A WhatsApp business account is needed in order to send and Business Portfolio receive messages from a bot. For that, you’ll need to create a Meta Business Portfolio. It will require a name and some web presence – either a website or a social media page.
4. Add a Knowledge Base
In nearly all cases, your bot is going to rely on Business Portfolio information. This includes policies and FAQ, product inventories, customer data, and much more.
Clean, well-formatted documents make all the difference country email list when it comes to building bots with RAG (retrieval-augmented generation) capabilities.
5. Determine the Flow
The goal of a bot – especially in the case of WhatsApp – is to make interactions feel like a chat, while remaining clear and effective. This is about personality and functionality.
Personality
I like to think of this step as answering the question: how will users interact with the bot?
Will they want quick answers to simple queries, or more corporate governance and data privacy regulations personalized service? Do we want a friendly tone, or a more authoritative one?
Functionality
A healthy flow is about maximizing efficiency Business Portfolio with minimal complexity. The user shouldn’t jump through hoops for simple processes; simple FAQ queries shouldn’t require a series of follow-ups. On the other hand, delicate operations – like purchases and returns – should give the user a chance to confirm.
Think about how you use WhatsApp, and what makes conversations feel, well, conversational.
6. Connect and Deploy to WhatsApp
We have a Meta Business Portfolio and a working chatbot, and now it’s time to connect the two.
To connect to WhatsApp:
- Open your chatbot project and whatsapp number navigate to the studio
- In the Home tab, scroll to Communication Channels
- Select WhatsApp from the list of options.
- Click Install Integration
- Click Authorize WhatsApp
- Follow the instructions in the pop-up window.
This will carry you through the process of connecting your Meta Business Portfolio and creating a WhatsApp Business Profile.