# Welcome to BizMagnets

BizMagnets is an AI driven lightweight Customer Relationship Management (CRM) solution tailored to meet the distinctive requirements of small and medium-sized businesses (SMBs).

This innovative platform leverages the power of WhatsApp Conversations, supercharged by customized ChatGPT, to empower sales and support teams, provide valuable business insights, all while maintaining cost-efficiency. With BizMagnets, businesses can focus on growth while optimizing customer engagement. 

Our primary focus is on Small and Medium Businesses (SMBs), and we cater specifically to businesses that heavily utilize WhatsApp for their marketing, sales, and support operations. These businesses can greatly benefit from the comprehensive solutions offered by BizMagnets.

## Begin your journey with BizMagnets

<table data-view="cards"><thead><tr><th align="center"></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-type="content-ref"></th></tr></thead><tbody><tr><td align="center"><strong>Create an account in BizMagnets</strong></td><td><a href="/set-up-bizmagnets-account/create-an-account-in-bizmagnets">Create an account in BizMagnets</a></td><td></td><td><a href="/set-up-bizmagnets-account/create-an-account-in-bizmagnets">Create an account in BizMagnets</a></td></tr><tr><td align="center"><strong>Requirements to get started with your own number</strong></td><td><a href="/set-up-bizmagnets-account/requirements-to-get-started-with-your-own-number">Requirements to get started with your own number</a></td><td></td><td><a href="/set-up-bizmagnets-account/requirements-to-get-started-with-your-own-number">Requirements to get started with your own number</a></td></tr><tr><td align="center"><strong>Activate WhatsApp Business API on your own number</strong></td><td><a href="/set-up-bizmagnets-account/activate-whatsapp-business-api-on-your-own-number">Activate WhatsApp Business API on your own number</a></td><td></td><td><a href="/set-up-bizmagnets-account/activate-whatsapp-business-api-on-your-own-number">Activate WhatsApp Business API on your own number</a></td></tr></tbody></table>

## Key Features&#x20;

<table data-view="cards"><thead><tr><th align="center"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td align="center"><strong>WhatsApp Channel</strong></td><td><a href="/whatsapp-channel/creating-whatsapp-channel">WHATSAPP CHANNEL</a></td></tr><tr><td align="center"><strong>Blue Tick Verification</strong> </td><td><a href="/blue-tick-verification/whatsapp-blue-tick-verification">BLUE TICK VERIFICATION</a></td></tr><tr><td align="center"><strong>Conversation</strong> </td><td><a href="/conversation/initiate-conversation">Conversation</a></td></tr><tr><td align="center"><strong>Contacts</strong></td><td><a href="/contacts/add-contact">Contacts</a></td></tr><tr><td align="center"><strong>Template</strong></td><td><a href="/template/bizmagnets-template-messages">TEMPLATE</a></td></tr><tr><td align="center"><strong>Bot Flows</strong></td><td><a href="/bot-flows/things-to-know-before-building-your-first-bot">BOT FLOWS</a></td></tr><tr><td align="center"><strong>Campaign</strong> </td><td><a href="/campaign/bizmagnets-campaign">CAMPAIGN </a></td></tr><tr><td align="center"><strong>WhatsApp Drip Campaign</strong></td><td><a href="/whatsapp-drip-campaign/understanding-drip-marketing">WHATSAPP DRIP CAMPAIGN</a></td></tr><tr><td align="center"><strong>Click to WhatsApp Ads</strong></td><td><a href="/ctwa/ctwa-in-bizmagnets">CTWA</a></td></tr><tr><td align="center"><strong>Payments</strong></td><td><a href="/bot-flows/send-card/payments">Payments</a></td></tr></tbody></table>

## Integration

**E-commerce Platforms:**

<table data-view="cards"><thead><tr><th align="center"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td align="center"><strong>Shopify</strong></td><td><a href="/integration/e-commerce-platforms/shopify">Shopify</a></td></tr><tr><td align="center"><strong>WooCommerce</strong></td><td><a href="/integration/e-commerce-platforms/woocommerce">WooCommerce</a></td></tr></tbody></table>

**Shipping and Logistics:**

<table data-view="cards"><thead><tr><th align="center"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td align="center"><strong>ShipRocket</strong></td><td><a href="/integration/shipping-and-logistics/shiprocket">ShipRocket</a></td></tr></tbody></table>

**Payment Gateways:**

<table data-view="cards"><thead><tr><th align="center"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td align="center"><strong>Razorpay</strong></td><td><a href="/integration/payment-gateways/razorpay">Razorpay</a></td></tr><tr><td align="center"><strong>Cashfree</strong></td><td><a href="/integration/payment-gateways/cashfree">Cashfree</a></td></tr><tr><td align="center"><strong>Stripe</strong></td><td><a href="/integration/payment-gateways/stripe">Stripe</a></td></tr><tr><td align="center"><strong>Telr</strong></td><td><a href="/integration/payment-gateways/telr">Telr</a></td></tr><tr><td align="center"><strong>PayPal</strong></td><td><a href="/integration/payment-gateways/paypal">PayPal</a></td></tr></tbody></table>

**Marketing and Engagement Platforms:**

<table data-view="cards"><thead><tr><th align="center"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td align="center"><strong>Facebook Leads</strong></td><td><a href="/integration/marketing-and-engagement-platforms/facebook-leads">Facebook Leads</a></td></tr><tr><td align="center"><strong>WebEngage</strong></td><td><a href="/integration/marketing-and-engagement-platforms/webengage">WebEngage</a></td></tr></tbody></table>

**Additional Integrations:**

<table data-view="cards"><thead><tr><th align="center"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td align="center"><strong>Zoho Books</strong></td><td><a href="/integration/additional-integrations/zoho-books">Zoho Books</a></td></tr><tr><td align="center"><strong>Generic Webhooks</strong></td><td><a href="/integration/additional-integrations/generic-webhooks">Generic Webhooks</a></td></tr><tr><td align="center"><strong>Calendly</strong></td><td><a href="/integration/additional-integrations/calendly">Calendly</a></td></tr><tr><td align="center"><strong>Pabby</strong></td><td><a href="/integration/additional-integrations/pabbly">Pabbly</a></td></tr><tr><td align="center"><strong>LeadSquared</strong></td><td><a href="/integration/additional-integrations/leadsquared">LeadSquared</a></td></tr></tbody></table>


# Create an account in BizMagnets

Create your account and explore BizMagnets features.

## Sign up overview

You can create a free account on BizMagnets by filling up the form. Enter the necessary information to proceed with the login.&#x20;

### Fill in the form

Your business name, business email ID, phone number, and your business website are some of the mandatory requirements that have to be filled while signing up for the BizMagnets account.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FVH3iGgvdejd4vWMN4FX1%2FScreenshot%202025-08-22%20171128.png?alt=media&amp;token=a85868bc-c0be-4762-b32b-78597a142996" alt=""><figcaption></figcaption></figure>

### Email Verification&#x20;

You will receive a verification link at your business email address to verify your email ID. Click on the link to confirm your business email address.

### Sign In

Input your email ID and password to sign in to your BizMagnets account.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FsrlPlATosRKIh3E3JPCk%2FScreenshot%202025-08-22%20171400.png?alt=media&amp;token=80b573c3-77ff-4c9b-a9da-b16061f5c26e" alt=""><figcaption></figcaption></figure>

### Login With Google

If you prefer to sign up using your Google Workspace email ID:

Click on '**Login with Google.'** Select your business account and click **Continue.** After verification, your details will be submitted, and you’ll be redirected to your BizMagnets account.

### Explore 7-day free Trial

You can explore BizMagnets in two ways:&#x20;

* Explore BizMagnets with demo account
* Activate WhatsApp API

-> **Exploring BizMagnets with** [**demo account**](https://app.bizmagnets.ai/login)**.**&#x20;

{% hint style="info" %}
Once you sign up on BizMagnets your free trail will be activated for the next 7 days.&#x20;
{% endhint %}


# Requirements to get started with your own number

To integrate your WhatsApp Business account with BizMagnets, you will need to:

## **Authenticate your phone** numbe&#x72;**.**

This can be done through a call or SMS to check if the number is working or not. Your phone number must not be associated with a WhatsApp Business Mobile App or a WhatsApp Business Account hosted by another business service provider at the time of integration.

{% hint style="info" %}
Learn more about the [migration](/whatsapp-channel/migration) from another WhatsApp Business Service Provider.
{% endhint %}

## **Switch from WhatsApp Business App to WhatsApp API**

In case your business has an active WhatsApp account on a mobile device and you would like to use the same number for WhatsApp API, you need to delete the WhatsApp account for that number to connect with the WhatsApp API.&#x20;

#### Here's how to delete your WhatsApp Business app before applying for the API:

1. Open WhatsApp.
2. Tap [More Options](https://faq.whatsapp.com/1189188245314343/?locale=en_US\&cms_platform=android) (three dots) > **Settings** > **Account** > **Delete My Account**.
3. Enter your phone number in the [full international format](https://faq.whatsapp.com/640432094208718/?locale=en_US) and tap **DELETE MY ACCOUNT**.
4. Choose a reason for deleting your account from the dropdown menu.
5. Tap **DELETE MY ACCOUNT** to complete the process.

If you wish to retain the Business WhatsApp Number, you have to activate a New Phone Number for WhatsApp API.

## **Authenticate with your Facebook Business Account.**

This is recommended to ensure that you can use your existing Facebook Business Account for your business. If you do not have a Facebook Business Account, you can sign up for one while connecting your number.<br>

**Please note that:**

{% hint style="info" %}
You will not be able to use WhatsApp on your phone after integration, and your previous conversation history/contacts will not be migrated to BizMagnets.

If you wish to move back to WhatsApp Business or Individual WhatsApp Mobile App post integrating with BizMagnets, you will need to contact BizMagnets support.
{% endhint %}


# Activate WhatsApp Business API on your own number

## Important Points to note before starting the process

{% hint style="info" %}

* If you are using WhatsApp with the number, take a backup of the data (if needed) and remove the account.
* Business phone number should be handy to receive OTP!
* Keep your Facebook Business Manager account logged in on another tab of the same browser.&#x20;
  {% endhint %}

## WhatsApp Free Number for Verified Business

Verified businesses and businesses that have had their Cloud API [messaging limits increased](https://developers.facebook.com/docs/whatsapp/messaging-limits#increase-approvals) are eligible for up to two 555 business phone numbers.

These numbers behave the same way as standard business phone numbers (display names must be reviewed and approved, subject to conversation-based pricing rules, impacted by quality ratings, etc.), with the following key differences:

* Have a US country calling code (+1)
* Have a 555 area code
* Are verified automatically
* Cannot be migrated to another WhatsApp Business Account, or used outside of the WhatsApp Business platform

If your business customers are eligible for 555 numbers and want to register one as an additional number, instruct them to go through your implementation of Embedded Signup again. When asked to select a business phone number, they will automatically be given the option to choose a 555 number:

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F7iC6u8Zl18IfCqr290NG%2FWhatsApp%20Image%202024-08-23%20at%2016.11.25.jpeg?alt=media&amp;token=359381d1-84d9-4071-b9a4-440262947aa0" alt=""><figcaption></figcaption></figure>

### **Wait for the instance to get ready.**

### **Authorize BizMagnets**

### Now you are all set to use WhatsApp Business API on your number&#x20;


# Creating WhatsApp Channel

Creating a WhatsApp Channel involves setting up a dedicated communication line for your business on WhatsApp, enabling direct interaction with your customers.

## Profile&#x20;

Configuring your WhatsApp Channel is essential for managing your communication effectively and ensuring compliance with WhatsApp's policies. To create a profile in a WhatsApp Channel, first navigate to the WhatsApp channel settings.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FMK5gLDeoOn7pdulyvYRc%2FScreenshot%202025-09-01%20130545.png?alt=media&amp;token=a3f15d56-193f-49b8-ae06-9b9f61196605" alt=""><figcaption></figcaption></figure>

* **Profile Picture:** Upload a professional logo or image that represents your brand. Accepted file types are jpeg, png within 1MB size.&#x20;
* **Business Description:** Provide a brief description of your business to help users understand your services.
* **Address:** Enter the physical address of your business to provide location details to your customers. (Max: 250 characters)
* **Category:** Select the category that best describes your business. This helps users identify the nature of your business.
* **Website URL:** Include your business’s website URL to direct users to your online presence for more information.
* **Email Address:** Provide an email address for customer support or inquiries.
* **Tagline:** Add a catchy tagline that summarizes your business’s core value or mission. (Max: 139 characters)

{% hint style="info" %}
By properly configuring your WhatsApp channel settings, you ensure smooth and effective communication with your customers while maintaining compliance and enhancing the overall user experience.
{% endhint %}

Click on 'Submit' to update the profile. Ensure your information accurately represents your business to enhance user trust and engagement.

### Display of WhatsApp Channel on Mobile

<div><figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FFOqW8Hz22oAkjXFxWaee%2FWhatsApp%20Image%202024-08-05%20at%2015.52.30.jpeg?alt=media&amp;token=efbd10fc-02ae-4c3c-86c2-303f51752a79" alt=""><figcaption></figcaption></figure> <figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FM6H7u9zJlLvYq2C3ZAwX%2FWhatsApp%20Image%202024-08-05%20at%2015.52.31.jpeg?alt=media&amp;token=49f422f4-29ed-4d06-98e5-0136c7e224c3" alt=""><figcaption></figcaption></figure></div>

### Click here to read about [Meta Business Verification](/whatsapp-channel/meta-business-verification). &#x20;

### Click here to read about [Messaging Limit & Quality Rating](/whatsapp-channel/messaging-limits-and-quality-ratings).

## Compliance Information

When setting up your WhatsApp channel, it’s important to provide comprehensive compliance information to ensure transparency and adherence to regulations.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F4CXSENlR9fechbWGNdtQ%2FScreenshot%202025-09-01%20130904.png?alt=media&amp;token=2ce7c98f-daad-422f-9107-ec0bd8e3e8c5" alt=""><figcaption></figcaption></figure>

### **Personal Details**

This section requires you to provide information about the primary contact person for your business. This is typically a key individual who manages the WhatsApp channel and is responsible for overall compliance and communication.

### **Customer Care Details**

This section focuses on providing information that customers can use to get support and assistance. It ensures that customers have access to the necessary resources to resolve their queries or issues.

### **Grievance Officer Details**

As part of compliance, especially in certain regions, it is mandatory to appoint a Grievance Officer who handles customer complaints and ensures their resolution. This section captures the details of this officer.

{% hint style="info" %}
Providing these details ensures that your WhatsApp channel complies with regulatory requirements and builds trust with your customers by offering clear points of contact for various needs.
{% endhint %}

## Channel Settings

When configuring your WhatsApp channel settings, you have several options to enhance user experience and manage interactions more effectively.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FANEVjAqvetlhpOQiBhWD%2FScreenshot%202025-09-01%20131016.png?alt=media&amp;token=8146d32e-05ba-4a2b-8034-74f31b05b3d4" alt=""><figcaption></figcaption></figure>

### **Read Receipts**

Read receipts allow you to see when your messages have been read by the recipient. This feature can help in tracking the engagement and responsiveness of your communications.

* **Enable Read Receipts:** When this option is enabled, you can see two blue checkmarks next to your messages, indicating that the recipient has read them. This feature is useful for ensuring that important messages are acknowledged and for following up if necessary.

### **Catalogue Shop Icon**

The catalogue shop icon feature integrates your product catalogue directly into your WhatsApp interface, making it easy for customers to browse and shop.

* **Enable Catalogue Shop Icon:** When this setting is enabled, a shopping icon appears in your chat interface. Customers can click on this icon to view your product catalogue, which includes product images, descriptions, and prices. This makes it convenient for users to explore your offerings and can help increase sales directly through WhatsApp.

### **Enable Catalogue Cart Icon**

The catalogue cart icon feature allows customers to add products to their cart and proceed to checkout, enhancing the shopping experience within WhatsApp.

* **Enable Catalogue Cart Icon:** When this setting is enabled, a cart icon appears in your chat interface. Customers can use this icon to add items to their cart as they browse through your catalogue. This feature streamlines the purchasing process by allowing customers to manage their shopping cart and complete transactions within the WhatsApp chat, improving the overall shopping experience.

{% hint style="info" %}
By enabling these settings, you can provide a more interactive and user-friendly experience for your customers, encouraging engagement and facilitating seamless transactions through WhatsApp.
{% endhint %}


# Meta Business Verification

Making sure the Meta Business Verification process goes smoothly is really important.

If you stick to the steps and guidelines, it'll make it more likely that your company will get verified successfully. And if you run into any problems, just know that the BizMagnets support team is here to help you out.

{% hint style="info" %}
As of April 2024, businesses can display their names in chats upon meeting message quality standards and completing the display name review. This enhances credibility with customers and does not require Business Verification.

\*Note: This feature is being rolled out gradually by Meta, and we do not have information on whether it will apply to all businesses.&#x20;

For more details, refer to our [Messaging Limits & Quality Ratings](/whatsapp-channel/messaging-limits-and-quality-ratings).
{% endhint %}

### **Preparation for Meta Business Verification**&#x20;

To enhance the chances of your company's verification by Meta, ensure the following:

* The company's website is operational, secured with SSL, and fully detailed, including the company's name, address, and phone number, which align with the information in the Business Manager.
* The account's email should correspond to the domain of the company's website, especially if undergoing Domain Verification.
* For verifying the phone number, it must be able to receive calls. If your number is set up with an Interactive Voice Response (IVR) system, it should be temporarily deactivated.
* Additionally, the company's trade name presented in documents should match or be related to the names used on the website and Facebook page.

Upon submission, of the documentation, you'll receive email updates on the registered email address for verification progress.&#x20;

## **Business Manager Verification Process**

You can start the business verification process in **Business settings** by going to [**Security Centre**](https://business.facebook.com/settings/security). In Security Centre, you can see your business verification status.

1. Go to [**Security Centre**](https://business.facebook.com/settings/security) in Business Manager and click **Start Verification.**

   <figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FBwmcJqHQPZ0LCPzbY4ql%2FScreenshot%202024-03-12%20120743.png?alt=media&amp;token=e2969266-8046-4faa-83f5-9c86dbba6f2c" alt=""><figcaption></figcaption></figure>
2. You will need to provide all your Business Details, including Name, Address, Phone Number, and Website. Ensure that this information matches the records in the MCA and the supporting documents. Once you've completed this step, click Next.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F4iANIjQ7kx5AKDZysmyu%2FScreenshot%202024-03-12%20120911.png?alt=media&amp;token=2357e305-be49-4fa2-b4c2-ee3a92d9aad3" alt=""><figcaption></figcaption></figure>

3. Next, Facebook will generate a list of businesses that correspond to the information you entered. Select your business category from this list to proceed.
4. You will then need to confirm the business details you wish to submit to Facebook. These details must align with the information in your supporting documents, which you will upload next. This information will also appear on your Facebook Business Profile once your verification is complete.
5. Finally, submit a supporting document to verify your Legal Business Name. You can upload any acceptable documents, such as the Certificate of Incorporation, Business License, or Business Bank Account Statement. After uploading the document for verification on Facebook, click Next.

{% hint style="info" %}
Make sure to select the correct language for the documents you are submitting; specifying the language accurately will help the reviewer verify them more easily.
{% endhint %}

6. You will need to repeat the same process for verifying your Legal Business Address or Phone Number on Facebook. After uploading an acceptable document, click Next.
7. Next, you will need to choose a Facebook verification method. You can opt to receive a verification code via call or email, or you can verify using your business's website domain.

<figure><img src="https://files.helpdocs.io/bctwm4322q/articles/nufrx2ky6y/1693939521546/image.png" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
If you choose to verify via email or phone call, ensure that you provide an email address or phone number that you can access. Using an email address associated with your website domain is recommended, as it may expedite the verification process.
{% endhint %}

8. If you selected email verification, enter the code you received and click Submit.

You have now completed the application for business verification on Facebook!

### **Verify Your Domain**

If your domain is already verified, click Use Domain Verification. If not, complete the domain verification process then return to the Security Center and select Continue.

1. **Upload Documents to verify your Business Name & Address**

<figure><img src="https://files.helpdocs.io/bctwm4322q/articles/nufrx2ky6y/1693940462584/image.png" alt=""><figcaption></figcaption></figure>

Select an accepted document type and upload it. If the uploaded document includes your organization's phone number or address, choose "Yes" in the next step.

2. **Provide the Business email and enter the verification Code**

<figure><img src="https://files.helpdocs.io/bctwm4322q/articles/nufrx2ky6y/1693940210468/image.png" alt=""><figcaption></figcaption></figure>

3. **Click "Submit"**

## Application Review Process on Facebook Business Manager

The review of your application by Facebook may take anywhere from 3 business days to 4 weeks. If your application is approved, you will receive a confirmation email, and you can also check the status of your application in the Security Center.

Please note that you may not receive confirmation immediately. If Facebook requires additional documentation, you will be notified and asked to respond to the support ticket to submit the necessary information.

Once your verification is completed, you will be eligible for unlimited messaging on BizMagnets.

{% hint style="info" %}
It's important to understand that business verification is distinct from the verified badge (the Blue Tick or Official Business Account) and offers different benefits.
{% endhint %}

## Verification Button Unavailable

Your Business Manager might not be eligible for verification initially, preventing you from clicking the Start Verification button.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F1pnxBauLpd62k9pRFkRU%2FWhatsApp%20Image%202025-02-21%20at%2014.17.49.jpeg?alt=media&amp;token=8ecafe2c-ebe9-487d-bb2d-b5a751022a2e" alt=""><figcaption></figcaption></figure>

### To enable this option:

Here’s how you can complete the verification process with BizMagnets when the Verification button is unavailable:

1. Visit the [Meta Developers page](https://developers.facebook.com/?no_redirect=1) and click **Get Started**.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FQpwGPE4CPbKZaNini3gW%2FWhatsApp%20Image%202025-02-21%20at%2014.19.23.jpeg?alt=media&amp;token=a5d6e0a9-20ab-4c77-a480-66a967fa627c" alt=""><figcaption></figcaption></figure>

2. Ensure all your business details in Facebook Business Manager are up to date.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FIsXrCdTBapF9s41Mj9qu%2FScreenshot%202025-02-25%20160948.png?alt=media&amp;token=8316e99b-cdff-4aa4-be3a-b6c7ef7d7531" alt=""><figcaption></figcaption></figure>

3. Update your contact information by reviewing and confirming your email address.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FkNGjKlMHkVksbIgU0shp%2FScreenshot%202025-02-25%20161021.png?alt=media&amp;token=11d32f84-264e-4780-974d-d9afcac453fa" alt=""><figcaption></figcaption></figure>

4. Complete the registration by selecting the role that best describes you.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FZ09zD3n6z8v1kObHL06s%2FScreenshot%202025-02-25%20164018.png?alt=media&amp;token=d9ecf6ae-39b0-45ca-ab2c-89b70b00c5ee" alt=""><figcaption></figcaption></figure>

5. Create an app by entering details such as the app name, contact email.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FDyDH3hKH8uC6PZsxWFkl%2FScreenshot%202025-02-25%20165418.png?alt=media&amp;token=f0c52048-51a8-415c-a22d-fd8afccb351f" alt=""><figcaption></figcaption></figure>

6. Select the business portfolio from the dropdown option.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FpsDd0JVho7vAnuNvPOdn%2FWhatsApp%20Image%202025-02-26%20at%2015.56.49.jpeg?alt=media&amp;token=4928fedd-1025-4a29-b11a-fe2494a75955" alt=""><figcaption></figcaption></figure>

7. Once your verification is complete, your status will change to **Eligible for Verification**.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FAnCNLPxxfxqZnB5gVWgz%2FScreenshot%202025-02-25%20170559.png?alt=media&amp;token=109da155-e589-4e20-90f3-455f130523e3" alt=""><figcaption></figcaption></figure>

Once the WhatsApp Business API account is created, it will be placed under the Limited Access Tier, and the Start Verification button will become available. After completing the verification process, your account will be moved to the Standard Access Tier.

## What if the Business Verification Request Was Rejected?

If your business verification request was rejected by Facebook, you will receive an email explaining that the attached documents did not meet the verification requirements.

To get more details about the rejection:

1. Navigate to your Facebook Business Manager → Security Center.
2. Under the rejection message, click Contact Facebook.

This will open a new page showing your case or ticket number. Click on the Read More button to start interacting with Facebook Support directly. You can use this opportunity to clarify what’s missing or which documents were incorrect. Facebook Support is available in multiple languages.

If you are still unable to determine why your request was rejected, please reach out to our support team with the following information for further assistance:

* The phone number registered.
* The WABA ID registered.
* The Business Manager ID.
* A full screenshot of the Business Info page in Business Manager.
* A full screenshot of the Security Center page in Business Manager.
* Copies of all submitted documents.
* The case number provided by Facebook.

BizMagnets support team will work with you to resolve the issue and guide you through the process.

## Is Business Verification the Same as the Blue Tick?

No, business verification is not the same as the verified badge, also known as the blue badge/check or Official Business Account (OBA).

For more information, refer to the documentation on [WhatsApp Blue Tick Verification](https://docs.bizmagnets.ai/blue-tick-verification).

## Official Facebook Documentation <a href="#official-facebook-documentation" id="official-facebook-documentation"></a>

For more info on the Business Verification Process, please refer to the Official Facebook Documentation on the subject:

{% embed url="<https://www.facebook.com/business/help/2058515294227817?id=180505742745347>" %}

{% embed url="<https://www.facebook.com/business/help/1095661473946872?id=180505742745347>" %}

{% embed url="<https://www.facebook.com/business/help/159334372093366>" %}


# Required Documents for Facebook Business Verification

If your business is not listed during the verification process, Facebook may request official documents to confirm your business registration.

These documents must display your business's legal name and its official postal address or phone number. Additionally, if you opt to receive a verification code via email, you might need to provide proof of website domain ownership.&#x20;

{% hint style="info" %}
After you have uploaded the documents, the Facebook team will review them. This process may take several days. You can check the status of your verification by visiting the Security Center.
{% endhint %}

## Document Submission for Business Verification

The table below outlines the acceptable documents for business verification based on your country of residence.

<table><thead><tr><th width="146">Country  </th><th>Documents</th></tr></thead><tbody><tr><td>Brazil</td><td><p></p><ul><li>Business bank statement</li><li>Cadastro Nacional da Pessoa Juridica (CNPJ)</li><li>Certificado da Condicao de Microempreendedor Individual (MEI)</li><li>Contrato Social</li><li>Utility bill</li></ul></td></tr><tr><td>China</td><td><p></p><ul><li>公司註冊證書</li><li>商業登記摘錄</li><li>商業登記證</li><li>营业执照</li><li>銀行帳單</li></ul></td></tr><tr><td>Cyprus</td><td><p></p><ul><li>Αντίγραφο κίνησης λογαριασμού / Hesap özeti</li><li>Εγγραφή στο μητρώο Φ.Π.Α.</li><li>Καταστατικό / Şirket ana sözleşmesi</li><li>Μητρώο Επιχειρηματικών Οντοτήτων</li><li>Συστατική Πράξη Εταιρείας / Şirket Kuruluş Onay Belgesi</li></ul></td></tr><tr><td>France</td><td><p></p><ul><li>Avis de situation au repertoire Sirene</li><li>Extrai d'immatriculation D1</li><li>Extrait K, L, Kbis ou Lbis</li><li>Facture d'électricité, de gaz ou d'eau</li><li>Lettre de confirmation de numéro SIREN délivrée par l'Urssaf</li><li>Statuts de l'enterprise</li><li>VAT registration</li></ul></td></tr><tr><td>India</td><td><p></p><ul><li>Business bank statement</li><li>Business licence</li><li>Certificate of incorporation</li><li>Goods and services tax registration certificate (GST)</li><li>Permanent account number card (PAN)</li><li>Shop establishment certificate</li><li>Udyog Aadar (UID)</li><li>Utility bill</li></ul></td></tr><tr><td>Indonesia</td><td><p></p><ul><li>Business bank statement</li><li>Izin Usaha Mikro Kecil (IUMK)</li><li>Nomar Induk Berusaha (NIB))</li><li>Surat Izin Usaha Perdagangan (SIUP)</li><li>Surat Pengukuhan Pengusaha Kena Pajak (SPPKP</li><li>Tanda Daftar Perusahaan (TDP</li><li>Utility bill</li></ul></td></tr><tr><td>Ireland</td><td><p></p><ul><li>An Oifig um Chlárú Cuideachtaí</li><li>Business bank statement</li><li>Business tax certificate</li><li>Certificate of business incorporation</li><li>Certificate of registration</li><li>Utility bill</li></ul></td></tr><tr><td>Italy</td><td><p></p><ul><li>Atto Costitutivo</li><li>Certificato di Registrazione Aziendale</li><li>Registro Imprese dell'archivio ufficiale della CCIAA</li><li>Statuto</li><li>Business bank statement</li><li>Certificate of formation</li><li>Utility bill</li><li>Value-added tax certificate (VAT)</li></ul></td></tr><tr><td>Japan</td><td><p></p><ul><li>個人事業の開業, 廃業等の届出書</li><li>営業許可</li><li>定款</li><li>履歴事項全部証明書</li><li>法人番号指定通知書</li><li>納税証明書</li><li>Business bank statement</li><li>Utility bill</li></ul></td></tr><tr><td>South Korea</td><td><p></p><ul><li>사업자등록증</li><li>요금납부 내역서</li><li>지방세 납세 증명서</li><li>지방세 납세 증명서</li></ul></td></tr><tr><td>Taiwan</td><td><p></p><ul><li>台中市政府函</li><li>有限公司设立登记表</li></ul></td></tr><tr><td>UAE</td><td><p></p><ul><li>Certificate of formation</li><li>رخصة تجارية</li><li>شهادة تسجيل لضريبة القيمة المضافة</li><li>فاتورة اتصالات</li><li>فاتورة الكهرباء</li><li>كشف حساب بنك</li></ul></td></tr><tr><td>Ukraine</td><td><p></p><ul><li>Виписка з єдиного державного реєстру юридичних осіб , фізичних осіб-підприємців та громадьских формувань</li><li>Виписка з єдиного державного реєстру юридичних осіб та фізичних осіб-підприємців</li><li>Витяг з реєстру платників єдиного податку</li><li>Свідоцтво платника єдиного податку</li></ul></td></tr><tr><td>United Kingdom</td><td><p></p><ul><li>Business bank statement</li><li>Certificate of incorporation</li><li>Certificate of public liability insurance</li><li>Companies House document</li><li>Company registration number (CRN)</li><li>HM Revenue and Customs: VAT certificate</li><li>HM Revenue and Customs: Account statement</li><li>Utility bill</li></ul></td></tr><tr><td>United States</td><td><p></p><ul><li>Articles of incorporation</li><li>Business bank statement</li><li>Business licence</li><li>Employer identification number (EIN)</li><li>IRS SS-4 (EIN assignment letter)</li><li>IRS 147c (EIN confirmation letter)</li><li>Taxpayer identification number</li></ul></td></tr></tbody></table>

### **Important Guidelines:**

* The image of your document must be clear, in color, and show the entire document.
* The document submitted must not be expired or altered in any way.
* At least two documents mentioned here are needed for the Facebook verification.&#x20;

{% hint style="info" %}
BizMagnets is not responsible for Facebook Business Verification. The final decision to verify a business rests solely with Facebook.
{% endhint %}

## **Documents Not Accepted for Business Verification:**

* Any invoices or tax filings by the company
* Purchase orders
* Self-filled applications for the company
* Printed website pages
* Other documents such as company flyers, letterhead, etc.


# Drive traffic to your WhatsApp number using Quick Links

BizMagnets introduces the multiple Quick Links functionality, making it simpler for your customers to start conversations with your business without the necessity of storing your contact information.

This feature enhances the ease with which customers can communicate with you, thereby potentially increasing customer engagement levels. When a customer tap on the Quick Links, they are directly taken to the WhatsApp chat window with your business, streamlining the process for them to reach out with their queries or issues, ensuring fast and effective resolution.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FUINBxGmbjfTX3GC0Uy6O%2FScreenshot%202025-09-01%20131434.png?alt=media&amp;token=87fc083e-26d0-45e5-b25d-457821d74fb9" alt=""><figcaption></figcaption></figure>

A QR Code is also provided along with the link. You can scan the QR code (or download the same) and you will be redirected to start the WhatsApp conversation with a pre-filled text message.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fbvs2pxM3IjIHC4Kpc67J%2FScreenshot%202025-09-01%20132720.png?alt=media&amp;token=539d7ea0-1af7-40b9-9e3d-b664412e01c5" alt=""><figcaption></figcaption></figure>

## **Pre-Filled Text Message**

You can generate the pre-filled text message in the Quick Link section on the dashboard of your BizMagnets account. This pre-filled text message can be edited at any time.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FXbTfEkCcgqbfVHtv6P3G%2FScreenshot%202025-09-01%20132824.png?alt=media&amp;token=63a5f832-828a-42d6-8df1-a0c5d569fca0" alt=""><figcaption></figcaption></figure>

## Multiple Quick Links

You can include multiple quick links in a WhatsApp message template for enhanced interactivity and better user engagement.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FWweg4JERtx1ojlSDDQOJ%2FScreenshot%202025-09-01%20132904.png?alt=media&amp;token=7df46f78-4141-48c7-8e4b-454f5e0e4310" alt=""><figcaption></figcaption></figure>

Quick links provide a seamless way for users to interact and take action, improving overall customer experience.


# Migration

Migration in the WhatsApp API involves moving phone numbers or accounts between different setups or systems.

## **Migration from Other BSPs** to BizMagnets

If you are currently using a different Business Service Provider (BSP) for your WhatsApp Business Account, migrating to BizMagnets may require some additional steps. The exact process will depend on the BSP you are transitioning from.

The migration process involves 3 main assets:

| A source WABA                                                  | A phone number                    | A destination WABA      |
| -------------------------------------------------------------- | --------------------------------- | ----------------------- |
| The account to which the phone number is currently registered. | The number that will be migrated. | Your BizMagnets Account |

Number migration will be initiated by us (BizMagnets team).&#x20;

### **Step 1: Disable Two-Step Authentication** <a href="#step-1--disable-two-step-verification" id="step-1--disable-two-step-verification"></a>

Before you can initiate the migration process, it is essential to disable two-step verification for the associated phone number. <br>

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F05ytf1eQ5qj43Y96DZ1d%2FScreenshot%202024-12-17%20150024.png?alt=media&amp;token=5fae2153-15c2-4f71-8850-ca70f20d8d27" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Disable 2FA directly from WhatsApp Business Manager > Phone Numbers > Configurations > Two-step confirmation: There will be an option to disable. If you see the option to Enable, it means you haven't enabled the Two-Step Authentication for your WhatsApp Number.
{% endhint %}

### **Step 2: Inform your Product Specialist**

Inform the ***Product Specialist*** connected with you and fill the [migration form](https://hub.360dialog.com/lp/migrate/iDtgTpPA) and follow the process. If you have any doubt within the form, feel free to reach out to your Product Specialist.

### **Step 3: Re-Enable Two-Step Authentication**

After migrating to BizMagnets, enable two-step authentication again in order to keep your account secure and retain OBA status.

{% hint style="info" %}
Enable 2FA from WhatsApp Business Manager > Phone Numbers > Configurations > Two-step confirmation: There will be an option to enable.
{% endhint %}

## **Migrating from WhatsApp Business API to WhatsApp Business/Personal**

Before deleting a phone number from the WhatsApp Business API, ensure that the following criteria are met:

* All outstanding dues are cleared.
* The phone number cannot be removed if the associated business has sent more than 1,000 messages using that number in the last 30 days.

To request the deletion of a phone number, please contact the support team.&#x20;


# Display Name

The display name helps customers identify your business and sets the tone for communication, so it needs to align with platform guidelines and your actual business name.

Each display name should be associated with your business and must adhere to [WhatsApp's Commerce and Business policies](https://business.whatsapp.com/policy). Compliance with these guidelines is essential to send messages via the WhatsApp Business API and to qualify for official WhatsApp business accounts.

When a business reaches a high-quality messaging limit and successfully passes the Display Name Review while meeting the necessary criteria, the display name will automatically appear in chat.\*

\*Note: Meta is gradually rolling out this feature, and we have no information yet on when it will apply to businesses.

{% hint style="info" %}
Before completing registration, you can change the display name as many times as you like. After registration, you need to wait 30 days between display name change requests.
{% endhint %}

Our principles for display names include:

<table><thead><tr><th width="184">Principle</th><th width="516">Examples</th><th data-hidden></th><th data-hidden></th></tr></thead><tbody><tr><td><strong>Compliance with policies</strong></td><td><p>A display name must comply with <a href="https://business.whatsapp.com/policy">WhatsApp's Commerce and Business policies</a>. For example, if you own a store that sells tea:</p><ul><li><strong>Accepted</strong>: XYZ Organic Tea Shop</li><li><strong>Not Accepted</strong>: XYZ Herbal Supplements</li></ul><p>This example demonstrates that the display name should clearly reflect the specific products sold while complying with WhatsApp's Commerce and Business policies.</p><p></p></td><td></td><td></td></tr><tr><td><br><strong>Accurate Representation of Your Business</strong></td><td><p>A display name should represent:</p><ul><li>A business or one of its services, products, or departments.</li><li>A test or demo account, while still maintaining an association with the business (e.g., Fresh Produce Test).</li></ul><p>A display name should not be:</p><ul><li>An individual's full name.</li><li>A generic term (e.g., Fashion).</li><li>A generic geographic location (e.g., Chennai).</li><li>A slogan or long description.</li></ul><p>If an organization is affiliated with the government, it needs approval from the WhatsApp team.</p><p></p><p>A display name must be at least 3 characters long.</p><p></p></td><td></td><td></td></tr><tr><td><strong>Consistency with external branding</strong></td><td><p>A display name should align with branding on external sources, like the company's website or marketing. An example for a product line named "Oceanview Resort &#x26; Spa":</p><p></p><ul><li><strong>Accepted</strong>: Oceanview Resort &#x26; Spa (consistent with branding on your marketing materials)</li><li><strong>Not Accepted</strong>: Ocean Resort &#x26; Spa (shortened branding by removing "View")</li><li><strong>Not Accepted</strong>: OV Resort &#x26; Spa (uses an inconsistent abbreviation) </li></ul><p>A display name should use proper capitalization that aligns with your external branding. Avoid changing the spacing or adding extra punctuation, emojis, or symbols.</p><p></p></td><td></td><td></td></tr><tr><td><strong>Clear Relationship with Your Business</strong></td><td><p>A display name must clearly relate to your business and be mentioned on your website or external media references. For instance: </p><ul><li><strong>Accepted:</strong> Name of a charity mentioned on a non-profit organization's website</li><li><strong>Not Accepted:</strong> Name of a charity not mentioned on any external websites</li></ul><p>If the connection between your company and the brand isn't evident, clarify the relationship with "by [company name]."</p><ul><li><strong>Not Accepted:</strong> Fruit Snacks (Fresh Produce owns the Fruit Snacks brand but their association is not mentioned on any external websites)</li><li><strong>Accepted:</strong> Fruit Snacks by Fresh Produce</li></ul><p>If the display name represents a business associated with your company (e.g., agency, distributor, partner, or parent company), ensure that the relationship is clearly visible on both companies' websites. For example, if Global Voyager registers for WhatsApp and wants to use "Commercial Air" as a display name, they must provide links to both websites to confirm that Commercial Air is a subsidiary of Global Voyager.</p><p></p></td><td></td><td></td></tr><tr><td><strong>Legal Entity in the Footer</strong></td><td><p><br>If the official company name (legal entity) in the documents used for Business Verification differs from the one listed on the website, we recommend mentioning the legal entity on the website. For instance, include it in the footer like this: "Business ABC powered by Business CDE."</p><p></p></td><td></td><td></td></tr><tr><td><strong>Active Website</strong></td><td><br>A display name won't be approved without an active website. The website must be verified in your Facebook Business Manager. If your company’s website changes, the new one needs to be submitted for verification.</td><td></td><td></td></tr></tbody></table>

If you're having trouble getting a display name approved, reach out to our customer support team.

