1. Establish a Meta Business Profile (If You Haven’t Already)
WhatsApp Business API is controlled by Meta (Facebook), so your initial action is to establish and authenticate a Meta Business Manager profile.
- Navigate to business.facebook.com
- Input your company information
- Finalize the authentication procedure using official documentation (Government ID, GST, etc.)
2. Obtain a Dedicated WhatsApp Contact Number
You’ll require a new phone number for your API profile. Critical points:
- It must not be enrolled on the WhatsApp App or Business App
- It should preferably be reserved for client communications
- Fixed-line and internet-based numbers are also accepted
- After registration through the API, this number becomes unavailable for standard WhatsApp applications.
3. Select a WhatsApp Business Solution Provider (BSP)
Rather than developing complicated connections from the ground up, you can utilize a BSP that provides ready-to-use WhatsApp Business API connections featuring automation capabilities, broadcasting features, chatbot development tools, and live analytics — all without requiring any programming knowledge.
- Rapid deployment (operational within minutes)
- Online store connections
- Integrated chatbot and team communication center
- Certified WhatsApp Partner credentials
4. Link Your Business Applications
After establishing your API platform setup, it’s time to connect with your current software systems:
- Online Stores: Dispatch purchase notifications through Shopify or WooCommerce
- Payment Systems: Activate transaction confirmations from Razorpay
- Contact Forms: Deliver greeting messages to Facebook or Google Form entries.
5. Configure Message Templates
To dispatch notifications, you’ll require pre-authorized WhatsApp message formats. These are mandatory for outbound messages such as:
- Purchase notifications
- Scheduling reminders
- Transaction confirmations
- Marketing communications
6. Validate, Deploy & Activate
- Execute a test purchase and verify message transmission
- Test automated conversation flows
- Examine analytics for preliminary engagements.
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