatsApp Cloud API is corrected connected.

WhatsApp Cloud Settings

UChat offer a few settings that can help you manage your WhatsApp API easily, if you click the 3 dots in the WhatsApp Cloud, and you will find the settings below:

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  • Health Check

  • Business Verification Status

  • Check payment method

  • Phone numbers

  • Message Templates

  • Catalog

  • Two Factor Authentication

  • De-Register number

Business verification process of BM(Optional)

If you have not completed the Business Verification process, you will be limited to associating with only two phone numbers and can have a maximum of 250 conversations per day.

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However, during this period, you can still test the service. Once your business has been verified, you can associate WABA with up to 20 phone numbers and the conversation limit will increase to 1000 per day.

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Check payment method

The first thing when you you do is to connect a valid credit card to your WABA numbers. If you haven’t connect to a valid card, and start sending WhatsApp template message, you will see the error below:

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Just just need to connect a valid credit card with your waba numbers.

Health Check

If you click the health check, you will see the screenshot below:

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This will give you an overview of your phone number status, WABA status, Meta Business account status.

Phone numbers

A WhatsApp Business Account (WABA) needs a valid phone number that is dedicated to using the WhatsApp Business Platform.

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Note
  • Only a business admin for the WhatsApp Business Account can delete a phone number.

  • A number can not be deleted if the business has sent paid messages within the last 30 days using that number.

  • Once a number has been deleted from the WhatsApp Business Platform, it can be used again in the WhatsApp app, or may be registered again in the WhatsApp Business Platform. Note that different rules apply to deleted phones that had been banned by the WhatsApp Business Platform.

Message Templates

This link will redirect you to the WhatsApp template section in WhatsApp manager, and you can create & submit template directly in WhatsApp manager, and once the template is approved, you can go to UChat to sync the template back to UChat.

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You can also click “New Template” button in UChat, and then you can directly create and submit template right inside of UChat.

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Catalog

Businesses can enable Catalogs to share products with customers using Multi and Single-Product messages or showcase their products and services to their customers in the WhatsApp App, allowing them to browse through and add items to their cart without leaving the conversation, providing a seamless and convenient shopping experience.

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Check more information how to build a native WhatsApp ecommerce shopping experience here.

What are possible common errors in embedded sign up flow?

A. Business Manager Account Creation Errors

An error occurred while processing this request. Please try again later.

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==> Please add a valid name that matches the name of your business.

B. WhatsApp Business Account Creation Errors

User does not have permission to create WhatsApp Business Accounts.

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==> You can retry the flow in a few minutes.

C. Phone Set up Errors

This phone number already exists in your list of phone numbers.

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==> Re-enter the correct Business Profile name according to the guidelines and other details.

D. Phone Verification Errors

Phone number ownership is already verified.

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