## How to change your Display Name In your Business Manager

If your account was submitted by using Embedded Signup, you can submit a new Display Name directly in your Business Manager. To do so, please access <https://business.facebook.com/wa/manage/phone-numbers/> and click the edit button on the side of the current name.&#x20;


# Display Name Rejection and Appeal

If your WhatsApp Business display name is rejected, it can prevent you from sending or receiving messages properly.

This guide will walk you through rejection reasons and the steps to appeal the rejection and improve your chances of approval.

## Reasons For Rejection

Display names may be rejected for several reasons, including:

1. The name does not clearly relate to your business. For instance, if your Business Manager account is named “Anna’s Bakery” and your display name is “Tech Solutions,” this would likely be rejected, as there is no clear connection between the two.
2. If you're working with a partner or system integrator, you cannot create a WhatsApp account or channel under their Business Manager. Each company must have its own Business Manager account, complete Business Verification, and invite the partner to integrate with their account.
3. The name does not adhere to the display name guidelines.
4. The name or business violates WhatsApp’s Commerce and Business policies.

## **How to Appeal a WhatsApp Business Display Name Rejection**

First, ensure that your display name complies with WhatsApp’s [Display Name Guidelines](https://www.facebook.com/business/help/757569725593362). Review the guidelines provided by Meta to verify this.

If your display name follows the guidelines, you can proceed with the following steps to appeal:<br>

{% stepper %}
{% step %}
**Access the WhatsApp Profile Settings**

Navigate WhatsApp Settings. Locate your WhatsApp number in the list. Click on the **Edit WhatsApp Profile** link.
{% endstep %}

{% step %}
**Contact Support**

Within the WhatsApp Profile section, click on the **Help** button. Select **Contact Support**.
{% endstep %}

{% step %}
**Fill Out the Support Form**

You will be directed to a support form to appeal the display name rejection.

**Topic:**\
Select **WABiz: Phone Number & Registration** from the dropdown.\
**Title:**\
Appeal for Display Name Rejection of "TechSolutions"

**Description:**\
We are appealing the rejection of our display name ‘TechSolutions’ for our WhatsApp Business Account. The display name accurately reflects our official business name ‘TechSolutions’ and complies with WhatsApp’s Display Name Guidelines. Attached is our business document to support this.

We are not violating any naming policies, and this name is consistently used across our other business platforms. Kindly review our request and approve the use of ‘TechSolutions’ as our display name.

Thank you for your assistance.

**Request Type:**\
Select *Appeal Display Name Rejection*.

Select your WhatsApp account and your phone number.
{% endstep %}

{% step %}
**Provide Optional Details**

While these details are optional, including them can improve your chances of approval. Attach a valid business document, such as a GST Certificate or Business Registration Document, to verify your business name.
{% endstep %}

{% step %}
**Submit the Form**

Once you’ve filled out the form, click **Confirm**. A support ticket will be created with Meta, and you can track its progress for updates.
{% endstep %}

{% step %}
**Follow Up**

Copy the link to your ticket and check it regularly. Subscribe to notifications to stay informed about new updates. Meta usually responds within 24 hours.
{% endstep %}

{% step %}
**If Rejected Again, Here's What to Do**

If your appeal is rejected again, you may need to select a different name. Ensure that it complies with the [Display Name Guidelines](https://www.facebook.com/business/help/757569725593362). For guidance on changing your WhatsApp Business Display Name, [refer to this article](/whatsapp-channel/how-to-change-your-display-name).
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Ensure your display name is consistent with your brand across all platforms.

Your WhatsApp Business display name is what customers will see when communicating with your business, so make sure it adheres to the guidelines for a smooth approval process.
{% endhint %}


# How to change your Display Name

Your WhatsApp Business display name links your business name to your phone number. For official business accounts, this name is visible to customers.

Once approved, you can modify it in the WhatsApp settings.

The process for changing your display name varies based on whether you have an Official Business Account (OBA):

* If you have an Official Business Account, please contact our support team.
* If you do not have an Official Business Account, please continue reading.

To update your display name in WhatsApp Manager, follow these steps:

1. Navigate to your Business Manager and select your business. Then, click on the menu button.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F4PHTYf5Cuxh5MMhV78vC%2FScreenshot%202024-06-05%20132222.png?alt=media&amp;token=59b96789-d225-48d0-8317-54e869ba00e1" alt=""><figcaption></figcaption></figure>

2. Click on 'WhatsApp Manager.'
3. Choose the account for which you want to change the display name and select 'WhatsApp Manager' again.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FWcEPJ9WCbCtCgj1u1Swl%2FScreenshot%202024-06-05%20132627.png?alt=media&amp;token=7a9d1db1-72bc-430e-864f-8b838c343580" alt=""><figcaption></figcaption></figure>

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FGVecSegzMP86qbvd3ymE%2FScreenshot%202024-06-05%20132744.png?alt=media&amp;token=2cdf66a0-6a5d-46a5-aff4-bcfcd76374e8" alt=""><figcaption></figcaption></figure>

4. Click the blue link and choose the phone number for which you want to update the display name.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FRoZBSNegslnNs4jKCVB8%2FScreenshot%202024-06-05%20133005.png?alt=media&amp;token=e769f32c-2e95-48d0-8978-c29c4cfc745a" alt=""><figcaption></figcaption></figure>

5. In the Name column, hover over your current display name and click the edit icon to update.
6. In the Edit Display Name section, type in a new display/fill name. Ensure the name is related to your business and aligns with the branding on external platforms like your website.
7. Click "Next" to proceed.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FRIcu1gwY31gTXKegGYJz%2FScreenshot%202024-06-05%20133110.png?alt=media&amp;token=4ea88e6f-4bf8-42c6-bec0-ed52509ed0e8" alt=""><figcaption></figcaption></figure>

WhatsApp must approve your display name before an updated certificate can be issued. Once approved, please inform us so we can set up the new channel and update the certificate.

{% hint style="info" %}
Your business is allowed to change its display names up to four times every 30 days. After the end of each 30-day period, the count resets, allowing you to make up to four more changes in the next 30-day cycle.
{% endhint %}


# Facebook Business Verification Grayed Out, Not Visible or Disabled

To apply for the WhatsApp Business API, you need to verify your Facebook Business Manager account.

If the verification button is grayed out, disabled, or not visible, continue reading to discover steps you can take to enable verification for your Facebook Business Manager account.

## **Verification Button Is Unavailable**

Business Managers who are currently ineligible can enable verification by completing their Business Info on Facebook and establishing a WhatsApp Business API account through BizMagnets.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FJN7jsHhk1POlcLfH63NR%2FScreenshot%202024-05-27%20151458.png?alt=media&amp;token=bc204545-f2d3-4025-9e14-048d593654e6" alt=""><figcaption></figcaption></figure>

## Facebook business manager verification button grayed out or disabled <a href="#facebook-business-manager-verification-button-grayed-out-or-disabled" id="facebook-business-manager-verification-button-grayed-out-or-disabled"></a>

To activate the Facebook Business Manager verification button, create a Facebook for Developers account using the same email address registered with your Facebook Business Manager account. Then, set up a dummy app (not an actual functioning app).

\
To accomplish this, follow the steps outlined below:

1. [Click here](https://business.facebook.com/login/web/?next=https%3A%2F%2Fbusiness.facebook.com%2Fsettings%2Fsecurity) and ensure you are logged into your Facebook Business Manager account.&#x20;
2. Click on ‘Get Started’ to initiate the creation of your Facebook for Developers account.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FzL9aq7Waey45x0ta1DG9%2FScreenshot%202024-05-24%20181820.png?alt=media&amp;token=d8c76ce2-c4e0-475a-84fc-8e1c0c864939" alt=""><figcaption></figcaption></figure>

3. You will be greeted with a welcome screen titled ‘Welcome to Facebook for Developers’. Click on ‘Continue’ to move forward.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FSgL6PwgUzHjaQeqphhpw%2FScreenshot%202024-05-24%20182015.png?alt=media&amp;token=9016608c-f6d2-426e-b27f-173f611d97ff" alt=""><figcaption></figcaption></figure>

4. Next, you'll need to input your official business email address and agree to Facebook's terms and conditions. Make sure the email address entered is the same as the one associated with your Facebook Business Manager account.

After entering the correct business email, click on 'Send Verification Email.' You will then receive a verification email from Facebook (Meta) to confirm your ownership through the provided email address.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FAQnkyjOftNIKYPjm5agp%2FScreenshot%202024-05-24%20182117.png?alt=media&amp;token=2334f1ca-8b85-4b2e-b235-e5edededec2a" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Keep in mind that if you've attempted this process before, you will encounter a screen that prompts you to 'Review Your Email Address.' This gives you the opportunity to update your email address if necessary.

If this prompt appears, ensure that you update your email address to match the one used to create or register your Facebook Business Manager account.&#x20;

Once the correct email address is entered, click on 'Confirm Email.'
{% endhint %}

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FCKA6Zg1crbUNOvNviNNl%2FScreenshot%202024-05-24%20182218.png?alt=media&amp;token=e262582f-ea7f-4380-bcba-93c6f95c1be1" alt=""><figcaption></figcaption></figure>

5. Check your email inbox for the verification email (or confirmation email, if you've entered your email address previously). Click on it to verify or confirm your email address.
6. Enter the verification code provided in the email into the designated field on your screen. If you haven't received the email from Facebook, click on 'Send Email Again'.

Make sure to also check your Junk/Spam folders. Once you find the email, input the five-digit code into the field and click 'Continue'.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FdgRj61rXJCg5MTlsbzhj%2FScreenshot%202024-05-24%20183308.png?alt=media&amp;token=58e71eff-402a-4954-992e-fb75527b8857" alt=""><figcaption></figcaption></figure>

7. Next, during the creation of your Facebook for Developers account, you will need to choose your role. For example, you might select 'Marketer,' but feel free to choose any role that best describes your position. Once you have made your selection, click on 'Complete Registration'.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FlX9h7Scyf44D1sZZwJ7a%2FScreenshot%202024-05-24%20183406.png?alt=media&amp;token=1d60b630-f6ec-4602-9edb-d9ccdc42eeb1" alt=""><figcaption></figcaption></figure>

8. Now, you will be taken to the screen where you can create apps. Click on 'Create App' to start setting up a new app. Note that you won't be creating a functional app; this step is simply to facilitate the verification process by creating a test app.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FaBJqsvugwNN713Tb0wVC%2FScreenshot%202024-05-24%20183543.png?alt=media&amp;token=0f31eb54-0326-4f16-9703-26766d8210e0" alt=""><figcaption></figcaption></figure>

9. After clicking on 'Create App', you'll need to choose the type of app you are creating. Since this app is solely for enabling verification of your Facebook Business Manager account, select 'None' from the options provided and then click 'Next'.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F9chj01RT5fbnuIwfzVhj%2FScreenshot%202024-05-24%20183657.png?alt=media&amp;token=087042e9-1f2c-4a5e-a944-ce2b13ea93ce" alt=""><figcaption></figcaption></figure>

10. Next, you will be prompted to name your app and provide an email address associated with it. You can choose any name for the app. For the contact email, it's advisable to use the same email ID that you used to register your Facebook Business Manager account to keep things straightforward and avoid complications during registration.

Optionally, you can also select your associated Facebook Business Manager account. After filling out these details, click 'Next'.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FqCRT6vJzRQdoq84e24qV%2FScreenshot%202024-05-24%20183818.png?alt=media&amp;token=5e9bcb3d-d995-4b66-a2f3-0013b6d78910" alt=""><figcaption></figcaption></figure>

11. You will be taken to the 'App Dashboard'. Simply copy the 'App ID' that is displayed and return to your Business Settings. Then, click on 'Apps' from the menu on the left side.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fo4hIjoUncIs40GeVNjT4%2FScreenshot%202024-05-24%20183915.png?alt=media&amp;token=5ff69961-bc68-414e-82ac-4e9c22929e11" alt=""><figcaption></figcaption></figure>

12. You will need to link an app to your Facebook Business Manager account. Click on 'Add', then select 'Connect an app ID'.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FjTZzZNxJ0b8hnRBSMzUV%2FScreenshot%202024-05-24%20184333.png?alt=media&amp;token=e904f4b7-dae2-459d-b691-b9b63f09ac78" alt=""><figcaption></figcaption></figure>

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F15H0CfmrzlHQ2lxcdyCa%2FScreenshot%202024-05-24%20184501.png?alt=media&amp;token=0e7ec18b-8fc4-44d4-8a43-8a4b9d3611dd" alt=""><figcaption></figcaption></figure>

13. Enter the app ID you previously copied from your Facebook for Developers panel into the designated field, as shown below, and click on 'Add app'.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FpIveQZJKvj29GhUTdkQZ%2FScreenshot%202024-05-24%20184557.png?alt=media&amp;token=dab4aca7-2037-4efd-8023-94a7519366d8" alt=""><figcaption></figcaption></figure>

14. Since you are the admin of the app, your request will be automatically approved. Click 'OK'. Then, refresh your page; the newly added app should now appear.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fdr8Jz5amTv2ii4o9U3WD%2FScreenshot%202024-05-24%20184619.png?alt=media&amp;token=c2a7e2cc-d080-4d45-b761-415fdfadc2a7" alt=""><figcaption></figcaption></figure>

15. Return to the 'Security Center' via the left-side menu in 'Business Settings', where you should now see the 'Start Verification' option available.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F9zRDmLe8tIB87WZ9Kix6%2FScreenshot%202024-05-24%20184631.png?alt=media&amp;token=896185dc-c1ae-46d1-bb9a-1398fd8f3b29" alt=""><figcaption></figcaption></figure>

## Facebook Business Manager verification button not showing <a href="#facebook-business-manager-verification-button-not-showing" id="facebook-business-manager-verification-button-not-showing"></a>

If the Facebook Business Manager verification button is not visible, please follow the steps outlined below.

1. [Click here ](https://www.facebook.com/login.php?next=https%3A%2F%2Fdevelopers.facebook.com%2Fapps%2Fcreate%2F)and click on ‘Business’, then ‘Next’.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FbkNlGpNjl99ta6pVNVMW%2FScreenshot%202024-05-24%20193930.png?alt=media&amp;token=3d58b0e7-b17f-4a3d-aa49-99a63988a3f0" alt=""><figcaption></figcaption></figure>

2. Enter any name for your business app and the email address you used to register for your Facebook Business Manager account. Then, select your connected Facebook Business Manager from the dropdown menu. After that, click on 'Create App'.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fo5e4dT8YDCxDzM8xVpvo%2FScreenshot%202024-05-24%20200635.png?alt=media&amp;token=1f8997b7-a65c-49f9-b9d9-dc2f55c1db57" alt=""><figcaption></figcaption></figure>

3. Enter your password when prompted to confirm your identity.
4. Return to your 'Business Settings' and click on 'Apps'. You should see the business app you recently created on your Facebook for Developers account.
5. Navigate to the 'Security Center' from the menu on the left side and refresh the page. You should then see the verification option.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F9SCRE6nQ6gLWMFkbVOF8%2FScreenshot%202024-05-24%20201039.png?alt=media&amp;token=7982ddff-a02c-4e19-8d2b-ee52d69a126a" alt=""><figcaption></figcaption></figure>

If your Facebook Business Manager verification has failed despite your careful adherence to the guidelines mentioned, reach out to BizMagnets and allow us to assist with your application.


# Messaging Limits & Quality Ratings

Elevate your messaging on WhatsApp to enhance your business's performance. It's crucial to ensure that your messages are of high quality and not excessive.

This involves being cautious about the frequency of your messages while keeping a high quality rating. Here's an explanation of how this impacts your business.

## Messaging Limits

Messaging limits serve as guidelines that dictate the maximum number of people you can message each day, helping prevent spam. These limits do not apply to service-related conversations, and there are five tiers in total:

* **Limited Access (Without Facebook Verification)**: You can engage with up to 250 people per day.
* **Tier 1 (After Facebook Verification)**: You are allowed to communicate with 1,000 people each day.
* **Tier 2**: Increases your capacity to message up to 10,000 people daily.
* **Tier 3**: At this level, you can reach up to 100,000 people every day.
* **Tier 4**: There are no limits at this tier – message as many people as necessary.

{% hint style="info" %}
If you are currently at the Limited Access level and wish to increase your messaging limit to Tier 1, allowing you to message up to 1,000 people daily, you should get your Facebook Business verified.
{% endhint %}

Follow the below steps to check your Account's **Messaging Limit.**

1. Go to the settings in the dashboard.
2. Select **'WhatsApp Channel'** and you can view the **'Messaging Limit'** at the right side.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FYM2clpIZeiK0JujmDNsq%2FScreenshot%202025-09-03%20150548.png?alt=media&amp;token=d060753d-98f0-4320-8e46-119d19a47b42" alt=""><figcaption></figcaption></figure>

## Advancing Through the Tiers&#x20;

Whenever you start a new conversation with a unique customer, WhatsApp assesses whether to raise your messaging limit. This decision is based on several factors:

* Your phone number status must be 'Connected'.
* Your phone number quality rating needs to be 'Medium' or 'High'.
* Your display name must be approved.
* In the past week, you must have initiated conversations with unique customers equal to or exceeding half your current messaging limit.

If you fulfill all these conditions, WhatsApp will upgrade your messaging limit by one tier within 24 hours.

### Raising Your Messaging Limit from 250 to 1,000&#x20;

You can boost your daily WhatsApp messaging cap from 250 to 1,000 messages per day even without Meta business verification.

To achieve this:

* Send messages to 1,000 unique contacts over a rolling 30-day period.
* Keep a high-quality rating for your sent messages.

### Increase Your WhatsApp Broadcast Limit

To increase your WhatsApp Broadcast Limit, you need to advance to the next Tier. This can be achieved by meeting the following conditions:

1. Maintain a good quality rating (avoid a low quality rating).
2. Send messages to at least 50% of the unique users allowed under your current messaging limit.

**Example:**\
If your current Broadcast Limit is 1,000 unique users per 24 hours, you need to send messages to at least 500 unique users over a consistent period of 7 days to qualify for the next Tier.

* If you meet this threshold, Meta will automatically increase your messaging limit to 10,000 unique users starting on the 8th day.
* Alternatively, if you send 500 messages on the first day itself, your limit will be upgraded to 10,000 users the following day.

Consistency and maintaining quality are key to achieving a higher broadcast limit.

Similarly, if your current WhatsApp Messaging Limit is 10,000 unique users per 24 hours and you want to upgrade to 1,00,000 unique users, you must send messages to at least 5,000 unique users (half the limit of Tier 2) within the next 7 days.

Additionally, your Quality Rating plays a crucial role in upgrading to the next Broadcast Tier. To qualify for an upgrade, your Quality Rating must be either Medium or High.

{% hint style="info" %}
Your messaging limits are adjusted automatically, depending on your phone number status, phone number quality rating, and the frequency of initiating conversations with unique customers
{% endhint %}

### Raising Your Messaging Limit to Unlimited

Once you hit your current messaging cap (1K), you can start new conversations as soon as existing ones are completed. Here’s how it works:

**Examples:**

**Messaging limit increase from 1,000 to 10,000 in 2 days:** If you initiate the 500th conversation at 5 pm, your messaging limit will be raised at 5 pmthe next day (24 hours later).

**Messaging limit increase from 1,000 to 10,000 in 4 days:** If the 500th conversation begins at 8 pm, then the increase to your messaging limit will occur at 8 pm the following day (24 hours later).

### What happens if a business exceeds its daily WhatsApp Broadcast limit?

If a business tries to send a Broadcast to users beyond its Tier Limit, it will receive an **ERROR message** and the messages will not be delivered.

For instance, if a business is in Tier 1 with a WhatsApp Broadcast Limit of 1,000 users but attempts to send a Broadcast to 1,500 unique users, an error message will appear:\
*"Audience size exceeding remaining quota, some messages may not be delivered."*

To successfully send the Broadcast, you must reduce the audience size to fit within your current limit of 1,000 users.

### **Flagged Status Impact**

Each time you initiate a new conversation with a unique customer, WhatsApp evaluates your phone number's quality rating. If your number has been flagged in the past 7 days, WhatsApp will automatically lower your messaging limit by one tier.

In such cases, you'll need to regain a 'Connected' status and attempt the [upgrade process](#advancing-through-the-tiers) once more.

## Quality Ratings

Your quality rating acts as a performance indicator for your messages, reflecting how well they are received by your recipients. If your messages lead to negative reactions, like being blocked or reported, your rating will decline. To maintain a high rating, ensure your messages are valuable and not bothersome.

Follow the below steps to check your Account's **Quality Ratings**

1. Go to the settings in the dashboard.
2. Select **'WhatsApp Channel'** and you can view the **'Quality Ratings'** at the right side.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FaSMNl1d5edq17pUbVqEh%2FScreenshot%202025-09-03%20150548.png?alt=media&amp;token=c82045ec-e070-4086-a1f2-075a8b362126" alt=""><figcaption></figcaption></figure>

### &#x20;**Maintaining a High Quality Rating**

To ensure your messaging remains effective:

1. **Customer Opt-In**: Meta requires businesses to secure customer consent before initiating conversations, which can be done both on and off WhatsApp.
2. **Policy Compliance**: Messages must adhere to the WhatsApp Business Policy and Commerce Policy. Only send messages to users who have explicitly agreed to receive them from your business.
3. **Message Personalization**: Create messages that are highly personalized and beneficial to the user, avoiding generic and vague introductions.
4. **Message Frequency**: Be mindful of how often you send messages. Avoid excessive daily communications and ensure that the content and length of informational messages are optimized.
5. **Value Communication**: Clearly communicate the benefits of receiving important updates on WhatsApp and continue to personalize messages.
6. **Clear Opt-In Details**: Clearly inform customers about the types of messages they are opting into and respect their preferences.
7. **Opt-Out Instructions**: Include easy opt-out options, such as a 'STOP' or 'UNSUBSCRIBE' button, allowing users to manage their communication preferences easily.
8. **Honor Opt-Outs**: Respect customer decisions to opt-out by ensuring they do not receive further messages, thus minimizing the chances of blocking or reporting.
9. **Monitoring and Adjustments**: Meta continuously monitors user feedback and sentiment. Phone numbers with persistently low quality ratings may be flagged, and message templates leading to frequent blocks or reports may be paused until they are revised.

By following these guidelines, you can maintain a high quality rating and foster a positive communication environment on WhatsApp.

### **Updated Marketing Message Restrictions in India**&#x20;

WhatsApp is implementing new restrictions in India to improve user experiences and boost engagement with marketing template messages. These new rules limit the number of marketing template messages that a user can receive from any business within a set period. Initially, this restriction will apply to a select number of marketing conversations that are less engaging for users.

{% hint style="info" %}
This limitation specifically affects marketing template messages that start new conversations; it does not apply to ongoing marketing discussions.
{% endhint %}

If a marketing template message hits this limit and fails to deliver, the Cloud API will return an error code **`131026`**, and the On-Premises API will provide error code code **`1026`**. These codes help identify potential reasons for non-delivery, although, for privacy reasons, specific details about the exceeded limit will not be shared by the META Team.

It is advisable to space out re-sending attempts over longer intervals until the message is successfully delivered. This policy underscores WhatsApp's dedication to enhancing the experience for both businesses and customers on the platform, with continuous improvements to these restrictions anticipated.


# WhatsApp Business API Errors

BizMagnets is committed to enhancing your communication experience. We provide clear explanations and solutions for common error codes to ensure smooth and uninterrupted communication.

BizMagnets aims to streamline your communication process. "If you encounter any errors, it's essential to understand and resolve them quickly to maintain uninterrupted communication. Here are straightforward explanations and solutions for frequently encountered error codes:

| Error Codes                                                                                                                        | Description                                                                                                                                                                                    | Solution                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
| ---------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| <p><strong><code>0</code></strong></p><p>AuthException</p>                                                                         | We were unable to authenticate the app user.                                                                                                                                                   | This usually indicates that the included access token has expired, been invalidated, or the app user has changed settings to block all apps from accessing their data. We suggest obtaining a [new access token](https://developers.facebook.com/docs/whatsapp/business-management-api/get-started#system-user-access-tokens).                                                                                                                                                                                                                                                                                                      |
| <p><strong><code>3</code></strong></p><p>API Method</p>                                                                            | Capability or Permissions Issue                                                                                                                                                                | Use the access token debugger to verify that your app has the necessary permissions for the endpoint. For more details, refer [Troubleshooting](https://developers.facebook.com/docs/whatsapp/cloud-api/support#authentication-authorization).                                                                                                                                                                                                                                                                                                                                                                                      |
| <p><strong><code>10</code></strong></p><p>Permission Denied</p>                                                                    | Permission has either not been granted or has been revoked.                                                                                                                                    | Use the access token debugger to confirm that your app has the necessary permissions for the endpoint. Refer [Troubleshooting](https://developers.facebook.com/docs/whatsapp/cloud-api/support#authentication-authorization).                                                                                                                                                                                                                                                                                                                                                                                                       |
| <p><strong><code>190</code></strong></p><p>Access token has expired</p>                                                            | Your access token has expired.                                                                                                                                                                 | Ensure that the phone number used to set the business public key is allow listed.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| <p><strong><code>200-299</code></strong></p><p>API Permission</p>                                                                  | Permission has either not been granted or has been revoked.                                                                                                                                    | Please obtain a new access token.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| <p><strong><code>4</code></strong></p><p>API Too Many Calls</p>                                                                    | The app has hit its API call rate limit.                                                                                                                                                       | Check the Application Rate Limit section in the App Dashboard to confirm if the app has reached its limit. If so, try again later or reduce the frequency or number of API calls being made by the app.                                                                                                                                                                                                                                                                                                                                                                                                                             |
| <p><strong><code>80007</code></strong></p><p>Rate limit issues</p>                                                                 | The WhatsApp Business Account has reached its rate limit.                                                                                                                                      | Refer to the WhatsApp Business Account [Rate Limits](https://developers.facebook.com/docs/whatsapp/cloud-api/overview/#rate-limits). Try again later or reduce the frequency or number of API queries being made.                                                                                                                                                                                                                                                                                                                                                                                                                   |
| <p><strong><code>130429</code></strong></p><p>Rate limit hit</p>                                                                   | Cloud API message throughput has been reached.                                                                                                                                                 | The app has exceeded the API's throughput limit. Try again later or reduce the frequency at which the app sends messages.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |
| <p><strong><code>131048</code></strong> </p><p>Spam rate limit hit</p>                                                             | The message failed to send due to restrictions on the number of messages allowed from this phone number. This could be a result of multiple previous messages being blocked or marked as spam. | To resolve this, check your quality status in the WhatsApp Manager and refer to the [Quality-Based Rate Limits](/whatsapp-channel/messaging-limits-and-quality-ratings) documentation for further details.                                                                                                                                                                                                                                                                                                                                                                                                                          |
| <p><strong><code>131056</code></strong></p><p>(Business Account, Consumer Account) pair rate limit hit</p>                         | Too many messages have been sent from the sender phone number to the same recipient in a short period.                                                                                         | Wait and try the operation again if you intend to send messages to the same phone number. You can still send messages to a different phone number without waiting.                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
| <p><strong><code>133016</code></strong></p><p>Account register deregister rate limit exceeded</p>                                  | Registration or deregistration failed due to too many attempts for this phone number in a short period.                                                                                        | The business phone number is blocked because it has reached the limit for registration/deregistration attempts. Try again once the number is unblocked. Refer to the "Limitations" section in the Registration document for more details.                                                                                                                                                                                                                                                                                                                                                                                           |
| <p><strong><code>368</code></strong></p><p>Temporarily blocked for policies violations</p>                                         | The WhatsApp Business Account linked to the app has been restricted or disabled due to a platform policy violation.                                                                            | Refer to the[ Policy Enforcement ](https://developers.facebook.com/docs/whatsapp/overview/policy-enforcement/)document to understand the violations and how to resolve them.                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| <p><strong><code>130497</code></strong></p><p>Business account is restricted from messaging users in this country.</p>             | The WhatsApp Business Account is restricted from messaging users in certain countries.                                                                                                         | Check the [WhatsApp Business Messaging Policy ](https://business.whatsapp.com/policy)for information on the countries where messaging is allowed for your business category.                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| <p><strong><code>131031</code></strong> </p><p>Account has been locked</p>                                                         | Problems with the WhatsApp Business Account connected to the app.                                                                                                                              | Refer to the[ 'Policy Enforcement document'](https://developers.facebook.com/docs/whatsapp/overview/policy-enforcement/) for instructions on how to address violations or errors.                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| <p><strong><code>1</code></strong></p><p>API Unknown</p>                                                                           | Invalid request or potential server error.                                                                                                                                                     | Check the WhatsApp Business Platform Status page for API status updates. If there are no server outages, verify the endpoint reference to ensure your request is correctly formatted and meets all the endpoint requirements.                                                                                                                                                                                                                                                                                                                                                                                                       |
| <p><strong><code>2</code></strong></p><p>API Service</p>                                                                           | Temporary issue due to downtime or overload.                                                                                                                                                   | Visit the WhatsApp Business Platform Status page to check the API status before retrying.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |
| <p><strong><code>33</code></strong></p><p>Parameter value is not valid</p>                                                         | The business phone number has been deleted.                                                                                                                                                    | Ensure that the business phone number is correct.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| <p><strong><code>100</code></strong></p><p>Invalid parameter</p>                                                                   | The request included one or more unsupported or incorrectly spelled parameters.                                                                                                                | <p>Refer to the endpoint's <a href="https://developers.facebook.com/docs/whatsapp/cloud-api/reference">reference</a> to confirm which parameters are supported and their correct spelling.</p><p>When setting the business public key, ensure it is a valid <a href="https://developers.facebook.com/docs/whatsapp/cloud-api/reference/whatsapp-business-encryption#gen">2048-bit RSA public key in PEM format</a>.</p><p>Verify there is no mismatch between the phone number ID you're registering and any previously stored phone number ID.</p><p>Make sure your parameter adheres to any length restrictions for its type.</p> |
| <p><strong><code>130472</code></strong></p><p>User's number is part of an experiment</p>                                           | The message was not sent as part of an experiment.                                                                                                                                             | Refer to the Marketing Message [Experiment](https://developers.facebook.com/docs/whatsapp/cloud-api/guides/experiments) for more details.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |
| <p><strong><code>131000</code></strong> </p><p>Something went wrong</p>                                                            | The message did not send because of an unknown error.                                                                                                                                          | Message failed due to an unknown error. Wait for 10 minutes. If the issue persists, raise a support ticket.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
| <p><strong><code>131005</code></strong></p><p>Access denied</p>                                                                    | Permission has either not been granted or has been revoked.                                                                                                                                    | Use the access token debugger to confirm that your app has the necessary permissions for the endpoint. Refer [Troubleshooting](https://developers.facebook.com/docs/whatsapp/cloud-api/support#authentication-authorization).                                                                                                                                                                                                                                                                                                                                                                                                       |
| <p><strong><code>131008</code></strong></p><p>Required parameter is missing</p>                                                    | The request is missing a required parameter.                                                                                                                                                   | Check the endpoint's [reference](https://developers.facebook.com/docs/whatsapp/cloud-api/reference) to identify which parameters are required.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      |
| <p><strong><code>131009</code></strong></p><p>Parameter value is not valid</p>                                                     | One or more parameter values are invalid.                                                                                                                                                      | Refer to the endpoint's [reference](https://developers.facebook.com/docs/whatsapp/cloud-api/reference) to identify the supported values for each parameter, and visit the Phone Numbers section to learn how to add a phone number to a WhatsApp Business Account.                                                                                                                                                                                                                                                                                                                                                                  |
| <p><strong><code>131016</code></strong></p><p>Service unavailable</p>                                                              | A service is temporarily unavailable.                                                                                                                                                          | Visit the WhatsApp Business Platform Status page to check the API status before trying again.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| <p><strong><code>131021</code></strong></p><p>Recipient cannot be sender</p>                                                       | The sender and recipient phone numbers are the same.                                                                                                                                           | Send the message to a different phone number from the sender.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| <p><strong><code>131026</code></strong> </p><p>Message Undeliverable</p>                                                           | Messages may fail to deliver for various reasons, such as the recipient not having WhatsApp, not consenting to updated policies, or using an outdated version of the app.                      | Ensure the recipient meets the WhatsApp version requirements and has agreed to the latest rules. If necessary, propose alternative communication methods. [Read more](/additional-details/new-per-user-messaging-limits-on-whatsapp).                                                                                                                                                                                                                                                                                                                                                                                               |
| <p><strong><code>131037</code></strong></p><p>WhatsApp provided number needs display name approval before message can be sent.</p> | The 555 business phone number used for the request does not have an approved display name.                                                                                                     | Update the display name for the 555 business phone number. Refer ['How to change your display name'](https://docs.bizmagnets.ai/whatsapp-channel/how-to-change-your-display-name).                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
| <p><strong><code>131042</code></strong> </p><p>Business eligibility payment issue</p>                                              | Problems with the payment method for WhatsApp Business.                                                                                                                                        | <p>Ensure all previous dues associated with your account have been settled.</p><p>If there are no outstanding balances and the issue remains, please contact the Support team for additional help.</p>                                                                                                                                                                                                                                                                                                                                                                                                                              |
| <p><strong><code>131045</code></strong></p><p>Incorrect certificate</p>                                                            | The message failed to send due to a phone number registration error.                                                                                                                           | Please register the phone number before attempting to send the message again.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| <p><strong><code>131047</code></strong> </p><p>Re-engagement message</p>                                                           | The message did not send because there was no reply from the customer within 24 hours. To continue the conversation, use a message template.                                                   | Start a conversation using a template or encourage the user to initiate a message.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
| <p><strong><code>131049</code></strong> </p><p>Meta chose not to deliver.</p>                                                      | This message was not delivered to help maintain a healthy engagement ecosystem.                                                                                                                | <p>Avoid retrying immediately if you encounter this error code and believe it's due to reaching a limit. Instead, try resending the message after gradually increasing time intervals, as the limit may apply for varying durations.</p><p>For more details, refer to <a href="/additional-details/new-per-user-messaging-limits-on-whatsapp">"New Per-user messaging Limits"</a></p>                                                                                                                                                                                                                                               |
| <p><strong><code>131051</code></strong> </p><p>Unsupported message type</p>                                                        | The message type is not supported.                                                                                                                                                             | Please refer to the list of supported message types in the [Messages](https://developers.facebook.com/docs/whatsapp/cloud-api/reference/messages) section before retrying with a valid message type.                                                                                                                                                                                                                                                                                                                                                                                                                                |
| <p><strong><code>131052</code></strong> </p><p>Media download error</p>                                                            | Media files larger than 100MB sent by the user cannot be downloaded.                                                                                                                           | For reliable sending, compress the media to less than 10MB.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
| <p><strong><code>131053</code></strong> </p><p>Media upload error</p>                                                              | Supported media types are subject to size restrictions. Files larger than 100MB will trigger a 'File too big' notification.                                                                    | To ensure reliable transmission, compress media files to less than 10MB.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
| <p><strong><code>131057</code></strong></p><p>Account in maintenance mode</p>                                                      | Business Account is in Maintenance Mode.                                                                                                                                                       | The WhatsApp Business Account is currently in maintenance mode. This may be due to the account undergoing a throughput upgrade.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
| <p><strong><code>132000</code></strong></p><p>Template Param Count Mismatch</p>                                                    | The number of variable parameter values in the request does not match the number of variable parameters defined in the template.                                                               | Refer to the [Template Message](https://docs.bizmagnets.ai/template) Guidelines to ensure the request includes all the variable parameter values defined in the template.                                                                                                                                                                                                                                                                                                                                                                                                                                                           |
| <p><strong><code>132001</code></strong></p><p>Template does not exist</p>                                                          | The template does not exist in the specified language, or it has not been approved.                                                                                                            | Ensure your template has been approved and that the template name and language locale are correct. Follow the [message template](https://docs.bizmagnets.ai/template) guidelines to avoid issues.                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| <p><strong><code>132005</code></strong></p><p>Template Hydrated Text Too Long</p>                                                  | The translated text is too long.                                                                                                                                                               | Check the WhatsApp Manager to confirm your template has been properly translated. Refer to the Quality Rating and Template Status for more information.                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
| <p><strong><code>132007</code></strong></p><p>Template Format Character Policy Violated</p>                                        | The template content violates a WhatsApp policy.                                                                                                                                               | Consult the Rejection Reasons to understand the possible cause of the violation.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| <p><strong><code>132012</code></strong></p><p>Template Parameter Format Mismatch</p>                                               | Variable parameter values are incorrectly formatted.                                                                                                                                           | The variable parameter values in the request do not match the format specified in the template. Refer to the [Message Template](https://docs.bizmagnets.ai/template) Guidelines for proper formatting.                                                                                                                                                                                                                                                                                                                                                                                                                              |
| <p><strong><code>132015</code></strong></p><p>Template is Paused</p>                                                               | The template is paused due to low quality and cannot be sent in a template message.                                                                                                            | Edit the template to improve its quality and try again once it is approved.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
| <p><strong><code>132016</code></strong></p><p>Template is Disabled</p>                                                             | The template has been paused multiple times due to low quality and is now permanently disabled.                                                                                                | Create a new template with different content.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| <p><strong><code>132068</code></strong></p><p>Flow is blocked</p>                                                                  | The flow is in a blocked state.                                                                                                                                                                | Resolve the issue with the flow.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| <p><strong><code>132069</code></strong></p><p>Flow is throttled</p>                                                                | The flow is in a throttled state, and 10 messages using this flow have already been sent in the last hour.                                                                                     | Fix the flow to resolve the issue.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
| <p><strong><code>133000</code></strong></p><p>Incomplete Deregistration</p><p>Incomplete Deregistration</p>                        | A previous deregistration attempt failed.                                                                                                                                                      | Deregister the number again before attempting to register.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
| <p><strong><code>133004</code></strong></p><p>Server Temporarily Unavailable</p>                                                   | The server is temporarily unavailable.                                                                                                                                                         | Check the WhatsApp Business Platform Status page for API status updates and review the response details before trying again.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| <p><strong><code>133005</code></strong></p><p>Two step verification PIN Mismatch</p>                                               | The two-step verification PIN is incorrect.                                                                                                                                                    | Ensure that the two-step verification PIN included in the request is correct.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| <p><strong><code>133006</code></strong></p><p>Phone number re-verification needed</p>                                              | The phone number needs to be verified before registering.                                                                                                                                      | Verify the phone number before attempting to register it.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |
| <p><strong><code>133008</code></strong></p><p>Too Many two step verification PIN Guesses</p>                                       | Too many incorrect two-step verification PIN attempts for this phone number.                                                                                                                   | Wait until the specified time in the details response value before trying again.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| <p><strong><code>133009</code></strong></p><p>Two step verification PIN Guessed Too Fast</p>                                       | The two-step verification PIN was entered too quickly.                                                                                                                                         | Refer to the details response value and wait before trying again.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
| <p><strong><code>133010</code></strong></p><p>Phone number Not Registered</p>                                                      | The phone number is not registered on the WhatsApp Business Platform.                                                                                                                          | Register the phone number before attempting to proceed.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
| <p><strong><code>133015</code></strong></p><p>Please wait a few minutes before attempting to register this phone number</p>        | The phone number you are attempting to register was recently deleted, and the deletion process is not yet complete.                                                                            | Wait 5 minutes before trying the request again.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
| <p><strong><code>130472</code></strong> </p><p>User's number is part of an experiment</p>                                          | Marketing template message was not delivered to a customer as they are part of an experiment group that restricts such messages.                                                               | To reach the customer, contact them through another non-WhatsApp channel and request that they message you on WhatsApp. This will allow you to resend the message within the customer service window.                                                                                                                                                                                                                                                                                                                                                                                                                               |
| <p><strong><code>135000</code></strong></p><p>Generic user error</p>                                                               | Message failed to send due to an unknown error with your request parameters.                                                                                                                   | Check the endpoint's reference to ensure you're using the correct syntax. Contact customer support if the error persists.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |
| **`472`**                                                                                                                          | WhatsApp testing may impact the delivery of marketing messages, preventing users from receiving them unless there is an ongoing conversation.                                                  | Reach out to users via alternative channels and encourage them to start a message on WhatsApp during the permissible window.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| **`1014`**                                                                                                                         | Problems with uploading images or files online are commonly due to technical issues or content integrity checks.                                                                               | To mitigate these problems, convert images to `JPG` format, videos to `MP4`, and documents to `PDF`. Additionally, verify the integrity of the content before uploading.                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
| **`1026`**                                                                                                                         | Messages may fail to deliver for a variety of reasons.                                                                                                                                         | Verify that the recipient uses WhatsApp and that their app is updated to the required version. If necessary, recommend alternative communication methods.                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |
| **`1000`**                                                                                                                         | The message failed to send because of server problems.                                                                                                                                         | Please wait for 10 minutes before trying again. If the problem continues, submit a support ticket.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
| **`470`**                                                                                                                          | The message failed because there was no reply from the customer within 24 hours. To restart the conversation, use a message template.                                                          | Begin a new conversation with a template or encourage the user to initiate a message.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| **`1011`**                                                                                                                         | Service is experiencing downtime or is overloaded. Please try again in 15 minutes.                                                                                                             | Attempt to resend the message after a 15-minute wait.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| **`408`**                                                                                                                          | If a message has been pending for an extended time, resend after 15 minutes.                                                                                                                   | Try resending it after waiting 15 minutes.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
| **`471`**                                                                                                                          | Your phone number has messaging limits due to previous blocks or being marked as spam.                                                                                                         | Verify your 'quality status' in WhatsApp Manager and consult the 'Quality-Based Rate Limits' [documentation](/whatsapp-channel/messaging-limits-and-quality-ratings#messaging-limits).                                                                                                                                                                                                                                                                                                                                                                                                                                              |
| **`1023`**                                                                                                                         | Database issue.                                                                                                                                                                                | Please wait 10 minutes and if the problem continues, submit a support ticket.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       |
| **`1006`**                                                                                                                         | File or item not found.                                                                                                                                                                        | Ensure the correct media format has been uploaded.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
| **`2028`**                                                                                                                         | This is only accessible to businesses in India due to incomplete e-commerce compliance details.                                                                                                | Please update your Compliance Information on BizMagnets within WhatsApp Manager.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    |
| **`2027`**                                                                                                                         | The shared catalog contains no products.                                                                                                                                                       | Check the catalogs linked in BizMagnets. If the problem continues, submit a support ticket.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |


# Business Phone Numbers

This document outlines the requirements and features of business phone numbers, how to register them, and how to manage registered numbers.

