Phone number onboarding with new WhatsApp account model

Here are the steps on how a new phone number or existing WhatsApp API phone number onboarding (from same BM) can take place on Gupshup.

NOTE : If you want to migrate a phone number from 1 BM to another, you have to deregister it from first BM first and then initiate new onboarding as below.

KNOWN LIMITATION FOR MIGRATION FROM 1 BSP TO ANOTHER : Templates will not be migrated automatically to the new PMA.

Step 1 : Click on go live on the app dashboard and -

• select 'new phone number' for regular phone number 
• select 'Migrate a live phone number' for migrating a phone number live on another BSP
• select 'Use existing WhatsApp business app number' for coexistence

Step 2 : Enter the contact details

Step 3 : Continue to Facebook or Share the Embed SIngup Link with customer

Step 4 : Embedded Signup - STEPS FOR BUSINESSES 

This has multiple parts in it - 

Step a: On Embed Signup Glow this will be first screen, click Continue

Step b: Enter the new or the phone number to be migrated

Step c : Complete the OTP verification of the phone number (This may not be required in some cases of migration)

Step d 1.  [Applicable For Migration Usecase]

If you entered an existing WhatsApp API phone number, it will automatically show you the existing WAAC as below. However DO NOT go ahead with the same.

 [Applicable For Migration Usecase] -  CRITICAL STEP

Instead of above, you must open the WhatsApp Account dropdown and click on 'Create a WhatsApp account' as shown below - 

Now click Next

Step d2 : [For new onboarding case]

You will directly see the Create a WhatsApp Business account option in the WhatsApp Business Account dropdown. Continue with the same

Step e : Enter the business details and continue

Step f : Review screen will appear, Continue with the same 

The setup will begin - 

Step g : Many times the business admin will need to verify their identity with a 2FA setup for their own personal phone number. This step may not come every time. 

NOTE : This is not the Onboarding OTP, hence Gupshup cannot provide the same.

The process will continue

Step h : The setup will now be completed. Click on Finish

ADDITIONAL STEPS FOR MIGRATION USECASE -

Step i : [ONLY APPLICABLE FOR MIGRATION USECASE ]

Now go to the Facebook Business portfolio and go to WhatsApp accounts.

Select the phone number, you will see both PMAs (BSP names) under Messaging accounts.

Step j : Now click on 'Conversation Routing' and click on 'Manage'

Step k : Click on manage and select 'ODCEM' or 'Gupshup' in all the dropdowns below.

--- Steps for business on Facebook get completed here ------

Step 5 :  The Waba ID (PMA ID) will prepopulate. Select the phone number and continue - 

The process of Gupshup setup will begin

Now the setup is completed

PREVIEW OF BUSINESS MANAGER (Not visible to BSP / Tech Provider, but only to BUSINESS)

Below is the preview for a new phone number onboarding - where only 1 PMA is added, thus not showing 'Conversation routing configuration'

Below is the preview for a migration onboarding - where only 1 PMA is added, thus not showing 'Conversation routing configuration'