Get Started with WhatsApp Business Platform

The WhatsApp Business Platform is a tool for businesses to communicate with their customers. Get guided on how to setup a WhatsApp Business Account through EnableX to take advantage of a range of powerful features to enhance your WhatsApp Business experience.

Table of Contents

Request for WhatsApp Service

To use the WhatsApp for Business API through EnableX, you will need to submit a service request on our platform.

  • Navigate to WhatsApp in the left menu bar.
  • Select Request in the resulting menu.
  • If you want to begin with WhatsApp Business APIs, Click on I WANT WHATSAPP FOR BUSINESS.

Setup WhatsApp Business Account

Setting up a WhatsApp Business Account (WABA) with EnableX allows you to take advantage of a range of powerful features to enhance your WhatsApp Business experience.

Once you have submitted the request, EnableX’s support team will contact you to gather any required information and documentation to get you started with WABA Registration Process. They may also provide guidance on the setup process and answer any questions you may have about using the API effectively.

Add WhatsApp Service into your Project

To use WhatsApp Business API, you need to use WhatsApp as a Service into your Project. To have WhatsApp added into a Project, you may follow either of the following ways:

  • You can create a new Project as add WhatsApp as a service.
  • If you already have a project, you can add WhatsApp as a Service in it.

Create a new WhatsApp Project

To use WhatsApp Business API with your new project, you need to add the service into it. Follow either of paths given below to create a new project to add WhatsApp Service in it:

Path# 1

  • Navigate to My Dashboard
  • Go to My Projects section
  • Click on CREATE PROJECT button
  • This will take you to a new Form
    • Enter the project-related information like project name, application and description.
    • Enable WhatsApp in the Channels section.
  • Once you have filled in all the necessary information, click on the Create Project button to create your project.
  • A popup of successful project creation will appear on your screen. To move further into process click on GET STARTED button.
  • If the project creation process fails, review the previous page and ensure that all mandatory fields are completed.
  • you can add more services to it by going to the My Projects section.

Path# 2

  • Navigate to My Dashboard
  • Go to Left Menu Bar and select WhatsApp
  • Navigate to the My WhatsApp Projects section
  • Click on CREATE PROJECT
  • This will take you to the same Create Page form as explained in Path# 1.
  • Follow the same process as explained.

Add WhatsApp to existing Projects

This process involves a few simple steps to configure your WhatsApp integration within your existing projects.

  • Navigate to My Dashboard
  • Go to My Projects section
  • To add services to a project, select the project you want to modify and click on the Edit icon. This will open the project summary page.
  •  Select EDIT PROJECT.

  • You reach a EDIT PROJECT form using which you can add new services to the Project or remove any existing service.
  • Enable WhatsApp option and then click on SAVE CHANGES.

Add Phone Number, Display Name for WhatsApp Project

Each EnableX WhatsApp Project must have at least one Phone Number registered with WhatsApp Business Platform. You can add multiple phone number to a single project.

To set up a phone number for your WhatsApp Business account, follow either of the given path:

Path# 1

  • After creating a new project, from the Acknowledgement Popup, click GET STARTED.
  • It will take you to the project phone number page. Click ADD NUMBER.

Path# 2

  • Navigate to the My Projects
  • To add a phone number to the project, select the project and click on Service icon.
  • It will take you to the project phone number page. Click ADD NUMBER.

Fill & Submit Form

  • You are shown 2 Tabs, named as Register New Number and Add Registered Number.
  • Both tabs show up related form, explained below:

Register New Number

This is to register a new number with WhatsApp and add it to the project once registered.

  • Enter the Displayed Account Name, Phone Number and a Message to Team EnableX of your request.
  • Also, there is a checkbox to confirm if the phone number is already in use with WhatsApp Business with some other Provider. In this case, the phone number needs to be migrated.
  • Then, click on PROCEED to submit your request.

Note: After submitting your phone number registration request, our support team will review your application and may contact you for any additional information or documentation required. In case of migration, your phone number will be delinked from old WABA and link to your WABA with EnableX. Your Phone number will also be knowns as Brand MSIDN on EnableX Platform.

Further, you cannot take any other steps on the WhatsApp Project until first phone number is registered and made available to use with the project. The WA Service for the project will tag the status accordingly and show notifications on the Portal.

You must revisit your Project to see your Phone Number approval status. Once approved, you can continue further to setup Webhook against your number where notifications and incoming messages will be posted by our WhatsApp Service.

Add Registered Number

Use this Form if you already have registered a Phone Number through EnableX for WhatsApp which is not used with any other Project.

  • Select one of the registered Phone Number from the dropdown.
  • Once selected, it shows Display Name also associated with the Phone Number
  • Then, click on PROCEED to add the phone number to your Project.

You can continue further to setup Webhook against your number where notifications and incoming messages will be posted by our WhatsApp Service.