A WhatsApp Business Account (WABA) requires a valid, dedicated business phone number.

## **Requirements:**

To be eligible for registration, business phone numbers must:

* Be owned by you.
* Include a country and area code (short codes are not supported).
* Be capable of receiving voice calls or SMS (a message will be sent to verify ownership).

Registered numbers can still be used for everyday purposes, such as making calls and sending text messages.

{% hint style="info" %}

* Numbers currently in use with the WhatsApp Messenger app or WhatsApp Business app cannot be registered unless they are deleted first.
* Banned WhatsApp numbers cannot be registered unless they are unbanned first.&#x20;
  {% endhint %}

## **Display Names**

The display name for a business phone number is the name that appears in WhatsApp Manager. It can also be shown in WhatsApp chat thread headers, chat lists, and the business profile if the following conditions are met:

* The business that owns the WhatsApp Business Account associated with the phone number has completed [business verification](/whatsapp-channel/meta-business-verification).
* The phone number's `name_status` is set to APPROVED.

Once these conditions are satisfied, the phone number's `verified_name` (display name in WhatsApp Manager) will be displayed.

Please note that if a WhatsApp user has edited the business’s profile name within the app, the edited name will be displayed instead.

You can set a display name when adding a business phone number in the App Dashboard under WhatsApp > API Setup, or in the WhatsApp Manager under Account tools > Phone numbers, provided you haven't reached your phone number limit.

If your business portfolio is submitted for verification and becomes verified, Meta will take one of the following actions regarding your display name:

* **Approve** your display name.
* **Reject** your display name.
* **Request** more messaging activity.

In each case, you will be notified via the `phone_number_name_update` webhook and a notification in Meta Business Suite.

* If approved, your business phone number's `name_status` will be set to APPROVED.
* If rejected, the `name_status` will be set to DECLINED. In this case, it's recommended to re-review the display name guidelines, make necessary edits, and file an appeal via Developer Support or Enterprise Developer Support.
* If more messaging activity is requested, it means there isn't enough API usage data to determine if your number warrants a display name. Continue using the API, monitor the quality of your phone number and messages, take actions to improve quality scores, and Meta will automatically re-review your display name at a later time.

## **Registering Phone Numbers**

You can register a business phone number through the App Dashboard while following the steps outlined in the Get Started document.

If you didn’t register a number during the initial setup, you can return to the App Dashboard, navigate to WhatsApp > API Setup, scroll down to Step 5: Add a phone number, click the "Add phone number" button, and complete the registration process.

As part of this process, Meta will send a voice or SMS message containing a verification code to your phone number to confirm ownership.

You can also register a number using the WhatsApp Manager. For detailed instructions, refer to the "How to connect your phone number to your WhatsApp Business Account" help center article.

If you are registering a 1-800 or toll-free number, refer to the ["Registering 1-800 and Toll-Free Numbers"](#registering-1-800-and-toll-free-numbers) guide for additional information.

## **Deleting Phone Numbers**

**Limitations:**

* Only an admin of the business portfolio can delete its business phone numbers.
* A number cannot be deleted if it has been used to send paid messages within the last 30 days.
* If the number has been used for paid messages within the last 30 days, you'll be redirected to the Insights page, showing the date of the last paid message. The number can be deleted 30 days after that date.

**To delete a registered business phone number:**

1. Load your business portfolio in the WhatsApp Manager.
2. If the Phone numbers panel doesn’t load automatically, navigate to Account tools (the toolbox icon) > Phone numbers.
3. Click the trash can icon next to the phone number and complete the deletion process.
4. If the phone number has a Connected status, you may be prompted to enter your password.

## **Registering 1-800 and Toll-Free Numbers**

If you wish to register a 1-800 or other toll-free number on the platform, note that these numbers are often managed by an Interactive Voice Response (IVR) system, which a WhatsApp registration call cannot navigate. However, phone numbers behind an IVR system can still be registered, provided they can accept calls from international numbers and redirect WhatsApp's SMS message or voice call to a real person.

**To register a phone number behind an IVR system:**

1. WhatsApp will share 1 or 2 phone numbers from which the registration call will originate.
2. Create an allow list for these numbers. If creating an allow list is not possible, add the phone number to your WABA and open a Direct Support ticket requesting the registration call phone numbers. Include the phone number you are trying to register in the ticket.
3. Redirect the registration call to an employee or a mailbox to capture the registration code.

Note that phone numbers behind an IVR system that cannot receive registration calls are not supported.

## **Registered Number Limits**

Business phone numbers can only be registered with one API at a time: either the Cloud API or the On-Premises API.

Initially, business portfolios are limited to 2 registered business phone numbers, but this limit can be increased to as many as 20.

If your business has been verified, or if you initiate 1,000 or more business conversations within a 30-day period using templates with high-quality ratings, Meta will assess whether your API usage justifies an increase in your phone number limit.

If an increase is warranted, your limit will be automatically raised, and you will be notified via the `business_capability_update` webhook and a notification in Meta Business Suite.

If an increase is not warranted, your limit will remain at 2. If more than a week has passed since your business was verified and your limit is still 2, ensure you are monitoring phone number and message quality, and take steps to improve your quality scores. After improving your quality scores, Meta will reassess your account, and if warranted, will automatically increase your limit and notify you via webhook and Meta Business Suite notification.

If you need to increase your limit beyond 20 and have access to Enterprise Support, you can open a Direct Support Ticket with the following selections, explaining why you need more than 20 numbers:

* **WABiz: Account & WABA > Request type > Increase Phone Number Limits**

## **Phone Number Status**

Business phone numbers have a status that reflects the number's quality rating and current messaging limit usage. When a business phone number reaches its messaging limit, its status will change accordingly.

The status of your business phone number is displayed in the Status field under **WhatsApp Manager > Account tools > Phone numbers**. You can also retrieve its status by using the `GET /<WHATSAPP_BUSINESS_PHONE_NUMBER_ID>` endpoint.

## **Migrating Phone Numbers**

You can migrate phone numbers between different WhatsApp Business Accounts (WABAs) or between the On-Premises API and Cloud API (and vice versa).

Read more about [Migration](/whatsapp-channel/migration).&#x20;

## **Changing Your Two-Step Verification PIN**

To change the two-step verification PIN for your business phone number:

1. Open the WhatsApp Business Account (WABA) associated with the phone number in WhatsApp Manager. If you manage multiple portfolios or WABAs, ensure you select the correct one.
2. Hover over the menu on the left and navigate to **Account tools > Phone numbers**.
3. If needed, use the dropdown menu in the top-right corner to select the WABA associated with the phone number.
4. Click the settings (gear) icon next to the phone number.
5. Select **Two-step verification**.
6. Click **Change PIN** and follow the prompts to complete the process.

## **Disabling Two-Step Verification**

To disable two-step verification, follow the steps outlined for changing your PIN, but instead of changing it, click the **Turn off two-step verification** button at the final step. An email with a link will be sent to the email address associated with your business portfolio. Use the link to disable two-step verification. Once it’s disabled, you can re-enable it by setting a new PIN.

## **Conversational Components**

You can enable interactive message UI components to make it easier for WhatsApp users to engage with your business. For more details, refer to the section on Conversational Components.


# Support with Meta

There are certain topics that fall outside the scope of BizMagnets support. In such cases, we may direct you to contact Facebook using the links provided below.

We can assist you only with requests related to the WhatsApp Business API.

Unfortunately, we do not have information or the capability to troubleshoot other Meta products.

## **Request Facebook Help for Specific Topics**

**If you are experiencing issues related to Facebook Business Manager**

Please seek support using the link below

{% embed url="<https://www.facebook.com/business/help/182669425521252>" %}

**If your Business Verification has been pending for more than 30 days**&#x20;

Please request support using the link below

{% embed url="<https://www.facebook.com/business/help/182669425521252>" %}

**If your Business Verification has been rejected**

[Please see what to do here](https://docs.bizmagnets.ai/whatsapp-channel/meta-business-verification#official-facebook-documentation)

&#x20;**If you are blocked or locked out of your account**

Please refer to the link below for guidance

{% embed url="<https://www.facebook.com/help/105487009541643?helpref=contact_forms>" %}

**If your Facebook Account, Page, or Business Manager Account has advertising restrictions**

Please check the link below for steps to resolve the issue

{% embed url="<https://www.facebook.com/business/help/975570072950669?id=434838534925385>" %}

**If your account is disabled**

Please see the link below for assistance

{% embed url="<https://www.facebook.com/help/103873106370583?helpref=uf_share>" %}

## For any other topics

If the previous links did not help, please visit the Facebook Business Help Center or access Facebook Support

**Facebook Business Help Center**

{% embed url="<https://www.facebook.com/business/help>" %}

**Facebook Support**

{% embed url="<https://www.facebook.com/business/help/support>" %}


# WhatsApp Chat Widget

A WhatsApp Chat Widget is a feature that allows website visitors to initiate direct conversations with businesses or support teams via WhatsApp.

Typically displayed as a floating button or icon on a website, often positioned at the bottom right corner, this widget enables users to start a chat by clicking on it, which then opens WhatsApp on their device.&#x20;

Customize the Widget's appearance, placement, and functionality to align with your website's design and business needs.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F2bWX8D4H9PhYLb4DaEzm%2F%7BCF532B29-7404-4759-B0D3-2BC1E40244D2%7D.png?alt=media&amp;token=34c0ee1b-69b4-4d0c-82de-30967169dd53" alt=""><figcaption></figcaption></figure>

## Setting Up a WhatsApp Chat Widget in BizMagnets:

To set up the WhatsApp Chat Widget on BizMagnets, follow these steps:

1. **Business Name:** Enter your business or brand name, such as "BizMagnets."
2. **Tagline:** Provide a tagline to inform visitors about your response time, for example, "Connecting Businesses."
3. **Trigger Message:** Customize the initial message that appears when a visitor clicks the chat widget.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FSYfM9SMfT6j6sce7c3vK%2F%7BFEDFAA47-D55B-4744-93AE-24CA99787D48%7D.png?alt=media&amp;token=5967df49-7f8f-45a1-bb86-fe9fd451c252" alt=""><figcaption></figcaption></figure>

4. **Logo or Chatbot Avatar:** Upload your business logo to enhance brand recognition or select a chatbot avatar or upload your own to represent your brand in the chat.
5. **Widget Position:** Choose the position of the widget on your website, typically left or right.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Frw3ISE97OM0aTdB5ncAh%2F%7BEE8FEDB6-DC2E-4993-AD66-DE0B1BF79F4C%7D.png?alt=media&amp;token=60d06b03-570d-41c3-93df-f497cd1d2a0f" alt=""><figcaption></figcaption></figure>

6. **WhatsApp Number:** Enter your WhatsApp business number to link the chat.
7. **Welcome Text:** Craft a welcoming message to greet visitors when they initiate a chat.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F8GU9HEMN69pWnraOLUn6%2F%7B875E5BB2-AB2E-439F-AFEB-88B69EB8F405%7D.png?alt=media&amp;token=b336cd79-82f1-4160-95dc-991ad1687ee1" alt=""><figcaption></figcaption></figure>

8. **Brand Colors:** Select your brand colors for the widget's appearance.
9. **Button Colors:** Customize the button colors to match your website's design.

After configuring these settings, save your changes. The WhatsApp Chat Widget will then be active on your website, allowing visitors to start conversations directly with your business.

## **Generate the Widget Code:**

* After configuring your widget settings, click on the "Generate Widget Code" button.
* A code snippet will be generated for you.
* You can also receive this code via email for your convenience.

## **Add the Code to Your Website:**

* Access the HTML source code of the web page where you want the widget to appear.
* Paste the generated widget code just before the closing `</body>` tag.
* Save the changes to update your website.

By following these steps, the WhatsApp Chat Widget will be successfully integrated into your BizMagnets website, enabling direct communication with your visitors.

## **Benefits of Implementing a WhatsApp Chat Widget:**

* **Enhanced Customer Engagement:** By providing a familiar and convenient communication channel, businesses can engage visitors more effectively, leading to improved customer satisfaction.
* **Increased Conversion Rates:** Immediate access to support or information can help convert website visitors into customers by addressing their queries in real-time.
* **Streamlined Communication:** The widget facilitates seamless interactions, allowing businesses to manage customer inquiries efficiently and promptly.


# Supported Media Types

The BizMagnets supports a wide range of media types, including audio, images, video, documents, and stickers, each designed to enhance communication.

Be sure to adhere to the specific file format and size limits defined in the WhatsApp documentation to ensure optimal delivery and performance.

## Audio

High-quality audio files can be shared seamlessly to deliver voice messages and sound clips. They ensure clear sound quality for a richer auditory experience during conversations.

| Audio Type | Extension | MIME Type                                                   | Max Size |
| ---------- | --------- | ----------------------------------------------------------- | -------- |
| AAC        | .aac      | audio/aac                                                   | 16 MB    |
| AMR        | .amr      | audio/amr                                                   | 16 MB    |
| MP3        | .mp3      | audio/mpeg                                                  | 16 MB    |
| MP4 Audio  | .m4a      | audio/mp4                                                   | 16 MB    |
| OGG Audio  | .ogg      | audio/ogg (OPUS codecs only; base audio/ogg not supported.) | 16 MB    |

## Image  <a href="#document" id="document"></a>

Images in formats like JPEG and PNG allow for vibrant and detailed visual content to be exchanged. These formats are optimized for fast delivery and high resolution across various devices. Images must be 8-bit, RGB or RGBA.

| Image Type | Extension | MIME Type  | Max Size |
| ---------- | --------- | ---------- | -------- |
| JPEG       | .jpeg     | image/jpeg | 5 MB     |
| PNG        | .png      | image/png  | 5 MB     |

## Video

Video formats enable dynamic, multimedia storytelling and engaging visual communication. Only H.264 video codec and AAC audio codec supported. Single audio stream or no audio stream only.

| Video Type | Extension | MIME Type  | Max Size |
| ---------- | --------- | ---------- | -------- |
| 3GPP       | .3gp      | video/3gpp | 16 MB    |
| MP4 Video  | .mp4      | video/mp4  | 16 MB    |

## Document

Documents including PDFs, DOCs, and XLS files facilitate the secure sharing of reports, invoices, and other files. They are ideal for transmitting detailed information that requires a structured format.

| Document Type        | Extension | MIME Type                                                                 | Max Size |
| -------------------- | --------- | ------------------------------------------------------------------------- | -------- |
| Text                 | .txt      | text/plain                                                                | 100 MB   |
| Microsoft Excel      | .xls      | application/vnd.ms-excel                                                  | 100 MB   |
| Microsoft Excel      | .xlsx     | application/vnd.openxmlformats-officedocument.spreadsheetml.sheet         | 100 MB   |
| Microsoft Word       | .doc      | application/msword                                                        | 100 MB   |
| Microsoft Word       | .docx     | application/vnd.openxmlformats-officedocument.wordprocessingml.document   | 100 MB   |
| Microsoft PowerPoint | .ppt      | application/vnd.ms-powerpoint                                             | 100 MB   |
| Microsoft PowerPoint | .pptx     | application/vnd.openxmlformats-officedocument.presentationml.presentation | 100 MB   |
| PDF                  | .pdf      | application/pdf                                                           | 100 MB   |

## Sticker

Stickers add a fun and expressive visual element to chats, enhancing the messaging experience. They provide a lightweight, creative way to communicate emotions and ideas effectively. WebP images can only be sent in sticker messages

| Sticker Type     | Extension | MIME Type  | Max Size |
| ---------------- | --------- | ---------- | -------- |
| Animated sticker | .webp     | image/webp | 500 KB   |
| Static sticker   | .webp     | image/webp | 100 KB   |


# Unsupported Messages

This refers to a message that cannot be delivered or displayed properly due to restrictions, formatting issues, or compatibility limitations.

## What Constitutes an Unsupported Message?

An unsupported message refers to any communication attempt that fails to be processed or delivered through BizMagnets due to technical limitations or policy restrictions set by Meta. These safeguards exist to maintain data security, user privacy, and platform integrity. When a message is flagged as unsupported, it indicates the communication violated one of WhatsApp's delivery protocols.

## Primary Causes of Unsupported Messages

### 1. API-to-API Communication Block

A frequent trigger for unsupported messages occurs when one WhatsApp Business API attempts to message another API-registered number. Meta strictly prohibits such interactions to:

* **Prevent data breaches** that could occur if sensitive business communications (like OTPs or invoices) became accessible to unauthorized API users
* **Maintain message integrity** by ensuring API communications only flow to consumer accounts
* **Avoid conflicts** between automated business systems

This restriction is particularly crucial when multiple organizations register the same phone number with WhatsApp's API services.

### 2. Conflicts With Disappearing Messages

The platform also blocks messages when:

* The sender has enabled disappearing messages (a privacy feature that auto-deletes conversations)
* The recipient is a Business API account

This restriction exists because:

* Business APIs lack functionality to honor the disappearing messages feature
* Permanent storage of messages deemed temporary would violate user privacy expectations
* Sensitive information could be retained indefinitely without the sender's knowledge

### 3. Media Format Limitations

WhatsApp's API enforces strict guidelines regarding supported content types. Messages may be rejected due to:

* Unsupported file formats (e.g., executable files, certain proprietary formats)
* Files exceeding size limitations (varies by media type)
* Corrupted or improperly formatted attachments
* Restricted content types as defined by Meta's policies

These technical constraints ensure reliable message delivery and prevent potential security vulnerabilities from unvetted file types.

## **Managing Unsupported Messages on WhatsApp Business API**

To minimize disruptions from unsupported messages:

**Educate Users** – Inform customers that disappearing messages don’t work with Business API and ask them to send regular messages.

**Follow File Guidelines** – Stick to WhatsApp’s supported formats and size limits for media and documents.

**Stay Updated** – Regularly check Meta’s official API documentation for policy changes.

WhatsApp’s restrictions on API-to-API chats, disappearing messages, and file types exist to protect security and privacy. By following these guidelines, businesses can ensure smooth, uninterrupted communication.


# WhatsApp Template Message Formatting Rules

Follow these WhatsApp template formatting rules to ensure quick approval and a professional message structure.

## **Key Formatting Rules for WhatsApp Template Messages**

Avoid rejections by adhering to these key guidelines for spelling, variables, URLs, and spacing in your WhatsApp templates.

### **1. Grammar and Spelling Accuracy**

Ensure your message is free of spelling and grammatical errors before submission. Mistakes may lead to your template being flagged as spam.

### **2. Correct Variable Syntax**

When using variable parameters (e.g., for names, dates, or order numbers), they must strictly adhere to the `{{1}}`, `{{2}}` , `{{3}}` format with exactly two curly brackets on each side.&#x20;

### **3. Contextual Variable Placement**

Always ensure that your variable parameters are embedded within descriptive text. Avoid using variables as standalone lines or directly consecutive to each other without accompanying content.

Example:

* **Correct format:**&#x20;

Hello `{{1}}`, your order `{{2}}` is ready.&#x20;

* **Incorrect format:**

```
Hello  
{{1}}  
Your order: {{2}}
```

### **4. Language Consistency**

Your template content must be entirely in one language. Mixed-language content, like Spanglish (Spanish and English) or Franglais (French and English) is not permitted.

### **5. Test Template Format**

If you are submitting a template solely for API connection testing purposes, it must follow a very specific, predefined format. Any deviation will result in rejection.

* **Template Name:** `test`
* **Content:** `Hello {{1}}`

### &#x20;**6. URL Guidelines**

Do not use URL shorteners (e.g., bit.ly, TinyURL, goo.gl) in your links. The full, original URL must be visible to recipients for transparency and security reasons.

**Example:**

* **Correct:** Visit our website: <https://www.yourbusinessname.com/new-products>
* **Incorrect:** Visit our website: <https://bit.ly/123xyz>

### **7. Spacing & Line Breaks**

Refrain from using extra spaces at the end of lines or double spaces between words or sentences. Such unnecessary whitespace can cause template rejection.

* **Correct:**

```
Hi {{1}},  
Your appointment is confirmed for {{2}}.  
```

* **Incorrect:**

```
Hi {{1}},  

  
Your appointment is on {{2}}. 
```

### &#x20;**8. Quick Reply Buttons**

Do not include emoticons or emojis within the text of your Quick Reply buttons.

* **Allowed:**

```
[Yes] [No] [Call Support]  
```

* **Rejected:**

```
[👍 Yes] [👎 No] 
```

### **9. Phone Number Format for Call-to-Action**

When a phone number is used in a Call-to-Action (CTA) button, it must include the full country code, but without the plus (+) sign. Failure to include the country code or adding a plus sign will lead to rejection.

**Example:**

* **Correct:** Call Us: 911234567890 (India: 91)&#x20;
* **Incorrect:** Call Us: +911234567890 or 1234567890 &#x20;

By following these guidelines, you increase the chances of your WhatsApp template being approved quickly. Ensure clarity, consistency, and correctness before submission.


# FAQs

This FAQ section offers quick and comprehensive support for common questions and concerns regarding Business Verification.

<details>

<summary><strong>How long does the Business Verification process take, and what support can BizMagnets provide?</strong></summary>

The Business Verification process typically takes **7–10 days**, but this timeline is subject to Meta's review process, and no specific SLA can be guaranteed. BizMagnets can assist in the following ways:

* If the verification has been under review for more than 30 days, you can contact our support team, and we will reach out to Meta's Trust and Safety team on your behalf.
* If you provide your documents to us, we can review them and give feedback. However, we cannot submit documents to Meta on your behalf.
* Meta may not provide exact reasons for verification rejections. These are communicated directly to the client via the Security Centre page in Business Manager.

#### Minimum Information Required for Ticket Creation:

* Date when the Business Verification was submitted.
* Screenshot of the **Security Centre** page in Facebook Business Manager.
* For any issue related to Facebook Business Manager, we require a screenshot of the relevant Business Manager page.

</details>

<details>

<summary><strong>What is the Commerce Policy check, and how long does it take for WhatsApp API access?</strong></summary>

To gain access to the WhatsApp API, every WhatsApp Business Account must pass a **Commerce Policy check**, which is separate from the Business Verification process.

* The review typically takes **1–2 days**, but no specific SLA can be provided as it depends on Meta.
* If the Account Status has been under review for more than **10 days**, BizMagnets can escalate the issue to Meta's Trust and Safety team.
* Reviews taking longer than 10 days often indicate one of the following issues:
  * The **Business Info** section in Facebook Business Manager is incomplete.
  * The listed website is offline.
  * The **Business Info** section contains incorrect website details.

#### Minimum Information Required for Ticket Creation:

* Screenshot of the **Business Info** page in Facebook Business Manager.

</details>

<details>

<summary><strong>When can appointments be configured and become usable?</strong></summary>

Appointments in BizMagnets can be configured and used after successfully completing Business Verification through Meta. Once your business account is verified, you can enable appointment features within the platform, integrating your scheduling system to allow customers to book appointments directly through WhatsApp. This ensures that both your business and Meta are aligned, providing a seamless experience for managing appointments.

</details>

<details>

<summary><strong>When will tickets be configured and ready for use?</strong></summary>

Tickets can be configured and become usable after your business completes verification with Meta. Once verified, the ticketing system can be activated within BizMagnets, allowing you to manage customer support inquiries, complaints, or requests directly via WhatsApp. This ensures seamless communication and tracking of tickets, helping businesses respond to customer needs efficiently.

</details>

<details>

<summary><strong>When can WhatsApp Pay be set up and become operational?</strong></summary>

WhatsApp Pay can be configured and used after successfully completing Business Verification through Meta. After verification, you'll be able to integrate WhatsApp Pay into your platform to facilitate seamless payments for your customers.

</details>

<details>

<summary><strong>How can the WhatsApp message limit be increased from 250 to 1000 immediately?</strong></summary>

To immediately increase the WhatsApp message limit from 250 to 1000, you must first complete the Business Verification process on Meta. Once verified, you can request the message limit increase by submitting a support ticket through your Business Manager account, ensuring you meet all compliance requirements and provide necessary documentation.

</details>

<details>

<summary><strong>How do I utilize WhatsApp Flows provided by Meta?</strong></summary>

To utilize WhatsApp Flows provided by Meta, you need to first complete the Business Verification process on Meta. Once verified, you can create and manage your flows through the WhatsApp Business API by designing conversational paths, integrating templates, and automating responses to enhance customer interactions effectively.

</details>

<details>

<summary><strong>Can I change the phone number after creating an account?</strong></summary>

Once a phone number is registered to the WhatsApp API, it cannot be changed directly. To update the number, you will need to register the new number first and then cancel the subscription associated with the previous number.

</details>

<details>

<summary><strong>What are the requirements for a business to be approved for WhatsApp?</strong></summary>

To be approved for WhatsApp, a business must comply with WhatsApp’s policies and ensure that its use cases align with WhatsApp’s guidelines. Compliance is required with the following:

* [WhatsApp Business Solution Terms](https://www.whatsapp.com/legal/business-solution-terms)
* [WhatsApp Business Solution Policy](https://www.whatsapp.com/legal/business-solution-policy)
* [Commerce Policy](https://business.whatsapp.com/policy)

</details>

<details>

<summary><strong>What are possible reasons why my business might not get pre-approval?</strong></summary>

Your business may not receive pre-approval for WhatsApp if:

a) You offer or sell:

* Illegal, prescription, or recreational drugs (including marijuana)
* Tobacco products or related paraphernalia
* Unsafe supplements
* Weapons, ammunition, or explosives
* Animals
* Adult items or services
* Alcohol
* Adult health products
* Real-money gambling services
* Goods or content deemed fraudulent, misleading, deceptive, or offensive
* Products with overtly sexualized positioning
* Products or services that enable unauthorized access to digital media in violation of Facebook’s policies

b) Your target audience includes individuals under the age of 16.

c) You request a phone number for countries or regions where WhatsApp/Facebook do not operate. Please refer to the Blocked Countries list below.

</details>

<details>

<summary><strong>Which countries are blocked from using the WhatsApp Business API?</strong></summary>

WhatsApp restricts business communication with phone numbers from certain countries. The following countries are currently blocked:

* Crimea (+7978)
* Cuba (+53)
* Iran (+98)
* North Korea (+850)
* Syria (+963)
* Donetsk (+7856)
* Luhansk (+7857)

</details>

<details>

<summary><strong>Is Facebook Business Manager Verification necessary?</strong></summary>

You can now get access to the WhatsApp Business API without having your Facebook Business Manager approved.

However, you'll have very limited access to the WhatsApp API!

Therefore, it's recommended to apply for Facebook Business Verification if you want to unlock the full potential of the WhatsApp Business API for your business.

This process typically takes 2 to 7 days. Once your Facebook Business Manager ID is verified, we will proceed with applying for the WhatsApp Business API.

</details>

<details>

<summary><strong>What should I do if I encounter an error in the embedded signup pop-up modal?</strong></summary>

Start by consulting the [Embedded Signup Errors documentation](https://developers.facebook.com/docs/whatsapp/embedded-signup/errors) to troubleshoot the issue.\
The error responses in the embedded signup pop-up come directly from Facebook's servers. BizMagnets has limited control over these responses and does not have access to Facebook's support logs for this process.\
If the documentation does not resolve your issue, reach out to the BizMagnets support team for further assistance.

</details>

<details>

<summary><strong>What should I do if my display name approval is delayed or rejected?</strong></summary>

Display name approval is a trial-and-error process and may take multiple attempts to get the desired outcome. If you edit your display name, you should receive a result within 6-12 hours. Each subsequent review typically takes an additional 6-12 hours.

**Create a Ticket for Support:**\
If your display name approval is delayed or rejected, please contact support with the following minimum information:

* Desired display name

</details>


# WhatsApp Blue Tick Verification

This blue tick indicates that WhatsApp has verified the authenticity of the business, adding credibility and trust for customers interacting with the business through the platform.

## Overview

The blue tick badge on WhatsApp helps users quickly identify official brand accounts. It confirms that the account is verified by WhatsApp and genuinely represents the company.&#x20;

This badge boosts trust and authenticity, ensuring users are interacting with a real brand, not a fake one. WhatsApp's rigorous verification process protects users from spam and fraudulent accounts, enhancing the platform's reliability.

## Benefits of Blue Tick Verification

Blue Tick Verification on WhatsApp offers several benefits for businesses:

1\. **Enhanced Credibility:**  The blue tick badge signifies that your account is officially verified by WhatsApp, assuring customers that they are interacting with a legitimate brand. This increases trust and reduces the chances of customers falling prey to scams or fake accounts.

2\. **Improved Brand Trust :** Customers are more likely to engage with and trust a business that has a verified account. The blue tick badge helps reinforce the authenticity of your brand, contributing to a positive reputation.

3\. **Increased Engagement:** A verified badge can lead to higher engagement rates, as customers feel more confident in responding to messages and interacting with your business on WhatsApp.

4\. **Visibility in Searches:** Verified accounts may appear more prominently in WhatsApp searches, making it easier for customers to find and connect with your business.

5\. **Competitive Advantage:** Having a blue tick gives your business a competitive edge, distinguishing you from other businesses on the platform that may not be verified.

6\. **Enhanced Communication:** Customers are more likely to open and respond to messages from a verified account, knowing that it represents an authentic business. This can improve the effectiveness of your customer communication strategies.

7\. **Security Assurance:** The blue tick badge assures customers that their interactions are secure and trustworthy, which is particularly important for businesses handling sensitive customer data or financial transactions.

## **Businesses That Can’t Apply for Blue Tick Verification**

Certain types of businesses are ineligible to apply for blue tick verification on WhatsApp

1. Cryptocurrency Businesses
2. Gambling Companies
3. Adult Content Services
4. Tobacco or Vape Products
5. Drugs or Pharmaceutical Products
6. Weapons or Ammunition Dealers
7. Illegal Goods or Services
8. Political Organizations
9. Multi-Level Marketing (MLM) Schemes


# How to Apply for Blue Tick Verification?

Applying for a WhatsApp Blue Tick Badge, also known as the official business account verification badge, involves several steps.

## Steps to Apply for Blue Tick Badge

### 1. **Meet the Eligibility Criteria**

Before applying for the blue tick badge, ensure your business meets WhatsApp’s eligibility criteria:

* **Verified Facebook Business Manager Account**: Your business must have a verified Facebook Business Manager account.
* **High-Profile Brand**: WhatsApp typically grants the blue tick badge to well-known brands or businesses with a strong online presence and brand identity.
* **Compliance with WhatsApp's Policies**: Your business must comply with WhatsApp’s commerce and business policies.

### 2. Set Up Your WhatsApp Business Account

* **Create a WhatsApp Business Account**: Ensure you have a WhatsApp Business API account set up. This is required as the blue tick badge is only available for accounts using the WhatsApp Business API.
* **Optimize Your Profile**: Complete your business profile with accurate information, including your business name, address, website, and business description.

### 3. Submit a Verification Request

* **Access Facebook Business Manager**: Log in to your Facebook Business Manager account and navigate to the WhatsApp Accounts section.
* **Submit for Verification**: Find the option to submit a request for an official business account verification. You will need to provide your WhatsApp Business API account details and any additional information requested.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FLicLCZeXUa0d9ORwCnwS%2FWhatsApp%20Image%202024-09-04%20at%2013.53.29%20(3).jpeg?alt=media&amp;token=0038b2df-15eb-41ab-ac11-9f1ae96b4b41" alt=""><figcaption></figcaption></figure>

<div><figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fayy8sETO5q9nuC8r9aYc%2FWhatsApp%20Image%202024-09-04%20at%2013.53.28.jpeg?alt=media&amp;token=1ca81eef-3ba4-40cd-a1d9-99c318c326d5" alt=""><figcaption></figcaption></figure> <figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F8KbTDyet4a7NK0XoN2o1%2FWhatsApp%20Image%202024-09-04%20at%2013.53.29%20(1).jpeg?alt=media&amp;token=d91c8633-4b33-4570-83f8-c3a21cf9dfc9" alt=""><figcaption></figcaption></figure> <figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FPz62Nm07O5eUBQx6cw8b%2FWhatsApp%20Image%202024-09-04%20at%2013.53.29%20(2).jpeg?alt=media&amp;token=122960bd-a6b2-439f-9dcd-e0a110d00300" alt=""><figcaption></figcaption></figure> <figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FkWNwnlsYzuQwTIkPOOfJ%2FWhatsApp%20Image%202024-09-04%20at%2013.53.29.jpeg?alt=media&amp;token=595a1559-ef3d-4d13-9997-2d4862428f20" alt=""><figcaption></figcaption></figure></div>

* **Wait for Review**: After submitting your request, WhatsApp will review your application. This process can take several days to a few weeks. They may ask for more information during this period.

### 4. Approval and Badge Assignment

* **Receive Notification**: If your application is approved, you will be notified via the email associated with your Facebook Business Manager account.
* **Badge Display**: Once approved, the blue tick badge will appear next to your business name on WhatsApp, signifying your account’s official status.

{% hint style="info" %}
**Note:**&#x20;

* **Branding and Online Presence**: Strengthen your online presence and branding to increase your chances of approval.
* **Compliance**: Ensure all your business activities on WhatsApp adhere to their policies to maintain your verified status.
  {% endhint %}

If your application is not approved, you can reapply after improving your online presence or making necessary adjustments as per feedback from WhatsApp.


# What if Your Application Gets Rejected?

If your application is not approved, you can reapply after improving your online presence or making necessary adjustments as per feedback from WhatsApp.

## WhatsApp Blue Tick Badge gets rejected

If your application for a WhatsApp Blue Tick Badge gets rejected, here’s what you can do:

### 1. **Understand the Reasons for Rejection**

* **Eligibility Criteria**: Review the eligibility criteria to ensure your business meets all the requirements, such as having a verified Facebook Business Manager account and a strong brand presence.
* **Incomplete or Inaccurate Information**: Make sure all the information provided during the application was accurate and complete. Inaccuracies can lead to rejection.
* **Policy Compliance**: Ensure that your business activities comply with WhatsApp's commerce and business policies. Non-compliance can be a significant reason for rejection.

### 2. **Improve Your Online Presence**

* **Strengthen Brand Identity**: Work on building a stronger online presence. This includes improving your website, increasing social media engagement, and ensuring consistent branding across platforms.
* **Increase Visibility**: Enhance your brand’s visibility through marketing efforts, PR, and partnerships that boost your brand recognition.

### 3. **Reapply After Addressing Issues**

* **Make Necessary Changes**: Address any issues that may have led to the rejection, such as updating your business information or ensuring compliance with policies.
* **Wait Before Reapplying**: It’s often recommended to wait for some time before reapplying, allowing you to make the necessary improvements.

### 4. **Seek Support**

* **Contact Facebook Support**: If you’re unclear about the reasons for rejection, consider reaching out to Facebook Support for clarification and guidance on what can be improved for a successful application.
* **Work with an Official WhatsApp Business Solution Provider**: Consider working with an official WhatsApp Business Solution Provider like BizMagnets, who may offer assistance in preparing your application for a higher chance of approval.

### 5. **Explore Alternatives**

* **Alternative Verification Methods**: If obtaining the blue tick badge is not feasible, focus on other ways to build trust with your customers, such as maintaining an active and professional WhatsApp Business profile, using branded communication, and delivering consistent, high-quality service.

By carefully reviewing the reasons for rejection and taking steps to improve your business’s eligibility, you can increase your chances of success in future applications.


# FAQs

WhatsApp Blue Tick Verification is a key step for businesses looking to build trust and authenticity on the platform.

It ensures that your business profile is recognized as legitimate, unlocking full access to WhatsApp Business API features.

<details>

<summary><strong>What is WhatsApp Blue Tick Verification?</strong></summary>

WhatsApp Blue Tick Verification is a process that verifies a business profile on WhatsApp, ensuring that it is a legitimate, authorized business. The blue tick badge appears next to the business name on the profile, signifying authenticity to customers. This is particularly important for businesses using the WhatsApp Business API to build trust with their customers.

</details>

<details>

<summary><strong>How can my business get WhatsApp Blue Tick Verification?</strong></summary>

To get WhatsApp Blue Tick Verification, your business must apply through WhatsApp's Business Verification process. This involves submitting details such as your business name, phone number, website, and proof of identity. After submitting your application, WhatsApp will review your submission and verify your account, granting you the blue tick if approved.

</details>

<details>

<summary><strong>Is WhatsApp Blue Tick Verification mandatory for using the WhatsApp Business API?</strong></summary>

No, you can use the WhatsApp Business API without the Blue Tick, but it’s highly recommended to apply for it. Without the Blue Tick, your business will have limited features and reduced trust with customers. The Blue Tick ensures that your messages are perceived as coming from a verified, authentic source, which is crucial for customer engagement and trust.

</details>

<details>

<summary><strong>How long does it take for WhatsApp Blue Tick Verification to be approved?</strong></summary>

The WhatsApp Business Blue Tick Verification process usually takes anywhere from 2 to 7 days. This can vary depending on the accuracy of the information you provide and WhatsApp's review process. Once your business profile is verified, you’ll be granted access to the full features of WhatsApp Business API, including the Blue Tick.

</details>

<details>

<summary><strong>Can my WhatsApp Blue Tick Verification be revoked?</strong></summary>

Yes, WhatsApp can revoke the Blue Tick verification if they find that the business no longer meets their verification criteria. This could happen if there are issues such as policy violations, changes in the business name, or misrepresentation of business details. It’s important to keep your profile and business information up to date to avoid any issues with the verification.

</details>

<details>

<summary><strong>Does a business need to be a registered company to get WhatsApp Blue Tick Verification?</strong></summary>

While it’s not mandatory for the business to be a registered company, having legitimate business documentation can help with the verification process. WhatsApp generally requires that the business be legally established, and providing proof of business registration may improve the chances of approval.

</details>

<details>

<summary><strong>Can a business get verified if it's a small or new business?</strong></summary>

Yes, even small or new businesses can get verified, as long as they meet the eligibility requirements. However, businesses with established presence or significant activity tend to have a higher chance of approval.

</details>

<details>

<summary><strong>What happens if my WhatsApp Blue Tick Verification request is rejected?</strong></summary>

If your application for WhatsApp Blue Tick verification is rejected, you will be notified with the reason for rejection. Common reasons for rejection include incomplete business profiles, incorrect documentation, or failure to meet WhatsApp's guidelines for verified businesses. You can reapply after resolving the issues.

</details>

<details>

<summary><strong>How do I appeal or reapply after a WhatsApp Blue Tick verification rejection?</strong></summary>

If your verification request is rejected, you can make necessary corrections to your business profile or submit missing documents and reapply. Make sure your Facebook Business Manager profile is complete and up to date before reapplying.

</details>

<details>

<summary><strong>Can I speed up the WhatsApp Blue Tick Verification process?</strong></summary>

While the verification process duration is controlled by WhatsApp, you can expedite approval by ensuring that your business profile is complete, your documentation is accurate, and you meet all eligibility criteria before applying.

</details>


# Initiate Conversation

Initiate Conversation BizMagnets allows businesses to start a chat with users outside the 24-hour window, enabling proactive engagement for notifications, alerts, or support.

You can start chatting with a customer in BizMagnets if their contact is already added, or you can add their contact first and then send them a WhatsApp Template message.

{% hint style="info" %}
WhatsApp allows you to send only pre-approved template messages to initiate a conversation with a customer.&#x20;
{% endhint %}

## Start Chat with Saved Contact in BizMagnets Conversations

To start a chat with a saved contact, follow the below steps.

1. Go to **'Inbox'** from the dashboard.
2. Click to select the contact you wish to start a conversation with. After selecting the contact, the chat window will open.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FP4yf2TwaWpY8pmUPSONB%2FScreenshot%202025-09-04%20160813.png?alt=media&amp;token=a1b8fbf6-6719-46eb-8d0a-9d66a9745b93" alt=""><figcaption></figcaption></figure>

3. You need to create your message [templates](/template/bizmagnets-template-messages) to initiate the conversation. These templates must be pre-approved by Meta.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F6MThI48fjdRznlYR5OjY%2FScreenshot%202024-03-21%20155119.png?alt=media&amp;token=ab999a91-9b73-4ae9-bb01-87ad52067d5b" alt=""><figcaption></figcaption></figure>

## Start Chat with Unsaved Contact in BizMagnets Conversations

You can create a [new contact](/contacts/add-contact) by clicking on "Add New Contact" and then start the conversation by sending the template message.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FmJ6sRhwMIeywrrAXzJ4k%2FScreenshot%202024-03-23%20145244.png?alt=media&amp;token=7a9f2b25-1956-4e2d-89e6-a555b2e21597" alt=""><figcaption></figcaption></figure>

## Send a Text to a BizMagnets Contact Individually

If you wish to send a text to a specific contact while browsing through your contacts in BizMagnets, you can do so by clicking on the "send' icon as shown in the below image.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FvUOt6ba0nsm81mS1Zu8i%2FSending%20message.png?alt=media&amp;token=7819d5e0-f4fb-4710-b77a-b635e8ba5183" alt=""><figcaption></figcaption></figure>

## Replying to a customer's message&#x20;

You can immediately reply when a customer messages you, allowing you to engage in a chat conversation for next 24 hours.


# Inbox

The Inbox in BizMagnets is a feature designed to help businesses manage and streamline their conversations.

It serves as a centralized hub for handling customer inquiries, tracking leads, and managing sales processes efficiently.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FP4yf2TwaWpY8pmUPSONB%2FScreenshot%202025-09-04%20160813.png?alt=media&amp;token=a1b8fbf6-6719-46eb-8d0a-9d66a9745b93" alt=""><figcaption></figcaption></figure>

## **Use Cases for the Inbox in BizMagnets**

1. **Lead Qualification**: Sales teams can use the Inbox to qualify leads based on their interactions and move them through the sales funnel.
2. **Customer Support**: The inbox can handle customer inquiries, providing timely and accurate responses to improve customer satisfaction.
3. **Sales Campaigns**: Businesses can run targeted sales campaigns, track customer responses, and adjust strategies based on real-time data.
4. **Order Tracking**: Customers can inquire about their orders, and sales teams can provide updates directly through the Sales Inbox.
5. **Upselling and Cross-Selling**: Sales teams can identify opportunities to upsell or cross-sell products based on customer interactions.

## **How to Use the Inbox in BizMagnets**

1. **Access the Dashboard**: Navigate to the **'Inbox'** from the dashboard.
2. **Manage Leads**: Use the **Search Contact** feature to view and categorize leads into different stages.
3. **Respond to Messages**: Use [Templates](/template/bizmagnets-template-messages) or [Bot Flows](/bot-flows/things-to-know-before-building-your-first-bot) to send quick and consistent responses to customer inquiries.
4. **Collaborate with Team**: Assign conversations to team members and collaborate to ensure efficient handling of customer interactions.

## **Lead Status Categories**&#x20;

The lead status categories in inbox are **New**, **Pending**, **Qualified**, and **Spam**. These categories are commonly used in sales and lead management to organize and prioritize customer interactions.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F1UE1DUddG0Iq1Bz2upH6%2FScreenshot%202025-03-14%20164401.png?alt=media&amp;token=b8b486e8-e706-4b43-936a-226ae4b00afd" alt=""><figcaption></figcaption></figure>

### **New:**

Leads or customer inquiries that have just been received and have not yet been reviewed or acted upon. This status helps sales teams identify fresh leads that need immediate attention. Sales representatives typically review these leads, gather more information, and decide the next steps (e.g., contacting the customer or moving the lead to the next stage).

### **Pending**

Leads that have been reviewed but are awaiting further action or follow-up. This status indicates that the lead is in progress but requires additional steps before it can be moved to the next stage. Sales teams may need to follow up with the customer, provide more information, or wait for the customer to respond.

### **Qualified**

Leads that have been evaluated and deemed as having a high potential to convert into customers. This status helps prioritize leads that are most likely to result in a sale. Sales teams focus on nurturing these leads, providing personalized offers, and closing the deal.

### **Spam**

Leads or messages that are irrelevant, unsolicited, or not genuine. This status helps filter out low-quality or unwanted interactions, ensuring that sales teams focus on legitimate leads. These leads are typically ignored or removed from the sales pipeline.

The New, Pending, Qualified, and Spam statuses in a Inbox are essential for organizing and managing leads effectively.&#x20;

## Table View

Table View provides a detailed view of customer or lead information, including message history, tags, assignment, status, and export options.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FHSZweNChBL04KyJpBT8A%2FScreenshot%202025-09-04%20161948.png?alt=media&amp;token=87c538c9-d66f-4065-bffa-a32a29f977ad" alt=""><figcaption></figcaption></figure>

Select the table view option from the three dots icon.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FYVKMCbL7a3B1GeZVjTwZ%2FScreenshot%202025-09-04%20162118.png?alt=media&amp;token=e1259deb-b3a1-4b4f-99e0-73e986c31619" alt=""><figcaption></figcaption></figure>

1. **Search Contact:** This section allows users to search and filter contacts based on specific criteria (e.g., name, tags, status).
2. **Last Message Date:** This helps sales teams prioritize follow-ups based on recent activity.
3. **Name:** This displays the contact name.&#x20;
4. **Mobile Number:** Contact number is displayed.&#x20;
5. **Tags:** Tags are used to categorize and organize contacts for easier management. Tags help in segmenting contacts for targeted campaigns or follow-ups.
6. **Assigned To:** This section shows which team member or bot is responsible for managing the contact. Assignment ensures accountability and efficient handling of contacts.
7. **Status:** The status of each contact is displayed, indicating their current stage in the sales or support process.

## **Benefits of Using the Inbox**

* **Improved Customer Experience**: Faster responses and personalized interactions lead to higher customer satisfaction.
* **Increased Sales**: Efficient handling of inquiries and upselling opportunities can boost revenue.
* **Time Savings**: Automation and organization reduce manual effort for sales teams.
* **Scalability**: The Inbox can handle a growing number of customer interactions without compromising quality.

The Inbox in BizMagnets is a powerful tool for managing sales communications, automating responses, and tracking customer interactions. By leveraging its features, businesses can streamline their sales processes, improve customer engagement, and drive growth.


# Support Inbox

The Support Inbox in BizMagnets is a feature designed to help businesses manage customer support interactions efficiently.

It acts as a centralized hub where businesses can handle customer queries, complaints, and support requests received via WhatsApp.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FBpAUiZdbv2eY7mQk82eR%2FScreenshot%202025-09-04%20162807.png?alt=media&amp;token=2c6128a1-5e6e-4ca4-9781-54f16c5ee6e3" alt=""><figcaption></figcaption></figure>

## **Use Cases for the** Support Inbox

1. **Customer Queries**: Customers can ask questions about products, services, or policies, and support teams can provide accurate and timely responses.
2. **Issue Resolution**: The helpdesk can handle complaints and technical issues, guiding customers through troubleshooting steps or escalating problems to the appropriate department.
3. **Order and Account Support**: Customers can inquire about their orders, track shipments, or request account-related assistance (e.g., password resets, billing issues).
4. **Feedback Collection**: Businesses can use the helpdesk to gather customer feedback and improve their products or services.
5. **Proactive Support**: Support teams can proactively reach out to customers with updates, such as order confirmations, delivery notifications, or service reminders.

## **Lead Status Categories**

* **New**: Fresh leads that need to be reviewed.
* **Pending**: Leads that are being worked on but require further action.
* **Qualified**: Leads that are ready to be converted into customers.
* **Spam**: Irrelevant or low-quality leads that can be ignored.

## **Benefits of** Support Inbox

* **Centralized Management**: All customer interactions, leads, and support tickets are managed in one place.
* **Efficiency**: Automation and templates save time and ensure consistent communication.
* **Scalability**: The platform can handle a growing number of customer interactions and business operations.
* **Insights**: Analytics and tracking provide valuable insights into sales and support performance.

## Key Difference Between Inbox and Support Inbox

| Aspect           | Inbox                                 | Support Inbox                          |
| ---------------- | ------------------------------------- | -------------------------------------- |
| **Purpose**      | Drive sales and revenue               | Resolve issues and ensure satisfaction |
| **Focus**        | Pre-sales interactions                | Post-sales interactions                |
| **Key Features** | Lead management, campaigns, upselling | Ticket management, issue resolution    |
| **Metrics**      | Conversion rates, revenue             | Response time, CSAT, resolution time   |
| **Team Roles**   | Sales representatives                 | Support agents                         |
| **Automation**   | Sales pitches, follow-ups             | FAQs, troubleshooting steps            |

The Support Inbox in BizMagnets is a powerful tool for managing customer support interactions. By leveraging automation, analytics, and integrations, businesses can streamline their support processes, improve customer satisfaction, and scale their operations effectively.


# Contact Information & Attributes Panel

The Contact Information & Attributes panel offers a quick way to manage essential details and custom data associated with contact directly from the chat interface in the Sales Inbox and Support Inbox.

## Overview

Clicking the Info icon toggles the visibility of this panel, enhancing context for agents, personalizing interactions, and leveraging contact-specific data within automated bot flows.

## Accessing the Sales Inbox Panel

* Navigate to an active chat in the Sales Inbox.
* Locate and click the Info icon near the chat panel right side.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F3cM60enGnBDEAeyqbuck%2FScreenshot%202025-09-04%20170051.png?alt=media&amp;token=3636c743-92f7-4321-821b-c537fa2047d9" alt=""><figcaption></figcaption></figure>

The panel will appear on the right side. Click the arrow icon again to hide the panel.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FRmIn7rUcU6NOgvwvDFeq%2FScreenshot%202025-09-04%20170121.png?alt=media&amp;token=abf01b12-f228-4a1d-9348-6869a246966a" alt=""><figcaption></figcaption></figure>

## Accessing the Support Inbox Panel

* Navigate to an active chat in the Support Inbox in Helpdesk.
* Locate and click the Info icon near the chat panel right side.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FCn73SSihKe288UKBaX1r%2FScreenshot%202025-09-04%20170722.png?alt=media&amp;token=08eff36b-341f-48aa-a46e-d0b37d32cca8" alt=""><figcaption></figcaption></figure>

* The panel will appear on the right side. Click the arrow icon again to hide the panel.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FdbO3AGyNOtVTOZPVkMuI%2FScreenshot%202025-09-04%20170740.png?alt=media&amp;token=1ca9d7f7-d8e9-4b8c-af30-132b87ed3507" alt=""><figcaption></figcaption></figure>

## Panel Contents

### **1. Contact Info**

Displays standard information:

* **Name**: Contact's name.
* **Phone**: Primary phone number.
* **Company**: Associated company.
* **Opt-in**: Messaging opt-in status.

### **2. Contact Attributes**

Lists custom data fields:

* **Predefined & Custom Attributes**: Attributes like 'Alternative Phone', 'Lead Source', etc.
* **Editable Fields**: Edit icon for users to update values with appropriate permissions.
* **Dynamic Information**: Stores specific information relevant to contact's journey.

### **3. Add Custom Field Button**

Allows users to add new custom attributes to the contact's profile, aiding in capturing new information during conversations.

## Utilization and Benefits

* **Contextual Agent Support**: Immediate access to key contact details enhances personalized interactions.
* **Bot Personalization and Logic**:
  * **Dynamic Responses**: Bots personalize messages using contact attributes.
  * **Conditional Flows**: Bot scenarios can change based on attribute values.
  * **Data Collection**: Bots save user responses as updated attributes.

The Contact Information & Attributes panel is a powerful tool for managing and leveraging contact-specific data, enhancing agent efficiency, bot personalization, and sales processes by keeping information readily accessible.


# Bulk WhatsApp Opt-In

The Bulk WhatsApp Opt-In feature in BizMagnets’ Sales and Support Inbox allows you to collect consent from multiple users at once, enabling seamless and compliant communication via WhatsApp.

## Update Opt-In Settings

Follow these simple steps to update the bulk WhatsApp opt-in settings in the Sales and Support Inbox:

1. Navigate to the **Sales** or **Support Inbox**.
2. Click on the three-dot menu icon and select **'WhatsApp Opt-in'**.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FQNb5p414aVZzd1gaWbHM%2FScreenshot%202025-09-04%20172102.png?alt=media&amp;token=09d76753-1bbc-4adc-9ac6-bddfece097b7" alt=""><figcaption></figcaption></figure>

3. Select the desired contacts from the contact list.&#x20;
4. Click the WhatsApp icon. A confirmation prompt will appear.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fkvi7C4v3xmIifvchDEsF%2FScreenshot%202025-09-04%20172147.png?alt=media&amp;token=0212a5b0-1b72-4645-8430-15c8bc32cf77" alt=""><figcaption></figcaption></figure>

4. Confirm the action to opt-in the selected contacts for WhatsApp messaging. This updates their contact settings accordingly.

## Key Capabilities

* **Select Multiple Contacts**: Choose multiple users from your inbox or import a contact list.
* **Send Opt-In Request**: Trigger a WhatsApp message asking for user consent with a single click.
* **Track Opt-In Status**: Monitor who has accepted or declined directly within the inbox view.
* **Compliant Communication**: Ensure you only message users who have explicitly opted in, aligning with WhatsApp’s business policy.

## Benefits:

* Save time by managing opt-ins at scale
* Improve response rates through proactive engagement
* Stay compliant while building a permission-based contact list

This feature is ideal for onboarding new leads, reactivating cold contacts, or preparing for broadcast campaigns.


# FAQs

Frequently Asked Questions (FAQs) address common concerns and help you understand how to leverage the conversation feature in BizMagnets for effective customer communication and team collaboration.

<details>

<summary><strong>How do I start a new conversation?</strong></summary>

Conversations can be initiated manually through the dashboard or automatically triggered via workflow rules and chatbots.

</details>

<details>

<summary>C<strong>an I view the conversation history?</strong></summary>

Yes, BizMagnets retains conversation history, so your team can access previous interactions for context and improved customer support.

</details>

<details>

<summary><strong>What is the Sales Inbox in BizMagnets?</strong></summary>

The Sales Inbox is a centralized hub for managing incoming sales inquiries, consolidating leads and messages from various channels so your team can quickly follow up with potential customers.

</details>

<details>

<summary><strong>How do I manage leads in the Sales Inbox?</strong></summary>

You can tag, assign, and prioritize leads within the Sales Inbox. The platform also provides filters and search options to quickly locate specific conversations or contacts.

</details>

<details>

<summary><strong>What is the Support Inbox in BizMagnets?</strong></summary>

The Support Inbox is a dedicated interface designed for managing customer support queries, ensuring that all issues are tracked and resolved efficiently by your support team.

</details>

<details>

<summary><strong>How do I assign support tickets in the Support Inbox?</strong></summary>

Support tickets can be manually assigned to specific team members or automatically routed based on predefined rules, ensuring that every query receives prompt attention.

</details>

<details>

<summary>C<strong>an I view the history of a support conversation?</strong></summary>

Yes, the Support Inbox maintains a complete history of all interactions, which helps your support team gain context and provide consistent, informed responses.

</details>


# Add Contact

Learn how to seamlessly add and manage contacts using the BizMagnets with our step-by-step guide.

Contacts within BizMagnets can be added via two methods:

* [Individually creating a single contact.](#single-contact)
* [Importing contacts in bulk.](#bulk-contact-creation)

## Individually Creating a Single Contact

To create a single contact, go to **'Customers',** select **'Contacts',** and then click **'+ Add New Contact'.**

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FBFMPgwVgJV2lhaL4PaFL%2FScreenshot%202025-03-10%20165002.png?alt=media&amp;token=008e7220-b7fd-4cb3-9bc9-826a709e871b" alt=""><figcaption></figcaption></figure>

This action opens a sidebar where you'll be prompted to enter the contact's information, including Name, WhatsApp Number, Email, Tags and others.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FvFOr9PXhouJDcd78BNIm%2FScreenshot%202025-03-10%20171316.png?alt=media&amp;token=4f7094a5-4583-4a3b-97a3-c83131fde1ff" alt=""><figcaption></figcaption></figure>

## Importing Contacts in Bulk

Importing contacts to BizMagnets in bulk is a powerful feature for businesses that need to manage large numbers of customers.

1. To add contacts to BizMagnets in bulk, start by selecting **'Import'**.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FyS4w1ixzz1TSrPRjp7EV%2FScreenshot%202025-09-04%20174740.png?alt=media&amp;token=b9c75732-25b2-4788-a0c9-c95a0a3a3fb2" alt=""><figcaption></figcaption></figure>

2. Select **'Import File'** from the dropdown menu.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F37dFMX2yWJoe0wmVkRbK%2FScreenshot%202025-03-10%20204617.png?alt=media&amp;token=7b01c0c6-62b2-402c-b8ea-979c9f7ffc21" alt=""><figcaption></figcaption></figure>

3. Next, click on **'Download Sample'** for reference. You can choose to download the sample file with or without country codes.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fgzc3wGkSYSZ6GyiZLYtz%2FScreenshot%202025-03-10%20205024.png?alt=media&amp;token=2784433c-83a6-4cc5-b192-c571b6b6f4eb" alt=""><figcaption></figcaption></figure>

4. Refer to the sample file and arrange your contact details in the same format. Once done, proceed to upload the file to BizMagnets. After uploading, give the import file a new name and select either **'Add New Contacts'** or **'Add New and Update Existing'** as the import type.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F1WfSAgM15nyCFewadZcQ%2FScreenshot%202025-03-10%20205953.png?alt=media&amp;token=827c400f-b0d3-4332-abdb-dd46b4357d89" alt=""><figcaption></figcaption></figure>

The **marketing opt-in** option will default to **'Yes'**. Additionally, you have the option to assign tags to the contacts you're uploading in bulk.

5. The next step is to map the contact fields from your file to the corresponding BizMagnets [Custom Fields](/additional-details/custom-fields). If you haven't created any custom fields in BizMagnets yet, you can create them at this stage. Once you've ensured that the fields are properly mapped, click **'Submit'** to finalize the upload of your contacts into BizMagnets.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F7osU1rjH8u68lQK7FrTx%2FScreenshot%202025-03-10%20213708.png?alt=media&amp;token=e41f3b64-7b7d-49bd-989a-e4418693f0d6" alt=""><figcaption></figcaption></figure>

### Import History&#x20;

The Import History table provides a detailed record of all contact import activities performed in the system.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FJ3Mex3kKIAoScT0gSTYK%2FScreenshot%202025-09-04%20174854.png?alt=media&amp;token=9614450b-b179-4c83-88db-c10b32eb1a63" alt=""><figcaption></figcaption></figure>

This table is useful for tracking the history of contact imports, identifying errors, and understanding the types of actions performed during each import.

## **Contact Creation Date**

Once a contact is added to your BizMagnets account, you can view the date they were added by checking their contact details. This date indicates when the contact was first included in your list. This information is accessible in the main list view and not within the individual contact details.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FVXEdRv5Ips4MJIsPmnkq%2FScreenshot%202025-09-04%20174740.png?alt=media&amp;token=50612130-85f7-4024-ba27-2f7e9cbae26b" alt=""><figcaption></figcaption></figure>


# Export Contacts

Exporting contacts via BizMagnets involves retrieving contact information stored in your WhatsApp Business account.

You can also view a list of your account's past exports.

## To Export Contact:

1. From your BizMagnets account, navigate to **'Customers'** and then select **'Contacts'**.
2. Choose the **'Export'** option to download your contacts.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FXHrVXNXe0vbRggtY66EM%2FScreenshot%202025-09-04%20174740.png?alt=media&amp;token=b31ac742-ece0-40b5-af39-774a1afc44f8" alt=""><figcaption></figcaption></figure>

3. Once downloaded, open the file on your local device to view your contact list.

Open the exported file and verify that all contact details are accurate and complete.


# Contact Deletion

Contact deletion involves permanently removing contact information from your business's database. This can be done individually, in bulk, or by applying filters to select specific contacts.

Once contacts are deleted, the action is irreversible, meaning the data cannot be recovered. Therefore, it’s crucial to ensure that the deletion is intentional and double-checked before proceeding.

## **Delete Contacts Individually**

* Select the contact you wish to delete.
* Navigate to the **'Delete'** option and click.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FzoIPaVdQQsv5ZLmNZVNX%2FScreenshot%202025-09-04%20180740.png?alt=media&amp;token=3c0b3bd3-87ca-428d-aa88-5bea24d47a3a" alt=""><figcaption></figcaption></figure>

## **Bulk Delete Contacts**

* Select the checkboxes next to the names of the contacts you want to delete.
* Navigate to the Delete option and click.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FL2jnAg3PEdd6aI2UlnB4%2FScreenshot%202025-09-04%20181018.png?alt=media&amp;token=c7f82b4e-318c-494c-9a02-12c7ff47dbfc" alt=""><figcaption></figcaption></figure>

## **Bulk Delete Contacts Using a Filter**

* Apply a filter by choosing the desired conditions.
* Select the checkbox next to the names of the contacts you want to delete.
* Navigate to the Delete option and click.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FSaoQJ8reG5xs0atMshQQ%2FScreenshot%202025-09-04%20181328.png?alt=media&amp;token=0265cdb4-e265-4f43-bf3b-38c357bab348" alt=""><figcaption></figcaption></figure>

Always double-check before deleting contacts, as the action is irreversible.


# Contact Management

Effective contact management ensures that your business can efficiently engage with customers, send targeted messages, and maintain accurate records.

Learn how to add contacts to sequences, filter them based on specific criteria, and customize column preferences for a more streamlined experience. Proper contact management is crucial for maintaining high-quality interactions and improving customer relationships.

## **Adding Contacts to a Sequence**

Adding contacts to a sequence enables automated follow-ups and efficient categorization. Ensure that you have created a sequence beforehand.

To add contacts to a sequence, follow these steps:

1. Navigate to the **'Customer'** section and select **'Contacts'**.&#x20;
2. Select the contacts you want to add to the sequence.
3. Select the option **'Trigger Sequence'** at the top right corner. A pop-up will appear to select the Channel and the published sequence to enroll the contacts in.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F0U7PAcET3to1ASAbWfGD%2FScreenshot%202025-09-04%20182410.png?alt=media&amp;token=e4ed692e-6f5c-4947-8a01-2b49201449f4" alt=""><figcaption></figcaption></figure>

3. Choose the Channel and the Sequence name from the dropdown. Click on 'Confirm'. The contacts will be added to sequence.

{% hint style="info" %}
You can also add contacts to a specific sequence using the "Action" option within your integration workflows.

For example, if you are integrating with a CRM system like Salesforce; you can automatically push newly added leads into a designated sequence by selecting "Push to Sequence" under the Action dropdown.
{% endhint %}

## Filter Contacts

To filter your contacts, click the Filter icon button located on the left side of the screen. This will display the available filters. You can filter contacts based on the parameters used to collect their data. To do so, click 'Filter icon', enter the required details, and then click 'Apply'.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FdnAzHrWu2ODZtqUHe4n6%2FScreenshot%202025-09-04%20185027.png?alt=media&amp;token=1889766f-8608-49c3-a345-bf409aef66c0" alt=""><figcaption></figcaption></figure>

Here are some common conditions for filtering contacts:

### **Filter by Tags:**&#x20;

This allows you to filter contacts based on tags that were assigned during customer data collection.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FztWFY3WQbDRf0cRaCydi%2FScreenshot%202025-09-04%20185428.png?alt=media&amp;token=0552867b-912c-405d-acb1-bf4be71a7c1a" alt=""><figcaption></figcaption></figure>

### **Filter by Marketing Opt-in:**&#x20;

Use this filter to sort contacts by whether they have opted in or out of marketing communications.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FeXLMNAYB8lIVu36DWLDx%2FScreenshot%202025-03-19%20163756.png?alt=media&amp;token=56b1f227-80ef-4633-9bad-1edf21697488" alt=""><figcaption></figcaption></figure>

### **Filter by Source:**&#x20;

This filter allows you to narrow down contacts based on their origin, such as how or where the contact was acquired.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FkGB8mmdmw5BfjcujIKIy%2FScreenshot%202025-03-19%20163818.png?alt=media&amp;token=1a605160-962d-4a05-ba36-d19bdc529cc3" alt=""><figcaption></figcaption></figure>

### **Filter by Created Date:**&#x20;

Use this filter to sort contacts by the date they were created in your system, helping you focus on newer or older contacts as needed.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FsX8KErZ7KN5erQvIyGXO%2FScreenshot%202025-03-19%20163836.png?alt=media&amp;token=c11ea99a-2ecf-484f-8011-46371ff03ee0" alt=""><figcaption></figcaption></figure>

### **Filter by C**hannel:

Contact filtering by channel allows to choose from the available channels.&#x20;

### **Filter by Contact Type:**

Filtering by contact type categorizes them by their role or relationship with your business (e.g., lead, account).

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FCGxT5PQ8kYQvtTNPj0vC%2FScreenshot%202025-03-19%20164658.png?alt=media&amp;token=c9ed07f7-9a69-4505-a67d-3fab80dcc6f3" alt=""><figcaption></figcaption></figure>

## **Searching Contacts**

You can easily search for contacts using keywords such as name, tags, or the initial digits of a contact number in the search bar within the Contacts section.


# Opt-in Management

Opt-in Management in BizMagnets ensures that businesses obtain customer consent before sending messages, in compliance with WhatsApp’s policies.

## Overview

Opt-in is the process where customers give their consent to receive messages from a business on WhatsApp.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FKwaw9IhqxADnK1ViWqqc%2FScreenshot%202025-09-04%20185917.png?alt=media&amp;token=edec3e06-7e0d-4c39-bb8e-0cc08a28e72a" alt=""><figcaption></figcaption></figure>

### **WhatsApp’s Opt-in Requirements:**

* Customers must explicitly agree to receive messages from your business.
* Opt-in must clearly state that the user is subscribing to receive WhatsApp messages.
* The business must provide its name at the time of opt-in.

### **How to Collect Opt-ins?**

Businesses can collect opt-ins through various channels, such as:

* **Website Forms:** During sign-up, checkout, or subscription processes.
* **In-app Prompts:** Displaying opt-in requests within your app or service.
* **Social Media Ads:** Using Facebook and Instagram lead ads with integrated opt-in options.
* **QR Codes:** Scanned codes linked to opt-in forms.
* **SMS or Email:** Sending links for users to opt-in via their preferred platform.

## **Opt-out Keywords**&#x20;

Opt-out keywords allow customers to unsubscribe from receiving messages from a business on WhatsApp. These keywords ensure that businesses respect customer preferences and comply with WhatsApp’s policies.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F223y65jZoxTMfI1oaexz%2FScreenshot%202025-02-14%20161125.png?alt=media&amp;token=db6d8c3a-0c42-42f0-a369-b6c84ff74c9b" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The word "STOP" is case-insensitive in opt-out processes, users can send STOP, Stop, or stop to unsubscribe, and all variations will be recognized for opting out.
{% endhint %}

### **How to Opt-Out Users in BizMagnets**

1. To set up **Opt-in and Opt-out** for users, navigate to **Opt-in Management** under the **Contacts** section in the BizMagnets dashboard.
2. First, **enable the opt-out response**, which will send an automatic confirmation to users who choose to opt out of your WhatsApp broadcasts.
3. Add **opt-out keywords** (e.g., *STOP* or *Don’t send me messages*), which will automatically remove users from your WhatsApp notifications when they reply with these keywords.
4. After adding the keywords, click **Save Settings**.

Any user who replies with the specified keywords will be automatically opted out of receiving future WhatsApp updates from your business.

### **Opt-Out Example Usage:**

* Send **STOP** to unsubscribe from our WhatsApp updates.
* Reply with **UNSUBSCRIBE** if you no longer wish to receive messages from us.
* Text **CANCEL** to stop receiving promotions and notifications via WhatsApp.

### **Best Practices for Opt-out Keywords:**

* Always provide an **opt-out option** in your messages.
* Acknowledge the opt-out request with a **confirmation message** (e.g., *“You have successfully unsubscribed. We’re sorry to see you go!”*).
* Regularly update your contact list to ensure that messages are not sent to users who have opted out.

## **Opt-in Keywords**&#x20;

Opt-in keywords are specific words or phrases that customers can send to a business on WhatsApp to give their consent to receive messages. These keywords help automate the opt-in process and ensure compliance with WhatsApp Business policies.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fu0q21LSuIs1tKiisrtBP%2FScreenshot%202025-02-14%20165331.png?alt=media&amp;token=b3ae68b3-e157-4670-bd29-d08432eda45b" alt=""><figcaption></figcaption></figure>

### **How to Opt-In Users in BizMagnets**

1. Toggle the Opt-in button to enable the Keywords.&#x20;
2. Add **Opt-in Keywords** to automatically opt-in users when they send these keywords to your WhatsApp. Once a user sends any of these keywords, they will be subscribed to your WhatsApp notifications.
3. You can also send a WhatsApp message with a **Quick Reply button** that includes an opt-in keyword. When users click the button, they will be automatically opted in.
4. After adding the keywords, click **Save Settings**.

### **Example Usage:**

* *Send **YES** to subscribe to our WhatsApp updates!*
* *Reply with **START** to receive exclusive offers and promotions on WhatsApp!*
* *Text **JOIN** to get the latest product updates directly on WhatsApp!*

### **Best Practices for Opt-in Keywords:**

* Use **clear and simple keywords** that customers can easily remember.
* Include opt-in prompts in **marketing materials, websites, emails, and social media ads**.
* Send a **confirmation message** after the user opts in, thanking them and explaining what to expect.

With BizMagnets, you can easily manage opt-ins using customizable keywords, ensuring a seamless and compliant WhatsApp communication experience!


# Community

The Community is a predefined list of WhatsApp users that a business has collected and organized for targeted messaging purposes.

{% hint style="info" %}
BizMagnets Community aids in managing groups of contacts efficiently, enabling businesses to send relevant information, campaign, and updates to specific subsets of their audience, thus enhancing engagement and improving the effectiveness of their marketing efforts.
{% endhint %}

Navigate to the **'Customers**' section in the dashboard and select **'Community'**. You will be directed to the Community page, which contains two tabs: ['**New Community'**](/contacts/community/new-community) and [**'Existing Community.'**](/contacts/community/existing-community)

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FTWR9eE4yemqChmGArfl3%2FScreenshot%202025-09-06%20151220.png?alt=media&amp;token=be2cc31f-ae5c-456f-b6e4-8af5afb3ea77" alt=""><figcaption></figcaption></figure>


# New Community

You can create a new community in the 'New Community' tab by selecting the desired contacts.

## Create a New Community

You can create a New Community by following the below steps:

1. Go to the **'Customers**' section in the dashboard and select **'Community**. You will be directed to the Community page with two tabs 'New Community' and 'Existing Community.'

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FkJIVtZD03cz8BMnrojug%2FScreenshot%202025-09-06%20151220.png?alt=media&amp;token=49e9b2d9-533f-4fb8-9743-f8d601e8f4c9" alt=""><figcaption></figcaption></figure>

2. In the New Community tab, click on **'Create Community.'**
3. Enter a name for the new community, which is mandatory, and select the contacts to be included.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FCG0opykOSqyS0nlZkqnE%2FScreenshot%202024-04-26%20181743.png?alt=media&amp;token=45d425b2-4d17-416d-b4a8-5ac8099895b6" alt=""><figcaption></figcaption></figure>

4. You can select contacts by searching for them or by choosing the tag.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FM6ElgqBT2FKGPiIGXMQe%2FScreenshot%202024-04-26%20182129.png?alt=media&amp;token=5a8f6073-5f1b-4aac-b45d-fcb31baeba9c" alt=""><figcaption></figcaption></figure>

5. The New Community will be created and you can find it the Existing Community tab.&#x20;


# Existing Community

In the 'Existing Community' tab, you can find all the communities that you have created.

In the Existing Community tab, the community name, the date on which the community was created, and the creator's name are displayed. The total number of contacts included in the community is also indicated.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FWnLPWOiRm6Ex7GadhIRJ%2FScreenshot%202024-04-26%20190349.png?alt=media&amp;token=9b5f32b8-4366-42d7-b0b8-94ed92887076" alt=""><figcaption></figcaption></figure>

## Edit Community

You can edit the community name, add new contacts, or delete existing contacts by clicking on the edit option. After editing, click on the option "Update Community," and the changes will be applied.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FiumU2HxHKUmwY4QWqzBr%2FScreenshot%202024-04-27%20135501.png?alt=media&amp;token=3a3760e2-c833-42c0-9747-1993d482539b" alt=""><figcaption></figcaption></figure>


# Companies

All clients from a particular business will be grouped under a single company. As a result, all contacts from that business will be saved within that company.

