WhatsApp Commerce

introduction introduction this document will help you understand the enablement process for whatsapp commerce this feature is not available by default for all customers please write to us at support\@engati com to enable this for your account new customers can reach out to us at contact\@engati com prerequisites prerequisites paid account on engati with whatsapp enablement or plan 360dialog to be the whatsapp provider or bsp access to the verified facebook business manager of the whatsapp phone number and account access to catalogue or shopify merchant store additional requirements for white label partners ensure that your facebook application has access to permissions catalog management, business management add your facebook account as an admin or developer to the facebook application getting started with whatsapp commerce getting started with whatsapp commerce steps to follow steps to follow step 1 customer should have a valid whatsapp account with engati and 360dialog as a whatsapp provider step 2 ensure that you have the right entitlement and feature enabled to use whatsapp commerce contact support\@engati com or your cs/sales representative for the enablement step 3 customer should have access to a verified facebook business manager account connected with the 360dialog account step 4 add your facebook account as an admin to the facebook business manager step 5 navigate to the facebook business manager https //business facebook com/commerce https //business facebook com/commerce and create a new catalog if you see the following screen, click on ‘get started’ and ‘create a catalogue’ step 6 to create a new catalog, select the type of catalogue and and click on ‘next’ step 7 in the next step, choose from the following depending on availability of a catalog using shopify store or manual upload reference documentation https //www facebook com/business/help/1275400645914358?id=725943027795860 https //www facebook com/business/help/1275400645914358?id=725943027795860 for shopify stores for shopify stores reference documentation https //help shopify com/en/manual/online sales channels/facebook/setup#installing the current facebook channel https //help shopify com/en/manual/online sales channels/facebook/setup#installing the current facebook channel click on the option ‘connect a partner platform’ select ‘shopify’ from the dropdown list as a partner platform 3\ click on the button ‘go to shopify’ 4\ in shopify, login to the respective store and click on ‘sales channel’ from the right side navigation menu 5\ select ‘facebook and instagram’ as a sales channel 6\ select the option to ‘advertise your products on facebook’ and click on 'start setup' button if the above screen is not visible and you already have a catalog connected, you will see the below screen if that's the case you can directly jump to step #13 7\ click on the ‘connect account’ button to connect your facebook account 8\ sign in to your facebook account and give the necessary permissions note please ensure that the account you are connecting should have admin access and access to create publish ads on facebook 9\ connect to the relevant business account by clicking on the ‘connect’ button 10\ select the ad account linked with the connected facebook page, select the target country and click on ‘finish setup’ 11\ agree to the terms and conditions and click on 'submit review' button at the bottom right 12\ click on the 'publish products' option on the right, select option to publish the products on 'facebook and instagram' to make the products available for whatsapp commerce note publishing and further syncing of the catalog with whatsapp commerce and facebook business manager may take some time kindly wait for 3 4 hours before trying again 13\ post publishing products, your products will be synced and the screen will show the number of products synced with the information on the approved, rejected products by meta 14\ clicking on 'view all products' will show all the products in your catalog, products that have been synced successfully will have the checkbox ticked in the column 'facebook & instagram' 15\ if the column is not visible click on 'columns' button on top right and search and select the column 'facebook & instagram' 16\ navigate back to the facebook commerce page by going to https //business facebook com/ https //business facebook com/ and selecting ‘commerce’ from the left side menu 17\ select the correct business account from the top left dropdown and click on the catalog available only for indian stores with a whatsapp number starting with ‘91’ 18\ click on the available catalog and select ‘data sources’ from the left navigation menu 19\ click on the latest successful update of the catalog and select ‘settings’ 20\ click on ‘add rule’ and select the option to ‘set default values’ 21\ select ‘origin country’ from the dropdown and input the value as ‘in’ (for india) and click on ‘create button’ 22\ click on the option to ‘apply rules’ and wait for the rule to be applied note note this step might take some time to reflect depending on facebook sync frequency with shopify catalogue, kindly edit items in shopify and save them to ensure they are synced instantaneously using manual upload (for other stores without a partner ecommerce platform) using manual upload (for other stores without a partner ecommerce platform) click on the option to ‘upload product info’, select a catalogue owner and give your catalogue a name click on ‘create’ to proceed with catalogue creation 2\ click on ‘view catalogue’ to view the catalogue 3\ click on ‘items’ from the left navigation menu and then click on ‘add items’ on the top right to add single or multiple items select multiple items to bulk upload items 4\ click on ‘data feed’ to bulk upload items to the catalogue 5\ click on the option 'no', to get a template sheet which can be used to fill in the details 6\ download the applicable template and