Tech Provider Setup for Non-TPP partners on Gupshup

Last updated : 29th May 2024

Target Audience

The target audience for this document is Potential or Existing Meta Tech Providers and are already a partner with Gupshup, and want to register their TP Joint Solution with Gupshup.

Get started -

1. Start by understanding about Tech Provider Program. To know more about the benefits of becoming a Tech Provider while working with Gupshup (Meta’s Solution Partner), reach out to your regional CSM
2. Follow the below steps to Signup as a Meta Tech Provider 
3. Follow the below steps to setup Joint Solution on Gupshup

Signup as a Meta Tech Provider

Step 1: Create a Meta Business Account

Create or use an existing Meta Business Account to ensure all the necessary business details (address, website, email, etc.) are provided during the verification process.

Note:

• Your business is limited to a maximum of two Meta Business Accounts.
• Make sure all information is accurate to avoid rejection during business verification. Onboarding WhatsApp services may fail if your business account is not in good standing with Meta.

Step 2: Create a Meta App

Navigate to My Apps panel, create a new business app, and connect it to your Meta Business Account. Alternatively, if you have an existing app, you can directly link it to your Meta Business Account by loading it in the App Dashboard and skipping to step 3.

Upon app creation, if you can't develop a business app, select Other > Next.

Select Business. 

Fill in the necessary information and select the Business Account from the dropdown. 

After creating the app, go to App Settings > Basic and update your app's domains and icons under the basic settings tab.

Add your privacy policy and terms of service URLs. Select Messaging category.

Also, initiate the business verification process as mentioned in the screenshot in parallel to below steps, if not done already.

Read how to verify my Meta Business Account

Step 3: Add the WhatsApp Product

From your App Dashboard, add the WhatsApp product.

You will get redirected to choose your business account (if not selected previously) and agree to the Facebook and Meta Hosting Terms to continue.

Ensure you agree to Meta’s Tech Provider Terms of Service by clicking the Start Onboarding button in the App Dashboard > WhatsApp > Quickstart product panel when you add the WhatsApp product to your app.

Link to Meta’s Business Messaging Tech Provider Terms

In case you have added the product to your app and didn't accept the terms, you must return to Quickstart to accept the terms.

Rest of the steps can be completed once you have completed the Meta Business verification, as per the Meta docs for Tech Provider and Account Sharing. 

Step 4: Complete App Review and Access Verification

You must also complete - 
1. 'App review' (know how to submit for App Review)

2. 'Access Verification' (know how to complete Access Verification)

This will only then mark you as a valid Tech Provider in Meta's systems.

NOTE : Tech Provider is not a Whatsapp-only construct and if there are enforcements/benefits that are introduced for Tech Providers, that might break the solution if App Review and Access verification is not completed. 

Step 5: Initiating Solution Request

a. Navigate to the App Dashboard > WhatsApp > Partner Solutions panel and click Create a partner solution button.

b. Fill in a Solution name of your choice and enter Gupshup’s Meta app ID - 2281283925530161 in the partner app ID in the screen below and send request

c. The solution will be displayed in the solutions panel as 'Pending' until Gupshup accepts it. 

(Gupshup should receive your request if you have completed your Tech Provider Onboarding on the Meta Developer Portal).

d. The solution will be displayed in the solutions panel as 'Active' once Gupshup accepts it

Once you have completed these steps on Meta’s App Manager, you can come to Gupshup Partner portal. Have your solution ID and Solution Name handy. 

You can now move on to the next step.

Setup Joint Solution ID with Gupshup

1. Navigate to the https://www.gupshup.io/partner/. 
2. On signing in, go to Settings (under the drop down on top right below language selection)
3. Click on 'Add new solution'.
   

4. Enter the Meta Solution ID and Name created in the above steps on Meta Developer Portal

5. Solution ID mapping request will be sent to the partner support team for approval.
   

NOTE : At this point, you can continue to create apps and do go live on Self Serve portal. Apps will go live without the joint solution ID till your request is approved.

6. Support team will verify the solution ID on Meta Developer Portal. If request from the given solution ID is received, the solution request will be accepted on the Meta portal as well as the solution ID will be mapped to your partner ID on Gupshup. 

7. Support will accept or reject the request triggering a confirmation email to you. In case it is rejected, they can re-submit the modified solution ID. If application is approved, it will show as approved in the Settings tab on Partner portal.

Phone number onboarding with Joint Solution ID

Partners who use the self serve portal can continue to use the same portal, ensuring to follow below steps in the right order for joint solution ID mapping to the apps -

1. Create app on Self serve portal
2. Link app to your partner ID [THIS IS A KEY STEP]
3. Only then, go live with the app which will register the approved joint solution ID set on Partner Portal

In case, partner ID is not linked to the app, the approved joint solution ID of partner will NOT be registered with Meta, thus it will not show for attribution with the Tech Provider at Meta.

Also, old live apps linked to same partner ID will not be linked to the solution ID automatically with this process.