Get Started

This section helps you to set up WhatsApp as a communication channel in the Wisely account to send or receive messages using our APIs. To use WhatsApp business API through the Wisely platform, you will need to sign up to a Facebook Business account via embedded signup.

Activate or Setup WhatsApp Channel

Embedded Signup

Wisely provides you with a unique web interface where you can complete the sign-up process for WhatsApp Business Account (WABA) and link up with our platform.

Note that this process is managed by Meta.

Pre-requisites

To use the WhatsApp Business API, you must have the following requirements to be met.

• Access to Facebook Business Account

  • An Account with valid login credentials. If you don’t have an account, register a new account.

• Phone Number

  • No personal phone number. This number should be owned by your enterprise. The number format shall meet the E.164 international format.

  • This number may not have been linked to WhatsApp before.

  • This number should be in an active state to receive messages or calls.

• Display Name

  • Display name can be anything and a maximum of 100 characters are allowed.

• Enterprise business name approved by local government

• Enterprise registered address with certified authority.

Authorized Users

• Super Admin/Admin
• Developer

EnterpriseAggregator

To complete the embedded signup,

1. Login to Wisely platform using a valid username and password.

2. Click Channels on the left menu.

3. Under WhatsApp on the left side bar, click Activate.
   The Activate Channel screen appears.

4. Click Get Started.

   

5. Checkbox next to I have Facebook Account and understand the above.

6. Click Next: Phone Number.

   

7. Checkbox next to I have a number with above requirements.
   (or)
   Select a Number from the drop-down menu. If no number is available, click Add Numbers. refer to add Numbers for more details.

8. Click Next: Create Channel.

   

9. Click Login to Facebook and Activate Number.
   You will be redirected to the Facebook login page.

   

10. Enter your Facebook login username and password to link up with the Wisely platform. Once you log in to your Facebook account, review the permissions you will grant to Wisely.

    Note

    If you are logged in previously, click Continue as [your username]. If you don’t want to use the previous login username, click Login to another account to use a different username.

11. Click Get Started.

    

12. Enter your business information:

    • Provide details such as business portfolio, name, email, website or profile page, and country.

    • Select an existing business portfolio or create a new one to connect with your WhatsApp number.

    

13. Create or select your WhatsApp business account (WABA) and your WhatsApp business profile.

    • If you are creating a WhatsApp business profile, enter your WhatsApp business account name and display name.

    • Select a category describing your business.

    • Optionally, add details such as timezone, business description, and website.

    • If your number was pre-verified (you registered using a new number), you can either create a new WhatsApp Business profile or choose the already verified BSP-provided number.

    

    Note

    Your WhatsApp Business Account Name is not shown to the audience. Only the profile information.

14. Add your company phone number with the appropriate country code and verify it after you receive a 6-digit code to the same number. Refer to the pre-requirements section.

    

15. Click Finish after you verify your phone number.
    You have successfully activated the WhatsApp Business Account to send messages using our APIs.

    

To complete the embedded signup,

1. Login to Aggregator platform using a valid username and password.

2. Click Channels on the left menu.

3. Under WhatsApp on the left sidebar, Click Add Numbers.
   The Add Numbers wizard opens.

4. Select the Enterprise Nam e from the drop-down menu.

5. Select a WABA account from the drop-down menu.

6. Click Next and then click Add New WABA Profile.
   The Setup WhatsApp channel page opens.

   

7. Click Get Started.

   

8. Checkbox next to I have Facebook Account and understand the above.

9. Click Next: Phone Number.

   

10. Checkbox next to I have a number with above requirements.
    (or)
    Select a Number from the drop-down menu. If no number is available, click Add Numbers. refer to add Numbers for more details.

11. Click Next: Create Channel.

    

12. Click Login to Facebook and Activate Number. You will be redirected to Facebook login page.

    

13. Enter your Facebook login username and password to link up with the Wisely platform. Once you log in to your Facebook account, review the permissions you will grant to Wisely.

    Note

    If you are logged in previously, click Continue as [your username]. If you don’t want to use the previous login username, click Login to another account to use a different username.

14. Click Get Started.

    

15. Enter your business information:

    • Provide details such as business portfolio, name, email, website or profile page, and country.

    • Select an existing business portfolio or create a new one to connect with your WhatsApp number.

    

16. Create or select your WhatsApp business account (WABA) and your WhatsApp business profile.

    • If you are creating a WhatsApp business profile, enter your WhatsApp business account name and display name.

    • Select a category describing your business.

    • Optionally, add details such as timezone, business description, and website.

    • If your number was pre-verified (you registered using a new number), you can either create a new WhatsApp Business profile or choose the already verified BSP-provided number.

    Note

    Your WhatsApp Business Account Name is not shown to the audience. Only the profile information.

    

17. Add your company phone number with the appropriate country code and verify it after you receive a 6-digit code to the same number. Refer to the pre-requirements section.

    

18. Click Finish after you verify your phone number.
    You have successfully activated the WhatsApp Business Account to send messages using our APIs.

    

Add a New WhatsApp Number to the existing WABA

Authorized Users

• Super Admin/Admin
• Developer
• Business

EnterpriseAggregator

To add a new WhatsApp Number,

1. Follow the steps 1 to 11 from Embedded Signup.

2. Select your business portfolio from the drop-down menu and click Next.

   

3. Choose a WhatsApp Business Account from the drop-down menu and click Next.

   

4. Select your business category from the drop-down menu and click Next.

   

5. Add your new WhatsApp Number with your country code.

6. Select the radio button next to the Text message or Phone Call and click Next.
   You will receive a code and verify the same.

   

7. Click Finish after you verify your phone number.
   You have successfully activated the WhatsApp Business Account to send messages using our APIs.

   

To add a new WhatsApp Number,

1. Click Channels on the left menu.

2. Under WhatsApp on the left sidebar, click Add Numbers. The Add Numbers wizard opens.

3. Select the Enterprise Name from the drop-down menu.

4. Select a WABA account from the drop-down menu.

5. Click Next and then click Add New WABA Profile.
   The Setup WhatsApp channel page opens.

   

6. Follow the steps from 7 to 14 in Embedded Signup.

7. Select your business portfolio from the drop-down menu and click Next.

   

8. Choose a WhatsApp Business Account from the drop-down menu and click Next.

   

9. Select your business category from the drop-down menu and click Next.

   

10. Add your new WhatsApp Number with your country code.

11. Select the radio button next to the Text message or Phone Call and click Next.
    You will receive a code and verify the same.

    

12. Click Finish after you verify your phone number.
    You have successfully activated the WhatsApp Business Account to send messages using our APIs.

    

LEARN MORE

• Manage WABA Numbers