Connect WhatsApp Using Embedded Sign-Up

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Introduction

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Prerequisites

• A phone number not currently connected to WhatsApp.
• Access to the TIXAE Agents platform.
• A Facebook account to associate with your WhatsApp Business account.

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Step 1: Access the Channels Section

1. In to your TIXAE Agent.
2. Navigate to the Channels section in the topbar and choose whatsapp integration.

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Step 2: Choose the New Integration Method

1. In the Whatsapp model, click on the Connect New Method button.
2. Select Continue with Meta to proceed with the embedded sign-up process.

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Step 3: Sign In with Your Facebook Account

1. A small window will appear asking you to sign in with your Facebook account.
2. Enter the credentials of the Facebook account you want to associate with your WhatsApp Business account.
3. Click Get Started to proceed.

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Step 4: Create a Business Portfolio

1. After signing in, you will be prompted to create a Business Portfolio.
2. Enter a name for your business portfolio.
3. Click Next to continue.

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Step 5: Use an Existing Business Portfolio (Optional)

• If you already have a Business Portfolio, you can choose to use it instead of creating a new one.
• Select your existing portfolio from the list and click Next.

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Step 6: Choose or Create a Business Account

1. You will be presented with options to choose an existing Business Account or create a new one.
2. For this guide, select Create New Business Account or choose your old one up to you.
3. Click Next to proceed.

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Step 7: Create Your WhatsApp Business Profile

1. Enter a name for your WhatsApp Business account and fill other data.
2. Click Next to continue.

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Step 8: Connect Your Phone Number

1. Enter the phone number you wish to connect to your WhatsApp Business account.
2. Select your country code from the dropdown menu.

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Step 9: Verify Your Phone Number

1. A verification code will be sent to the phone number you provided via SMS.
2. Enter the received verification code in the provided field.
3. Click Verify to confirm your phone number.

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Step 10: Finish the Setup

1. After successful verification, click the Continue button to complete the setup process.

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Step 11: Connect Your Verified Account

1. Once verified, your WhatsApp Business account will appear in the list with a Connect button underneath it.
2. Click the Connect button to link your account with TIXAE Agents.

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Step 12: Confirmation of Connection

1. After clicking Connect, the status will change to Connected, indicating a successful integration.

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Step 13: Optional - Test Your Integration

1. (Optional) Enter your phone number with the country code in the provided field to send a test message.
2. This step is not mandatory but recommended to ensure the connection is functioning correctly.

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Step 14: Final Confirmation

1. Open WhatsApp to verify that your Business Account has been successfully registered.
2. You should see a confirmation message indicating that your account is connected.

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Troubleshooting

• Verification Code Not Received: Ensure your phone number is correct and capable of receiving SMS messages. If the issue persists, try requesting a new code.
• Number Already Connected: Make sure the phone number you are using is not linked to any existing WhatsApp account. If it is, you will need to disconnect it from WhatsApp before proceeding.
• Connection Issues: If the Connect button does not change to Connected, try refreshing the page or re-initiating the connection process.

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Additional Resources

• TIXAE Agents Help Center
• WhatsApp Business API Documentation
• Contact Support