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WhatsApp Business Setup

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What is WhatsApp Business?

WhatsApp Business is a special version of WhatsApp designed for businesses to communicate with customers. When you connect it to your AI agent, customers can message your business WhatsApp number and get instant, helpful responses. Think of it as your regular WhatsApp, but supercharged with AI to help your customers 24/7.

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Why Choose WhatsApp for Your Business?

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Customers Love WhatsApp

• 2+ billion users worldwide - your customers are already there
• Most popular messaging app in many countries
• Easy to use - customers don’t need to learn anything new
• Works on any phone - smartphones, basic phones, computers

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Perfect for Business

• Instant communication - customers get immediate responses
• Rich media support - photos, documents, voice messages
• Personal feel - customers feel like they’re talking directly to you
• International reach - great for global businesses

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Professional Features

• Business profile - show your business info, hours, location
• Catalog integration - customers can browse your products
• Quick replies - save time with pre-written responses
• Message status - see when messages are delivered and read

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Before You Start

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What You Need

1. A phone number - this will be your business WhatsApp number
   • Can be your existing business number
   • Or get a new number just for WhatsApp
   • Mobile or landline both work
2. Facebook Business account - WhatsApp is owned by Meta (Facebook)
   • Free to create if you don’t have one
   • Uses same login as personal Facebook (optional)
3. Verification documents (sometimes required)
   • Business license or registration
   • ID document
   • Proof of address

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Important to Know

• One phone number = one WhatsApp Business account
• Can’t use same number for personal WhatsApp at the same time
• Setup usually takes 10-15 minutes plus verification time
• Free to use - no monthly fees from WhatsApp

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Step-by-Step Setup Guide

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Step 1: Start the Connection Process

1. Go to your Channels page in your dashboard
2. Click on the WhatsApp card
3. Click “Connect” button
4. You’ll see the WhatsApp setup page

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Step 2: Connect Your Facebook Account

1. Click “Login with Facebook” button
2. Enter your Facebook credentials or create new account
3. Allow permissions when prompted
   • These permissions let us connect WhatsApp to your AI agent
   • All standard and required for business use
4. Wait for connection confirmation

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Step 3: Set Up Your WhatsApp Business Account

This happens in a popup window from Meta:

1. Choose your business
   • Select existing business or create new one
   • Enter business name, category, description
2. Add your phone number
   • Enter the number you want to use for WhatsApp Business
   • Must be a number you can receive calls/texts on
3. Verify your number
   • You’ll get a verification code via SMS or call
   • Enter the code when prompted
4. Complete business verification
   • May need to provide business documents
   • This can take a few minutes to several hours

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Step 4: Confirm Everything Works

1. Check your dashboard - you should see your WhatsApp number listed
2. Send a test message - use your personal phone to message your business number
3. Verify AI response - your AI agent should respond automatically
4. Check your inbox - the conversation should appear in your main inbox

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WhatsApp Account Settings

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Account Tab - Managing Your Numbers

What you’ll see:

• Connected Numbers - all your WhatsApp Business numbers
• Status - whether each number is working properly
• Message Limits - how many messages you can send per day
• Date Added - when you connected each number

What you can do:

• Connect additional numbers - for multiple locations or departments
• Check message limits - see how many messages you can send
• Delete numbers - remove numbers you no longer need
• View settings for each number

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Profile Tab - Business Information

Set up your business profile:

• Business Name - what customers see when they message you
• Business Description - brief explanation of what you do
• Business Category - helps customers find you (restaurant, retail, etc.)
• Business Hours - when customers can expect responses
• Website - link to your website
• Location - your business address (optional)

Why this matters:

• Customers see this info when they view your WhatsApp profile
• Helps build trust and credibility
• Makes your business look professional
• Helps customers know what to expect

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Widget Tab - WhatsApp Button for Your Website

What this does: Adds a “Chat on WhatsApp” button to your website How to set it up:

1. Choose your WhatsApp number from the dropdown
2. Customize the button:
   • Button color and style
   • Position on your website (corner, bottom, etc.)
   • Text that appears on the button
3. Set pre-filled message - what appears when customers click the button
4. Get the embed code - copy and paste this onto your website

Benefits:

• Makes it easy for website visitors to contact you
• No need for separate contact forms
• Instant connection to your AI agent
• Works on mobile and desktop

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Sandbox Tab - Testing Environment

What sandbox is: A safe place to test your WhatsApp setup before customers use it How to use it:

1. Add test phone numbers - yours and trusted friends/family
2. Send test messages to see how your AI responds
3. Try different scenarios - questions, complaints, product inquiries
4. Test all features - photos, documents, voice messages
5. Make adjustments before going live

Why use sandbox:

• Test without bothering real customers
• Make sure everything works properly
• Train your team on how it works
• Identify any issues before launch

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Advanced WhatsApp Features

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Product Catalog Integration

What it is: Connect your product catalog so customers can browse and buy through WhatsApp How it works:

1. Upload your products to Meta Business Manager
2. Connect catalog in the Account tab
3. Customers can browse products in WhatsApp
4. AI agent can show specific products when customers ask
5. Customers can add to cart and checkout through WhatsApp

Benefits:

• Customers can shop directly in WhatsApp
• AI can recommend products based on questions
• Streamlined buying experience
• Higher conversion rates

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Cart and Checkout

What it is: Customers can create shopping carts and complete purchases in WhatsApp How it works:

1. Enable cart feature in Account settings
2. Customers add items to their WhatsApp cart
3. Review order directly in the chat
4. Complete payment through integrated payment system
5. Order confirmation sent automatically

Requirements:

• Product catalog must be connected
• Payment processing must be set up
• Business verification may be required

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Connecting WhatsApp to Your AI Agent

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In Agent Settings

When creating or editing an agent:

1. Go to Channel Configuration section
2. You’ll see your WhatsApp numbers listed
3. Click “Connect” next to the number you want to use
4. AI agent will now respond to messages on that number

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How It Works

• Customer sends message to your WhatsApp Business number
• Message appears in your inbox automatically
• AI agent analyzes the message and creates appropriate response
• Response sent back to customer through WhatsApp
• You can take over the conversation anytime if needed

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Multiple Agents

• Different agents for different numbers - if you have multiple locations
• Same agent for all numbers - consistent service across all channels
• Specialized agents - different expertise for different product lines

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Common Setup Issues and Solutions

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”Can’t verify my phone number”

Possible causes:

• Number already used for personal WhatsApp
• Number not receiving SMS/calls
• Wrong country code
• Number belongs to different business

Solutions:

1. Use a different phone number
2. Check country code format (+1 for US, +44 for UK, etc.)
3. Try verification by call instead of SMS
4. Wait and try again - sometimes system is busy
5. Contact support with your specific error message

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”Facebook login not working”

Possible causes:

• Wrong login credentials
• Two-factor authentication enabled
• Account restricted or suspended
• Browser cache/cookie issues

Solutions:

1. Double-check username/password
2. Complete two-factor authentication if prompted
3. Try different browser or incognito mode
4. Clear browser cache and cookies
5. Create new Facebook Business account if needed

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”WhatsApp number not appearing in dashboard”

Possible causes:

• Verification still in progress
• Connection failed during setup
• Browser refresh needed
• System delay

Solutions:

1. Wait 10-15 minutes and refresh page
2. Complete setup process again if it failed
3. Check email for verification messages from Meta
4. Try different browser or clear cache
5. Contact support if number doesn’t appear after 30 minutes

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”AI agent not responding to WhatsApp messages”

Possible causes:

• WhatsApp number not connected to agent
• Agent is turned off or paused
• Message limits reached
• System processing delay

Solutions:

1. Check agent settings - make sure WhatsApp number is connected
2. Verify agent is active - not paused or disabled
3. Check message limits in WhatsApp account settings
4. Test with simple message - just say “hello”
5. Check inbox - messages might be there but agent not responding

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Best Practices for WhatsApp Business

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Profile Optimization

• Use clear business name - customers should immediately know who you are
• Add business hours - set expectations for response times
• Include website link - easy way for customers to learn more
• Professional description - brief but informative about your services

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Message Management

• Respond quickly - customers expect fast responses on WhatsApp
• Use rich media - photos and documents when helpful
• Keep messages conversational - WhatsApp feels personal
• Don’t spam - only send relevant, helpful messages

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Customer Experience

• Set clear expectations - let customers know they’re talking to AI
• Offer human handoff - always provide option to talk to person
• Respect privacy - don’t ask for unnecessary personal information
• Be helpful - focus on solving customer problems

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Business Growth

• Promote your WhatsApp - add number to website, business cards, ads
• Use status updates - share business news and promotions
• Encourage customers - ask satisfied customers to save your number
• Track performance - monitor response times and customer satisfaction

Remember: WhatsApp Business is powerful but simple. Focus on providing great customer service, and the technical aspects will take care of themselves. Your AI agent does the hard work - you just need to set it up once and let it help your customers!