WhatsApp Integration is in beta. Reach out to your Customer Success Manager if you'd like to get access!
The WhatsApp onboarding process requires 3 steps:
- Admins must enable WhatsApp Business and WhatsApp Sender account types for their organizations.
- Admins must connect a WhatsApp Business Account. Requires a Meta Business Account.
- Admins and/or workspace owners must connect a WhatsApp Sender. Requires a Meta Business Account.
I. Enable WhatsApp Business and WhatsApp Sender account types
Admins must enable two WhatsApp account types for their organization:
- WhatsApp Business - connects a Hearsay organization to a WhatsApp Business Account.
- WhatsApp Sender - allows individual users to connect their Relate number to WhatsApp and send/receive WhatsApp messages.
To enable the WhatsApp Business and WhatsApp Sender account types for your organization:
- In the admin view’s side menu, click Settings.
- In the Organization Settings tab, under Available Account Types, enable WhatsApp Business and WhatsApp Sender account types.
II. Connect a WhatsApp Business Account
Before connecting a WhatsApp Business account to Hearsay, you must have an existing Meta Business Account and be a Hearsay admin. Once connected, your Hearsay organization and WhatsApp Business account will become linked, and your organization can add WhatsApp Senders who will manage messaging. To connect a WhatsApp Business Account :
- In Hearsay’s top-right corner, click on your profile picture, then select Workspace Settings.
- Select the Accounts tab.
- Scroll to and click Connect WhatsApp Business.
- A Meta onboarding wizard launches. Complete the steps as outlined.
III. Connect a WhatsApp Sender
Before connecting a WhatsApp Sender, you must have an existing Meta Business Account and your admin must have connected a WhatsApp Business account. Once connected, a WhatsApp Sender’s Relate phone number is linked to WhatsApp, allowing them to send and receive WhatsApp messages.
To connect a WhatsApp Sender:
- In Hearsay’s top-right corner, click on your profile picture, then select Workspace Settings.
- Select the Accounts tab.
- Scroll to and click Connect WhatsApp Sender.
- A Meta onboarding wizard launches. Complete the steps as outlined.
After connecting a WhatsApp Sender, you are ready to begin messaging on WhatsApp! Learn about WhatsApp Business's unique messaging flow.