How to connect to a WhatsApp account?

How to connect to a WhatsApp account?

Prerequisites:
  1. Plan Type: To access Native Business WhatsApp, you need to have Elevate Plan with Add-on - WhatsApp Business.
  2. Profile Permissions: When I've "Read All" and "Update All" permission on WhatsApp Business in Communication management then only you'll be able to access Business Native WhatsApp in Productivity section.

YouTube - Kylas Native WhatsApp Integration



You should have "Read All" and "Update All" permission WhatsApp Business.




Step 1:
When you have to connect WhatsApp Account in Kylas, Login to your Kylas account using  kylas.io., after login to your account you'll direct to the "Dashboard" page.




Step 2:
You have login to your account, then to Connect Business WhatsApp account, Go to WhatsApp Business drop-down -> Go to Account Details in it, then you'll find Connect Your WhatsApp Business Account to Kylas, Now you can connect WhatsApp Business Account.



Step 3:
If you don't have your own WhatsApp Business Account, then create your WhatsApp Business Account using this article Set up a WhatsApp Business account in Inbox in Meta Business Suite.
If you've your WhatsApp Business Account, then you directly connect your account here by clicking on CTA - "Connect WhatsApp" button in Account Details, while clicking need to ensure you check the checkbox for "WhatsApp Terms and Conditions". Once you click on the Connect WhatsApp one Facebook pop-up will appear.



Step 4:
After Clicking on Connect WhatsApp Facebook pop-up will appear to login credentials. Once you put your email/phone no. and password then you'll have to click on "Log in". Once you login, your account gets connected. you can find connected Account in "Account Details" tab.






    • Related Articles

    • How to create leads in kylas using WhatsApp business number?

      Prerequisites: Plan Type: Elevate. Add-on - WhatsApp Business. Your WhatsApp Business account should be connected in the Kylas. YouTube - Kylas Native WhatsApp Integration Profile Permissions: WhatsApp Business > Administrative Permission > "Read ...
    • How to create Media Type WhatsApp Template?

      Prerequisites: Your WhatsApp Business account should be connected. Plan: Elevate. Add-on - WhatsApp Business. Profile Permissions: WhatsApp Template -> Basic Access permissions -> "Read" & "Create". YouTube - Kylas Native WhatsApp Integration Step 1: ...
    • How to create a simple WhatsApp template?

      Prerequisites: Your WhatsApp Business account should be connected. Plan: Elevate. Add-on - WhatsApp Business Profile Permissions: WhatsApp Template -> Basic Access permissions -> "Read" & "Create". YouTube - Kylas Native WhatsApp Integration Step 1: ...
    • Managing WhatsApp Business Accounts in Kylas: Setup, Migration, and Deletion

      Kylas Native WhatsApp Integration 1) Onboarding a New Account with an Embedded Signup Link (Using a Fresh Phone Number) To onboard a new WABA using an embedded signup link, follow these steps: ● Ensure that the embedded signup link provided has our ...
    • How to send any custom WhatsApp message to lead or contact?

      Prerequisites: Your Business WhatsApp account should be connected in Kylas. Plan Type: Elevate. Add-on - WhatsApp Business. YouTube - Kylas Native WhatsApp Integration Profile Permissions: WhatsApp Business > Administrative Permissions > "Read All" & ...