How to connect your chatbot on WhatsApp - 2ª version September 04, 2024 12:51 Updated Index: Prepare to connect or WhatsApp does not Blip Step by step how to connect What is a Business Manager Prepare to connect or WhatsApp does not Blip First of all, let's list some materials that you will need to read before starting the process. We suggest that you prepare everything in advance, especially if you need help from other people. Information about the phone number that will be activated Information about the Business Portfolio (Meta Business Manager) Now that you've read the documents, we've prepared a checklist so you can check if you already have everything in hand to activate WhatsApp on Blip: My company's website is active, contains information about the company and can be accessed in other countries; My company has its own Business Manager. I have a personal Facebook profile with manager administrator access. My number has an active line and is enabled to receive international calls or SMS. My number is not active on another platform, nor on WhatsApp's free apps, or I can unlink/delete the other account at the time of activation. My number does not have an IVR/PABX or I can deactivate it at the time of activation. My chatbot has a minimal structured flow with human overflow. Step by step how to connect Now that you have made sure of the items above, let's go through the activation process step by step. We have prepared a video of the entire process, which you can also use as supporting material. If you prefer a textual resource, don't worry. Next, we have a description of the process. On the Blip Portal, select the chatbot you want to activate your number and in the “Channels” tab select “Connect” no card do WhatsApp. On the screen presented, read the instructions and click “Okay, I understand”. Then click “Let's go!”: On the screen below, read the instructions and click “Connect to Facebook”. In the pop-up that opens, log in with your Facebook account that has permission to administrator in Business Manager from your company's account. If you are already logged in with the correct account, just click “Continue as…”. In this step you will have details of the permissions you will be sharing with Blip in relation to managing your WhatsApp Business account. Click “To start” to share billing and account permissions. now you will need to select the Meta business portfolio (Business Manager) of your company and fill in some information. If you haven't already created a manager, you can create one in this step. To fill in the other information (Company name and address), we recommend that you write exactly how your company's data appears on the Proof of Registration and Registration Status (CNPJ). You can click here to consult the CNPJ and access the information to copy and paste into the respective fields. Even though the address is optional, fill in the information and keep your company profile updated to prevent your WhatsApp account from being deactivated due to the absence of this information. In the field referring to the company's website, place the link in full format, including https. For example: https://www.blip.ai// After filling in all the information, click “move forward”. On the next screen, select the options “Create a WhatsApp Business account” and “Create a new WhatsApp Business profile”, respectively. Again, click “move forward”. Now, you must fill in the information for your WhatsApp account and the number that will be activated. WhatsApp Business account name: is the name of your account, which will appear in your business manager. That name will not be visible to your company's customers. We recommend that it be the name of the company objectively, without special characters. If you already have other WhatsApp accounts, enter a name that allows you to identify the account linked to Blip from the others. ✅ IsaCakes ❌ wpp_blip ✅ IsaCakes - Blip ❌ whatsapp chatbot 3199999999 WhatsApp Business display name: This is the name your customers will see when chatting with your company's WhatsApp number on WhatsApp. Attention! This name must be a clear representation of your brand, i.e. you must enter your company name exactly as the name is mentioned on the website. This name will also be approved by the Meta and must be in accordance with the display name guidelines. Category: Select your business category. Click “move forward”. See where this information will appear: If you see the screen below, select the second option, to add a new or existing number. You will now be able to check your company's number that will be connected to your chatbot on Blip. Make sure to enter the DDI and DDD in the fields and select the desired verification method. Click “move forward” to continue. Confirm the code received via SMS or call and click “move forward” to perform number verification. If the number verification process was successful, you should see the following screen. Click “Continue”. Finally, click “Finish”. If you have completed all the previous steps successfully, the pop up will close and you will be directed to the number confirmation and PIN entry screen. Through the "Number" field, select the phone number you want to activate, set a PIN (6-digit numeric code) and click "Activate number": Now just wait for the activation process, which can take up to 10 minutes. The screen updates automatically once activation is complete. When your number is active, you can carry out the first tests on your chatbot by sending a message to the number that was activated. If you have not saved the number that was activated as a contact on your phone, use the URL [wa.me/country code + number with area code] to send a message, for example wa.me/5511999999999. No menu “Company details” you can edit your WhatsApp profile information. What is a Business Manager? Facebook Business Manager is where you manage all the tools Facebook offers (e.g. business page, Instagram page, ad account, etc.). You can access your manager through from this link, as long as you are logged in to an account with administrator permissions. For more information, access the discussion on the subject at our community or the videos on our canal. 😃 Related articles Sending WhatsApp Active Messages on Blip Desk How to verify your business in Meta Business Manager How to send WhatsApp notifications through Blip API Activation of Additional Numbers on Blip - WhatsApp Embedded SignUp Creating interactive messages in WhatsApp