Engati - User Guide
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WhatsApp
WhatsApp Onboarding

WhatsApp Migration

13min

Introduction

Number migration means that a phone number that is already registered for the WhatsApp Business API can be moved between WhatsApp Business Accounts. This allows for businesses to change BSPs (Business Solution Provider) or move their number to a new account. It is possible to migrate a number between accounts only if the source and destination Business Manager IDs are the same.

After being migrated, a phone number keeps its display name, quality rating, messaging limits, Official Business Account status, and any high-quality message templates previously approved

Engati helps you onboard or add a new WhatsApp number to your existing account. Please note that this is an assisted onboarding and you will need to contact support@engati.com or the partner admin to help add a new number or onboard a new account.

Availability

Direct customers can add a new account by navigating to the link - https://wa.cbots.live/engati.

Partners will need to contact Engati support for their custom link which will be in the following format - https://wa.cbots.live/<brand_name>

Prerequisites for Migration of Numbers

A valid WhatsApp Business Account and access to the phone number

  • You must be able to receive and verify a 6 Digit PIN Code through SMS or Voice Call.
  • The source WhatsApp Business Account must be approved. 
  • Two-Factor Verification must be disabled for the number.

Admin Access to Business Manager

  • Meta Business Manager ID
  • You must have Admin access to the FBM Account.

Preparation Checklist

Before migrating a number, it's important to go through the following checklist:

  • Admin Access to Meta Business Manager: You must have Admin access to the FBM Account. 
  • Meta Business Manager is verified: Your Meta Business Manager must be fully verified. 
  • Phone number access: You must have access to the phone number to receive a 6 Digit PIN Code via SMS or Phone Call.
  • 2FA Disabled: You must check and confirm with your old BSP that Two-Factor Verification (2FA) is disabled on the existing WhatsApp Business API Client. 
  • Business website is live: Meta checks if the Website listed in the Meta Business Manager > Business Info section is correct and live. If it isn't, your account will be offline after the number is migrated.  

Setup

Step 1

  • Navigate to the onboarding link and enter the email ID associated with your account
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  • Enter the OTP received on your setup email ID to continue
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Step 2

After logging in, click on 'Start Onboarding' to start the onboarding journey. Click on 'Continue onboarding' to resume from the previous point

Note: Kindly ensure that you have the following information before starting,

  • Phone number to be used for WhatsApp Business APIs
  • Ability to receive OTP on this number via call or SMS
  • Number should not be active with any existing WhatsApp account
  • Verified Facebook (Meta) Business Manager account
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Step 3

  • Follow the directions of the onboarding wizard and proceed with the onboarding wizard, depending on your requirements you will be navigated to the appropriate step
  • You might need to get in touch with Engati support PoC for the following scenarios,
    • You want to onboard an IVR number and you need to whitelist certain numbers
    • Migration from another BSP
    • Migration from 360dialog
    • Unverified Facebook Business Manager
  • After all the pre-requisites are satisfied, you will be taken to the next step of account creation with WhatsApp Business Service Provider (BSP)
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Note: If you are just retrieving the API Key or want to add another number, you can directly click on 'Login' link at the bottom

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Step 4

  • Click on the button - 'Click here to begin WhatsApp Onboarding'
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  • Follow the steps that will appear on the pop-up. Kindly ensure that the pop-ups are not blocked on your browser
  • Provide your details that will be used to create an account with the WhatsApp Business Service Provider (BSP)

Note: If you are just retrieving the API Key or want to add another number, you can directly click on 'Login'

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Creating a new account

  1. Provide the details for account creation
  2. Complete the phone number verification
  3. Ensure that the phone number you want to enable with WhatsApp API can receive OTP via SMS or Voice
  4. Provide the OTP in the pop-up to complete the verification
  5. You will be redirected to the next step to retrieve the API Key

Note: API Key might take 4-6 hours to get generated in some scenarios. Re-login to the portal and start with the below exercise of retrieving the API Key

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