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Our partner

In order to make this phase as easy as possible, we relied on a partner, 360dialog. But don’t worry, you won’t have to do anything on their platform.

What do you need

Valid email address

The first step of the WhatsApp integration is to create a 360dialog account. This should be created under a valid email address (free email domains are not allowed). This email address should also not be registered under any other 360dialog accounts.

Meta Business Manager Account with complete Business Info

Having a Meta Business Manager Account and having access to that account is critical to succeeding in the next steps. Also, having an already verified account allows for a whole range of advantages in the integration process.

Phone number

The number must be able to receive an International Phone Call or SMS during the registration process and be owned by the client.
Important: the number to be used must not be currently in use for WhatsApp on a phone or through other tools.

WhatsApp Business Compliance

Your business must not violate or have violated WhatsApp’s Business Policy and Commercial Policy.

Step by step WhatsApp integration

1

Start the integration

Click on the “Integrations” section of the menu. From there click on the “Connect WhatsApp” button.
2

Start the free trial

If you have not already done so, you will be asked to select a plan to start the free trial.y about it anymore and let the shopping assistant do all the dirty work.
3

360dialog account creation

Once you run the free trial you can start the actual integration by clicking on the Connect WhatsApp button again. This will bring up a popup asking you to create a 360dialog account. You will be able to create an account through email or through Facebook.
We recommend using email creation and especially recommend using an email with which you are sure you do not already have a 360dialog account.
4

WhatsApp business account creation

Once you verify your email and confirm that you have all the requirements (see the What do you need section) a new pop-up will be created. This pop-up is owned by Meta.

At this stage what you will need to do is select the Meta Business Account you would like to use.

From there you will need to select or create a WhatsApp Business Account and a related WhatsApp Business Profile.

We strongly suggest creating both from scratch and not using existing resources to avoid any conflicts.
The last step will be to enter the phone number you want to use and verify it by call or SMS.
5

Authorize TextYess

Finished with Meta you will return to the 360dialog pop-up. There you must select the phone number you just connected and approve the connection to TextYess.

This process may take a few minutes so we recommend that you leave the window open until you are redirected to TextYess.

Done!