neetoChat Whatsapp Integration

Introduction

neetoChat provides WhatsApp Integration as a WhatsApp Business Service Provider(BSP) to enable business clients to connect with business agents at scale. Business clients can initiate the conversation from WhatsApp to the Businesses and the corresponding Business agents from neetoChat can interact through the neetoChat app. The primary features of WhatsApp Integration include -

• Notifications when a user starts a conversation from WhatsApp.

• Get conversation messages synced to neetoChat Whatsapp inbox from customers connecting from Whatsapp with support to Image and video attachments

• Reply to conversations

  • Send and receive messages with attachments in neetoChat Whatsapp inbox

    Currently, the Whatsapp conversation supports image and video attachments

    along with other text formatting options provided by neeto editor

Onboarding phone number to Whatsapp Business Platform

Onboarding a phone number is required to enable the receival of messages from WhatsApp

users, and proper functioning of neetoChat Whatsapp Integration

Navigate to the Meta App that is set up for WhatsApp by going to developers.facebook.com > My Apps > Select your App.

If the phone number is currently registered with WhatsApp Messenger or the WhatsApp Business App, it needs to be deleted first. See Migrate an Existing WhatsApp Number to a Business Account.

1. Use the left menu to navigate to the WhatsApp > API Setup panel.

2. On the right pane select Add phone number button under Step 5: Add a phone number.

3. Use the display name guidelines to enter a display name for your phone number. This is the name that will show for your business phone number once approved.

4. Select your Timezone. This will be used for WhatsApp Billing and analytics.

5. Select a Category for your business and enter a Business description.

6. Select Next to begin the phone number verification process.

7. Select your country code from the drop-down and enter the phone number you would like to register.

8. Select how you would like to receive your verification code, either by Text Message or Phone, and click Next to continue. You will need access to the phone number before selecting Next to receive the verification code.

9. Enter the verification code once received and click Next to continue.

10. The phone number will appear in the From drop-down menu of the Send and Receive Messages section of the panel.

11. Select the newly added phone number to begin sending messages.

If the phone number fails to register, a message will be seen below the drop-down that says "Please register your phone number to send messages." Click on the link to access the configuration screen, then click on the slider button next to Registered to register your phone number again.

For more details on `Adding a phone number to Whatsapp Business platform` visit -

https://developers.facebook.com/docs/whatsapp/cloud-api/get-started/add-a-phone-number

Migrate an Existing WhatsApp Number to a Business Account

You can use a phone number that is already registered with the WhatsApp Messenger or the WhatsApp Business App. Remember to back up your chat history from the WhatsApp Business App. These are guides on how to do so for Android or iOS.

Once a phone number is migrated to the WhatsApp Business Platform, it cannot be used on the WhatsApp Business App concurrently. The number must be used either on the Business Platform or on the Business App.

To migrate a number, you must first delete the WhatsApp Messenger or WhatsApp Business App account.

1. Open WhatsApp Messenger or WhatsApp Business app on your Android or iPhone

2. Navigate to Settings > Account

3. Select Delete my account. Messages sent to this phone number will be queued in the meantime

4. Follow the steps to delete the WhatsApp account for that phone number. It may take up to 3 minutes for the disconnected number to become available

For more details on how to `Migrate an Existing WhatsApp Number to a Business Account` visit -

https://developers.facebook.com/docs/whatsapp/cloud-api/get-started/migrate-existing-whatsapp-number-to-a-business-account

Adding an onboarded phone number to client Facebook Business

1. Visit https://business.facebook.com/settings/people to add the Client's Facebook business account.

   1. Click on Add People button, enter Client's email listed in the Facebook Business account, and go to next step.

      

   2. Ensure default permission are selected with Basic access, `None` selected in `Apps and integrations`, `Full control` and `Advanced options`.

      

   3. Press on Invite to send the invitation to access the phone number asset. No other action is required on final step before clicking on Invite.

      

   4. Once the Invitation is accepted we proceed with next step to add them to their phone asset.

2. Go to https://business.facebook.com/settings/whatsapp-business-accounts/ and select the onboarded phone number account.

   1. Press `Add people` and add the above invited business client, ensure to give personalized access based on requirement `Partial access` can be provided.

      

   Once the client is added they will be able to access phone number-related APIs, details, and settings.