22.16 WhatsApp Setup (If Used)

Purpose:

Connect and manage your WhatsApp Business API number for use within Close Master Conversations and Workflows.

Access:

Navigate to Settings → WhatsApp.

(Recap - See 8.4 for usage details)

Setup Steps (Requires specific subscription/setup flow, often assisted by agency):

• Initiate connection process (often involves connecting Facebook Business Manager, creating/selecting a WhatsApp Business Account (WABA), verifying the Phone Number). Follow platform-specific steps.
• Templates Tab (CRUCIAL):
  • Create and Submit Message Templates for Meta (Facebook/WhatsApp) approval. Templates are required for initiating conversations or messaging outside the 24-hour customer service window.
  • Choose Category (Marketing, Utility, Authentication).
  • Define Header (optional: text, image, video, doc), Body (use {{1}}, {{2}} etc. for variables), Footer (optional text), Buttons (Call-to-Action or Quick Reply).
  • Submit for approval (can take minutes to days). Manage approved/rejected templates here.