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
If you use your own number, it must be able to receive an international phone call or an SMS during the registration process. No number to use? TextYess can give some stores an Italian number. Ask your TextYess contact in sales or customer success, usually during onboarding. TextYess verifies the number with Meta before it gives it to you. When you connect WhatsApp, the number is already selected and Meta asks for no code. After you connect it, the number stays in your Meta Business Manager.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
In the sidebar, select Agents → WhatsApp Integration. This item shows
while your WhatsApp number is not connected. On the Connect WhatsApp
page, select Connect now.
2
Start the free trial
If you do not have an active plan yet, Connect now opens the plans
page. Select a plan to start the 7-day free trial.
3
360dialog account creation
Once you run the free trial you can start the actual integration by clicking
on the Connect now 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.
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.
The last step will be to enter the phone number you want to use and verify it by call or SMS. If TextYess gave you the number, it is already selected here and Meta asks for no code.
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.
The last step will be to enter the phone number you want to use and verify it by call or SMS. If TextYess gave you the number, it is already selected here and Meta asks for no code.
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.
This process may take a few minutes so we recommend that you leave the window open until you are redirected to TextYess.
Done!