📱WhatsApp Business API Setup
Connect Operator AI to WhatsApp Business to send and receive messages seamlessly in your Unified Inbox.
📱 Why Connect WhatsApp to Operator AI?
With WhatsApp + Operator AI, you can:
Chat with customers in real time on their preferred app.
Automate conversations using Flows and Knowledge Base.
Send proactive notifications (appointment reminders, updates, re-engagement).
Centralize WhatsApp conversations inside the Unified Inbox alongside Web Chat, Email, SMS, and more.
✅ Meet customers where they are, on the channel they trust.
🛠️ How to Connect WhatsApp via Twilio
Ensure you have WhatsApp Business API access via Twilio.
Log into your Operator AI Dashboard.
Navigate to Settings → WhatsApp.
Click Connect WhatsApp via Twilio.
Enter the following Twilio credentials:
Account SID
Auth Token
WhatsApp-enabled Phone Number SID
Verify the connection by sending a test message.
✅ Setup typically takes less than 15 minutes if you have Twilio access ready.
📋 Requirements for WhatsApp Connection
WhatsApp Business Account
Verified account with Facebook Business Manager.
Twilio WhatsApp Approval
Registered sender (phone number approved by WhatsApp).
Active Twilio Account
To manage API keys, sender IDs, and billing.
WhatsApp Number
Dedicated number for WhatsApp traffic (not shared).
✅ Contact Twilio if you have not yet completed WhatsApp Business onboarding.
🔥 Example WhatsApp Use Cases
Appointment Reminders
Send automatic reminders for upcoming bookings.
Order Updates
Notify customers about shipping and delivery status.
Customer Support
Handle technical issues via WhatsApp in real time.
Lead Capture
Engage website visitors and capture their WhatsApp details.
Proactive Re-engagement
Follow up with inactive customers via personalized WhatsApp messages.
✅ WhatsApp conversations often have 2–3x higher open and response rates than email.
📋 Best Practices for WhatsApp Automation
Use approved Message Templates for outbound communication
WhatsApp requires pre-approved templates for proactive outreach.
Be responsive within 24 hours
WhatsApp enforces time limits on freeform replies.
Personalize messages
Use first names, order numbers, and real context.
Monitor opt-in/opt-out status
Always respect customer communication preferences.
Keep conversations conversational, not robotic
WhatsApp is a personal channel — sound human!
✅ Good WhatsApp etiquette = higher engagement and brand trust.
🛟 Need Help?
Follow the WhatsApp setup tutorials inside this documentation.
Contact support@heyoperator.ai if you need API help.
Your Success Manager can assist with template registration and launch strategy.
✅ We’re here to help you scale WhatsApp like a pro.
🎯 Next Step
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