Connecting WhatsApp, the world's most popular messaging app, to eDesk is easy, but you'll need to have already set up your WhatsApp business account and taken some other important steps before you can do so.

To ensure your WhatsApp onboarding goes smoothly, please ensure that you have the following:

01. You’ll need a WhatsApp business app

The WhatsApp Business app is a free-to-download app.

To set up the WhatsApp Business app:

  1. Download the WhatsApp Business app from the App store or Play store

  2. Verify your business phone number.

  3. Restore your account from a backup, if you wish.

  4. Set your business name.

  5. Build your business profile

02. You’ll need a facebook account and business page

The onboarding process happens via Facebook, so you need a Facebook account, with a business page connected to it.

You’ll then need to connect your Facebook page to your WhatsApp business account

Connecting a Facebook Page to your WhatsApp

To connect a Facebook Page to your WhatsApp:

  1. Navigate to your Facebook Page.

  2. Click Settings.

  3. In the column on the left-hand side, click WhatsApp.
    Note: You can only find WhatsApp in the Facebook Page for your business. You can't find WhatsApp in your personal Facebook profile.

  4. Choose your country code.

  5. Enter your WhatsApp Business phone number.

  6. Click Continue.

  7. Input the confirmation code that you receive.

  8. Click Confirm.

You've connected your Facebook Page to your WhatsApp.

03. To use business initiated templates you'll also need to verify your business.

Once you’ve downloaded the WhatsApp business account you can start messaging customers, but to initiate conversations with clients using templates you’ll need to verify your business.

You can find more information on that here

04. Understanding the costs

WhatsApp business isn’t free. Make sure you’re informed on the costs. You can find out more about it here.

Further Readings 

If you would like to find out more about connecting WhatsApp with eDesk, see here.