Manage WhatsApp Project

After setting up your WhatsApp Business account on EnableX and getting a registered phone number linked to your Project, it is time to effectively manage your WhatsApp project. This involves gaining access to app credentials, configuring phone number with a webhook, creating and managing your messaging templates, and tracking performance metrics.

Get API Access Credentials

A Project’s API Access Credentials are sent by Email when a Project is created. However, you may need to reset API Key or resend API Credentials. Follow these steps to get your project’s access credentials reset or resend.

  • Navigate to the WhatsApp DASHBOARD, select the project you want to work with, and then click on the Action icon. 
  • This will take you to the project summary page.
  • Look for the Project Credentials block in this page.
  • Locate the SEND CREDENTIALS and RESET APP KEY buttons..
  • If necessary, use the RESET APP KEY option to reset the application credentials.
  • Use the SEND CREDENTIALS option to resend the application credentials to your registered email address.

Manage Phone Numbers

Each EnableX WhatsApp Project must have at least one Phone Number registered with WhatsApp Business Platform. You can add multiple phone number to a single project.

Follow the given path to get list of registered Phone Numbers against a project, also to register new one.

  • Navigate to the My Projects
  • To add a phone number to the project, select the project and click on Service icon.
  • It will take you to the project’s SUMMARY Tab.
  • Click on the PHONE NUMBER Tab to get the list of phone numbers registered and any requests for new ones.
  • My Phone Numbers:
    • Section of the Tab shows registered phone numbers linked to the project.
    • Click the Action dropdown and choose option Set-Up Webhook against the phone number to start receiving notification and new message posted there.
  • Register Number: This is to post a request to register a new phone number. Read explanation given above.
  • My Requests: You get a list of any pending request for Phone Number registration.

Setup Webhook for Notification & Incoming Message

A webhook is setup against each registered phone numbers to receive notifications and incoming messages to that phone number. Follow these steps:

  • Navigate to the WhatsApp DASHBOARD, select the project you want to work with, and then click on the Action icon. 
  • This will take you to the project SUMMARY tab. 
  • Select PHONE NUMBER tab. It will show phone numbers registered for this project.
  • Click on the Action icon against the a registered number and then select Set Up Webhook on the resulting pulldown menu.
  • This will take you to Setup Webhook to receive instant Notification page in a popup.
  • Enter a Webhook URL to receive incoming messages and messaging-related notifications.
  • Enable HTTP Authorization if your Webhook URL is HTTP Basic Authentication protected. Enter Username and Password for your Webhook Access.
  • Click on SAVE

Note:

  • The Notification URL entered here must support POST request.
  • Ensure that the Webhook URL is hosted on HTTPS and supports keep-alive.
  • Webhook URL must acknowledge each post with a response of HTTP 200 header. Read more…

Create & Manage Message Templates

The Message Template Tab will only appear once your phone number registration request has been approved. This is necessary to ensure that your WhatsApp Business account is fully set up before you begin creating message templates.

Note: Message templates require WhatsApp approval and must comply with relevant terms of use. Please ensure compliance and review guidelines for effective message templates before submission.

List of Templates

  • View the list of Message Templates and their status by clicking the MESSAGE TEMPLATES tab.
  • Use filter options to search for templates based on Status, Phone number or by Category then Click APPLY to get a filtered list.
  • Note that templates with APPROVED status can only be used for Business Initiated Conversation.

Create New Template

  • To create a new template, click the ADD TEMPLATE button from the MESSAGE TEMPLATES Tab.
  • A Page appears with ADD TEMPLATE Form.
  • Know more about Templates
  • Guidelines for Template Content
  • Select and enter the required details and click on PROCEED.
  • After successfully submitting your message template request, you will receive a pop-up notification confirming the submission.
  • All submitted templates will appear as PENDING for approval. It mostly takes 20-30 seconds for a Template Approval. However approval time may vary and depends on WhatsApp’s review process.
  • The Template List will show updated status.

Get Reports

With reporting features from EnableX, you can access both conversation and message reports for your WhatsApp interactions. These reports provide valuable insights into your performance metrics, customer engagement, and billing and payment details. To access these reports, simply navigate to the Reports section of the WhatsApp menu in your EnableX account

Get WhatsApp Conversation Report

You can gain valuable insights into your WhatsApp conversations, which provides real-time and historical data on customer interactions, approximate charges, and more.

  • Navigate to My Dashboard
  • Go to Left Menu Bar and select WhatsApp.
  • Select Reports from the dropdown menu.
  • Select CONVERSATION tab.
  • Choose the Phone Number you wish to generate a report for from the available dropdown, Country and Date Range and click on EXPORT.

Get WhatsApp Message Report

Track the success of your WhatsApp messaging, which offers detailed performance metrics on sent and received messages, delivery rates, and more.

  • Navigate to My Dashboard
  • Go to Left Menu Bar and select WhatsApp.
  • Select Reports from the dropdown menu.
  • Select MESSAGES tab.
  • Choose the Phone Number you wish to generate a report for from the available dropdown, Country and Date Range and click on EXPORT.