Section 1: Things to Note Before You Start
- We recommend using a new phone number to connect.
- If you use an existing number, your old chat history will be cleared.
- Make sure the new phone number not registered at phone Whatsapp or whatsapp business App
- Once the phone number connected to AI customer service, you unable to use phone to login the number.
Section 2: Steps to Connect AI Customer Service with Whatsapp Business
Step 1: Log in NMS system > Go to NMS side menu > Click AI Customer Service
Step 2: Click "Connect"
Step 3: Click "
View Guideline" , follow the steps to verify your meta business profile.
Step 4: After you done verify your business, back to NMS system > Click "Connect Now".
Step 5: Click "Continue as xxx"
Step 6: Click "Get Started"
Step 7: Create or select a Facebook business account
If you already have a business account and are the admin, you can select any business account and click "Next".
If you don't have a business account, click "Create a business portfolio" to create one.
Fill in your business information (business name, business email address, website URL, country). Once done, click "Next"
Step 8: Create or select a WhatsApp Business Account
If the business already has a WhatsApp Business Account, the business information will appear automatically. You can select your business account and click 'Next' to continue.
If you don't have a business account, you can click "Create a new Whatsapp Business Account" to create one.
Fill in the WhatsApp Business account name, WhatsApp Business profile display name, choose a category, set the time zone, add a business description (optional), and enter the website URL. Once done, click 'Next'.
Step 9: Fill in the phone number, choose how to verify your number (text message or phone call), and click "Next" once done.
You will then receive a code to verify the number.
If the phone number you enter in Step 9 is registered to an existing WhatsApp number, this notice will appear.
We recommend using a new phone number to connect. If you use an existing number, your old chat history will be cleared, and you won't be able to use the phone to log in to the connected WhatsApp number.
Step 10: Once you receive the code, enter the verification code and click "Next"
Step 11: Click "Finish"
Once connected, it will display the business name, phone number, WhatsApp Business ID, and status.
Click 'Histories' to view the conversation history or reply manually. (tutorial)
Click 'Remove' to unlink the WhatsApp Business account.
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