This makes it easy to identify contacts from different businesses and facilitates smoother communication. A contact number can only be added to one company.

## Create a new company

Creating a new company in BizMagnets is easy. Here's how:

1. Navigate to the **'Customers**' section in the dashboard and select **'Companies'**.
2. You will be taken to the **'All Companies'** tab. Click on the **'+Add Company'** option.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FOgmZINnTHGf4iapdDvXB%2FScreenshot%202025-09-06%20152041.png?alt=media&amp;token=d18c40ba-6b9b-4ca1-89ae-b374902401bf" alt=""><figcaption></figcaption></figure>

3. Fill in the company details like name, website, description, team and any notes for reference.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F0w4staKBKAXaYtL3Mdh2%2FScreenshot%202025-09-06%20152201.png?alt=media&amp;token=596d2f00-e842-4b84-aaa8-0fe275f54211" alt=""><figcaption></figcaption></figure>

4. Click 'Save,' and your new company will be created.

## **How to Add a Contact to an Existing Company**

Follow the steps below to add a contact number to an existing company:

1. Go to **'Customers**' section in the dashboard and select **'Contacts'** and choose your desired contact.
2. Click the **'Edit'** option for the selected contact.
3. Add your **'Company Name'** from the dropdown menu.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fv6qshnMLvMX2Ar7v9xw7%2FScreenshot%202025-09-06%20152424.png?alt=media&amp;token=b5e91ead-d134-46f3-9742-cef8467f8e16" alt=""><figcaption></figcaption></figure>

4. Click on **'Submit'**, and your contact will be added to your company.


# BizMagnets Template Messages

Template Messages are designed for businesses to send notifications, alerts, reminders, and other types of information that initiate conversations with customers.

Template Messages can include placeholders for personalization, allowing businesses to insert specific details relevant to each customer. These need to be approved by WhatsApp before they can be used, ensuring that they meet specific standards and guidelines.&#x20;

{% hint style="info" %}
Businesses need a message template to initiate a conversation with a user, especially if there hasn't been any previous interaction or if it's been over 24 hours since the user last sent a message.
{% endhint %}

Once the Template Messages are approved by Meta, these messages are accessible at the WhatsApp Business API (WABA) level, allowing different phone numbers under the same WABA to share the same template messages.

Moreover, templates could be automatically deactivated if they receive negative feedback from customers. A disabled template remains unusable for sending until its quality rating increases or it complies with [Meta's Business or Commerce guidelines.](https://business.whatsapp.com/policy)

Every WhatsApp Business Account is allowed a maximum of 250 message templates. This limit pertains to the names of the message templates, where each name can encompass translations in several languages. For instance, if you have a message template named "order\_confirmation" and it's available in three different languages, it still only counts as one message template towards the 250-template limit.

## BizMagnets Templates

Discover the process of crafting impactful WhatsApp templates message for marketing purposes. Follow the rules, stay away from restricted content, and easily get your templates approved

Go to settings in the dashboard and select Templates. In the **'My Templates'** tab you will find all the templates you have created.&#x20;

[Click here](/template/create-and-edit-template) to create a template message.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F7jITOYWBdjuenrsZjvm9%2FScreenshot%202025-09-06%20152806.png?alt=media&amp;token=8ef93f19-f9c8-4db7-a2ff-89bf4849ccb5" alt=""><figcaption></figcaption></figure>

You can view the templates in either 'Grid View' or 'List View'.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FLC2tbps9LI4xrhSE5fRL%2FScreenshot%202025-09-06%20152859.png?alt=media&amp;token=a18100b6-e8b5-465e-b941-c1fdd4c9640f" alt=""><figcaption></figcaption></figure>

## Template Statuses

The following statuses can apply to a Template Message:

* **Approved:** The template has successfully passed the review process and is now approved for use in template messages.
* **Draft:** The message template is still being created and has not yet been submitted for approval. It is not yet available for use.
* **In Appeal:** An appeal has been submitted for the template.
* **Pending:** This status means the template is currently being evaluated. Meta conducts the review, which may last up to 24 hours.
* **Rejected:** This indicates that the template did not pass the review process or it breaches one or several of [Meta's Policies.](https://developers.facebook.com/docs/whatsapp/overview/policy-enforcement)
* **Pending Deletion:** The message template is marked for deletion but is not yet removed. It will remain in this state until the deletion process is complete.
* **Deleted:** The message template has been fully removed and is no longer available for use.
* **Disabled:** The template has been disabled due to persistent negative feedback and cannot be sent to customers.
* **Paused:** The message template is temporarily inactive and cannot be sent to customers. This might occur due to a quality issue or manual action but can be resumed later.
* **Limit Exceeded:** The template has exceeded the allowed usage limit. It cannot be used further unless the limit is reset or increased.
* **Submitted:** The message template has been completed and submitted for approval but is awaiting review from the platform. It cannot be sent until approved.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FEuFRfFnV6By4EMxXnYob%2FScreenshot%202025-09-06%20152922.png?alt=media&amp;token=29eadab7-aa62-4115-8b2c-9102832bac36" alt=""><figcaption></figcaption></figure>

## **Template Approval Process**

Each message template must undergo Meta's review and approval before it can be sent to customers. When a template approval request is submitted, Meta first validates the selected category.

* If Meta agrees with your selected category, the template status will be marked as `PENDING`, and it will proceed through the template review process.
* If Meta disagrees with your chosen category, the template will still be created, but its status will be marked as `REJECTED`.

To avoid rejection due to category misalignment, it is recommended to set `allow_category_change` to `Yes` in your template creation request. This ensures that the template proceeds to review even if Meta changes the category.

The review process may take up to 24 hours. Templates can only be sent once they achieve `Approved` status.

## Best Practices for WhatsApp Template Approval

To avoid rejection and ensure smooth approval of your WhatsApp message templates, keep these tips in mind:

1. **Proper Variable Format**: Ensure all placeholders for variables are correctly formatted as {{1}} and that no curly braces are missing or incorrectly placed.
2. **Simple Variables**: Avoid using special characters in variable names such as #, $, %, etc. Stick to simple placeholders like {{VariableName}} without spaces.
3. **Keep Variables in Sequence**: Make sure variable numbers are sequential. For example, if {{3}} is missing between {{2}} and {{4}}, your template might be rejected.
4. **Avoid Link Shorteners**: Do not use shortened URLs (like bit.ly or goo.gl), as they can cause template rejection by hiding the destination.
5. **Grammatical Accuracy**: Proofread your message to ensure it is free from spelling and grammar mistakes.
6. **No Sensitive Data Requests**: Avoid requesting sensitive information, such as financial or personal data, in your template.
7. **Relevant Content Only**: Include only business-related surveys or links in your template to avoid rejection.
8. **Avoid Prohibited Content**: Ensure your message does not contain any threatening or abusive language.

Following these best practices will improve the likelihood of your WhatsApp templates being approved and prevent unnecessary delays.

## Top Reasons for Template Rejections

Templates may face rejection for several reasons. Here are the top 10 reasons with examples to help you avoid common pitfalls:

1. **Using Variables Without Context:** Variables like `{{1}}` or `{{2}}` are added without providing clear context about what they represent.
   * Rejected: "Hello {{1}}, your {{2}} is ready for delivery."
   * Accepted: "Hello {{1}}, your order (ID: {{2}}) is ready for delivery."
2. **Using an Unclear Template Name:** Template names are vague and do not describe their purpose.
   * Rejected: "Template\_1" or "New\_Template".
   * Accepted: "Order\_Confirmation" or "Payment\_Reminder".
3. **Content That Fails to Clarify the Template’s Purpose:** The content doesn’t make it clear why or when the template would be used.
   * Rejected: "Your request has been processed."
   * Accepted: "Your return request for Order #{{1}} has been processed and will be picked up by {{2}}."
4. **Grammar or Spelling Errors:** Templates contain typos or improper grammar.
   * Rejected: "Hi {{1}}, your delivery are on it’s way."
   * Accepted: "Hi {{1}}, your delivery is on its way."
5. **Using Texts as Variables Within Double Brackets:** Texts are mistakenly placed within `{{ }}` brackets instead of actual variables.
   * Rejected: "Hello {{John}}, your order is ready."
   * Accepted: "Hello {{1}}, your order is ready."
6. **Not Using Double Brackets to Enclose ALL Variables:** Variables are not correctly enclosed in `{{ }}` brackets.
   * Rejected: "Hello 1, your delivery will arrive by {{2}}."
   * Accepted: "Hello {{1}}, your delivery will arrive by {{2}}."&#x20;
7. **Incorrect Numbering of Variables:** Variables are not numbered sequentially, causing confusion in mapping.
   * Rejected: "Hello {{1}}, your order {{3}} is confirmed."
   * Accepted: "Hello {{1}}, your order {{2}} is confirmed."
8. **Not Submitting a Sample Media for Templates with Media Attachments:** Media-based templates require a sample file during submission, but it's missing.
   * Rejected: Submitting a template for product images without attaching a sample image.
   * Accepted: Submitting a product template with a sample `.jpeg` image attached.
9. **Using URL Shorteners in the Content:** Templates use URL shorteners (e.g., bit.ly), which are not allowed.
   * Rejected: "Click here to track your order: <https://bit.ly/track>."
   * Accepted: "Click here to track your order: <https://www.example.com/track>."
10. **Crossing the Character Limit of One or More Components:** Text exceeds the allowed character limit for a component, such as the header or body.

    * Rejected: "Dear {{1}}, thank you for placing an order with us. We are pleased to inform you that your product is on its way and will reach you shortly. Thank you for choosing us!"
    * Accepted: "Dear {{1}}, your product is on its way. Thank you for choosing us!"

    By adhering to these guidelines and examples, you can improve the chances of your templates being approved.
11. **Content and Policy Violations:**
    * Commerce Policy: Your template violates WhatsApp's Commerce Policy if it contains content related to transactions that are prohibited. This includes all messages and media related to the sale of goods or services, such as descriptions, prices, fees, and legal disclosures.
    * Business Policy: Your template violates WhatsApp's Business Policy if it requests sensitive identifiers. Do not ask users for full payment card or financial account numbers, or national identification numbers. Requesting partial identifiers, such as the last four digits of a Social Security number, is acceptable.
    * Abusive or Threatening Content: Templates that contain potentially abusive or threatening content, such as threats of legal action or public shaming, will be rejected.
12. **Duplication:** Your template is a duplicate of an existing one. If a new template is submitted with the exact same wording in the body and footer as a previously approved template, it will be rejected.


# Template Categories

WhatsApp template categories are predefined message types that help structure communication for specific use cases.

Each category ensures compliance with WhatsApp's guidelines for specific business interactions.

A template message can have three different categories:

* Marketing&#x20;
* Utility
* Authentication&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FaoFBC95BrwRazmcwWAl1%2FScreenshot%202025-09-06%20153212.png?alt=media&amp;token=feddd9c9-b480-4051-8ca5-f35af9c54cd5" alt=""><figcaption></figcaption></figure>

## Marketing Templates

Marketing template includes advertisements for sales or discounts, announcements of new product launches, invitations to events, or general updates aimed at fostering customer engagement and driving sales or event participation. To ensure a positive user experience and adherence to platform guidelines, these templates need to be pre-approved by Meta. They provide businesses with a structured way to communicate marketing messages while respecting the standards set by WhatsApp for content and user consent.&#x20;

Here are some common use cases for marketing templates:

<table><thead><tr><th width="236">Use-Case</th><th>Example Message Template</th></tr></thead><tbody><tr><td>Promotions or Special Offers</td><td>✨ Get ready for our exclusive mid-week flash sale! Enjoy 25% off selected items. Use code: FLASH25 at checkout. Offer ends tomorrow, so act fast!</td></tr><tr><td>Welcome Messages</td><td>👋 Thanks for joining us! We're excited to have you on board. Check out our latest collections and let us know if we can assist with anything.</td></tr><tr><td>Updates, Invites, or Suggestions</td><td>📢 Big news is coming your way! Mark your calendars for our webinar next Thursday and discover our new product lineup. You won't want to miss it!</td></tr><tr><td>Call to Action</td><td>🛒 Your items are still in your cart! Finalize your order now and receive a special discount on shipping. Click here to continue shopping: [Link].</td></tr></tbody></table>

### Per-User Marketing Template Message Limits

There is a certain limit for a business to send marketing template messages to a customer within a given period, starting with a small number of conversations that are less likely to be read. This limit is set based on the total number of marketing template messages a person has received from any and all businesses, not just messages from your specific business.

This limit is only relevant to marketing template messages that would typically initiate a new marketing conversation. If there is already an ongoing marketing conversation between you and a WhatsApp user, the limit won't impact any marketing template messages you send within that conversation. [Read more about this](https://developers.facebook.com/docs/whatsapp/cloud-api/guides/send-message-templates#per-user-marketing-template-message-limits).&#x20;

## Utility Templates

A utility templates are designed for sending practical and informative messages to users based on their actions or requests. This can include transactional information like order confirmations, shipping updates, appointment reminders, or account notifications. These templates are meant to provide users with relevant details about an active or ongoing transaction, account status, subscription updates, or any direct interaction they have initiated.&#x20;

Here are some rephrased examples of utility template messages:

<table><thead><tr><th width="214">Use-Case</th><th>Example Message Template</th></tr></thead><tbody><tr><td>Managing User-Requested Opt-Ins</td><td>🎉 You've successfully subscribed to receive updates and special offers. Stay tuned for more exciting content coming your way!</td></tr><tr><td>Order or Transaction Management</td><td>🛍️ Order Confirmed! Thank you for shopping with us. Your order #789101 has been processed. We'll notify you when it ships.</td></tr><tr><td>Account Alerts and Updates</td><td>🔒 Security Alert: Your login details were updated successfully. If this wasn't you, please contact our support team immediately</td></tr><tr><td>Feedback Surveys</td><td>💬 We’d love to hear from you! Take a quick survey to help us improve. Your feedback matters: [Survey Link].</td></tr><tr><td>Continuing a Conversation</td><td>👋 Hello [Name], it's great to reconnect! How can we assist you today? Feel free to respond with any questions or requests.</td></tr></tbody></table>

{% hint style="info" %}
Any template containing both utility and marketing content will be considered a marketing template. In simple terms, any conversation that isn't about utility or authentication is considered a marketing conversation.
{% endhint %}

## Authentication Template

An Authentication Template in WhatsApp is a pre-approved message format specifically used for sending authentication-related information, such as One-Time Passwords (OTPs) or account verification codes. These templates must be approved by WhatsApp before use to ensure they comply with their guidelines for transactional and security-related messages. This ensures secure and compliant delivery of sensitive information via WhatsApp.

Here are some rephrased examples of authentication template messages:

<table><thead><tr><th width="295">Use-Case</th><th>Example Message Template</th></tr></thead><tbody><tr><td>Login or Account Authentication</td><td>Your login OTP code is {{1}}. Please enter this code to access your account. This code will expire in 5 minutes.</td></tr><tr><td>New Device Login Verification</td><td>We detected a login attempt from a new device. Please enter the following verification code: {{1}}. This code is valid for 10 minutes.</td></tr><tr><td>Transaction Authorization</td><td>To confirm your transaction of {{2}}, please enter the verification code {{1}}. This code will expire in 5 minutes.</td></tr><tr><td>Password Reset</td><td>To reset your password, please enter the following OTP: {{1}}. This OTP is valid for 10 minutes.</td></tr></tbody></table>


# Create and Edit Template

Discover the process of crafting a WhatsApp template messages in BizMagnets. Customize your template message according to your requirements.

## Guidelines for Creating WhatsApp Templates

To ensure your WhatsApp message templates are approved, follow these straightforward rules:

1. **Template Name:** Use only lowercase letters, numbers, and underscores. The name should reflect the message content.

For example, if you're creating a feedback request template, the name should be **feedback\_request** rather than something random like **abc123** or **promo\_template**.

2. **Restricted Content:** Avoid promoting items like drugs, weapons, or any restricted content. For further details, refer to [WhatsApp's policy](https://business.whatsapp.com/policy).
3. **Sensitive Information**: Refrain from requesting personal or financial information in the template.
4. **Variable Formatting**: Use **{{variable}}** to represent dynamic content and ensure clarity by providing sample values.

   Example:

   * **{{customer\_name}}** = Alex
   * **{{order\_amount}}** = 499 INR
   * **{{business\_name}}** = BizMagnets

Once your template is created, submit it for approval. Approval decisions typically take up to 24 hours. Once reviewed, a tag will be added to your template indicating its status.

By adhering to these guidelines, you ensure a smooth approval process for your WhatsApp message templates.

## Components of WhatsApp Templates

When creating WhatsApp message templates, it's important to understand their key components to ensure they are effective and compliant with WhatsApp's guidelines. Here’s a breakdown of these components:

<table><thead><tr><th width="144">Components	</th><th>Description</th></tr></thead><tbody><tr><td>Headers</td><td>Headers appear at the top of your template messages and can include text, images, videos, documents, or locations. Each template can have only one header.</td></tr><tr><td>Body</td><td>The body is where the main message content resides. Keep it clear and concise. You can use placeholders (variables) in the format {{variable}} to personalize the message with specific information when it's sent.</td></tr><tr><td>Footer</td><td>The footer is optional and can contain additional information or a call-to-action. It’s ideal for including contact details or legal disclaimers.</td></tr><tr><td>Buttons</td><td>You can incorporate buttons in your templates, such as quick reply buttons, call-to-action (CTA) buttons, or form buttons. These can direct users to a website or prompt them to respond with predefined options.</td></tr></tbody></table>

You can either [create a new WhatsApp template](#create-a-new-template) from scratch or [edit template](#edit-a-template) from the BizMagnets Template Library.

## Create a New Template

1. To create a template in BizMagnets, go to Settings in the dashboard and select **'WhatsApp Templates'**.
2. Click on the **'+ Create Template'** option.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FOq5HRXqCJpng3s3XgxRq%2FScreenshot%202025-09-06%20153343.png?alt=media&amp;token=f9aa1757-2e33-4437-9ebf-4ee5fcbb25dc" alt=""><figcaption></figcaption></figure>

3. Enter the name for the template, choose the category, and select the language and then add the message header (optional).&#x20;

{% hint style="info" %}
The header can be text, an image, a video, a document, or none of the above.
{% endhint %}

4. Type the message in the message body.&#x20;

{% hint style="info" %}
If certain information needs to be customized for different customers, you can incorporate variables to accommodate these changes. For instance, you can personalize the message by inserting a variable for the customer's name, email id or phone number.&#x20;
{% endhint %}

5. Type your template footer, which is optional. For example, 'Reply STOP to unsubscribe'.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FJBIX3qLtDQuDRmYc3jWR%2FScreenshot%202025-05-22%20154823.png?alt=media&amp;token=1ed9d085-932b-4086-9af0-e8e76b924c9f" alt=""><figcaption></figcaption></figure>

6. Buttons offer a user-friendly method for interacting with a message and performing specific actions. There are two types of buttons:

   * **Call to Action:** This type of button motivates users to take a particular action, like visiting a website or filling out a form.

   <figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FShWe19Th11TLthlzkEnY%2FScreenshot%202025-05-22%20160945.png?alt=media&amp;token=233d283a-e45c-461d-a69f-fc04f8bf89ed" alt=""><figcaption></figcaption></figure>

   * **Quick Reply:** This button features customizable text that enables users to swiftly respond using preset choices, such as "Yes" or "No."

{% hint style="info" %}
**Note:**

* If you include more than three buttons, they might be displayed as a list to prevent message clutter. On web applications, a maximum of 10 buttons can be shown vertically.

* You can add up to 3 CTA (Call-to-Action) buttons: 2 URL buttons and 1 phone button. If you opt for a Flow (WhatsApp Form), only 1 CTA button is allowed.

* You can include up to 10 Quick Reply buttons.

* CTA and Quick Reply buttons cannot be placed between sections, but you can swap their positions using the swap button.
  {% endhint %}

* **Flows:** Select flow and flow button.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FkQ2ujNPTjMU8LDDUcSDd%2FScreenshot%202025-05-22%20155112.png?alt=media&amp;token=909334e5-a2f5-4377-a874-8d301370e066" alt=""><figcaption></figcaption></figure>

6. Click "Submit For Approval" after finalizing your template.&#x20;

## Edit a Template

1. Go to Settings and select WhatsApp Templates from the dropdown menu. Under the My Template tab you will find all the templates you have created.&#x20;
2. Choose a template that fits your business needs. Click on "Use" to start editing the [template components](#components-of-whatsapp-templates) according to your requirements.
3. Select the three dots icon for more options.&#x20;
4. Select the 'Edit' option.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FBo1tFoKuikwBDwR89rqo%2FScreenshot%202024-05-02%20143721.png?alt=media&amp;token=22256358-0558-435d-8750-0fc27486603a" alt=""><figcaption></figcaption></figure>

5. Make the necessary alterations in the template and click 'Submit for Approval'.  This will send the template to META for verification.

{% hint style="info" %}
A template that has been approved can only be used after a 15-minute waiting period. Ensure you wait at least 15 minutes before beginning to use the template.
{% endhint %}

## Sync with WhatsApp to know the approval status

To monitor the approval status of your template from META, ensure that your WhatsApp is synced with BizMagnets. This will allow you to receive prompt updates on your template's approval and guide you on the next steps.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FVOvOFPjN3VdEQkZ7FPvH%2FScreenshot%202025-09-06%20154136.png?alt=media&amp;token=a90c6fe4-ed2a-45fd-9647-1d1ebf356e6b" alt=""><figcaption></figcaption></figure>

## **Test the WhatsApp Template**

Once your WhatsApp template receives approval, it's important to test it to ensure it functions as intended. Testing helps verify that recipients view the template correctly and that it operates properly.

{% hint style="info" %}
**Please Note:**

1. You can test the template when it is in either the "recently approved" or "approved" state.
2. If the template is recently approved, wait at least 15 minutes before testing. Attempting to test immediately after approval may result in a failure due to the template not being available yet. If this occurs, please wait 10-15 minutes before trying again.
   {% endhint %}


# Carousel Marketing Templates

Create visually engaging and interactive experiences using Carousel Marketing Templates via the Cloud API.

## **Overview**

A **Carousel Marketing Template** in BizMagnets is a feature that allows businesses to send visually rich, interactive messages consisting of up to 10 horizontally scrollable cards. Each card can contain images, titles, descriptions, and action buttons that users can interact with, such as 'View More' or 'Buy Now.'

Carousel Marketing templates are ideal for showcasing multiple products, services, or options within a single message, enhancing customer engagement. These templates are supported via the WhatsApp Cloud API and offer customization options for marketing and utility purposes.

## Template Creation

To create a Carousel Marketing Template, start by selecting the **Carousel Marketing** category. Customize your template based on your needs, allowing for up to 10 horizontally scrollable cards. Each card can include a unique image, title, and action buttons, offering an interactive experience for your users.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FeeSPBEZa16ncTMDTUvm8%2FScreenshot%202025-09-06%20154345.png?alt=media&amp;token=e1a7bc29-e6ce-4696-af9f-9edd7e47a25e" alt=""><figcaption></figcaption></figure>

## **Carousel Format**

The Carousel Format enables the creation of visually engaging and interactive carousel templates.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fs85BqwFrd09nZqhls8Sw%2FScreenshot%202025-02-07%20155953.png?alt=media&amp;token=bbba96c0-28d0-49c1-89d4-8d3ad59cb2f6" alt=""><figcaption></figcaption></figure>

**Carousel Type**: Users can choose between two types for the carousel templates: **Image Carousel** or **Video Carousel**.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FypnvbGWTYjj5j3wZnAUT%2FScreenshot%202025-02-07%20160027.png?alt=media&amp;token=5babd119-e0ab-4fad-b1b1-aaf1a3bf8c21" alt=""><figcaption></figcaption></figure>

**Button Types**: The available button types are **Quick Reply**, **Mobile Number** **Web** **URL**, or. By default, Button 1 is set to Quick Reply.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F8y62KegLTvzRaps82N38%2FScreenshot%202025-02-07%20160120.png?alt=media&amp;token=dc1ebd1c-1442-4686-b4fc-b52fa42e2618" alt=""><figcaption></figcaption></figure>

## **Carousel Cards**

Each card should include a media header (either an image or video), body text, and at least one button. You can add up to two buttons, which can be a combination of quick reply buttons, phone number buttons, or URL buttons.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FKfzuCs4StnutyXjoD4Jl%2FScreenshot%202025-09-06%20154418.png?alt=media&amp;token=dca01c7b-19a2-449e-ab16-5b9f006a5498" alt=""><figcaption></figcaption></figure>

To add a card to the Carousel, click on "+Add Carousel Card." A pop-up will appear, allowing you to upload a file for the **Card Header** (accepted file types: .JPEG, .JPG, .PNG, up to 2MB for Image Carousel; .mp4, .3gpp, up to 16MB for Video Carousel). You will also need to add **Card Body** text and **Button Text**.

After selecting the Carousel format and carousel cards, submit the Template to META for approval.


# Product Marketing Templates

Enhance your WhatsApp experience by leveraging Catalog and Multi-Product Message (MPM) Templates.

These tools make it simple to create visually appealing product catalogs and share engaging product messages. Perfect for businesses aiming to display their offerings and for shopping enthusiasts looking for a seamless browsing experience!

## **Introducing Catalog and MPM Templates on WhatsApp**

Explore two powerful ways to promote your products on WhatsApp: Catalog Templates, ideal for showcasing your product range, and MPM Templates, which allow you to feature multiple products in a single message. Whether you're a business looking to increase sales or a shopper seeking convenience, these templates provide a streamlined and effective way to engage.

## **Catalog Templates: Showcasing Your Products with Style**

Catalog templates are like sleek, digital brochures designed for WhatsApp, allowing you to showcase a full product catalog directly within your messages. These templates give you the ability to feature product images, add personalized text, and even insert fixed headers to highlight key details.

To make use of catalog templates, you'll need:

* **Product Inventory:** Ensure that your product details are uploaded into a Meta e-commerce catalog and that this catalog is connected to your BizMagents account. This setup allows you to seamlessly integrate and display your products in WhatsApp conversations, offering an engaging and interactive shopping experience for your customers.

## **How to Create Catalog Message Templates**

To create a Catalog Message template in BizMagnets, follow these steps:

1. Navigate to 'Settings' from the dashboard menu and select **'Templates'**.
2. Click on the **'+ Create New Template'** button to open the template editor.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FBYXFzwnMViR7IDvuh4tb%2FScreenshot%202025-09-06%20154548.png?alt=media&amp;token=8598ecb5-a204-4fd8-8bfe-f665af338167" alt=""><figcaption></figcaption></figure>

3. Provide a name for your template, choose **'Product Message'** as the category and select the language you want to showcase.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FzFbek58DdJCbJB5DKZMO%2FScreenshot%202025-05-22%20162518.png?alt=media&amp;token=57704bd6-786d-48bd-a79c-406cde460f20" alt=""><figcaption></figcaption></figure>

4. Craft the message body content to share with your customers, and include sample values for any variables used.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FB2QNfjijLwUXgEQOCFRp%2FScreenshot%202024-09-20%20150252.png?alt=media&amp;token=0dc17569-2029-4735-a5d9-a1152ba01abc" alt=""><figcaption></figcaption></figure>

5. Ensure 'Catalog Message' is selected as the template format. The connected catalog will appear, showing the number of products in it.
6. Select a thumbnail image for your catalog. If not selected, Meta will automatically use the first product image.
7. Add a footer with your company tagline or an unsubscribe option. Review the buttons, ensuring the Call to Action is set.
8. Double-check your template and submit it for Meta approval.

Now you're ready to create eye-catching product catalogs for your customers on WhatsApp!

## Multi-Product Message (MPM) Templates: A Complete Shopping Experience

Running an online store and showcasing your products on WhatsApp just got easier with Multi-Product Message (MPM) templates. These templates allow you to feature a variety of items in a single message, transforming your WhatsApp into a beautiful, organized product catalog.

**What are MPM Templates?**\
MPM templates let you display up to 30 items from your shop, divided into 10 sections. It's a visually appealing way to present your offerings and make it convenient for customers to explore, shop, and place orders.

**How Do Customers Interact with MPM Templates?**\
When customers receive an MPM template, they can:
-------------------------------------------------

* **Browse Products:** See a curated list of your items at a glance.
* **View Product Details:** Click to learn more about specific products.
* **Add/Remove from Cart:** Easily manage their shopping cart within WhatsApp.
* **Place an Order:** Finalize their purchase and send the cart over when ready.

This seamless interaction makes MPM templates a great tool for engaging customers and driving sales directly through WhatsApp.

## **How to Create** Multi-Product **Message Templates**

To create a Catalog Message template in BizMagnets, follow these steps:

1. Navigate to 'Settings' from the dashboard and select **'WhatsApp Templates'**.
2. Click on the **'+ Create New Template'** button to open the template editor.
3. Provide a name for your template, choose **'Product Message'** and select the language you want to showcase.
4. To create a Multi-Product Message (MPM) template, first select **'Multi-Product Message**' as the template format. The catalog connected to your channel will display, showing how many products are available. Enhance your message by adding custom text in the Header section.
5. You’ll need to choose and arrange products to display in the template. The first product in the first section will automatically be used as the thumbnail for the message. You can organize your catalog into up to 10 sections, with each section displaying up to 30 products.
6. For the **Message Body**, craft the content you want to share with your customers. Be sure to provide sample values for any variables you’ve defined. In the **Footer**, you can add a company tagline or an unsubscribe option, as recommended.
7. For buttons, there's no need to make any changes—just confirm that the Call-to-Action button is properly selected. Review the content once more before clicking **Submit** to send the template for approval.

MPM templates offer a visually attractive way to display your products, giving customers a seamless and engaging shopping experience. They can easily explore your catalog, ask questions, and complete purchases—all within WhatsApp, turning it into a powerful platform for both businesses and shoppers.


# Coupon Marketing Template

Coupon Message Templates are available exclusively through the Cloud API, offering businesses a direct way to send personalized discount codes to customers via WhatsApp.

## Overview

These templates allow companies to easily share special offers and promotions, enhancing customer engagement and driving sales. By using Cloud API, businesses can automate the distribution of these coupon codes, ensuring smooth and effective communication with their customers.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FowSuQakzwQCAQlEHhqgx%2FScreenshot%202025-09-06%20155841.png?alt=media&amp;token=f22b6fe3-dea7-4db4-87b3-4320453d57f7" alt=""><figcaption></figcaption></figure>

## Template Creation

To create an Coupon Marketing Template in BizMagnets:

1. Navigate to Settings from the dashboard menu and select **'Templates.'**
2. Click on the **'+ Create New Template'** button to open the template editor.
3. Provide a name for the template. Select **Coupon Marketing** as the category.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fcrcozoc3BcUyWU0DpbrT%2FScreenshot%202025-05-22%20163254.png?alt=media&amp;token=880bd2cb-3b4c-412a-a74e-875725057039" alt=""><figcaption></figcaption></figure>

4. You can enhance your Coupon Marketing Template by adding either a text or an image as the message header.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FG0bylTo6zggiUj6DvRBR%2FScreenshot%202025-02-07%20164829.png?alt=media&amp;token=7e7762d9-8dda-4bf7-8b59-b5b275120737" alt=""><figcaption></figcaption></figure>

5. Next, add the message content you wish to share with your customers. To personalize it, use variables such as the customer’s name or coupon code.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fs9FZljrVT2ioQ6JMH8nM%2FScreenshot%202025-02-07%20165357.png?alt=media&amp;token=77d61555-df39-4f0c-bc56-7239ff4cb786" alt=""><figcaption></figcaption></figure>

6. Enter the variable values to ensure approval from the WhatsApp team.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FrDsAD3gWmkUgHpSgbwdk%2FScreenshot%202025-02-07%20165852.png?alt=media&amp;token=8a95e224-04a6-42f6-bdf9-2ff3b3e7b7ca" alt=""><figcaption></figcaption></figure>

7. You can also include a footer in your message for additional information.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FPcQLdk05Iohavqfg1db4%2FScreenshot%202025-02-07%20170050.png?alt=media&amp;token=09b9dbda-706c-46b9-a8da-b0cb1a998116" alt=""><figcaption></figcaption></figure>

8. When setting the **Call to Action (CTA)**, choose **Coupon Code** from the dropdown menu and enter the coupon code you'd like to share with your customers.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FCGKVABRf7bbYQDdC942h%2FScreenshot%202025-02-07%20174656.png?alt=media&amp;token=ed9a2f69-4171-4029-aaff-67047d2ede29" alt=""><figcaption></figcaption></figure>

9. **Buttons** allow you to link the CTA to a specific action, such as opening a URL (e.g., a product page), sending a message (e.g., a quick reply), or dialing a phone number. This encourages the recipient to take action.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FB2tQL59XKS9KyVvtm77z%2FScreenshot%202025-02-07%20175714.png?alt=media&amp;token=1937455f-03d5-49ce-9ae9-fcecfa13db65" alt=""><figcaption></figcaption></figure>

10. Once you've filled out all the required fields, click **Submit for Approval** with the META team. Approval typically takes around 24 hours.

Once your template is approved, you can start sending messages without any issues.

By following these steps, you ensure that your promotional offers are effectively communicated via WhatsApp, delivering clear, engaging messages that help boost conversions.


# Limited Time Offer Templates

Limited-time offer templates in BizMagnets enable you to showcase expiration dates and countdown timers for offer codes within your template messages.

These templates are designed to effectively communicate time-sensitive offers, driving higher customer engagement.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F0C4dS3a1Vpc5ypRck0AO%2FScreenshot%202025-09-06%20155931.png?alt=media&amp;token=6bafe7ee-cccc-4ae2-af9a-ee9d0e6193a9" alt=""><figcaption></figcaption></figure>

## **Limitations**

* Only templates categorized under `MARKETING` are supported.
* Footer components are not supported.
* Users accessing the message via WhatsApp Web or Desktop apps will not see the offer details. Instead, they will receive a notification indicating the message type is not supported on their current platform.

## **Template Creation**

1. To create a limited-time offer template in BizMagnets navigate to WhatsApp Templates under Settings in the left navigation panel. Click on **'+Create New Template'**.
2. Provide a name for the WhatsApp template. Select **'Limited Time Offer'** as the template category and select the language for the template.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fz1wcsA7UhrDDwaKEphP7%2FScreenshot%202025-05-22%20163727.png?alt=media&amp;token=b3378304-f36a-4126-8fd2-eb891eb0fd15" alt=""><figcaption></figcaption></figure>

3. In the Message Body section, enter the message you want to convey. Add sample values for any variables defined in the template and provide footer content (optional). To configure the limited-time offer, toggle on the Expiration Date option and enter the relevant details.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FrAqoo3r644jsmKPl70Ev%2FScreenshot%202024-12-05%20225725.png?alt=media&amp;token=588a0639-7ad7-47e7-a885-4148ff09bdf0" alt=""><figcaption></figcaption></figure>

4. For the Buttons section, you can add Coupon Code and URL for the offer. You can also enable Link Click Insights to track how many people clicked the CTA button, though this is optional.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F7MwnNB5YERPXxY1lvMQE%2FScreenshot%202024-12-05%20230232.png?alt=media&amp;token=dea4372b-1e49-422d-85c0-c936a77b0996" alt=""><figcaption></figcaption></figure>

5. Once the template is set up, submit it for approval. META typically takes up to 24 hours to approve the template.

{% hint style="success" %}
You can send Coupon Templates via Compose Box, Broadcast, Sequences, or Bots. During the sending process, you can configure the Expiration Date to set the time limit for the offer.
{% endhint %}


# Order Details Template

The Order Details Template is an interactive tool designed to enhance customer engagement through improved call-to-action buttons.

## Overview

It allows you to send order details within a template, providing a more streamlined and efficient experience compared to standard messages. Once your Order Details Message Template is created and approved, you can use it to share order or billing information with customers, encouraging prompt payments.

## How to Create an Order Details Template

To create an Order Details Template in BizMagnets:

1. Navigate to Settings from the dashboard menu and select **'Templates.'**
2. Click on the **'+ Create New Template'** button to open the template editor.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FRY8jmRlvxa7LPRZTgmuJ%2FScreenshot%202025-09-06%20153343.png?alt=media&amp;token=e9b68269-bd32-471e-a2df-b2ef1aecaa61" alt=""><figcaption></figcaption></figure>

3. Provide a name for the template.
4. Select **Payment Utility** as the category.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FS8GOvYp9pzNfFOAnU50x%2FScreenshot%202025-02-05%20145620.png?alt=media&amp;token=1532fc54-87eb-4a55-80bf-147d0e0ff06d" alt=""><figcaption></figcaption></figure>

5. You can enhance your message by adding either a text or an image as the message header.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F3U5HYjBxfmvoHZCeVUSG%2FScreenshot%202025-02-05%20161153.png?alt=media&amp;token=7b63d471-658c-4ee4-a2e3-3959a6d65f91" alt=""><figcaption></figcaption></figure>

6. Then, add the message content you wish to share with your customers. To make it more personalized, use variables.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F7SeMPE9zHZ8Y9XyBU9VX%2FScreenshot%202025-02-05%20161517.png?alt=media&amp;token=2603cb23-58ea-4f81-8c0b-bf6cb164235e" alt=""><figcaption></figcaption></figure>

7. Enter the values for variables to get approve from WhatApp team.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FWzIJF8s6dDrExNFNA8LU%2FScreenshot%202025-02-05%20161613.png?alt=media&amp;token=cb1c982a-237a-4316-a9b5-03a3e2f6f4c2" alt=""><figcaption></figcaption></figure>

8. You can choose either **Catalogue Products** or **Custom Products** as the template format.

* **Catalogue Products as Template Format**: Select and send products directly from your connected catalogue.
* **Custom Products as Template Format**: Create and send your own custom product items.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FRvQ3NMdmUXlU3o4Hu4cI%2FScreenshot%202025-02-05%20154714.png?alt=media&amp;token=286348f5-4cff-47ab-bab3-8e6225eab242" alt=""><figcaption></figcaption></figure>

9. Next, select your payment provider (WhatsApp Native Payments) from the dropdown menu.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F5qKXorZjIHcNvjYc4v5p%2FScreenshot%202025-02-05%20154923.png?alt=media&amp;token=d7f239a2-6cc0-47b1-ac27-9095114d1455" alt=""><figcaption></figcaption></figure>

10. Select the product or products that your customers have purchased from your catalogue.
11. In the **Advanced Settings**, you can optionally add details for **Tax**, **Shipping**, and **Discount** (if applicable).

