How to Connect WhatsApp Business Account to BotSailor

We are very excited to announce the WhatsApp embedded sign-up on BotSailor. Now, you no longer need to follow a lengthy process to create your WhatsApp Cloud API and then connect it to BotSailor. Creating a WhatsApp Cloud API manually takes time and is very complicated. Now, BotSailor users can simply sign up for a WhatsApp Cloud API account from BotSailor, and the account will be automatically added to BotSailor.

Let’s see how to do that. From the BotSailor’s dashboard go to WhatsApp Connect Account, then click on the “Connect WhatsApp” button.

It will ask you to log in to your Facebook account. If you are already logged in, just click on the “Continue as” button.

In the next step, Meta will provide you with some information about the permissions you will share. You just need to click on the “Get Started” button from there.

In the next step, you have to select your business profile. If you don’t have a business profile created, please create one from Facebook Business. Then provide the name of your business, add your business website or your profile page URL, select the country, and then click on the “Next” button.

Next, choose a WhatsApp business account. If you don’t have one, select the option to create one. When you click on the drop-down menu, it will show your WhatsApp business accounts and an option to create one. Choose what is appropriate for you. Then select a WhatsApp business profile if you already have one, or select the option to create one. After that, click on the “Next” button.

In the previous step, we didn’t select any existing WhatsApp business profile; instead, we selected the option to create one. So, in this step, we need to add the details of our WhatsApp business profile. Let’s add the WhatsApp display name here. [The WhatsApp display name should be similar to your WhatsApp business name.] Then select the category of your business and click on the “Next” button.

Next, add the phone number you want to use for your WhatsApp Cloud API. You cannot use any existing WhatsApp number here. If you want to use your existing WhatsApp number, you need to remove it from WhatsApp first, then you can use it. To learn how to do that, please read this blog:  Migrage Your Existing WhatsApp account to Cloud API. Then choose how you want to receive the verification code from Meta and click on the “Next” button. Enter the verification code you received from Meta and click “Next”.

In the next step, it will ask you to select a WhatsApp Catalog. If you don’t have a catalog created, please create one first. If you don’t know how to create a catalog, please read the blog given below to learn how.

How to Create WhatsApp Catalog

After selecting the catalog, click “Next.”

Now, review the permissions and click on the “Finish” button.

You will get a success message from BotSailor, and your connected WhatsApp business account will be visible.

Train Your AI Chatbot for Smarter Interactions

Integrating your WhatsApp Business Account is only the beginning. Take your customer support to the next level by training your AI chatbot. Using FAQs, URLs, and document files, you can teach your chatbot to respond intelligently to customer queries.

Learn more about how to train your AI assistant here:
How to Train AI Assistant for Chatbot with FAQ, URL, and File.

Organize Your Subscriber List for Better Engagement

To make the most out of your connected WhatsApp Business Account, managing your subscribers effectively is crucial. BotSailor provides multiple options for importing and organizing subscribers, including syncing contacts from Google Sheets or uploading them through CSV files.

Explore these guides for detailed instructions:

• How to Import WhatsApp Contacts from a Google Sheet to BotSailor.
• How to Create a Personalized Broadcast Message with Different Data on WhatsApp.

Next Steps: Start Broadcasting Your Messages

Now that your WhatsApp Business Account is connected, you’re ready to start broadcasting messages and engaging with your audience. Follow these guides to make your campaigns more impactful:

• How to Create a Personalized Broadcast Message with Different Data on WhatsApp.
• How to Broadcast Messages to WhatsApp Subscribers Using Message Templates.

Enhance Your Campaigns with Message Templates

Once you've successfully connected your WhatsApp Business Account to BotSailor, you can start leveraging the power of message templates. These templates allow you to send pre-approved, policy-compliant messages for various purposes such as order updates, payment reminders, and more.

Learn how to create and use these templates effectively here:
How to Broadcast Messages to WhatsApp Subscribers Using Message Templates in BotSailor.

Automate Your Business with Webhook Workflow Integrations

After connecting your WhatsApp Business Account to BotSailor, you can further streamline your operations by integrating webhook workflows. Webhooks allow BotSailor to interact with other tools and platforms, automating tasks like order updates, lead collection, and notifications.

Using webhook integrations, you can:

• Automatically send WhatsApp notifications when an order is placed in your e-commerce store.
• Sync leads from your CRM to WhatsApp campaigns in real time.
• Trigger personalized WhatsApp messages based on user actions, like signing up for a newsletter or abandoning a cart.

Learn how to set up these workflows and take automation to the next level in our comprehensive guide:
Automate Business with BotSailor Webhook Workflow Integrations Guide.

Example Use Case:
If a customer completes a purchase on your website, you can set up a webhook to automatically send them a WhatsApp confirmation message. The same process can notify your team or trigger other workflows, saving you time and ensuring seamless communication.

Watch the Video Tutorial: