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WhatsApp onboarding

Connect your WhatsApp Business API account/number with your BIK dashboard

Updated this week

To create a WhatsApp Business API account using BIK to leverage it’s advanced capabilities like automations, segmentation, etc for generating revenue and/or engagement through WhatsApp channel

WhatsApp onboarding with migration

Whatsapp onboarding with a new number

Step 1: Click on ‘Connect WhatsApp’ on your dashboard’s home(https://dashboard.bik.ai/home)

Step 2: Select ‘New Whatsapp number’.

If you don’t have a fresh number or if you want to migrate, please contact your GSM/Schedule a call with our Onboarding expert


Step 3: Check your FB account and provide the required permissions

  1. Press ‘Continue as FB account selected

    1. If you are not logged in on Facebook, you’ll be asked to login here

    2. Please ensure that for the account through which you want to create the WABA(WhatsApp Business Account), you are the admin of the Business in Facebook Business Manager


  2. Click on ‘Get Started’


  3. Press on ‘Continue’

Step 4: Choose the relevant Meta business account

  • If your business is verified, then your business name and other relevant details will get auto-populated

  • If your business is not verified, you will have to verify your business here

Step 5: Create or select your WhatsApp Business account

  • Since this is a new onboarding(i.e not a migration), choose ‘Create a WhatsApp Business account’ and choose ‘Create a new WhatsApp Business profile’ in the dropdown below

  • Press ‘Next’ after this


Step 6: Choose relevant WhatsApp business account name and WhatsApp Business profile display name.

  • Given WhatsApp Business profile display name is the name that would be shown to your customer, please add the name that is most relevant to your customers

  • If the WhatsApp Business profile display name is different from your Meta Business Account name, then the name will need to be approved by Meta


Step 7: Phone number verification

a. Input the relevant Phone Number through which you want to send the WA messages

  • Keep the number handy as you will be required to verify the number in the next step

  • If ‘Text message’ is not working, then use ‘Phone call’ option

Note - If you get an error in this step, it is usually due to number that was added here is already used for some WhatsApp service like personal/Business WhatsApp account. Please delete that number by logging into settings of that number. Wait for 3 minutes and add the number here again. It should work fine now

b. Add the verification code and click on ‘Next’

c. You will see a success screen now. Click on ‘Finish’


Step 8: Refresh dashboard.bik.ai

Head back to dashboard.bik.ai and do a refresh. You will see that the WhatsApp has been integrated

Note - Trigger a UIC/BIC message to/from the number registered in the above step to get its messaging limit updated to 1000. UIC gets triggered when someone sends a message to the registered number and the brand replies back. BIC gets triggered for broadcasts/templated messages via CRM


Connecting Facebook Catalog


FAQs

How do I delete my number if I am already using that number for WhatsApp personal or business account?

  1. Open WhatsApp.

  2. Tap More options > Settings > Account > Delete my account.

  3. Enter your phone number in full international format and tap DELETE MY ACCOUNT.

  4. Select a reason for why you're deleting your account in the dropdown.

  5. Tap DELETE MY ACCOUNT.

What is messaging limit? How do I increase it?

Messaging limits determine the maximum number of business-initiated conversations you can initiate using your WhatsApp number in a rolling 24-hour period. A business-initiated conversation begins when the first (META-approved) template message is delivered to a customer and ends 24 hours later.

Business phone numbers without a connected status and an approved display name are limited to 250 business-initiated conversations in a rolling 24-hour period.

Business phone numbers with a connected status and approved display name can initiate conversations with the following number of unique customers in a rolling 24-hour period:

  • 1K unique customer

  • 10K unique customers

  • 100K unique customers

  • An unlimited number of unique customers

Each time you initiate a new conversation with a unique customer Meta will determine if your limit should be increased. This determination is based on the following criteria:

If you meet all conditions, Meta will increase your messaging limit by one level in 24 hours.

How do I get green tick in WhatsApp?

Your business and WhatsApp Business API account need to satisfy the following conditions:

  • Facebook Business Manager account must be verified by Facebook

  • Must be a business (Individuals are not allowed as of now)

  • Recommended you are in Tier 2 or above messaging level

  • Must be a notable and reputed brand

If you satisfy the above conditions, please reach out to your GSM. BIK will help you in applying for green tick.

How do I delete my number from WhatsApp Business API provider?

How do I verify my business to increase my messaging limit to tier 1?

I got an email from Meta/WhatsApp stating that product that I sell are not compliant.

WhatsApp policy of allowed / not allowed. https://www.whatsapp.com/legal/commerce-policy

If you feel that the flag raised from Meta isn’t correct, then there is a process to raise a review (appeal process) - Read here

This document provides a guide for onboarding to WhatsApp Business API account using BIK, including steps for migration or new number, and FAQs on messaging limits, green tick verification, and number deletion.

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