upload a list of products as a csv/xml file 7\ populate the csv/xml file and click on the ‘upload file’ button to upload the file only for indian stores with whatsapp numbers starting with ' 91' 8\ ensure that the uploaded file has ‘origin country’ and ‘importer address’ as a column with values filled refer to the attached sample file below sample format https //docs google com/spreadsheets/d/1hibzepe4qcs1bffmcpturg9dj yj16mfmmqs4flds70/edit?usp=sharing https //docs google com/spreadsheets/d/1hibzepe4qcs1bffmcpturg9dj yj16mfmmqs4flds70/edit?usp=sharing step 8 connect your catalog with whatsapp account you can connect your uploaded catalog or shopify/commerce platform catalog reference documentation https //docs 360dialog com/whatsapp api/whatsapp api/products and catalogs#connect the catalog to a waba https //docs 360dialog com/whatsapp api/whatsapp api/products and catalogs#connect the catalog to a waba navigate to commerce manager from https //business facebook com/commerce https //business facebook com/commerce click on hamburger (three line) icon on top left and select ‘whatsapp manager’ click on ‘catalog’ on left navigation menu and click on ‘connect catalogue’ and choose a catalogue if a catalogue is already connected to the whatsapp account, disconnect and connect the required catalogue step 9 on the engati portal, navigate to configure and deployment in whatsapp settings, a new tab for commerce will appear step 10 connect your facebook business manager account to engati step 11 select the applicable catalog from the list of catalogs that are available for your facebook business manager account please note that, only one catalog can be connected at a time to one chatbot step 12 click on the ‘view catalog’ button to verify the items in the connected catalogue step 13 select additional configurations and settings for your whatsapp commerce and save you can choose the path to trigger when the user finalizes and send the cart and select the path to trigger or faqs to trigger when user clicks on ‘send message’ for a particular product step 14 finalized or checked out cart can be viewed by, navigating to messages, selecting a particular conversation and clicking on ‘whatsapp cart’ on the right side you can also use {{commerce cart}} attribute in the flow, this attribute will be populated with latest cart items of the user step 15 ensure that your business information is set up, by navigating to ‘setup’ tab and clicking on ‘configure provider’ step 16 only for indian customers with whatsapp number starting with ‘91’ complete compliance requirement this can be done from the engati portal navigate to the whatsapp channel in configure and select commerce tab click on the message to complete compliance fill in the details and click on save setting up the flow setting up the flow whatsapp commerce node whatsapp commerce node use the whatsapp commerce node in the path builder to create the user journey search & display this action can help search for a particular product in the catalog use 'request user data' node to get input about product name/type from the user and save it to an attribute call the same attribute in search & display action of whatsapp commerce node this will render all matched products pertaining to the captured search term on whatsapp 2\ display this action can help display products in the catalog get content ids from catalog under facebook commerce manager and put it in following array format as 'product id' use 'set user attribute' node to populate the attribute {{commerce display product}} with product ids content ids can be entered as an array in the following format in the attribute {{commerce display product}} "commerce display product" \[{"product id" "30000000"},{"product id" "37000000"},{"product id" "370900"},{"product id" "370"},{"product id" "3709"}] this can then be connected with the respective category and further to the whatsapp commerce node with display action cart checkout cart checkout configure the required path to be triggered under cart checkout section of the commerce tab once user finalizes and checks out the cart, this configured path will be triggered as part of the bot flow, you can have live chat node to trigger a live chat request or configure relevant flow to capture final product names, ids and price of the cart items you can also use {{commerce cart}} attribute in the flow, this attribute will be populated with latest cart items of the user agent view agent view agents can navigate to messages, select a particular conversation and clicking on ‘whatsapp cart’ on the right side to view latest cart of the user quick script quick script once the user confirms and sends the cart to business, configured path can be triggered as part of the path, script node can be used to extract various finalized cart of the user is saved under the attribute {{commerce cart}}, this can be used in the flow for latest cart items following script can be used, which will create the following attributes retailernames all names of the final cart items totalprice final total price of the cart retailerids all ids of the final cart items quantityids total quantity of the cart var responsedata = {{commerce cart}}; var retailernames = \[]; var retailerids = \[]; var quantityids=\[]; var totalprice=0; var quantity = 0; for (var index = 0; index < responsedata length; index++) { totalprice= totalprice+parseint((responsedata\[index] item price) (responsedata\[index] quantity)); retailernames push( responsedata\[index] name); retailerids push(responsedata\[index] product retailer id); quantity = quantity +parseint(quantityids push(responsedata\[index] quantity)); } process({ "data" { }, "attributes" \[ { "name" "retailernames", "value" json stringify(retailernames) }, { "name" "totalprice", "value" json stringify(totalprice) }, { "name" "retailerids", "value" json stringify(retailerids) }, { "name" "quantityids", "value" json stringify(quantity) } ] });