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FBk1VPyDrKxrOLyci4W1Q%2FScreenshot%202025-02-05%20163530.png?alt=media&amp;token=d6b26143-86d5-4fab-86ff-0c3cef020614" alt=""><figcaption></figcaption></figure>

12. Finally, you can include a footer in your message as well.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FOxiSElsOZmoXglLqu2ta%2FScreenshot%202025-02-05%20163734.png?alt=media&amp;token=7b45e064-7103-42f8-9517-2979ef556a04" alt=""><figcaption></figcaption></figure>

15. Once you’ve filled in all the required fields, click on **Submit for Approval** with the META Team. It typically takes around 24 hours for the WhatsApp template to be approved.

Once your template is approved, you can begin sending product messages without any issues. Be sure to monitor the approval status and make any necessary adjustments based on feedback.

After the template is sent, it acts as a payment request. By clicking on **"View Order,"** the user can access the order details. You can also track order and payment information in the WhatsApp Order and Payment records, depending on their source.

This template ensures that order and payment details are presented clearly, making the payment process smoother for customers.


# Authentication Template

Authentication Template in BizMagnets is a pre-approved message format specifically used for sending authentication-related information, such as One-Time Passwords (OTPs) or account verification code.

## Overview

These templates must be approved by WhatsApp before use to ensure they comply with their guidelines for transactional and security-related messages. This ensures secure and compliant delivery of sensitive information via WhatsApp.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FQoryo50aOpi782gNsMaC%2FScreenshot%202025-09-06%20160315.png?alt=media&amp;token=098deb90-1875-4c53-94f9-d9669dfc8007" alt=""><figcaption></figcaption></figure>

## Creating an Authentication Template

Here's a step-by-step guide to create an authentication template:

1. Navigate to the Templates section and click on the option to create a new template.
2. You will be prompted to fill in several fields. Choose a unique name for your template, select the category as **'Authentication (OTP)'**. Additionally, specify the language for your template.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FVQmpsJVbAQdmQhRoKMps%2FScreenshot%202025-05-22%20164806.png?alt=media&amp;token=5aa7580e-2332-41bb-93e6-611712342dba" alt=""><figcaption></figcaption></figure>

3. Enter the message body content for the template.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FS2UWK4JgGUTVUYsmwlGo%2FScreenshot%202025-02-10%20151405.png?alt=media&amp;token=d1384912-b4f1-41af-a07f-7a8b7204d20f" alt=""><figcaption></figcaption></figure>

4. **Time to live** indicates the duration (in seconds) for which the message can be delivered after it is sent; once expired, the message can no longer be sent to the user.
5. The **Security Disclaimer** ensures users are aware that the OTP should not be shared with anyone to prevent unauthorized access.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FOAWaHmOMgNqijYtpZoZv%2FScreenshot%202025-02-10%20152548.png?alt=media&amp;token=da4d71fd-320e-4662-affa-5a3931ac355a" alt=""><figcaption></figcaption></figure>

5. The **Expiration Warning** informs users that the OTP is only valid for a limited time (e.g., 5 minutes), enhancing security by reducing the risk of misuse. Once expired, the message can no longer be sent to the user.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fc2iN1pEGSeujBk5QuYhh%2FScreenshot%202025-02-10%20152712.png?alt=media&amp;token=98fa6725-a730-483c-917b-4c259894ebb9" alt=""><figcaption></figcaption></figure>

6. Buttons are interactive elements that can be included in the message, allowing users to take actions (like verifying or resending the OTP) directly from the WhatsApp interface, improving user engagement and experience.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FK4zI3UQ4ylFsuiPKcNA6%2FScreenshot%202025-02-10%20153240.png?alt=media&amp;token=445901d0-ef18-49e0-8e7f-75f3f75b99b1" alt=""><figcaption></figcaption></figure>

A **Copy Code** button allows users to quickly copy the OTP or authentication code to their clipboard. This makes it easier for users to switch to your app and paste the code without manually typing it, improving the user experience and reducing errors.

6. Submit it for approval. You should receive feedback on the approval status within a few hours to a few days.

The OTP authentication process via BizMagnets is an effective way to securely verify users. By using approved OTP templates, businesses can enhance user experience and maintain compliance with WhatsApp’s guidelines. Proper implementation and adherence to security practices are essential for the success of OTP-based authentication.


# AI WhatsApp Template Generator

BizMagnets AI-powered tool helps businesses create engaging, audience-optimized templates effortlessly.

It's designed to deliver high-impact templates in seconds, optimizing them for your audience and significantly boosting engagement with minimal effort.

{% hint style="info" %}
The AI WhatsApp Template Generator is now exclusively available for Ultimate Plan users.
{% endhint %}

## **How It Works:**

**Give a Prompt** – Briefly describe your message (e.g., “Discount announcement for loyal customers”).\
**Choose Your Style** – Pick a tone: Punchy, Informal, Creative, Humorous or Minimal.\
**Optimize for Your Audience** – The AI tailors language for clarity and impact.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FMReoMmndUi75RExIJt0F%2FScreenshot%202025-09-06%20160909.png?alt=media&amp;token=9984221c-35c5-4a04-bf9a-59436ae01434" alt=""><figcaption></figcaption></figure>

## **How to Create an AI WhatsApp Template Generator**

1. Enter your prompt to describe what you need, such as 'Generate a welcome message for new customers'.
2. Select Message Tone.

* **Punchy** ("🚀 LIMITED STOCK! Grab yours NOW before it’s gone!")
* **Informal** ("Hey there! Just wanted to share...")
* **Humorous** ("🎉 Hot deals so good, they’ll make you forget your ex’s birthday!")
* **Creative** ("Imagine a world where \[product] solves all your problems... Welcome!")
* **Minimal** ("New arrival. 50% off. Today only.")

3. Toggle '**Add Emojis'** for extra personality.
4. Click **"Generate Now"** to create your template.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FwgDaqHj138Jm9sWQvbsQ%2FScreenshot%202025-07-07%20202305.png?alt=media&amp;token=31905a8c-d51d-4841-8727-f949eb9e02cf" alt=""><figcaption></figcaption></figure>

5. Review the AI’s output and edit if needed.
6. Select either **'Save as draft'** to continue later or **'Submit for approval'** to proceed.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F1zpznnTielskFYAACOn1%2FScreenshot%202025-07-07%20202008.png?alt=media&amp;token=5b1fef9c-852f-4c49-9be9-fb15cf2b15fa" alt=""><figcaption></figcaption></figure>

## **Benefits of AI WhatsApp Template Generator**

1. **Saves Time** – Instantly creates ready-to-use messages.&#x20;
2. **Boosts Replies** – Uses engaging tones & emojis to increase opens.&#x20;
3. **Keeps Brand Consistent** – Ensures every message sounds like *you*.&#x20;


# FAQs

Frequently asked questions about BizMagnets' WhatsApp templates

WhatsApp templates are pre-approved message formats that facilitate seamless and compliant communication with your customers.

<details>

<summary><strong>What are WhatsApp templates in BizMagnets?</strong></summary>

WhatsApp templates in BizMagnets are pre-approved message formats used to initiate conversations with customers. They ensure compliance with WhatsApp's policies and facilitate consistent communication.

</details>

<details>

<summary><strong>How can I create a WhatsApp template in BizMagnets?</strong></summary>

To create a template, navigate to the 'Templates' section in your BizMagnets dashboard, click on 'Create Template,' fill in the required details, and submit it for approval.

</details>

<details>

<summary><strong>What is the approval process for WhatsApp templates?</strong></summary>

After submission, templates are reviewed by WhatsApp to ensure they meet the platform's guidelines. Approval typically takes 1–2 business days.

</details>

<details>

<summary><strong>Why was my WhatsApp template rejected?</strong></summary>

Common reasons for rejection include violations of WhatsApp's policies, promotional content, or incorrect formatting. Review the rejection reason provided and adjust your template accordingly.

</details>

<details>

<summary><strong>Can I edit an approved WhatsApp template?</strong></summary>

No, once a template is approved, it cannot be edited. To make changes, you must create and submit a new template for approval.

</details>

<details>

<summary><strong>Are there character limits for WhatsApp templates?</strong></summary>

Yes, templates have character limits. Ensure your message is concise and within the allowed limit to avoid rejection.

</details>

<details>

<summary><strong>Can I use variables in WhatsApp templates?</strong></summary>

Yes, you can include variables (placeholders) in templates to personalize messages with customer-specific information.

</details>

<details>

<summary><strong>What should I do if my template approval is pending for an extended period?</strong></summary>

If a template remains pending beyond the typical review time, contact BizMagnets support for assistance.

</details>

<details>

<summary><strong>How can I delete an unused WhatsApp template?</strong></summary>

To delete a template, go to the 'Templates' section in your dashboard, select the template you wish to remove, and click on the 'Delete' option.

</details>

<details>

<summary><strong>What are the different categories of WhatsApp message templates?</strong></summary>

WhatsApp message templates are categorized into three types: Marketing, Utility, and Authentication. Marketing templates are used for promotional content, Utility templates for transactional messages like receipts or appointment reminders, and Authentication templates for user verification processes.

</details>

<details>

<summary><strong>Why is it important to categorize WhatsApp templates correctly?</strong></summary>

Accurate categorization ensures that messages comply with WhatsApp's policies and are billed appropriately. Incorrect categorization can lead to template rejection or miscommunication with customers.

</details>

<details>

<summary><strong>How do I manage template categories in BizMagnets?</strong></summary>

BizMagnets allows you to organize templates into categories for better management. You can create, edit, and assign templates to categories within the dashboard.

</details>

<details>

<summary><strong>How does template categorization affect pricing?</strong></summary>

WhatsApp applies different pricing models based on the template category. For instance, Marketing templates may incur higher costs compared to Utility or Authentication templates.&#x20;

</details>

<details>

<summary><strong>How do I determine the appropriate category for my WhatsApp template?</strong></summary>

Assess the primary purpose of your message:

* If it's promotional, select Marketing.
* If it's transactional or informational, choose Utility.
* If it's for verification purposes, opt for Authentication. Review WhatsApp's template category guidelines for detailed descriptions and examples.

</details>

<details>

<summary><strong>Can I send a template message to a customer who hasn't responded in 24 hours?</strong></summary>

Yes, you can send a template message to re-engage a customer after the 24-hour session window has closed. WhatsApp enforces this policy to prevent spam and ensure responsible messaging practices.

</details>

<details>

<summary><strong>Is it permissible to send a template message to any WhatsApp number?</strong></summary>

Yes, you may send template messages to users who have provided consent through channels like SMS, your website, or a previous WhatsApp conversation. However, avoid sending excessive messages, as this can lead to users blocking your number and negatively impact your quality rating.

</details>

<details>

<summary><strong>What should I do if my template is rejected multiple times?</strong></summary>

If your template is rejected, you can appeal the decision through Facebook's Direct Support. Ensure you provide a sample message during the appeal. For assistance with the appeal process, consider reaching out to BizMagnets support team.

</details>

<details>

<summary><strong>What happens if users report my business number as spam?</strong></summary>

If users report your number as spam, WhatsApp may send you a warning notification. Continued reports can lead to the disabling of your template messages and a decrease in your quality score, potentially resulting in account restrictions.

</details>

<details>

<summary><strong>What are the consequences of having multiple template messages disabled?</strong></summary>

Having multiple templates disabled due to policy violations or negative feedback can lower your quality score and may lead to the suspension or permanent disabling of your WhatsApp Business account.

</details>

<details>

<summary><strong>What steps should I take if my account receives a warning from WhatsApp?</strong></summary>

If you receive a warning, review your messaging practices to ensure compliance with WhatsApp's policies. Address any issues promptly to prevent further action, such as message disabling or account suspension.

</details>


# Things to Know Before Building Your First Bot

Familiarize yourself with key concepts like bots, bot flows, triggers, variables, and important configurations to create personalized and effective automated interactions.

Before you start building your first bot with BizMagnets, it's essential to understand a few foundational concepts. This guide will introduce you to the basics of chatbots, helping you understand how they operate and what you need to get started.

## What is a Bot and Flow?

Think of a bot as a virtual assistant available 24/7, capable of answering questions and performing various tasks. This bot is a specialized software designed to interact with users through chat or messaging.

Within the bot, there are "flows" — structured scripts that guide the bot on how to handle specific requests or inquiries. Each flow is configured to address different types of user interactions or questions.

To illustrate:

You might create a bot called 'Sales Assistance Bot' within BizMagnets.

This bot could include multiple flows, such as 'Product Availability,' 'Pricing Inquiries,' 'Discount Information,' and 'Store Locations.'

Each flow would guide the customer through specific actions, such as asking for product preferences, providing pricing details, or offering directions to nearby stores.

Now that you have a grasp of bots and their flows, let's explore how these bots are built and activated within BizMagnets.

## How Does a Bot Get Triggered?

A bot itself doesn't get triggered directly; instead, it's the flows within the bot that are activated. To understand how these flows are triggered, we need to explore two key concepts: **matching logic** and the **default bot**.

#### Matching Logic

A flow is initiated when a trigger is defined by specific keywords linked to that flow. When a user's message contains one of these keywords, the corresponding flow is activated.

For example, if a flow is set up to handle appointment scheduling with keywords like 'appointment,' 'booking,' or 'schedule,' any message containing these terms will activate the appointment scheduling flow.

You can assign one or multiple keywords to a bot flow. If multiple flows share the same keyword, the bot will use additional information from the payload to differentiate between them.

#### Default Bot

A default bot is the one that automatically interacts with customers when they first reach out to your business. There are two ways to set a default bot in BizMagnets. You can either designate it as the default during the bot’s publication or, if a default bot is already set, you can change it by navigating to Assignments under the WhatsApp Channel and assigning new conversations to the desired bot.

{% hint style="info" %}
Make sure the user's conversation is resolved before allowing the bot to interact with them.
{% endhint %}

## What are Variables?

Think of variables like labeled containers where you can store different types of information, such as numbers, text, or other data.

In BizMagnets, variables are used when creating WhatsApp Templates and Bots.

Example:

In a feedback request template, you might use variables like {{customer\_name}}, {{product\_name}}, and {{feedback\_link}} to personalize the message.

For instance, if a customer shares their name during a purchase, you can store it in a variable called customer\_name and later use it to say, "Hi {{customer\_name}}, we hope you're enjoying your {{product\_name}}! Please leave your feedback here: {{feedback\_link}}."

In BizMagnets, you can work with several data types for variables:

* **Text**: Used for storing and displaying character strings, such as names or messages.
* **Number**: Handles numerical values, useful for calculations or displaying quantities.
* **Date**: Represents dates and times, ideal for tracking events or deadlines.
* **Boolean**: Holds true or false values, commonly used in decision-making or conditional logic.
* **List**: Stores multiple values in a single variable, like a list of items or options.
* **Object**: Represents complex data structures with multiple fields and values, enabling more detailed and organized information storage.

These data types help you manage and utilize information efficiently.

{% tabs %}
{% tab title="Intent" %}
You can use either the {{intent.text}} or {{intent.payload}} variable under Intent. {{intent.text}} represents the detected intent name or keyword that triggers the flow, while {{intent.payload}} carries the corresponding data with it.
{% endtab %}

{% tab title="Recipient" %}
The recipient variables include {{recipient.name}}, {{recipient.phone}}, {{recipient.formattedPhone.countryCode}}, and {{recipient.formattedPhone.phoneNumber}}:

* {{recipient.name}}: Use this to greet the customer by their name.
* {{recipient.phone}}: Use this for the customer's phone number.
* {{recipient.formattedPhone.countryCode}}: This includes the country code of the recipient.
* {{recipient.formattedPhone.phoneNumber}}: This excludes the country code, displaying only the phone number.
  {% endtab %}

{% tab title="Session Variables" %}
Session variables include {{session.triggerType}}, {{session.triggerBy}}, {{session.cart.items}}, and {{session.cart.amount}}:

* {{session.triggerType}}: Describes how the session was triggered. If triggered manually, it will display "compose." If triggered by a keyword, it will display "intent\_match."
* {{session.triggerBy}}: Provides the account ID or bot ID responsible for triggering the session.
* {{session.cart.items}}: Contains information about the items in the user's cart, stored in an object format.
* {{session.cart.amount}}: Holds the total calculated amount for the items in the cart.
  {% endtab %}

{% tab title="Contact Fields" %}
For contact fields, use variables such as {{contact.name}}, {{contact.email}}, {{contact.phone}}, {{contact.tags}}, {{contact.messageOptIn}}, and {{contact.contactOwner.name}}.
{% endtab %}

{% tab title="Custom Contact Fields" %}
You can also utilize any custom contact fields you've created to further personalize the flow and enhance customer interactions.
{% endtab %}
{% endtabs %}

## How to Share the Bot in BizMagnets

There are several ways to share a bot in BizMagnets:

1. From the Compose Box: You can trigger a bot directly from the compose box when a customer enters your WhatsApp. Simply select the bot icon, choose the desired flow, and assign it to the customer’s conversation, activating the flow immediately.
2. Making the Bot Default: Set a bot as the default so that whenever a user connects with your business, the default bot automatically activates and handles the conversation.
3. WhatsApp Quick Link: After generating a quick link for your business phone number, customers can scan a QR code to start a conversation with your WhatsApp chatbot.


# BizMagnets Chatbot

BizMagnets offers a powerful Chatbot feature, enhancing customer engagement, fine-tune, and personalize messages with automating communication.

This tool allows BizMagnets users to craft dynamic, responsive chatbots tailored to meet their specific business needs, with a creation process that is both straightforward and user-friendly. The chatbot's flexibility makes it an invaluable asset, capable of managing diverse inquiries and scenarios.

{% hint style="info" %}
This feature is ideal for scheduling appointments, exploring products, gathering feedback, generating new sales leads, or any other context where structured communication enhances the customer experience.&#x20;
{% endhint %}

BizMagnets Chatbot offer comprehensive tools for improving interaction and communication efficiency within businesses.

## Build Chatbot in BizMagnets

Create a bot from scratch by following the below steps.

1. From the navigation bar, go to **'Service Automation'** and selece **'Bot Flow'.** You will be directed to My Bots page.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FFcCpxwfuut93WbtzoLBu%2FScreenshot%202025-09-06%20161316.png?alt=media&amp;token=ea847ed9-fd1b-4071-8883-af806fe7c455" alt=""><figcaption></figcaption></figure>

2. In the upper right corner, select **'+ Create New Bot'** and enter the necessary information such as the Bot Name, the duration the bot should wait for a user's response following the last question posed, the message to convey to the customer, and the desired action for the bot to execute at the conversation's conclusion before clicking **'Create'**.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F0LlJJx80m4c5bOUGQP6l%2FScreenshot%202025-06-03%20173813.png?alt=media&amp;token=bee10c33-3cca-457b-8850-893e38071b82" alt=""><figcaption></figcaption></figure>

3. After creating the bot, you can incorporate multiple flows into any bot to develop a fully-fledged conversational chatbot.

## Edit or Update a Bot

Once the bot is created, you can modify details such as the Bot Name, the duration the bot should wait for a user's response after the last question and the message you wish to send following the Delayed Response Notification. Chick on the **'Update Bot'** option and changes you made on the Bot will be updated.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FvrKtdyiIyhJgwFsv7ICQ%2FScreenshot%202025-09-06%20162139.png?alt=media&amp;token=6ca95136-46f2-4663-9323-7773b2b777ed" alt=""><figcaption></figcaption></figure>

## **Pause a Bot Flow in BizMagnets**

To temporarily stop a Bot Flow from running or triggering in WhatsApp conversations, follow these steps:

1. Go to the **Bot Flows** section from your BizMagnets dashboard.
2. Find the Flow you want to pause.
3. Toggle on the 'Pause' button to stop the Bot Flow.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FAQQG6KF9FjPfRFMLRy7y%2FScreenshot%202025-09-06%20161506.png?alt=media&amp;token=828b041a-1199-40c6-806d-db81d2710fae" alt=""><figcaption></figcaption></figure>

4. A confirmation pop-up will appear to confirm the action.
5. Toggle the switch to enable the flow.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FilAaXEm93RPIWLoSPEFP%2FScreenshot%202025-09-06%20161520.png?alt=media&amp;token=a363a362-ab80-4bff-93c9-cba16dfcfcc1" alt=""><figcaption></figcaption></figure>

Once paused, the Flow will no longer be triggered in conversations until it is manually resumed. This is useful for testing, updates, or temporarily disabling specific automations.


# Chatbot Flows and Analytics

In BizMagnets, a chatbot flow defines the series of automated interactions or conversation steps a chatbot follows to assist users.

This includes guiding users through services, answering queries, or completing tasks specific to the business's needs. The flow is customizable within BizMagnets, allowing businesses to tailor the chatbot's responses, decision-making processes, and navigational paths to align with their objectives and enhance user engagement

{% hint style="info" %}
WhatsApp Flows allows businesses to design, construct, and personalize their own interactive pathways, thereby enhancing chatbot and AI agent functionalities and delivering holistic, end-to-end user experiences.
{% endhint %}

**For users,** Flows enhance their interactions with businesses on WhatsApp, leading to more efficient task completion and reduced drop-offs compared to other channels.

**For businesses,** Flows boost engagement and task completion rates, contributing to better business results.

## Utilizing Chatbot Flows &#x20;

Designed for form-based applications, Chatbot Flows enables you to accomplish various tasks with your customers, such as:

* Lead generation
* Appointment booking
* Registration, Sign up, and Sign in
* Customer support and feedback
* And many more

{% hint style="info" %}
Meta will continue to expand Flows capabilities to unlock additional use cases in the future. We will keep you updated.
{% endhint %}

### Message Based Flow <a href="#message-based-flow" id="message-based-flow"></a>

A Message-Based Flow mirrors a chat with a friend, consisting of pre-set messages that direct the chatbot in conversing with users and offering information. This approach is beneficial for everyday interactions, addressing questions, or partaking in informal chats.

### Order Based Flow

An Order-Based Flow follows a more organized sequence, akin to the step-by-step procedure of placing an online order. This method is useful for guiding users through a predetermined set of actions, such as choosing products, entering information, and finalizing a purchase. It serves as an ideal approach for businesses that emphasize transaction-based interactions.

## **Bot Library**

BizMagnets Bot Library is a premium collection of ready-to-use chatbot templates and conversation flows, expertly crafted to streamline your chatbot deployment. Designed for efficiency and scalability, it empowers businesses to launch professional-grade automated interactions—faster and with minimal effort. Leverage customizable scripts and industry best practices to enhance customer engagement, maintain brand consistency, and simplify ongoing updates.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fx4YKrcIxuOOr0T0n4cj9%2FScreenshot%202025-09-06%20163111.png?alt=media&amp;token=efe38bcc-484e-45d0-a5e4-3cb43b666a33" alt=""><figcaption></figcaption></figure>

### **Key Components Bot Library**

* **Bot Name**: Identifies the bot’s purpose.
* **Created At**: Timestamp of when the bot was made (helps track recent/old bots).
* **Action**: A button/link (e.g., "Use") to activate or deploy the bot.

## Logs

Bot Logs is a detailed record of every interaction that has occurred within your automated chatbot flows. It serves as a comprehensive history for tracking and troubleshooting bot conversations.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FqyoydBkT73B2WbeKTi3N%2FScreenshot%202025-09-06%20163507.png?alt=media&amp;token=126346a9-83dd-414c-b8c6-f666164d5970" alt=""><figcaption></figcaption></figure>

The log table provides key information for each session, including:

* Contact Name: The name of the user who interacted with the bot.
* Mobile Number: The phone number of the user.
* Flow Name: The name of the specific bot flow the user engaged with (e.g., "Ticketing," "Action: send," "appointment").
* Session ID: A unique identifier for each bot conversation.
* Created At: The date and time the session began.
* Status: The final outcome of the session, such as "Ended" (completed successfully) or "Dropped" (ended unexpectedly or prematurely).

&#x20;Bot Logs provide the granular data needed to debug issues, analyze user behavior in detail, and ensure your bot flows are working as intended.

## **Analytics**

Bot Analytics refers to a dashboard that provides key metrics and visual insights into the performance of your automated chatbots. It helps you understand how users are interacting with the bot and the overall efficiency of your bot flows.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FYOtqHPkRUlWvPN3WXH5W%2FScreenshot%202025-09-06%20163400.png?alt=media&amp;token=8b825ad3-a774-4665-aa57-c616584dd750" alt=""><figcaption></figcaption></figure>

The key metrics and visualizations include:

* Bot Sessions: The total number of conversations initiated with the bot.
* Completed Sessions: The number of sessions where the user successfully reached the end of a bot flow.
* Dropped Sessions: The number of sessions that ended abruptly before completion.
* Flow Session Breakdown: A pie chart showing the percentage of users who enter different bot flows (e.g., Ticketing, Actions, Logic).
* Average Bot Session Length: A line graph that tracks the average duration of bot conversations over time.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FsSfJcyC31p1WJbKTZ0YY%2FScreenshot%202025-09-06%20163411.png?alt=media&amp;token=1ad24ed8-a567-4354-bfd9-76e52598b297" alt=""><figcaption></figcaption></figure>

Bot analytics helps you optimize your chatbot by identifying where users are succeeding, where they are dropping off, and which flows are most popular.

## Export the Bot Flow

To download your Bot Flows in BizMagnets, click **‘Export’**.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FMkqO51KMP7OF51LJ4tPw%2FScreenshot%202025-09-06%20161351.png?alt=media&amp;token=939f35b4-4bd7-4e07-b058-cecc5c58c503" alt=""><figcaption></figcaption></figure>


# Creating Flow in BizMagnets

Follow the below steps to create a Chatbot Flow from scratch.

1. Navigate to 'Service Automation' and click on **'My Bots'** and select the bot to which you wish to add the flows.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fe4sqECAyg1ittvWfmVl9%2FScreenshot%202025-09-15%20205005.png?alt=media&amp;token=a00fabd7-703d-4d84-ac42-5299685afa2e" alt=""><figcaption></figcaption></figure>

2. Select **'Create New Flow'** located in the upper right corner.  You'll be asked to input the Flow name, Flow Type and Keywords to trigger Bot Flows. After entering the necessary information, click on **'Add Flow'**.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FoIq0n4FzOMKim5N2ZfHY%2FScreenshot%202024-07-12%20150216.png?alt=media&amp;token=ea140af2-f119-4594-923f-333d07d80689" alt=""><figcaption></figcaption></figure>

## Flow Type

There are four types of Flows available in BizMagnets, each designed for specific use cases:

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F6D0IANU2UiGiqHbhojdT%2FScreenshot%202025-06-03%20165956.png?alt=media&amp;token=0b16c2c0-a1ee-4ecf-9b6b-7fbe5c019424" alt=""><figcaption></figcaption></figure>

### 1. **Message Based**&#x20;

Ideal for creating flexible, conversational experiences that adapt based on user responses. Perfect for lead capture, support queries, or dynamic decision-making paths.

### 2. **Order Based**&#x20;

Best suited for scenarios that require a strict sequence of steps—such as form submissions, ticket creation, or data collection—ensuring process consistency and completeness.

### 3. **CTWA Based**&#x20;

Designed to trigger specific flows when users click on a Click-to-WhatsApp Ad. This flow type helps convert ad clicks into structured conversations, ideal for high-intent lead capture and instant engagement.

### 4. **WhatsApp Form Based**&#x20;

Used to build structured form experiences within WhatsApp using native Flow elements like text inputs, dropdowns, checkboxes, and date pickers. Ideal for appointment bookings, sign-ups, registrations, and feedback collection.

## Welcome Trigger in the Flow

A Welcome Trigger automatically starts the chat flow when a user initiates a conversation with your bot. It serves as the entry point, greeting users and guiding them to the next steps in the interaction.

### **Keywords to Trigger Bot Flows**

Keywords play a crucial role in triggering specific bot flows, enabling the bot to respond appropriately based on user input.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FjeSGlxp053lF5qZHvJDS%2FScreenshot%202024-07-12%20160653.png?alt=media&amp;token=a59f2788-8bad-414a-9967-f0ac111eaf0f" alt=""><figcaption></figcaption></figure>


# Send Card

Instantly engage with your customers using Text, Media, Collection, Products, and Template cards on BizMagnets. Discover each card option today!

{% hint style="info" %}
Use this if you don't require any input from the user.&#x20;
{% endhint %}

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fj7vSDxMrItncIRJuF7bU%2FScreenshot%202025-09-15%20205119.png?alt=media&amp;token=e9381520-df61-446a-a164-7a66d89236c4" alt=""><figcaption></figcaption></figure>

<table data-view="cards"><thead><tr><th align="center"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td align="center"><strong>Text</strong></td><td><a href="/bot-flows/send-card/text">Text</a></td></tr><tr><td align="center"><strong>Media</strong></td><td><a href="/bot-flows/send-card/media">Media</a></td></tr><tr><td align="center"><strong>Template</strong></td><td><a href="/bot-flows/send-card/template">Template</a></td></tr><tr><td align="center"><strong>CTA URL</strong></td><td><a href="/bot-flows/send-card/cta-url">CTA URL</a></td></tr><tr><td align="center"><strong>Flow</strong></td><td><a href="/bot-flows/send-card/flow">Flow</a></td></tr><tr><td align="center"><strong>Location</strong></td><td><a href="/bot-flows/send-card/location">Location</a></td></tr><tr><td align="center"><strong>Payment</strong></td><td><a href="/bot-flows/send-card/payments">Payments</a></td></tr><tr><td align="center"><strong>Voice</strong></td><td><a href="/bot-flows/send-card/voice">Voice</a></td></tr></tbody></table>


# Text

Efficiently send text messages to your customers using the Send Text Card.

Personalize messages with variables and formatting options like bold, italic, and strikethrough. Duplicate or remove cards as required.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FWV3kAKenccTJDhG2p8b6%2FScreenshot%202025-09-16%20143135.png?alt=media&amp;token=6ea780f4-321e-4c94-9f04-09a04396d6c0" alt=""><figcaption></figcaption></figure>

## Send Text Card

Utilize these cards when you prefer not to wait for a response from the user. The Send Text Card enables you to quickly send a message to your customers with just a few clicks.<br>

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FXvOkNtC3wPXFEcX8uQHg%2FScreenshot%202024-04-17%20174415.png?alt=media&amp;token=f59bbb95-1481-410f-8c68-1f1489e51373" alt=""><figcaption></figcaption></figure>

### **Use Variables**

Utilize variables to incorporate previously gathered customer data like name, email id, phone number into your messages. For example, "Thanks for your purchase, @name! Your order of @product will be shipped soon." This automatically includes the customer's name and the product they purchased in the message.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FUB0D6sma1mXqKy1ipMKg%2FScreenshot%202024-04-17%20194741.png?alt=media&amp;token=aa172498-4c13-49c4-952d-41562ec63cc2" alt=""><figcaption></figcaption></figure>

### Use Bold, Italic and **Strikethrough**

Select the text you want to **bold**, *italic and* ~~strikethrough~~ from the options given below as per your preferences.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fui306JpS2zTuFUjp7PLU%2FScreenshot%202024-04-17%20200214.png?alt=media&amp;token=c22276d1-b87b-47f3-acc8-326ef3f04418" alt=""><figcaption></figcaption></figure>

### Cop&#x79;**/Delete/Edit Send Text Card**

When you hover over the Send Text Card, you'll find options to copy the card, edit the block, and a "x" icon to delete the card.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FXPLZ0n2gbr9u5j3c841A%2FScreenshot%202024-04-17%20201517.png?alt=media&amp;token=97e3956d-6575-42bb-980b-5f9fbb74d5a2" alt=""><figcaption></figcaption></figure>


# Media

Use the Send Media Card to send audio, video, images and documents to your customers. Ensure that the files you attach are within to the prescribed size limits and supported formats.

## Send Media Card

For instances where you do not require a response from the user, employ the Send Text Card. This allows you to swiftly deliver messages to your customers with minimal effort.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FL6bR6s0d6DX6CSTvPuRv%2FScreenshot%202025-09-16%20143231.png?alt=media&amp;token=f0096e4f-bcdd-43d2-ba0b-84ae04118761" alt=""><figcaption></figcaption></figure>

### Use Audio

Ensure that the file size of any pre-recorded audio you attach does not exceed 16 MB. And the file types allowed are aac, mp4, amr, mpeg, and ogg.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FnzEkMYtqnVcKBocfw3sP%2FScreenshot%202024-04-18%20135520.png?alt=media&amp;token=66307e0d-b5ba-41df-b0ca-67d7be1eef0c" alt=""><figcaption></figcaption></figure>

### Use Image

You can attach an image with or without a caption. Ensure that the image file size does not exceed 5 MB. The allowed file types are jpeg and png formats.

<br>

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FYmhBA21kP4MEzzTn4NvX%2FScreenshot%202024-04-18%20140154.png?alt=media&amp;token=abe7c10d-c003-45ed-abc7-7d5960f7c778" alt=""><figcaption></figcaption></figure>

### Send Video

Like attaching an image, you can also attach a video with or without a caption. Ensure that the file size does not exceed 16 MB. The allowed file types are mp4 and 3gpp formats.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F0EM6n02u8kqWU4PkLQ1u%2FScreenshot%202024-04-18%20140744.png?alt=media&amp;token=c11b22c4-f3fa-4c03-9352-d5c069a75724" alt=""><figcaption></figcaption></figure>

### Send Document

Ensure that the file size of any document you attach does not exceed 16 MB.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F9OXOeYEQUJcrLU5VTAyo%2FScreenshot%202024-04-19%20144740.png?alt=media&amp;token=9d8fd8d2-2d5e-4319-91ec-0fa3ca0eff08" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Instead of uploading Text, Audio, Video or document, you could also paste the link of the media formats.
{% endhint %}

### Cop&#x79;**/Delete/Edit Send Media Card**

When you move your cursor over the card, you will see options to copy, edit, or delete the card using the "x" icon.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FOy6xxxQSaGCZaOtxG7tA%2FScreenshot%202024-04-19%20152837.png?alt=media&amp;token=f2a6411b-ee4f-42eb-9cea-53494a385237" alt=""><figcaption></figcaption></figure>


# Template

Boost user interaction by adding CTA (Call to Action) buttons to your bot flow using our Template Card. Easily distribute pre-approved message templates to your customers.

{% hint style="info" %}
To include CTA buttons in your bot flow, you must use the Template Card.
{% endhint %}

## Send Template Card

You can use this card, while sending the approved template message.[ Read for how to create templates messages.](/template/bizmagnets-template-messages)

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FmHb9AyKs8dqnJHDGrbN1%2FScreenshot%202024-04-22%20143004.png?alt=media&amp;token=2e9a5f4a-73ac-4dca-a17a-7d00c67662cc" alt=""><figcaption></figcaption></figure>

### Send Media Template <a href="#media-template" id="media-template"></a>

You can choose an Approved Template that includes the type of media you wish to share with your customers from the dropdown menu. After selecting the template message you can select and media file and save it.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fzt9YU525dq8tZAXGzB5V%2FScreenshot%202024-04-23%20134237.png?alt=media&amp;token=d715cbbc-f601-431c-85d6-396300978904" alt=""><figcaption></figcaption></figure>

### **Copy/Delete/Edit Send Media Card**

When you move your cursor over the card, you will see options to copy, edit, or delete the card using the "x" icon.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FDhKaZ0oEaNGrZklPmhDm%2FScreenshot%202024-04-23%20134705.png?alt=media&amp;token=e08e8447-bafe-47c7-994b-b635a03a912c" alt=""><figcaption></figcaption></figure>

<br>


# CTA URL

Create engaging Call-to-Action (CTA) URL cards for your customers. If you want to enable your customers to respond with specific phrases without needing to type, consider using the CTA URL option.

## Send CTA URL Card

Customers might be reluctant to click on raw URLs in text messages if they contain long or unfamiliar strings. In such cases, consider using an interactive CTA URL button message. This approach lets you assign any URL to a button, eliminating the need to display the raw URL directly in the message content.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FGQUNTZLmc5u9Otbqz2hf%2FScreenshot%202024-05-15%20214949.png?alt=media&amp;token=36651dc2-0db2-4223-81e2-634cd75cb128" alt=""><figcaption></figcaption></figure>

### Header

You have the option to add header text to your CTA URL card, though this is not required.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Ft8TuHPIhyBEGscIKZBwV%2FScreenshot%202024-05-16%20131935.png?alt=media&amp;token=22771575-a29c-40bf-8be7-f429d31824cf" alt=""><figcaption></figcaption></figure>

### Body Text

You can add your message text, which can be in bold, italic, or strikethrough. You can also add variables to your text.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F5IV7b0HePWySNs6zOCK5%2FScreenshot%202024-05-16%20131950.png?alt=media&amp;token=a00a905d-75e4-4c2d-b1c9-9d55534044a7" alt=""><figcaption></figcaption></figure>

### Footer

This area allows you to include any extra details relevant to your message, such as "Act fast to enjoy our latest deals" or "Don't miss out—our bestsellers are selling quickly!" You can use content according to your preferences.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FwCmIFvhlveq3wfgGZj33%2FScreenshot%202024-05-16%20132002.png?alt=media&amp;token=19fd0fa3-2763-465c-87b1-6c3037cb0adc" alt=""><figcaption></figcaption></figure>

### CTA (Call To Action) URL

You can add an interactive button to boost user engagement and interactivity.

There are two fields: Button text and Button URL. For example, you could label the Button text as "Learn More" and fill the Button URL with the link to a specific informational page you wish your customers to visit.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FzuKPHKSXFP6Gmhmh7VIo%2FScreenshot%202024-05-16%20132014.png?alt=media&amp;token=dbd51a2a-ad2a-46fc-ae4d-cc6dd5a37004" alt=""><figcaption></figcaption></figure>

After you have filled out all the necessary fields, click on 'SAVE'.&#x20;


# Flow

Boost user engagement with customizable flows using the Send Flow feature in BizMagnets.

## Send Flow Card

Explore the capabilities of the 'Send Flow Card' in BizMagnets. This feature enables your bots to initiate predefined flows, adding an interactive and engaging element to the conversation.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FVRZLyOFv8ETjfYTkkXMV%2FScreenshot%202024-05-23%20121531.png?alt=media&amp;token=6b2ad045-ba80-4171-90f5-a19cfb587bb7" alt=""><figcaption></figcaption></figure>

### WhatsApp Flow

Select the WhatsApp flow which you have created in your Business Manager to link with the Ask Flow Card. This flow is predefined to effectively manage user responses.

