How to Connect to WhatsApp Business?

Step-by-Step Guide to Meta Business Verification

Facebook Business Manager Verification

Before starting the process, you need to fill out the Business Info section of your Facebook Business Manager. Here, you have to provide details such as business legal name, address, phone number, email address and website.
Make sure the information you provide aligns with the details registered with local authorities. As long as Facebook can verify your business from the info given, there is no need to provide supporting documents for verification.
If Facebook cannot identify your business, you need to provide evidence of the following legal details with the right documents:

• Business legal name: Business license, Certificate of Incorporation or tax or VAT registration certificate
• Business address and phone number: Utility bill, bank statement or business license with your address and phone number on it

Here’s a list of the documents that are mandatory for Facebook Business Verification for Indian Business (in order of recommendation).

For India

1. Certification of Incorporation/Formation
2. Articles of Incorporation
3. Business Bank Account Statements
4. Udyog Aadhar UID
5. Business Credit Reports
6. Business Licence and Permits
7. Utility Bills
8. Permanent Account Number Card (PAN)
9. Shop Establishment Certificate

For Other Countries

1. Utility bill like a phone or electricity bill
2. Bank statement
3. Business Tax or VAT registration certificate
4. Certificate of formation or incorporation
5. EIN confirmation letter from the IRS (U.S. only)
6. Federal tax returns to the IRS by company (U.S. only)
7. Business credit report from one of the reporting agencies
8. Business bank account statements
9. Business licenses and permits from any level of government

Documents not accepted for Business Verification

1. Any kind of Invoices or tax filed by the company
2. Purchase Orders
3. Self-filled applications for the company
4. Website print
5. Other documents like company flyers,letterhead, etc.

Now that you have your business information filled and supporting documents ready, let’s start the business verification process.

1. Go to Facebook Business Settings and navigate to the Security Centre. You can see the business verification option once you’ve signed up for WhatsApp Business API. Click on the Start Verification. If you’re unable to see the business verification option, please contact us.
   
   Navigate to the Security Centre of your Facebook Business Manager and click on Start Verification
2. Add your organization’s details. If you’ve filled in your company details in the Business Info section, this section will be auto-filled. Double-check the information to ensure that they are accurate.
   
   Add your organization’s details
3. Add supporting documents to prove your business’ legal details and submit.
4. Select your preferred contact method to receive a confirmation code to confirm your connection to the business. If you have a website, you can submit your application right away, without having to receive a confirmation code.
   
   Select your preferred contact method
5. Enter and confirm your phone number and click Text Me Now to get a confirmation code. This step depends on the contact method you’ve selected in the previous step.
   
   Confirm your phone number and click Text Me Now
6. Input the confirmation code and click Next. If you did not receive a verification code, click on Resend Code. You can also change your preferred contact method if your chosen method isn’t working
   
   Insert the confirmation code and click Next

Select Users Who Can Access the WhatsApp Business Account

1. User Selection:
   • In this section, you will see a list of users who are part of your CRM.
   • Select Users:
     • Choose the users who will have access to the WhatsApp Business Account.
     • These users will be able to send and receive messages via WhatsApp, manage templates, and handle conversations.
2. User Groups:
   • In the next field, you’ll need to select user groups that will have access to the WhatsApp Business Account.
   • What are User Groups?
     • These groups represent different teams or departments within your organization (e.g., Sales, Customer Support).
     • Select the groups that need access to manage WhatsApp communication.

Activate the WhatsApp Business Channel

1. Select Active Checkbox:
   • To make the WhatsApp Business Channel active, ensure the Active checkbox is selected.
   • This will enable the channel and allow users within the selected groups to begin using it.
2. Save Settings:
   • After selecting users and user groups, and ensuring the Active checkbox is ticked, click the Save button to finalize the settings.
     
3. Click Save Button:
   • After selecting users and user groups, and ensuring the Active checkbox is selected, click the Save button to finalize and activate the WhatsApp Business channel.

How to Add or Connect WhatsApp Business API to Meta Business in SalesHiker?

Log in to your CRM platform with admin credentials or an account that has permission to manage settings.
Look for the Main Menu—this is typically located on the left-hand side or as a top navigation bar, depending on your CRM.

Navigate to WhatsApp Business Configuration

1. Go to top menu bar look for thisicon .Click on Setup WhatsApp Business > Gear Icon .
   

After navigating to Setup WhatsApp > Gear Iconthe WhatsApp Business Configuration Screen will appear.

Add a WhatsApp Business Account

1. Locate the Button:
   • On the WhatsApp Business Configuration screen, look for the Add WhatsApp Business Account button.
   • This button is usually prominently displayed, often at the top or center of the page.
2. Click on the Button:
   • Click Add WhatsApp Business Account to begin the integration process.

Pop-Up Screen Appears:

• After clicking the Add WhatsApp Business Account button, a pop-up window will appear on the screen.

Enter Channel Name:

• Once the channel name is entered, click the button labeled Connect Your WhatsApp Business Account to proceed.

Facebook Login Pop-Up Appears:

• After clicking the Connect Your WhatsApp Business Account button, a pop-up window from Facebook will appear.
• This is required to authenticate and link your Meta Business account with the CRM.

Confirmation to Continue with the Same User

Prompt for User Confirmation:

• After clicking the Continue button on the Facebook pop-up, the system will ask, “Do you want to continue with the same user?”
• This step is to ensure that you are connecting the correct Facebook account linked to your WhatsApp Business Account.

Permissions Displayed:

• After clicking Continue, a screen will appear showing the permissions that are granted to the user.
• These permissions typically include access to:
  • Manage your WhatsApp Business Account.
  • Access Meta Business tools and settings.
  • View and respond to messages on behalf of your WhatsApp Business Account.

• Once you click on your SalesHiker application, you will find your App Id.

WhatsApp Business Account Detail Form

Click “Next”:

• After filling out and submitting the Business Information Form, click the Next button to proceed.
• This action will open the WhatsApp Business Account Detail Form.

1. Form Overview:
   • The WhatsApp Business Account Detail Form is designed to capture specific information related to your WhatsApp Business Account for setup.
2. Fields to Fill:
   • The form will typically require the following details:
     • WhatsApp Business Account:
       • Enter the name of your WhatsApp Business Account. Ensure it aligns with your brand name to avoid confusion.
     • Create or select WhatsApp Business Profile.

Reviewing Permissions

Click “Next”:

• After completing and submitting the WhatsApp Business Account Detail Form, click the Next button.

The following permissions will typically be displayed:

• Manage Your Business
• Manage Your WhatsApp Accounts
• Manage and Access Conversations in WhatsApp

Access Details Pop-Up

1. Click “Continue”:
   • After reviewing and granting the permissions, click the Continue button to proceed.
   • A new pop-up window will appear, showing a summary of what you can now access through your WhatsApp Business Account integration.
2. Details in the Pop-Up:
   • –   The pop-up will outline the types of access and limits available to your business through WhatsApp Business:
     • –   At Least 1,000 Business-Initiated Conversations:
       • Your business can initiate up to 1,000 conversations with customers within a 24-hour rolling window.
       • Business-initiated conversations require pre-approved message templates and count toward your conversation limit.
     • –   Unlimited Customer-Initiated Conversations:
       • Customers can initiate conversations with your business without any limits.
       • These include replies to your messages or any inbound communication from customers.

Click “Finish”:

• After reviewing the access details and confirming the permissions, click the Finish button to complete the integration process.

Automatic Redirection:

• You will be automatically redirected to a new screen where you can manage user access for the WhatsApp Business Account within the CRM.