Connect WhatsApp Business
Connect your WhatsApp Business account to AchieveApex and start managing your WhatsApp conversations.
Note: This tutorial assumes you already have a WhatsApp Business account set up. If you don't, please create a WhatsApp Business account first.
Prerequisites
- A Meta Business Account
- A WhatsApp Business Account
- Admin access to your Meta Business Manager
- An active AchieveApex organization
Step 1: Access Channel Settings
Navigate to your organization's settings by clicking on the settings icon in the main navigation menu. Then select "Channel Integrations" from the sidebar.
Settings Navigation Image
Navigate to your organization settings and select Channel Integrations
Step 2: Connect WhatsApp
In the Channel Integrations page, locate the WhatsApp section and click the "Connect WhatsApp" button. This will start the connection process.
Connect WhatsApp Button Image
Click on the "Connect WhatsApp" button
Step 3: Authenticate with Meta
You'll be redirected to Meta's authentication page. Log in to your Meta account that has access to your WhatsApp Business account and grant the necessary permissions.
Important: Make sure you log in with an account that has admin access to the Meta Business Manager account that contains your WhatsApp Business account.
Step 4: Select WhatsApp Business Account
After authenticating, you'll be asked to select the WhatsApp Business account you want to connect. Choose the appropriate account from the list.
Select WhatsApp Business Account Image
Select the WhatsApp Business Account you want to connect
Step 5: Select Phone Number
Next, select the phone number associated with your WhatsApp Business account that you want to use for messaging.
Step 6: Confirm Integration
Review the permissions requested by AchieveApex and click "Confirm" to complete the integration. Once confirmed, you'll be redirected back to AchieveApex.
Step 7: Verify Connection
Back in AchieveApex, you should see your WhatsApp Business account listed as connected in the Channel Integrations page. The status indicator should show "Active".
Successful Connection Image
The connected WhatsApp account with active status
Troubleshooting
Common Issues
Connection Failed
If your connection attempt fails, try the following:
- Ensure you're using an account with admin access to your Meta Business Manager
- Check that your WhatsApp Business account is properly set up and active
- Clear your browser cache and try again
Account Not Listed
If your WhatsApp Business account isn't listed:
- Verify that your Meta account has access to the Business Manager that contains your WhatsApp Business account
- Ensure your WhatsApp Business account is properly set up
- Try logging out and back in to Meta
Connection Shows "Error" Status
If your connection shows an error status:
- Check the error message for specific details
- Verify that your permissions are still valid in Meta Business Manager
- Try disconnecting and reconnecting the channel
Next Steps
Now that you've connected your WhatsApp Business account, you can start receiving and managing WhatsApp messages directly within AchieveApex. Here are some next steps:
- Test the connection by sending a message to your WhatsApp Business number
- Set up automated responses for common inquiries
- Assign team members to handle WhatsApp conversations
- Explore analytics to track customer engagement through WhatsApp
Video Tutorial
Video tutorial coming soon