If you haven't created any,[ click here ](https://docs.bizmagnets.ai/bot-flows/creating-flow-in-bizmagnets)to create WhatsApp Flow.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FB6WpDAcA1Nj9FHILVMdv%2FScreenshot%202024-06-28%20155320.png?alt=media&amp;token=e3fa40cd-c307-4ecc-a276-d5525ec410cc" alt=""><figcaption></figcaption></figure>

### Body Text <a href="#body-text" id="body-text"></a>

Enter the message text for the Send Flow Card.

The text here can be formatted as Bold, Italic, or Strikethrough using the provided options. To make text Bold, wrap it with asterisks (\*), for Italic use underscores (\_), and for Strikethrough, use tildes (\~).

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FDmKV3pTDuBPZeMDuMQD2%2FScreenshot%202024-06-28%20155334.png?alt=media&amp;token=073d5e4e-d7b3-4552-a89e-2bdd6246f00b" alt=""><figcaption></figcaption></figure>

### **Screen Name** <a href="#screen-name" id="screen-name"></a>

Paste the ID of the first screen here. You can obtain this ID from the JSON format provided by your Business Manager.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FrYVO9mnFbHuwJuarrbv9%2FScreenshot%202024-06-28%20155934.png?alt=media&amp;token=b28a1f43-fc10-4970-a55a-acd4012dc64c" alt=""><figcaption></figcaption></figure>

### **Button Text** <a href="#button-name" id="button-name"></a>

This involves specifying the name for the form submission button. For example: "Submit."

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FXM0ejETf0lA7xMHYxRRx%2FScreenshot%202024-06-28%20155946.png?alt=media&amp;token=c8d9b0af-e728-48fe-b2ae-d87dc86886d2" alt=""><figcaption></figcaption></figure>

Once you have set all the fields required and click on **SAVE.**

### **Copy/Delete/Edit Send Media Card**

When you move your cursor over the card, you will see options to copy, edit, or delete the card using the "x" icon.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FIfttkCZYEjzWu3V2xluY%2FScreenshot%202024-06-30%20152107.png?alt=media&amp;token=215af182-20dc-4fce-a462-b726fe1a0fc8" alt=""><figcaption></figcaption></figure>


# Location

Discover How to Easily Share Specific Locations with Others Using the "Send Location" feature. Learn how to provide directions and essential details about a place.

## **Send Location** Card

The "Send Location" feature allows users to share specific locations with others, commonly used to provide recipients with directions to a particular place.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FwoLafbWJMDzwHaRWcUw5%2FScreenshot%202025-09-16%20144625.png?alt=media&amp;token=5241c66c-f1bf-45ca-b347-b77b1215a103" alt=""><figcaption></figcaption></figure>

## Send Location Essentials

When using the "Send Location" feature, users are prompted to provide the following details:

### **Name**&#x20;

This refers to the name of the location being shared, such as a landmark or your company's name.

### **Address**&#x20;

Enter the address of the location, including details such as street name, building number, city, and country.

### Location

Users have two options to specify the location:

1. **Search Location:** Users can search for the location by typing its name or address in the search bar. They can also use the "View in Map" option to verify the location.
2. **Latitude & Longitude:** Alternatively, users can directly input the latitude and longitude coordinates of the location.

{% hint style="info" %}
Please note that only static locations can be shared using this feature. Real-time locations, which update as the user moves, cannot be shared via the WhatsApp Business API.
{% endhint %}


# Payments

The Payments feature enables users to share WhatsApp Payment links to customers, allowing businesses to directly receive payments through WhatsApp.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FNYeLDXZfkvhvsemnb3kB%2FScreenshot%202025-09-16%20152058.png?alt=media&amp;token=32e89172-75bc-4086-a08c-ac5508808dd7" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Before using this card, ensure that you have set up WhatsApp Payments.
{% endhint %}

## Send WhatsApp Payment Card

When using the 'Send WhatsApp Payments' Card, users are asked to enter the following details:

**Payment Provider**&#x20;

Select either UPI pay or Razor pay as your method to receive payments on WhatsApp.

**Duration**

Specify the time frame for the reply, which can range from a few minutes to several hours.

**Header Image**

Upload an optional header image for the payment request.

**Body**

Enter a brief description or message related to the payment request.

**Footer**

Include an optional footer text for the payment request.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FBjUllh4hCtb3fD8eorwB%2FScreenshot%202024-05-16%20215139.png?alt=media&amp;token=71669a3c-93ba-49ba-a36a-2d7c035b79f2" alt=""><figcaption></figcaption></figure>

**Order Products**

The order products feature, with its Static and Dynamic options, indicates that the system has been updated to directly link a Biz-Catalogue into the workflow for sending a payment request.

* **Static:** For manually selecting and adding products to a single payment request.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FVVUxmgbdrowsrcpZ6rLc%2FScreenshot%202025-08-11%20150839.png?alt=media&amp;token=75919397-7149-434a-9ed3-451646b5c4fd" alt=""><figcaption></figcaption></figure>

* **Dynamic:** For automating the process by pulling product details from external data, making it ideal for large-scale e-commerce operations and automated payment workflows.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FyRMO1KHPWaseNxODHvZT%2FScreenshot%202025-08-11%20153348.png?alt=media&amp;token=04dcb6ec-155b-43e8-b3d9-f64abed57bbe" alt=""><figcaption></figcaption></figure>

**Advanced Settings**\
Detail the tax, shipping, and discount information for the payment.

**Tax**

* **Tax Amount**: Input the amount of tax.
* **Tax Description**: Describe the tax being applied.

**Shipping**

* **Shipping Amount**: Input the shipping cost.
* **Shipping Description**: Describe the shipping charges.

**Discount**

* **Discount Amount**: Input the amount of the discount.
* **Discount Description**: Describe the discount provided.
* **Discount Program Name**: Specify the name of the discount program.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FW2viyWnYSfaUuAea9poI%2FScreenshot%202024-05-16%20213325.png?alt=media&amp;token=1eea61f9-4a2f-4e7b-8817-5b098d9fc43a" alt=""><figcaption></figcaption></figure>

The Send Payments feature allows businesses to simplify their payment processes and provide customers with a convenient way to make payments directly via WhatsApp.<br>


# Voice

The Send Voice card feature in BizMagnets enables you to integrate a voice message combining audio.

## Send Voice Card

This card typically includes playback controls and contextual details, allowing users to listen to the message seamlessly while interacting with other actionable components in the flow.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F8O2AdqbpOq9JbEascEtg%2FScreenshot%202025-09-16%20152450.png?alt=media&amp;token=ad1c3917-b721-4445-b955-ede45ac91c25" alt=""><figcaption></figcaption></figure>

### **Record Audio**

Users can directly record a voice message using their device’s microphone, providing a seamless way to capture a fresh audio input.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F4hF9Iixjuvq2nBbuVVIJ%2FScreenshot%202025-02-27%20163207.png?alt=media&amp;token=9d8c3e24-3c4c-42c8-b852-dcdbc6ae3e72" alt=""><figcaption></figcaption></figure>

Click the "Record" option to start recording your audio.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FGlh0VUcpW3yilDA2BpRe%2FScreenshot%202025-02-27%20165810.png?alt=media&amp;token=ef270844-8098-4fed-b323-208b2696fbc6" alt=""><figcaption></figcaption></figure>

Stop recording once you have finished.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FkDGXjzUVj12TWSp07L6q%2FScreenshot%202025-02-27%20165824.png?alt=media&amp;token=a83cab7a-1640-4ed1-8bf0-cd70ee2909ce" alt=""><figcaption></figcaption></figure>

You can download the recorded audio and control the playback speed.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FYBA4HqC1pWK9nFG0U239%2FScreenshot%202025-02-27%20170029.png?alt=media&amp;token=515d32c4-1d5c-4ed0-9efc-4f48bb6e014f" alt=""><figcaption></figcaption></figure>

### **Upload Audio**

Alternatively, users have the option to upload an existing audio file from their device, ensuring flexibility in how they choose to send their message.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F2HhF4bMvQik6MdZjVcxS%2FScreenshot%202025-02-27%20163207.png?alt=media&amp;token=116d6887-46d2-4213-b529-ea6eb6c1086f" alt=""><figcaption></figcaption></figure>

**File type allowed:** audio/aac, audio/mp4,audio/amr, audio/mpeg, audio/ogg

### **Benefits of a Send Voice Card:**

* **Enhanced Communication:** Voice cards allow users to express themselves more naturally through audio, capturing tone and emotion that text alone may not convey.
* **User Flexibility:** They provide options to either record a new voice message or upload a pre-recorded file, accommodating different user preferences.
* **Rich Multimedia Experience:** Integrating voice with interactive elements, such as playback controls and context information, creates a dynamic and engaging messaging experience.


# Ask Questions

Enhance your customers with targeted questions to boost engagement and double your leads! Let's explore the various inquiries we can pose to our customers.

{% hint style="info" %}
Use these cards when you want to wait for the user's response.
{% endhint %}

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F2XND5CvKTQ3fen8OKYLE%2FScreenshot%202025-09-16%20152807.png?alt=media&amp;token=fb515551-629b-45b3-92bf-b6eb3b4bc733" alt=""><figcaption></figcaption></figure>

<table data-view="cards"><thead><tr><th align="center"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td align="center"><strong>Text</strong></td><td><a href="/bot-flows/ask-questions/text">Text</a></td></tr><tr><td align="center"><strong>Button Option</strong></td><td><a href="/bot-flows/ask-questions/button-option">Button Option</a></td></tr><tr><td align="center"><strong>List Option</strong></td><td><a href="/bot-flows/ask-questions/list-option">List Option</a></td></tr><tr><td align="center"><strong>Address</strong></td><td><a href="/bot-flows/ask-questions/address">Address</a></td></tr><tr><td align="center"><strong>Flow</strong></td><td><a href="/bot-flows/ask-questions/flow">Flow</a></td></tr><tr><td align="center"><strong>Keywords</strong></td><td><a href="/bot-flows/ask-questions/keywords">Keywords</a></td></tr><tr><td align="center"><strong>Location</strong></td><td><a href="/bot-flows/ask-questions/location">Location</a></td></tr><tr><td align="center"><strong>Current Location</strong></td><td><a href="/bot-flows/ask-questions/current-location">Current Location</a></td></tr><tr><td align="center"><strong>Number</strong></td><td><a href="/bot-flows/ask-questions/number">Number</a></td></tr><tr><td align="center"><strong>Mail</strong></td><td><a href="/bot-flows/ask-questions/mail">Mail</a></td></tr><tr><td align="center"><strong>Date</strong></td><td><a href="/bot-flows/ask-questions/date">Date</a></td></tr><tr><td align="center"><strong>Link</strong></td><td><a href="/bot-flows/ask-questions/link">Link</a></td></tr><tr><td align="center"><strong>File</strong></td><td><a href="/bot-flows/ask-questions/file">File</a></td></tr></tbody></table>


# Text

Explore the capabilities of the 'Ask Text Card' in BizMagnets. This feature allows your bots to pose open-ended questions to users, adding an interactive and engaging element to the conversation.

## Ask Text Card

Users can express their thoughts, opinions, or provide information in response to these questions. The responses are captured and stored in a designated variable, enabling you to utilize this data throughout your Bot Flow.

Familiarize yourself with the 'Ask as Text' feature within the Ask Text Card to enhance interactions with users.

## Question Text&#x20;

This field is where you pose your question to the users. Keep it concise and clear to ensure users understand what is being asked.

You can format the Question text to be Bold, Italic, or Strikethrough using the provided formatting options. For Bold, add an asterisk (\*) before and after the text; for Italic, use an underscore (\_) before and after; and for Strikethrough, enclose the text with a tilde (\~).

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FdWZDqPas1GepNhL7GGnF%2FScreenshot%202025-09-16%20153406.png?alt=media&amp;token=f59d04c3-d3d8-43aa-bd0e-105427e01d33" alt=""><figcaption></figcaption></figure>

## Implementation Example:&#x20;

Suppose you need to collect your customers' Aadhar Card details to assess their identity. The Ask Text question type with validation settings ensures that responses are useful and adhere to a defined character limit.

For the Question Text, you could use: Please enter your Aadhar Card details to verify your identity.

Additionally, you can save the user's response in a variable. For instance, create a variable named `user_identity` to store the response.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F9Ofnqw4tDB96D02Pg6hI%2FScreenshot%202024-06-09%20150153.png?alt=media&amp;token=8a405b83-8623-4517-9df9-4e877c823aae" alt=""><figcaption></figcaption></figure>

For the validation settings, you can set the attempt limit to 1, with the Validation Error Message being optional. Specify the Action on Invalid Response and enable the Additional Validation Settings.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FYrN7n1QH2hWRNDdlDbvr%2FScreenshot%202024-06-09%20150311.png?alt=media&amp;token=832335ae-cf95-4437-b02b-52199ee0f987" alt=""><figcaption></figcaption></figure>

Within these settings, set the Minimum and Maximum character limits to 12, and provide a Regex pattern for validation. Since the Aadhar card number consists of 12 digits, this ensures the input precisely matches the expected format.

The Aadhar card number consists of 12 digits. To ensure the correct format is captured, you could use the following regex: `^\d{12}$`. This pattern verifies that the user inputs a valid Aadhar number, which adheres to the criterion of being exactly 12 numeric characters.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FztnZ38lmcidCjfKX21Tk%2FScreenshot%202024-06-09%20150605.png?alt=media&amp;token=16eab2ff-79bf-4c8b-9cc2-5f045c28cd72" alt=""><figcaption></figcaption></figure>


# Button Option

Boost Customer Interaction with the Ask Button Option Card. Provide quick options like "Save for Later," "Mix and Match" and "Order Now." Enhance the experience by adding media. Shop fast-sellers now!

## Ask Button Option Card

Elevate user interaction with the Ask Button Option Card. Include visual content for added appeal.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FFWsnGRtAYHlwYIGNAaVl%2FScreenshot%202025-09-16%20154208.png?alt=media&amp;token=d3a50043-57f1-4b68-af98-edf0e37f0528" alt=""><figcaption></figcaption></figure>

## Header Type

You can add a text, image, video, text, or document to make it more interactive. Maximum size of an image is 5MB, video is 16MB and document is 16MB.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FZheixGVGayjdq7ZigCrk%2FScreenshot%202024-07-01%20152440.png?alt=media&amp;token=e8bc5623-399d-4260-8d48-585b85c5f1a7" alt=""><figcaption></figcaption></figure>

## Question Text

Use this space to ask your customer a question or provide a description, such as "Discover our latest collection of summer dresses starting at just INR 999." The possibilities are endless.

The text here can be formatted as Bold, Italic, or Strikethrough using the provided options. To make text Bold, wrap it with asterisks (\*), for Italic use underscores (\_), and for Strikethrough, use tildes (\~).

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FTrvrvgEAmJAqM4LPKVrN%2FScreenshot%202024-07-01%20152530.png?alt=media&amp;token=413906d8-57de-4835-b416-844dd2f592a8" alt=""><figcaption></figcaption></figure>

## Footer

Use this space to add any additional information related to the message, such as "Limited stock available, grab yours now!" or "Don't miss out, shop these best-sellers today."

Feel free to customize the content to suit your needs.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FC8dsXBe2ZZYurRA39OCh%2FScreenshot%202024-07-01%20153459.png?alt=media&amp;token=d99e2292-c181-4386-a172-b2dd2716105a" alt=""><figcaption></figcaption></figure>

## Options Type

Choose from Static or Dynamic Options for your buttons.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FrPuIAJeIaPG0kH6NFefa%2FScreenshot%202024-07-01%20153513.png?alt=media&amp;token=477da1cd-6edd-4187-aebb-003023da0d02" alt=""><figcaption></figcaption></figure>

**Static Options** remain constant, while Dynamic Options are updated dynamically, pulling data from your database through an API call if needed.

{% hint style="info" %}
You may include up to 10 buttons, which can be arranged into various sections as required.
{% endhint %}

Below is the example of how you can add the Static Options.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FMufUWAGAtlC3cdEoFIUn%2FScreenshot%202024-07-01%20153735.png?alt=media&amp;token=37b13c47-eb43-418f-8eed-33246a1281af" alt=""><figcaption></figcaption></figure>

For the **Dynamic Options** in the Ask List Option, there are three fields you need to fill: Variable to iterate, Path to ID, and Path to Title.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fc2nU6SsJIlyCAdjdoc33%2FScreenshot%202024-07-01%20153818.png?alt=media&amp;token=83b21f0a-b1da-44e9-83c5-eea343b8f7fc" alt=""><figcaption></figcaption></figure>

* **Variable to iterate:** Enter the name of the array here.
* **Path to ID:** Provide the path from your internal database within curly brackets.
* **Path to Title:** Enter the title in curly brackets, for example, {{first\_name}}.

## Advanced Settings

**Attempt:** Specify the number of times you would like to repeat the question to your customers if they provide an incorrect or unexpected response.

**Action on Invalid Response:** This setting determines what action to take when a customer provides an invalid response. You can choose to End the Flow or Skip the question.

**Validation Error Message:** This message is displayed to customers when they provide an invalid response. For example, if the customer doesn't respond with one of the given options, you might send a message like "Please choose from the above options" or "Select one of the listed options."

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FsI3SXDKSU9xUwJzpIeMT%2FScreenshot%202024-07-01%20154352.png?alt=media&amp;token=074994f0-d415-4ccc-af12-8c9c3249dc44" alt=""><figcaption></figcaption></figure>

## **Save Response in a Variable:**

You can create new variables or use existing ones to store the responses from your customers. If you're creating variables for the first time, simply type the variable's name in the box; you will be prompted to create the variable by clicking on "Create 'Variable Name'" as shown in the screenshot below.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FOSDwP2zUfDGiaXwfZdVu%2FScreenshot%202024-07-01%20154632.png?alt=media&amp;token=abc83536-82e4-4548-bb62-92ed8d3b573e" alt=""><figcaption></figcaption></figure>

After setting all the required fields and click SAVE.


# List Option

Explore a detailed array of up to 10 options on our website, designed to streamline your customer interactions consistently.

## Overview&#x20;

This Card offers a selection of up to 10 options, facilitating user choice and enhancing interactions with your business in a clear and uniform way.

## When to Use the Node:

Here are some examples of how you can utilize List Messages in different industry scenarios:

<table><thead><tr><th width="166">Industry	</th><th width="276">Scenario - 1	</th><th>Scenario - 2</th></tr></thead><tbody><tr><td>Education</td><td><p></p><p><strong>Course Information:</strong></p><ul><li>View Available Courses</li><li>Review Course Timetables</li><li>Discover Faculty Members</li><li>Obtain Syllabus Information</li></ul></td><td><p></p><p><strong>Admissions:</strong></p><ul><li>Understand Admission Criteria</li><li>Explore Undergraduate Offerings</li><li>Look at Graduate Programs</li><li>Application Deadlines</li></ul></td></tr><tr><td>HealthCare</td><td><p></p><p><strong>Appointment Services:</strong></p><ul><li>Book an Appointment</li><li>View Available Slots</li><li>Appointment Reminders</li><li>Rescheduled Appointments</li></ul></td><td><p></p><p><strong>Health Information:</strong></p><ul><li>Discover Health Services</li><li>Locate Medical Facilities</li><li>Health and Wellness Resources</li><li>Health Insurance Information</li></ul></td></tr><tr><td>Travel</td><td><p></p><p><strong>Flight Information:</strong></p><ul><li>Look Up Flights</li><li>Verify Flight Availability</li><li>Departure and Arrival times</li><li>Review Airline Choices</li></ul></td><td><p></p><p><strong>Hotel Booking:</strong></p><ul><li>Search for Hotels</li><li>Review Room Prices</li><li>Discover Hotel Amenities</li><li>Reserve a Room</li></ul></td></tr><tr><td>Real Estate</td><td><p></p><p><strong>Property Search:</strong></p><ul><li>Discover Properties Available</li><li>Access Details on Properties</li><li>See Photos and Virtual Tours</li><li>Schedule a Viewing</li></ul></td><td><p></p><p><strong>Mortgage Services:</strong></p><ul><li>Explore Mortgage Options</li><li>Review Interest Rates</li><li>Obtain Pre-Approval Information</li><li>Submit a Mortgage Application</li></ul></td></tr><tr><td>E-Commerce</td><td><p></p><p><strong>Product Catalog:</strong></p><ul><li>Browse Product Categories</li><li>Explore Featured Products</li><li>Review Product Specifications</li><li>Place Products in the Cart</li></ul></td><td><p></p><p><strong>Order Management:</strong></p><ul><li>Monitor Order Status</li><li>Review Past Orders</li><li>Initiate Returns or Exchanges</li><li>Check Delivery Choices</li></ul></td></tr></tbody></table>

## How to use it:

The Ask List Option Message Node has 6 fields - Header, Question Text, Footer, Button Name, Options Type, Attempt, Validation Error Message, Action on Invalid Response, and Variables.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FoPqIIzDPOxUsvkM6ysu0%2FScreenshot%202025-09-16%20154429.png?alt=media&amp;token=0f5ef9a2-0d21-47ab-b5bc-e575cb6ef75e" alt=""><figcaption></figcaption></figure>

## **Header**&#x20;

You could use text such as "Start Your Journey with Our Customer Service" or "Frequently Asked Questions on Our Products and Services."

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FLpZ6da7m4slcbwZyIzGR%2FScreenshot%202024-06-11%20193252.png?alt=media&amp;token=22b270a3-67b1-4557-a931-2c592f738696" alt=""><figcaption></figcaption></figure>

## **Question Text**&#x20;

"Welcome! Navigate through our comprehensive FAQs to assist yourself. Choose an option that best suits your needs." This format allows endless possibilities for engaging and guiding your customers effectively.

The text here can be formatted as Bold, Italic, or Strikethrough using the provided options. To make text Bold, wrap it with asterisks (\*), for Italic use underscores (\_), and for Strikethrough, use tildes (\~).

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FZydHNOGfgchtcetHANgr%2FScreenshot%202024-06-11%20193626.png?alt=media&amp;token=1d2a44ba-ec1c-49be-8a72-f96b79aa2fbf" alt=""><figcaption></figcaption></figure>

## Footer&#x20;

Utilize this section to append extra details related to the message, like your organization’s contact information or a brief tagline. An example used here is "XYZ Retail Group." Customize the content to suit your preferences.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FL2XjVqLYmAGMXF81hpsc%2FScreenshot%202024-06-11%20194716.png?alt=media&amp;token=316737a8-c33c-4a54-8df7-87e9b70b03ad" alt=""><figcaption></figcaption></figure>

## Options Type

Choose from Static or Dynamic Options for your buttons.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FqiFw66KN4Hgjy1EEu27k%2FScreenshot%202024-06-11%20194830.png?alt=media&amp;token=f17e5547-e6a0-4ff0-88cc-cedc3beb5234" alt=""><figcaption></figcaption></figure>

**Static Options** remain constant, while Dynamic Options are updated dynamically, pulling data from your database through an API call if needed.

{% hint style="info" %}
You may include up to 10 buttons, which can be arranged into various sections as required.
{% endhint %}

Below is the example of how you can add the Static Options.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FwQNNYJO5JjkGRLqTTzHf%2FScreenshot%202025-09-16%20155827.png?alt=media&amp;token=1508f578-1323-46aa-9368-b822bc672cb1" alt=""><figcaption></figcaption></figure>

For the **Dynamic Options** in the Ask List Option, there are three fields you need to fill: Variable to iterate, Path to ID, and Path to Title.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FEHTzdzUPRvEApwh3s28r%2FScreenshot%202025-09-16%20155937.png?alt=media&amp;token=ba18e2ed-db4d-45bd-a2f3-33a3734b158a" alt=""><figcaption></figcaption></figure>

* **Variable to iterate:** Enter the name of the array here.
* **Path to ID:** Provide the path from your internal database within curly brackets.
* **Path to Title:** Enter the title in curly brackets, for example, {{first\_name}}.

{% hint style="info" %}
Please note:

* If multiple options are included within the same section, it can be sent without a section name.
* If there is more than one section, then a section header is required to create the card.
  {% endhint %}

## Advanced Settings

**Attempt:** Specify the number of times you would like to repeat the question to your customers if they provide an incorrect or unexpected response.

**Action on Invalid Response:** This setting determines what action to take when a customer provides an invalid response. You can choose to End the Flow or Skip the question.

**Validation Error Message:** This message is displayed to customers when they provide an invalid response. For example, if the customer doesn't respond with one of the given options, you might send a message like "Please choose from the above options" or "Select one of the listed options."

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FRmTDcB9jYvyTIxgn5AVO%2FScreenshot%202024-06-12%20142723.png?alt=media&amp;token=04d913f5-e675-4f27-8581-57accafdf12b" alt=""><figcaption></figcaption></figure>

## **Save Response in a Variable:**

You can create new variables or use existing ones to store the responses from your customers. If you're creating variables for the first time, simply type the variable's name in the box; you will be prompted to create the variable by clicking on "Create 'Variable Name'" as shown in the screenshot below.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F5AT5jetZR4nCBjDZrBPt%2FScreenshot%202024-06-12%20150026.png?alt=media&amp;token=3c2e072b-0d7e-44df-9905-5864719b2e1a" alt=""><figcaption></figcaption></figure>

After setting all the required fields and click SAVE.


# Address

The Ask Address card is specifically created to help businesses efficiently collect their customers' addresses for shipping, mailing, or verifying locations.

{% hint style="info" %}
Currently, this feature is exclusively available to businesses operating in Singapore with Singaporean customers, and businesses in India with Indian customers.
{% endhint %}

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FS6G9tf5jzxOOm32NJrx6%2FScreenshot%202025-09-16%20161139.png?alt=media&amp;token=59888609-90d0-45e6-844b-03f83078a216" alt=""><figcaption></figcaption></figure>

Understand the fundamentals of the Ask Text Card to streamline the process of requesting a customer's location.

## **Question Text**&#x20;

This section informs users about the reason for requesting their address. For example, "Please share your address so we can ensure your purchases are delivered directly to your home."

The text here can be formatted as Bold, Italic, or Strikethrough using the provided options. To make text Bold, wrap it with asterisks (\*), for Italic use underscores (\_), and for Strikethrough, use tildes (\~).

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FbVKdwqVNgoDwUdbXV337%2FScreenshot%202024-06-12%20164305.png?alt=media&amp;token=33cdd526-2107-468d-a9f8-cf14e361247a" alt=""><figcaption></figcaption></figure>

### **Validation Settings**

**Validation Errors:** You can trigger errors in the address fields if you suspect the customer has provided incorrect details. WhatsApp will prevent the submission of the address until these issues are resolved.

**Attempt:** Defines the number of attempts a user is allowed to provide valid input.

**Validation Error Message:** An optional field where you can enter a custom error message that will be displayed if the user input fails validation.

**Action on Invalid Response:** Specifies the action to be taken when the user provides invalid input.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FQn4e6arxh2MESYy43ZOe%2FScreenshot%202024-06-12%20165052.png?alt=media&amp;token=bf2b5529-101e-4c53-9af7-75fe3abac0fa" alt=""><figcaption></figcaption></figure>

### Save Address Settings

If you already have your customer's address, you can save it using variables, allowing them to review and confirm the address.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F1bTQr2tjJLRaA9u80bis%2FScreenshot%202024-06-12%20165406.png?alt=media&amp;token=c18eaf30-ee44-447d-83dd-a259fefe244e" alt=""><figcaption></figcaption></figure>

### **Store Response in a Variable**

The user's address input can be stored in a variable named `address`.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fs0MdokzYaaTeoqNeusy3%2FScreenshot%202024-06-12%20165645.png?alt=media&amp;token=2cd054a1-975e-4023-92f2-23c73f590dc8" alt=""><figcaption></figcaption></figure>

## **Best Practices**

* Clearly explain the purpose of collecting the address and how it will be used.
* Respect customer privacy and comply with data protection regulations.
* Offer an option for customers to skip address collection if it is not mandatory.
* Make the address input process user-friendly, incorporating autofill and verification features to minimize errors.


# Flow

Enhance user engagement with personalized flows using the Ask Flow feature in BizMagnets.

## Ask Flow Card

Explore the capabilities of the 'Ask Flow Card' in BizMagnets. This feature allows your bots to pose open-ended questions to users, adding an interactive and engaging element to the conversation.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FlUe8cD3tBOIZSdkj8u7q%2FScreenshot%202025-09-16%20161429.png?alt=media&amp;token=18e25503-5eba-4359-9e8b-b9adb32a1d97" alt=""><figcaption></figcaption></figure>

## WhatsApp Flow

Select the WhatsApp flow which you have created in your Business Manager to link with the Ask Flow Card. This flow is predefined to effectively manage user responses.&#x20;

If you haven't created any,[ click here ](/bot-flows/creating-flow-in-bizmagnets)to create WhatsApp Flow.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F6IAvFBAbwu50KWvi2CVE%2FScreenshot%202025-09-16%20162353.png?alt=media&amp;token=8cf1aeec-bc95-4f32-95ed-eb696186df35" alt=""><figcaption></figcaption></figure>

## Body Text

Enter the message text for the Ask Flow Card.

The text here can be formatted as Bold, Italic, or Strikethrough using the provided options. To make text Bold, wrap it with asterisks (\*), for Italic use underscores (\_), and for Strikethrough, use tildes (\~).

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FK5y11PvtNA14cJJPDdz6%2FScreenshot%202025-09-16%20163004.png?alt=media&amp;token=a9177bf4-6c3d-40c6-9d96-134b92d43815" alt=""><figcaption></figcaption></figure>

## **Screen Name** <a href="#screen-name" id="screen-name"></a>

Paste the ID of the first screen here. You can obtain this ID from the JSON format provided by your Business Manager.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FGmJ04AyZBK1e7Fp7WSq5%2Fimage.png?alt=media&amp;token=074b068e-ff7f-49c5-9b89-26309198404c" alt=""><figcaption></figcaption></figure>

## Data

Data field is where you would provide data in JSON format to pass information from your current bot flow to the flow you are calling.

The 'Invalid JSON Data' error message indicates that the data entered in this field must be a valid JSON object.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fl1A5H9pfcvbEs7C9Uzyg%2FScreenshot%202025-09-16%20163030.png?alt=media&amp;token=9fa040b1-8cec-485b-adb3-d59e1e3599ea" alt=""><figcaption></figcaption></figure>

Once you have set all the fields required and click on **SAVE.**


# Keywords

Now in WhatsApp, options are presented with a list of numbers and multiple associated keywords. Users can respond with either the number or any of the associated keywords for each option.

## Ask Keyword Option Card

In BizMagnets' bot-builder, Keyword Options appear similar to List Options. Each option can be enhanced with up to 10 keywords in addition to the default numbers, providing a more interactive and user-friendly experience.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Ffk66vbbXxRXD9lnhPFwa%2FScreenshot%202025-09-16%20163419.png?alt=media&amp;token=7611eb0f-86b9-4f9a-8e94-ad63010b6d5c" alt=""><figcaption></figcaption></figure>

## Question Text

This is where you ask your customer the question or provide a description, such as "Which feature of BizMagnets do you need help with?" The possibilities are endless.

You can apply formatting like **Bold**, *Italic*, or ~~Strikethrough~~ using the provided options. Use asterisks (\*) for Bold, underscores (\_) for Italic, and tildes (\~) for Strikethrough, as shown in the example text.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FV4NoeXR7lA12RjY7Kd0p%2FScreenshot%202024-06-19%20135141.png?alt=media&amp;token=6bf0cbfc-8e3d-4ecc-b335-fc0b82d5d8c6" alt=""><figcaption></figcaption></figure>

## **Options Type**

BizMagnets allows you to add both Static and Dynamic Options for your choices.

**Static Options** are fixed, while **Dynamic Options** can change. If you have dynamic values stored in your database, they can be accessed accordingly.

**You can add up to 20 options.**

Below is an example of how to add Static Options. Along with the option text, you can include up to 10 relevant keywords.

{% hint style="info" %}
Ensure the keywords are relevant to your customers.
{% endhint %}

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FpBuhkgsb2gHIsRU5e3dZ%2FScreenshot%202024-06-24%20124342.png?alt=media&amp;token=84fbb6ea-4a3a-462c-9212-805aee05f477" alt=""><figcaption></figcaption></figure>

For the Dynamic Options in Ask List Option, there are three fields: Variable to Iterate, Path to ID, and Path to Title.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FNO1d9fXUzXsJZ6WkrGaa%2FScreenshot%202024-06-24%20124826.png?alt=media&amp;token=6f79d072-65b3-4967-98e9-f3eec73dd6d8" alt=""><figcaption></figcaption></figure>

* **Variable to Iterate:** Enter the name of the array here.
* **Path to ID:** Add the path from your internal database in curly brackets.
* **Path to Title:** Add the title in curly brackets, like this: `{{first_name}}`.

## Attempt

In this field, specify the number of times you would like to ask the same question to your customers when they provide an unexpected response.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FGB8mmzDox9IBpY46GE5X%2FScreenshot%202024-06-24%20125614.png?alt=media&amp;token=5e39389e-973f-4089-a415-ec5eae9898d1" alt=""><figcaption></figcaption></figure>

## Action on Invalid Response

This defines the action you want to take when a customer provides an invalid response. You can choose to either End the Flow or Skip the question.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F9O9DPqr2D4wLiYT1N8oy%2FScreenshot%202024-06-24%20130809.png?alt=media&amp;token=d68f2bf2-4c3b-4e60-b0af-0fa91adde26d" alt=""><figcaption></figcaption></figure>

## **Validation Error Message**&#x20;

This message is sent to customers when they respond inappropriately to the question asked. For example, if a customer doesn't choose from the provided options, you could send a message like "Please choose from the above options" or "Choose from the options listed."

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F2cC8ra5AvKLLadUBwE4Q%2FScreenshot%202024-06-24%20125936.png?alt=media&amp;token=f15559ef-3e22-42dd-830a-ff483a333d6e" alt=""><figcaption></figcaption></figure>

## **Store Response in a Variable**&#x20;

You can create new variables or use existing ones to store the responses provided by your customers. If you are creating a variable for the first time, simply type the variable name in the box. It will prompt you to create the variable once you click on "Create 'Variable Name'" as shown in the screenshot below.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FkmscCf0wRbd2QTB7uOd5%2FScreenshot%202024-06-24%20131150.png?alt=media&amp;token=2fcc0361-7a0f-4e7e-a0ad-0ea78b5500eb" alt=""><figcaption></figcaption></figure>

After setting all the required fields and click SAVE, the card will look like as shown in the screenshot below.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FIgCJQt1k2xxJuP28RIPd%2FScreenshot%202024-06-24%20131913.png?alt=media&amp;token=2890b330-410e-4b3a-bf60-7718c33b5ad8" alt=""><figcaption></figcaption></figure>


# Location

Utilize the Ask Location Card to Prompt Users for Their Location. Remember to request coordinates, not the address in text.

## **Ask Location Card**&#x20;

Use the Ask Location card to request your customer's location.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FQFuH98OBaBwanggvhqTO%2FScreenshot%202025-09-16%20163529.png?alt=media&amp;token=954b301b-a064-45dd-98b4-ecf0a9dfb547" alt=""><figcaption></figcaption></figure>

## Question Text

You can only ask for coordinates, not a text address.

**For example:** "Please share your location so we can send the service person."

You can format the text using **Bold**, *Italic*, or ~~Strikethrough~~. Use asterisks (\*) for Bold, underscores (\_) for Italic, and tildes (\~) for Strikethrough, as shown in the text below.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FAcbSmeavDba1GRXth8kA%2FScreenshot%202024-06-24%20142053.png?alt=media&amp;token=a85a0502-30e0-4922-87dd-fa657518d202" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
PRO TIP: Use Variables in the **Question Text** and in the **Validation Error Message** to make it more personalized.
{% endhint %}

##

## Other available fields:

1. **Attempt:** In this field, specify the number of times you would like to ask the same question to your customers when they provide an unexpected response.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FJV6tYxHzQkG8ESYu2zcQ%2FScreenshot%202024-06-24%20142834.png?alt=media&amp;token=033ede32-298e-4245-b8e0-0d70a62f482f" alt=""><figcaption></figcaption></figure>

2. **Action on Invalid Response:** This defines the action you want to take when a customer provides an invalid response. You can choose to either End the Flow or Skip the question.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Ft1vm13XxaWyWFpSvSiZN%2FScreenshot%202024-06-24%20130809.png?alt=media&amp;token=81657c2a-3cf8-4c1f-b56f-291742ad451e" alt=""><figcaption></figcaption></figure>

3. **Validation Error Message:** This message is sent to customers when they respond inappropriately to the question asked.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F3MjSdhPNTY66yHYoCBXt%2FScreenshot%202024-06-24%20143710.png?alt=media&amp;token=fedae9c5-c742-4fb3-a5d5-029abcf73e99" alt=""><figcaption></figcaption></figure>

4. **Store Response in a Variable:** You can create new variables or use existing ones to store the responses provided by your customers. If you are creating a variable for the first time, simply type the variable name in the box. It will prompt you to create the variable once you click on "Create 'Variable Name'" as shown in the screenshot below.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FgQGgGXxwKq0lrW4mymBq%2FScreenshot%202024-06-24%20143915.png?alt=media&amp;token=48d8f49e-33a0-4e90-8493-e36d34392b57" alt=""><figcaption></figcaption></figure>

Once you have set all the fields required and click on **SAVE.**


# Current Location

The Ask Current Location card in BizMagnets is an interactive message designed to prompt users to share their real-time location.

## Ask Current Location Card

This typically includes a clear call-to-action, such as a button labeled "Share Location," which, when tapped, triggers WhatsApp's built-in location sharing feature. This functionality is especially useful for services that rely on location-based data to enhance customer support, delivery, or local service offerings.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FRgI780GVSFAQFarawhGG%2FScreenshot%202025-09-18%20153831.png?alt=media&amp;token=06b387f4-a48c-4e06-915f-ff08af97da28" alt=""><figcaption></figcaption></figure>

## Question Text

Contains the prompt text asking the user to share their location.

