Onboarding on WhatsApp Business

A step-by-step guide to onboard your first WhatsApp number.

Step 1: Start the WhatsApp Business Onboarding

1. From the Mercuri dashboard, click on Channels and select WhatsApp.

2. Click the Start button to begin the onboarding process.

3. You will be redirected to Meta's Embedded Signup flow (powered by Facebook).

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Step 2: Create or Link Your WhatsApp Business Account

1. Login with Facebook:

   • Sign in using your Facebook credentials. Ensure you log into the account that manages your business on Meta.

2. Create or Link Your Business Manager:

   • If you already have a Business Manager account, select it from the list.

   • If you don’t have one, click Create New Business and follow the on-screen instructions.

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Step 3: Verify Your Business

1. Enter your business details, including:

   • Business Name

   • Business Address

   • Industry Category

2. Follow Meta’s prompts to complete the business verification process. (Note: Business verification is required to activate WhatsApp Business API.)

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Step 4: Choose or Purchase a WhatsApp Number

1. Select an Existing Number:

   • Choose a number already associated with your business.

   • Ensure the number is not being used with the WhatsApp mobile app (you may need to migrate it to the Business API).

2. Purchase a New Number:

   • If needed, Mercuri can assist in purchasing a new number for WhatsApp Business.

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Step 5: Configure Messaging

1. Select a display name for your WhatsApp Business profile (e.g., your business name).

2. Add a profile picture, business description, and working hours to complete your WhatsApp profile.

3. Configure automated messaging templates such as:

   • Order confirmations

   • Appointment reminders

   • Support messages

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Step 6: Complete Integration with Mercuri

1. After completing the setup on Meta, you will be redirected back to Mercuri.

2. Link the verified WhatsApp number to your Mercuri account.

3. Test your WhatsApp messaging capabilities via the Mercuri Inbox to ensure everything is working correctly.

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Step 7: Start Messaging

• Use Mercuri’s shared inbox to send and receive WhatsApp messages with customers.

• Automate messages based on CRM triggers or use pre-approved templates for campaigns.