📱WhatsApp Business API Setup

Connect Operator AI to WhatsApp Business to send and receive messages seamlessly in your Unified Inbox.

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📱 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.

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🛠️ How to Connect WhatsApp via Twilio

1. Ensure you have WhatsApp Business API access via Twilio.

2. Log into your Operator AI Dashboard.

3. Navigate to Settings → WhatsApp.

4. Click Connect WhatsApp via Twilio.

5. Enter the following Twilio credentials:

   • Account SID

   • Auth Token

   • WhatsApp-enabled Phone Number SID

6. Verify the connection by sending a test message.

✅ Setup typically takes less than 15 minutes if you have Twilio access ready.

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📋 Requirements for WhatsApp Connection

Requirement	Details
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.

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🔥 Example WhatsApp Use Cases

Use Case	Example
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.

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📋 Best Practices for WhatsApp Automation

Tip	Why It Matters
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.

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🛟 Need Help?

• Follow the WhatsApp setup tutorials inside this documentation.

• Contact [e-mail] 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.

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🎯 Next Step

👉 Continue to Webhooks and API →