**For example:** "Please share current location so we can send your ordered products."

You can format the text using **Bold**, *Italic*, or ~~Strikethrough~~. Use asterisks (\*) for Bold, underscores (\_) for Italic, and tildes (\~) for Strikethrough, as shown in the text below.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FDGMxR358dzC2RpV2kJQz%2FScreenshot%202025-02-28%20162859.png?alt=media&amp;token=7752e3ed-cb80-457c-a8a2-b25f3a53844e" alt=""><figcaption></figcaption></figure>

## Advanced Settings

For the validation settings, you can set the attempt limit to 1. The Validation Error Message is optional. Specify the Action on Invalid Response, and enable the Additional Validation Settings.<br>

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FYlFzfyQuY1DNrDAQONu2%2FScreenshot%202025-02-28%20163330.png?alt=media&amp;token=9b2a62b6-92eb-4a7a-ba55-1bebcf774087" alt=""><figcaption></figcaption></figure>

## Validation settings

In the additional validation settings, specify the **Minimum character, Maximum character, and Regex.** These validation settings help ensure that the location data collected is both present and usable for your application's requirements.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FOj2bL9iU4QMdcDbjqKNi%2FScreenshot%202025-02-28%20163741.png?alt=media&amp;token=7670b7a9-972b-41ba-8436-8a4665a829f4" alt=""><figcaption></figcaption></figure>

## Save Response in the Variable

You have the option to store the user response in a variable. For example, you can create a variable called `usage_location` to store the user response.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F4sUKgKLO3fTOQzl4subJ%2FScreenshot%202025-02-28%20163953.png?alt=media&amp;token=f700584d-4ea7-4173-bc95-744af1223801" alt=""><figcaption></figcaption></figure>

Once you have set all the fields required and click on **SAVE.**


# Number

Discover the Power of "Ask Number" in BizMagnets Bots. This feature allows you to collect numeric input from users and store it in a designated variable.

## **Ask Number Card**&#x20;

Ask Number is specifically designed to collect numeric input from users. It's a common and valuable tool in BizMagnets Bots. The collected input can be stored in a designated variable, enabling you to utilize that data in your Bot Flow.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FZnHXiqSTU5mxtqPQKlmF%2FScreenshot%202025-09-18%20154221.png?alt=media&amp;token=373f78f9-20e9-4bea-a35c-4a51a705f66f" alt=""><figcaption></figcaption></figure>

## Question Text

This is the question you want to ask users. Keep it clear and concise so they understand what you're asking.

You can format the text using **Bold**, *Italic*, or ~~Strikethrough~~. Use asterisks (\*) for Bold, underscores (\_) for Italic, and tildes (\~) for Strikethrough.

Imagine you are asking your customers how many times they have used your service this month. The Ask Number question type with validation settings will ensure users provide helpful responses within a specific character limit.

For the Question Text you can enter: How many times have you used our service this month?

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FOIAT78hDGVIgAP0TXukA%2FScreenshot%202024-06-24%20145357.png?alt=media&amp;token=1d0a6377-db58-4223-85eb-82742702e6fc" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
PRO TIP: Use Variables in the **Question Text** and in the **Validation Error Message** to make it more personalized.
{% endhint %}

## Advanced Settings

For the validation settings, you can set the attempt limit to 1. The Validation Error Message is optional. Specify the Action on Invalid Response, and enable the Additional Validation Settings.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FjwQapF8r9aV0GUSHHiLL%2FScreenshot%202024-06-24%20145708.png?alt=media&amp;token=976f57f1-8937-4d46-b9e9-724591741396" alt=""><figcaption></figcaption></figure>

## Validation settings

In the additional validation settings, specify the **Minimum character, Maximum character, and Regex.** Since we're asking for the number of times the service was used, the minimum character would be 1 and the maximum character would be 2. For Regex, we could use `^[1-9]\d?$` to ensure the user enters a valid count between 1 and 99.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FOYoRE0lkHAVjm95ufY8m%2FScreenshot%202024-06-24%20150117.png?alt=media&amp;token=1eb9ef39-b392-41a2-9e1d-74745bec915a" alt=""><figcaption></figcaption></figure>

## Save Response in the Variable

You have the option to store the user response in a variable. For example, you can create a variable called `usage_count` to store the user response.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FPzNJH5ZqEDq85ohKHJlC%2FScreenshot%202024-06-24%20150432.png?alt=media&amp;token=b78b69c7-d715-4b7a-9559-60d2f66225e4" alt=""><figcaption></figcaption></figure>

Once you have set all the fields required and click on **SAVE.**


# Mail

Optimize User Engagement with the Ask Mail Card. Tailor your questions, manage response storage, and fine-tune validation settings. Leverage variables for personalized communication.

## **Ask Mail Card**&#x20;

Collect email addresses from your customers using the Ask Mail card.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FzIZKyICf5vlWOYAS6cHR%2FScreenshot%202025-09-18%20154344.png?alt=media&amp;token=34db93ec-390a-4249-a4ca-2470c3187945" alt=""><figcaption></figcaption></figure>

## Question Text

This is the question you want to ask users. Keep it clear and concise so they understand what you're asking.

You can format the text using **Bold**, *Italic*, or ~~Strikethrough~~. Use asterisks (\*) for Bold, underscores (\_) for Italic, and tildes (\~) for Strikethrough.

You are requesting your customers' email addresses to send them exclusive offers and updates. The Ask Email question type with validation settings ensures users provide accurate responses within a specific character limit.

For the Question Text, you can enter: "Please provide your email address so we can send you exclusive offers and updates."

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F43w2JheBurhXZcua0n5O%2FScreenshot%202024-06-24%20151420.png?alt=media&amp;token=4a2a66c8-bd99-45b3-9404-b552c8b0d152" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
PRO TIP: Use Variables in the **Question Text** and in the **Validation Error Message** to make it more personalized.
{% endhint %}

## Advanced Settings

For the validation settings, you can set the attempt limit to 1. The Validation Error Message is optional. Specify the Action on Invalid Response, and enable the Additional Validation Settings.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F12raWtPM2SGYJVe6yLpr%2FScreenshot%202024-06-24%20151713.png?alt=media&amp;token=3d8124b4-9d79-44b0-9f8a-241b3b89df79" alt=""><figcaption></figcaption></figure>

## Save Response in the Variable

You have the option to store the user response in a variable. For example, you can create a variable called `user_email` to store the user's response.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FlCv1IySMsHqFzheOtAYL%2FScreenshot%202024-06-24%20151838.png?alt=media&amp;token=8307addd-e3ce-4a5b-88cb-f85d77fc361c" alt=""><figcaption></figcaption></figure>

Once you have set all the fields required and click on **SAVE.**


# Date

Master the Art of Requesting Dates with the Ask Date Card. Set validation settings for the time slot you need for a productive discussion.

## **Ask Date Card**&#x20;

Request a date from your customer using the Ask Date card.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FXkVV6qMWN1iBNvPP21Mt%2FScreenshot%202025-09-18%20154517.png?alt=media&amp;token=c39ead6a-3054-493c-8318-6d92fc9619be" alt=""><figcaption></figcaption></figure>

## Question Text

This is the question you want to ask users. Keep it clear and concise so they understand what you're asking.

You can format the text using **Bold**, *Italic*, or ~~Strikethrough~~. Use asterisks (\*) for Bold, underscores (\_) for Italic, and tildes (\~) for Strikethrough.

For example: Please provide the date you will be available for an hour meeting.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FIAFirFt7W9qCQYV30L6n%2FScreenshot%202024-06-24%20153004.png?alt=media&amp;token=fed6c885-b5d2-4ebb-bd3d-35e385413d7b" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
PRO TIP: Use Variables in the **Question Text** and in the **Validation Error Message** to make it more personalized.
{% endhint %}

## Advanced Settings

For the validation settings, you can set the attempt limit to 1. The Validation Error Message is optional. Specify the Action on Invalid Response, and enable the Additional Validation Settings.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FLr2YzdJVbt43nvq2O66k%2FScreenshot%202024-06-24%20153307.png?alt=media&amp;token=2da61a64-5195-4f32-8159-a697560608f6" alt=""><figcaption></figcaption></figure>

## Validation settings

In the additional validation settings, specify the **Minimum character, Maximum character, and Regex.** Since we're asking for a meeting date, the minimum character and maximum character will be a date.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F9xiaz6lzUGlzr0L2tGIW%2FScreenshot%202024-06-24%20153551.png?alt=media&amp;token=e661966d-1cbf-4862-a7cb-66476f185360" alt=""><figcaption></figcaption></figure>

## Save Response in the Variable

You have the option to store the user response in a variable. For example, you can create a variable called `user_availability` to store the user's response.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FDPWQz6o585MLW5UhjeW2%2FScreenshot%202024-06-24%20153708.png?alt=media&amp;token=bb226594-c3f4-47c9-afd3-6839dbf88e1a" alt=""><figcaption></figcaption></figure>

Once you have set all the fields required and click on **SAVE.**


# Link

Request Link from Your Customers Using the Ask Link Card. Set up Regex validation to ensure the input meets the specified URL criteria. Save the response in a variable for further use.

## **Ask Link Card**&#x20;

Collect URLs from your customers using the Ask URL card.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FVQ0BMnTEpH5tauayixzS%2FScreenshot%202025-09-18%20154637.png?alt=media&amp;token=144237b0-54cc-401f-bc48-7e4192de8026" alt=""><figcaption></figcaption></figure>

## Question Text

This is the question you want to ask users. Keep it clear and concise so they understand what you're asking.

You can format the text using **Bold**, *Italic*, or ~~Strikethrough~~. Use asterisks (\*) for Bold, underscores (\_) for Italic, and tildes (\~) for Strikethrough.

**For example:** Kindly provide the Link of the article you're interested in buying.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FJcQZl2Zro8ayC3jkrWbC%2FScreenshot%202024-06-24%20154508.png?alt=media&amp;token=140a4ec5-d813-4007-9f78-88be9b289128" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
PRO TIP: Use Variables in the **Question Text** and in the **Validation Error Message** to make it more personalized.
{% endhint %}

## Advanced Settings

For the validation settings, you can set the attempt limit to 1. The Validation Error Message is optional. Specify the Action on Invalid Response, and enable the Additional Validation Settings.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fxnh38ynjZwE4eagM8WPC%2FScreenshot%202024-06-24%20154621.png?alt=media&amp;token=c7855a7f-241c-4210-ba0e-362c8aec68d9" alt=""><figcaption></figcaption></figure>

## Validation settings

In the additional validation settings, specify the **Regex.** It should be a URL.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FWmHjRij9IFOJPWqK1WTr%2FScreenshot%202024-06-24%20154857.png?alt=media&amp;token=6f019ab6-439e-4378-9cae-38183bfd1439" alt=""><figcaption></figcaption></figure>

## Save Response in the Variable

You have the option to store the user response in a variable. For example, you can create a variable called `user_responce` to store the user's response.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F1FSmIrTxTm53ccntqgDy%2FScreenshot%202024-06-24%20155332.png?alt=media&amp;token=e4ccb971-1138-41e3-9284-127641517d3f" alt=""><figcaption></figcaption></figure>

Once you have set all the fields required and click on **SAVE.**


# File

Enhance User Engagement with the Ask File Card by Requesting Files from Customers

## **Ask File Card**&#x20;

Request a file from your customer using the Ask File card.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FMZLhw2tzInG08lcE1WMg%2FScreenshot%202025-09-18%20154733.png?alt=media&amp;token=aa2be2bb-7fe1-452b-ac9c-fa889981e54b" alt=""><figcaption></figcaption></figure>

## Question Text

This is the question you want to ask users. Keep it clear and concise so they understand what you're asking.

You can format the text using **Bold**, *Italic*, or ~~Strikethrough~~. Use asterisks (\*) for Bold, underscores (\_) for Italic, and tildes (\~) for Strikethrough.

For Example: Please attach your ID proof for verification purposes.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FnA9ZK22JSuj76su90KZI%2FScreenshot%202024-06-24%20161411.png?alt=media&amp;token=b4df8a15-7fc3-4067-baaf-8d7f04b0ba4d" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
PRO TIP: Use Variables in the **Question Text** and in the **Validation Error Message** to make it more personalized.
{% endhint %}

## Advanced Settings

For the validation settings, you can set the attempt limit to 1. The Validation Error Message is optional. Specify the Action on Invalid Response, and enable the Additional Validation Settings.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FHh7l6tNgi5NaHyIBYUJI%2FScreenshot%202024-06-24%20161605.png?alt=media&amp;token=8f2a7282-3c81-4949-a5e0-8d75d0ccb058" alt=""><figcaption></figcaption></figure>

## Save Response in the Variable

You have the option to store the user response in a variable. For example, you can create a variable called `user_documents` to store the user's response.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FDhexSlEZAM4eQt2kW5N0%2FScreenshot%202024-06-24%20161717.png?alt=media&amp;token=843cdda5-7d8e-492c-a3a4-898a38506aec" alt=""><figcaption></figcaption></figure>

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F1FSmIrTxTm53ccntqgDy%2FScreenshot%202024-06-24%20155332.png?alt=media&amp;token=e4ccb971-1138-41e3-9284-127641517d3f" alt=""><figcaption></figcaption></figure>

Once you have set all the fields required and click on **SAVE.**


# Logic

Boost Your Productivity with Our Logic Cards. Dive in and experience the difference!

Explore a range of cool features designed to make your workflow easier and more efficient.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FSBMGnktc5bQERVeUr6BP%2FScreenshot%202025-09-18%20155024.png?alt=media&amp;token=875f3c06-6f64-4a46-94df-a5e25c31da9f" alt=""><figcaption></figcaption></figure>

<table data-view="cards"><thead><tr><th align="center"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td align="center"><strong>Condition</strong></td><td><a href="/bot-flows/logic/condition">Condition</a></td></tr><tr><td align="center"><strong>Delay</strong></td><td><a href="/bot-flows/logic/delay">Delay</a></td></tr><tr><td align="center"><strong>Variables</strong></td><td><a href="/bot-flows/logic/variables">Variables</a></td></tr><tr><td align="center"><strong>Switch</strong></td><td><a href="/bot-flows/logic/switch">Switch</a></td></tr><tr><td align="center"><strong>Jump To</strong></td><td><a href="/bot-flows/logic/jump-to">Jump To</a></td></tr><tr><td align="center"><strong>Replace Text</strong>  </td><td><a href="/bot-flows/logic/replace-text">Replace Text</a></td></tr><tr><td align="center"><strong>Check Geofence</strong></td><td><a href="/bot-flows/logic/check-geofence">Check Geofence</a></td></tr></tbody></table>


# Condition

Learn how to use condition logic to split your chat flow. Set up the condition block with variables, operators, and values. Use AND or OR logic to add multiple conditions.

Condition logic allows you to divide the chat flow based on specified conditions. Each condition logic has two outputs: On Success and On Interrupt.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FeQjp7Lor46ngvIHdD5Ah%2FScreenshot%202025-09-18%20155240.png?alt=media&amp;token=0217f81f-d361-4554-a89d-f3f5bf86b459" alt=""><figcaption></figcaption></figure>

## Setting the Condition Block

The condition card includes a Comparator (variable), Operator (condition), Value, and AND & OR Logic (for adding multiple conditions).

* **Comparator:** Enter the variable that stores the user's response.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FuL9W9ZdKatEgwruO1zbd%2FScreenshot%202024-07-09%20150523.png?alt=media&amp;token=5056913d-3159-43c6-8e24-2d8aedd27a11" alt=""><figcaption></figcaption></figure>

* **Operator:** Specify the condition to be checked.
* **Value:** Enter the value to be compared against the comparator (variable).

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F2zsZrShUwpxTCrc7WdUn%2FScreenshot%202024-07-09%20150546.png?alt=media&amp;token=5cabc804-b5a4-4dc6-9e43-91ad9a077cbb" alt=""><figcaption></figcaption></figure>

After setting the condition, you can use the AND & OR logic to add more than one condition.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fh39uOJpgWhMHywLOduc9%2FScreenshot%202024-07-09%20150857.png?alt=media&amp;token=5d0d9fce-535e-4b41-9861-0927536b8b0b" alt=""><figcaption></figcaption></figure>


# Delay

Optimize Your Chat Flow with Delay Card Feature. Enhance your interactions by adding delays of minutes or hours, ensuring a smoother experience.

Sometimes, you may want to wait more than a few seconds for the user's response before sending the next message. This is where the Delay Card in BizMagnets comes into play, allowing you to introduce delays of several minutes or even hours. Make sure your session TTL is longer than the delay time.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FfSwZIDMvFz9BSXKx90U4%2FScreenshot%202025-09-18%20155607.png?alt=media&amp;token=5c540c9b-1dad-4353-9328-d98426360244" alt=""><figcaption></figcaption></figure>

For example, if you have requested the user to share their feedback, it is recommended to use the Delay Card after the Send Card to maintain the conversation flow.

You can use the Delay Card according to the chat flow you are building.

{% hint style="info" %}
When using the Delay Card, ensure the session TTL is always longer than the time specified in the Delay Card.

For instance, if the session TTL is set to 10 minutes and the delay time is set to 20 minutes, the chat flow will follow the session TTL, causing the chat to drop after 10 minutes.
{% endhint %}


# Variables

Explore the concept of Variables and how to set them up with our variable block. Choose from six different formats and easily assign values to your variables.

Think of a variable as a box that can be named and used to store "things." In this context, "things" are values such as numbers, text, dates, etc.

The Set Variable block is a powerful tool that allows you to create a variable, select its format, and assign it a value.

To use the card, simply select it from the Logic.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F0OsiIQCapwkKOGiuY77i%2FScreenshot%202025-09-18%20155858.png?alt=media&amp;token=924f03e8-8385-47cc-a898-607554a73ce9" alt=""><figcaption></figcaption></figure>

## Setting a Variable

You can choose an existing variable or create a new one.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FSLs0LLgnX8miuWhqfCpt%2FScreenshot%202024-07-02%20152107.png?alt=media&amp;token=56200993-4766-4efa-b2a6-e7094fb4e227" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The variable name must start with an alphabet and can only include underscores (\_) as special characters.
{% endhint %}

Simply type the name, select the format, and click "create."

When it comes to selecting the format of the variable, you have 6 formats to choose from.

* Text
* Number
* Boolean
* Date
* Object
* Array

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fou2BRQNCekz7zu1UoLi0%2FScreenshot%202024-07-09%20155255.png?alt=media&amp;token=c6e4bdd2-2dd0-41c7-8cfe-82bee0b83b33" alt=""><figcaption></figcaption></figure>

## Entering the Value

You can enter the value you want to assign to the variable. It can also be dependent on the values of other variables.

## How to Use Variables

To utilize a variable in your chatbot, you can select or type it in the following format:

```
{{variable.VARIABLE_NAME}}
```

## Where to Use Variables

Variables can be incorporated in various contexts, anywhere inside the chatbot including:

* **Messages**: Personalize responses based on session data.
* **Integrations**: Use variables to interact with external services.
* **API Calls**: Pass variables in API requests to maintain context.


# Switch

Discover how to enhance user interactions using the BizMagnets Switch Card through a Customer Support Chat-bot. Efficiently and effectively guide customers to resolve their issues.

Let’s understand how we can use the Switch Card in BizMagnets with the help of an example use case: Customer Support Chat-bot.

The chat-bot's goal is to assist customers in resolving their issues based on their specific needs.

The conversation begins with the chat-bot greeting the user and asking for their issue details. The chat-bot prompts the user with a question like, "What issue are you experiencing?"

We want to evaluate the type of issue and determine the appropriate action after capturing the user’s response.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FOqE1eqDGsPg3WHUbzkWl%2FScreenshot%202025-09-18%20160057.png?alt=media&amp;token=0b4d0c7d-c19b-40de-aefa-f194e131b16b" alt=""><figcaption></figcaption></figure>

You can create different journeys for the keywords you choose. There will be a default keyword that gets triggered when the switch card is unable to capture the user's response according to the provided conditions.


# Jump To

Easily connect blocks within the same flow or between different flows within same bot or between different bots by using the Jump To feature. Follow the steps provided to make the most out of Jump To!

Simplify your chat flow with the Jump To feature. In some scenarios, simplifying your chat flow involves connecting blocks either within the same flow or across different flows within same bot or between different bots. The Jump To feature is extremely useful for this purpose.

Here are two key points to remember when using Jump To:

1. **Within the Same Flow:** Your destination card can be any type, as long as there is an Ask card in between.
2. **Between Different Flows:** Ensure the destination card is an Ask card.
3. **Jump To from Bots:** When transitioning between different bots, select the appropriate bot and flow from the drop-down menu. Ensure that the destination card in the selected bot is also an Ask card to maintain a seamless interaction.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fv7CSJbB4VNp0lhWTj1hS%2FScreenshot%202025-09-18%20160201.png?alt=media&amp;token=db8f388d-ef39-46c7-922a-81c60b9f4e2b" alt=""><figcaption></figcaption></figure>

## Using the Jump To Feature

To use the Jump To feature, follow these steps:

1. Go to "Utilities" and click on "Jump To."
2. A drop-down menu named "Bot" and "Flow" will appear, containing a list of bots and their respective flows.
3. Select the specific flow from the bot you want to jump to from the list.
4. Then, paste the copied reference ID into the "Block Reference" field.
5. Click on Save.


# Replace Text

The Replace Text Card feature in BizMagnets allows you to update or modify the content of a pre-existing message or card that was sent using a template or during a bot interaction.

This can be helpful for correcting information, updating details, or dynamically adjusting the message based on new data.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F4bpVrXhQLvs53qDeE62w%2FScreenshot%202025-09-18%20160323.png?alt=media&amp;token=1df36ca0-dd7c-41d5-812d-35a0d903790b" alt=""><figcaption></figcaption></figure>

## **How it Works**

1. **Identify the Message**: Locate the message or card that needs to be updated, typically by referencing the unique message ID or conversation context.
2. **Replace the Text**: Use the API to send a request to update the content. The new text will replace the existing message content while keeping the rest of the conversation flow intact.
3. **Dynamic Updates**: This is particularly useful for real-time updates, such as changing order status, modifying appointment times, or correcting any errors in the previously sent message.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fnfygy00DlRECJpWEerqF%2FScreenshot%202024-10-11%20135315.png?alt=media&amp;token=0828524f-6c83-4552-9d84-7e5d02990cd1" alt=""><figcaption></figcaption></figure>

## **Benefits**

* **Improves Accuracy**: Allows for quick corrections or updates to messages without interrupting the conversation flow.
* **Enhances Customer Experience**: By providing real-time updates, you can ensure customers receive the most up-to-date and accurate information.
* **Streamlines Communication**: Enables dynamic adjustments to messages without needing to start a new conversation or thread.

This feature helps maintain a seamless interaction while keeping the content accurate and relevant.


# Check Geofence

The Check Geofence Card is an interactive message element that verifies whether a user's location falls within a predefined geographic boundary.

It provides real-time visual and textual feedback, allowing users to quickly understand their location status and take appropriate actions if they are outside the designated area.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FLoihmBSEOW2LRLFhvpXu%2FScreenshot%202025-09-18%20160436.png?alt=media&amp;token=f7c6273c-95dc-491f-af4b-b297a138f046" alt=""><figcaption></figcaption></figure>


# Date Validation AI

Data Validation AI refers to artificial intelligence systems designed to automatically check, verify, and ensure the accuracy, consistency, and compliance of data.

It uses machine learning, natural language processing, and rule-based validation to detect errors, anomalies, or deviations in structured or unstructured data.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FRoy4f9LOYGyZ2d8Rsl2U%2FScreenshot%202025-09-18%20160542.png?alt=media&amp;token=ed5b6610-57dd-458e-8b46-b45e6294a683" alt=""><figcaption></figcaption></figure>


# Integrations

Connect your business everywhere. BizMagnets integrates with popular apps.  Use this feature to connect with your backend and other APIs.

You can connect through the following list of Connectors:

**API, Open AI, ZOHO CRM and Razorpay.**&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FAfLB3l3R8zFI8BVoyeKa%2FScreenshot%202025-09-18%20160655.png?alt=media&amp;token=35ccc17e-4c7c-4302-bccb-481bcea70137" alt=""><figcaption></figcaption></figure>

<table data-view="cards"><thead><tr><th align="center"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td align="center"> <strong>API Call</strong>  </td><td><a href="/bot-flows/integrations/connect-your-system-with-the-whatsapp-chat-bot-using-api">Connect Your System with the WhatsApp Chat Bot Using API</a></td></tr><tr><td align="center"><strong>Zoho CRM</strong>    </td><td><a href="/bot-flows/integrations/send-your-whatsapp-data-to-zoho-crm-using-chatbot">Send Your WhatsApp Data to Zoho CRM Using Chatbot</a></td></tr><tr><td align="center"><strong>Razorpay</strong></td><td><a href="/bot-flows/integrations/send-payment-links-via-whatsapp-chatbot-using-razorpay-integration">Send Payment Links via WhatsApp Chatbot Using Razorpay Integration</a></td></tr><tr><td align="center"><strong>Google Sheets</strong></td><td><a href="/bot-flows/integrations/connect-whatsapp-and-google-sheets-to-collect-responses">Connect WhatsApp and Google Sheets to Collect Responses</a></td></tr><tr><td align="center"><strong>Shopify</strong></td><td><a href="/bot-flows/integrations/connect-shopify-and-whatsapp-to-collect-orders-via-chatbot">Connect Shopify and WhatsApp to Collect Orders via Chatbot</a></td></tr><tr><td align="center"><strong>Sangam CRM</strong> </td><td><a href="/bot-flows/integrations/send-your-whatsapp-data-to-sangam-crm-using-chatbot">Send your WhatsApp data to Sangam CRM using Chatbot</a></td></tr><tr><td align="center"><strong>Woo Commerce</strong></td><td><a href="/bot-flows/integrations/send-your-whatsapp-data-to-woocommerce-using-chatbot">Send your WhatsApp data to WooCommerce using Chatbot</a></td></tr><tr><td align="center"><strong>Open AI</strong> </td><td><a href="/bot-flows/integrations/connect-chatgpt-with-whatsapp-in-bizmagnets-chatbot">Connect ChatGPT with WhatsApp in BizMagnets Chatbot</a></td></tr><tr><td align="center"><strong>Zoho Begin</strong></td><td><a href="/bot-flows/integrations/send-your-whatsapp-data-to-zoho-bigin-using-chatbot">Send Your WhatsApp Data to Zoho Bigin Using Chatbot</a></td></tr><tr><td align="center"><strong>Hubspot</strong></td><td><a href="/bot-flows/integrations/send-your-whatsapp-data-to-hubspot-using-chatbot">Send Your WhatsApp Data to HubSpot Using Chatbot</a></td></tr><tr><td align="center"><strong>Shiprocket</strong></td><td><a href="/bot-flows/integrations/send-your-whatsapp-orders-to-shiprocket-using-chatbot">Send Your WhatsApp Orders to ShipRocket Using Chatbot</a></td></tr><tr><td align="center"><strong>Cashfree</strong></td><td><a href="/integration/payment-gateways/cashfree">Cashfree</a></td></tr><tr><td align="center"><strong>Telr</strong></td><td><a href="/bot-flows/integrations/send-payment-links-via-whatsapp-chatbot-with-telr-integration">Send Payment Links via WhatsApp Chatbot with Telr Integration</a></td></tr></tbody></table>


# Connect Your System with the WhatsApp Chat Bot Using API

Learn how to seamlessly integrate external APIs using the API Call feature. Configure HTTP methods, URLs, headers, authentication, and more with detailed instructions.

## **Overview**&#x20;

The API Call feature enables the integration of external APIs into the system by allowing users to make HTTP requests to specified URLs.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FidNhgJ92hx9QoqguWyKs%2FScreenshot%202025-09-18%20160802.png?alt=media&amp;token=0be981f9-ad16-4736-ad2a-955aaf2b3ae4" alt=""><figcaption></figcaption></figure>

## What is an API?

An API (Application Programming Interface) is a set of rules and protocols that allows different software applications to communicate with each other. It defines the methods and data formats that applications can use to request and exchange information. APIs enable the integration of different systems and services, facilitating the development of complex functionalities by leveraging existing components.

## API methods in BizMagnets <a href="#api-methods-in-gallabox" id="api-methods-in-gallabox"></a>

API methods are requests dictating actions like retrieving, submitting, updating, or removing data between applications. Below are the API methods you can use in BizMagnets bot:

* **Get:** Use this method to **retrieve** information or data from a specified resource.
* **Post:** Use this method to **submit** data to a specified resource.
* **Patch:** Use this method to **partially update** a specified resource.
* **Put:** Use this method to **replace** a specified resource with new data.
* **Delete:** Use this method to **delete** a specified resource.

## Key Components of the API Call Connector

The API Call Connector in BizMagnets includes several components that enable efficient interaction with external APIs. Here are the key components and their descriptions:

| Field Name                      | Description                                                                                                                            |
| ------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------- |
| **HTTP Method**                 | Choose the HTTP method to be used for the API call, such as `GET`, `POST`, `PUT`, `PATCH` or `DELETE`.                                 |
| **URL**                         | The endpoint URL to which the API call will be made.                                                                                   |
| **Headers**                     | Additional information included in the request headers, such as content type, authorization, or custom headers.                        |
| **Authentication**              | Select the application from Hubspot, Zoho CRM, Zoho Bigin, Razorpay, and Zoom.                                                         |
| **Select Connection**           | Allows users to choose from pre-configured connections or set up new connections to external systems.                                  |
| **Query Parameters**            | Optional parameters included in the API call URL to customize the request.                                                             |
| **Body Content Type**           | Specifies the format of the request body content, such as JSON, XML, or form-URL encoded.                                              |
| **Body**                        | The payload or data to be sent in the request body, if applicable.                                                                     |
| **Test Values**                 | Allows users to input test values for the API call to simulate and validate the request.                                               |
| **Response from API**           | Displays the response received from the API after making the request, including status code, headers, and body content.                |
| **Store Response in Variables** | Provides the option to store specific values from the API response or the entire API response in variables to use in subsequent cards. |

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F8tROdKXDwNgdCKET8xxH%2FScreenshot%202024-07-11%20144412.png?alt=media&amp;token=c9fc2b86-0877-4ece-b34a-ec22ec383738" alt=""><figcaption></figcaption></figure>

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FoNcauViaUXrwr3jBgspQ%2FScreenshot%202024-07-11%20144500.png?alt=media&amp;token=23bd9b94-b630-4c8f-8bf1-3863e322ffcd" alt=""><figcaption></figcaption></figure>

The API Call feature provides users with a powerful tool to seamlessly integrate external APIs into the system. By following the provided guidelines, users can configure and execute API calls effectively, retrieve relevant data, and utilize it for various system functionalities.


# Send Your WhatsApp Data to Zoho CRM Using Chatbot

Experience seamless integration with Zoho CRM (IN or COM) through the Zoho Connector. Utilize actions such as creating or updating leads, managing dynamic modules, and retrieving records.

## **Overview**&#x20;

Begin a smooth integration journey with Zoho CRM, tailored to your specific domain (Zoho CRM IN or Zoho CRM COM). Explore the various actions offered by the Zoho Connector, including creating or updating leads, managing dynamic modules, and retrieving records.

## Connect Zoho CRM&#x20;

1. Select the appropriate connector based on your domain (Zoho CRM IN for .in domains or Zoho CRM COM for .com domains). For this example, we'll proceed with Zoho CRM IN.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fss1pDZxYV4YRH05yfgoy%2FScreenshot%202025-09-18%20160857.png?alt=media&amp;token=42cadcd7-f792-46f7-b444-64f0338886fe" alt=""><figcaption></figcaption></figure>

2. After selecting the connector, you'll see a list of possible actions with the Zoho Connector: Create A Lead, Create Dynamic Module, and Get A Record. Choose the action you want to perform. You will then be prompted to either create a new connection or use an existing one.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FT8cZAcr2zU0S7UFD7LyD%2FScreenshot%202024-07-12%20162009.png?alt=media&amp;token=a0406e3c-c5f6-40bf-beb0-fc930bf3fefa" alt=""><figcaption></figcaption></figure>

3. Clicking on "Create Connection" will open a pop-up prompting you to sign in to your Zoho account. If you're already signed in, it will request permission to use your Zoho account. After signing in and granting access, BizMagnets will be connected to Zoho, and a new connection will be created, as shown in the screenshot below.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F2M0pd8umvmwKfPJp9vlo%2FScreenshot%202024-07-12%20162730.png?alt=media&amp;token=678ba6db-cc11-41c5-9069-dd6706baf070" alt=""><figcaption></figcaption></figure>

4. You will see the newly created connection under "Select Existing Connection." Click on "Connect," and you will be redirected to edit the action.

## Using the Zoho Connector

## Create A Lead

1. Go to Zoho CRM, click connect and select "Create A Lead".

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FkjS1dZDsnPH0WxizTlRK%2FScreenshot%202025-09-18%20161018.png?alt=media&amp;token=ab2da062-2bf5-4749-bb18-d58d471ca7be" alt=""><figcaption></figcaption></figure>

2. In addition to the required fields (Last Name and Company), there are a few optional fields available for data input.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FQjzGW2tUdKE2go0wUnpf%2FScreenshot%202024-07-16%20151204.png?alt=media&amp;token=f2c5d8da-701d-4239-b0c1-62571ac36172" alt=""><figcaption></figcaption></figure>

3. If you have created any custom fields in your Zoho account and captured data for them, you can find these fields in the "Customer Fields" dropdown. You can then add a variable that stores the value for each custom field.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FTSL0NZrlUu3fGi5fvKto%2FScreenshot%202024-07-16%20151251.png?alt=media&amp;token=85a50fd4-1c54-4164-ae48-62770d218ad8" alt=""><figcaption></figcaption></figure>

4. All customer details captured after interacting with the chat flow will be sent to the connected Zoho account.

## Create Dynamic Module

1. Go to Zoho CRM, click connect and select "Create Dynamic Module".&#x20;
2. Select the module from Zoho where you want to create a record (e.g., Leads, Contacts, Accounts, or Deals). For this example, we'll use the Leads module.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FOKPxeGvKqkeVli7kHz3C%2FScreenshot%202024-07-16%20152623.png?alt=media&amp;token=22393705-155c-493c-ad12-987eb6ed975f" alt=""><figcaption></figcaption></figure>

3. The record will be captured in the Leads module after users interact with the chat flow.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FmQASdKcP2auOUau9EKB2%2FScreenshot%202024-07-16%20152734.png?alt=media&amp;token=600632e2-ae2c-451f-b5e5-7e30ba1d06ef" alt=""><figcaption></figcaption></figure>

## &#x20;Get A Record

1. Go to Zoho CRM, click connect and select "Get A Record".
2. The mandatory field is the variable where you want to store the value. You can create a new variable or select an existing one from the dropdown to store the module's record.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FfovNztlpf5oDabnEth7n%2FScreenshot%202024-07-16%20153201.png?alt=media&amp;token=62dbaefc-9628-4426-a323-4fa6b4378bf5" alt=""><figcaption></figcaption></figure>

3. The record will be captured in the Contacts module after users interact with the created chat flow.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FGtSjr0PI8flONAHcGjrb%2FScreenshot%202024-07-16%20153220.png?alt=media&amp;token=2b7b39e9-c605-4f56-ad82-24c5bc5e4289" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Ensure you add the correct variables as values for all the fields.
{% endhint %}

With your Zoho CRM connector configured, you can effortlessly manage leads and dynamic modules. Follow the steps in this guide to ensure accurate data input, whether you're creating a single lead, or working with dynamic modules. Optimize your Zoho integration by adding the correct variables and values, making your chat flow a powerful tool for efficient customer relationship management.


# Send Payment Links via WhatsApp Chatbot Using Razorpay Integration

Enhance user experience by integrating Razorpay for seamless payment link creation in your chat flow. Follow our comprehensive guide to effortlessly connect with Razorpay and streamline transactions.

## **Overview**

Embark on a seamless payment integration with Razorpay through our detailed guide. Learn how to easily create payment links within your chat flow, improving user experience and streamlining transactions.

Using this connector, you can generate a payment link to be sent to customers via the send card in the chat flow. Let's explore the steps involved in creating a payment link using Razorpay.

## Setting Up Razorpay Integration

1. To begin, navigate to the Integrations section and click on Razorpay.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FD23G5rBjUYXKmPdWSxcB%2FScreenshot%202025-09-18%20161128.png?alt=media&amp;token=1dbbb682-0385-4c98-8c1b-807d7d216867" alt=""><figcaption></figcaption></figure>

2. Once you select the Razorpay Connector, you'll be prompted to either create a new connection or select an existing one. If you're adding a new connection, enter the connection name and click on "Create New Connection."

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FTy6mp9sbq8iKfoDGn3NG%2FScreenshot%202024-07-11%20152344.png?alt=media&amp;token=5a21f6f1-a594-4d56-9f58-3298ec107551" alt=""><figcaption></figcaption></figure>

3. You will then be prompted to log in to your Razorpay account. Sign in, and the connection will be created.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FbF1bjaejJj8dj4ImFi5M%2FScreenshot%202024-07-11%20160649.png?alt=media&amp;token=c0eba999-2bb0-4dc9-ae1a-453eab9ea61d" alt=""><figcaption></figcaption></figure>

4. The created connection will appear under "Select Existing Connection." Click on the "Choose" button next to the connection you created.

## Using the Razorpay Connector to Create a Payment Link

1. Once you click on "Connect," you will be directed to the action "Create Payment Link."

* **Amount:** Specify the amount for which you need to generate the payment link. You can also use a variable where the amount is stored.
* **Currency:** Choose the currency for your payment, either INR or USD.
* **Accept Partial Payments (Optional):** You have the option to accept partial payments. If you do not wish to accept partial payments, you can skip this field.
* **Save Payment ID:** You can create or select a variable to store the payment ID for future reference.
* **Save response in the variable:** Create or select a variable where you want to store the generated payment link.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FCn8V2Jhr7nkcMdy6kCcI%2FScreenshot%202024-07-11%20161241.png?alt=media&amp;token=65264833-25de-407e-bb7c-8752a16ffe6a" alt=""><figcaption></figcaption></figure>

2. Once you have entered the above information, click on Save. The card will be created in the interface. Connect it with the Send Card to share the payment link with your users.

You can extend the chat flow by connecting the conditions to a Send Message card to update users about the payment status.

{% hint style="info" %}
Ensure you add the correct variables as values for all the fields.
{% endhint %}

With your Razorpay connector configured, generating payment links becomes effortless. Follow the steps outlined in this guide to set up the connection, create payment links, and manage success and failure conditions.


# Connect WhatsApp and Google Sheets to Collect Responses

Easily manage customer data with our Google Sheets connector by integrating your chat flow.

This guide will show you how to seamlessly connect your chat interface with Google Sheets for efficient data storage and management.

## **Overview**

Leverage our Google Sheets connector to streamline the process of storing and managing customer data from your chat flow. Follow this guide to ensure smooth integration between your conversational interface and Google Sheets.

{% hint style="info" %}
Before starting, ensure your spreadsheet is set up with the necessary sheet and defined columns.
{% endhint %}

## Google Sheets Operations <a href="#google-sheet-operations" id="google-sheet-operations"></a>

Here's a summary of the operations you can perform with the Google Sheet connector.

| Operation               | Description                                                                                           |
| ----------------------- | ----------------------------------------------------------------------------------------------------- |
| **Add New Row**         | Add a Row to the Google Sheet.                                                                        |
| **Update Existing Row** | Update Rows in a Sheet using a Reference Column.                                                      |
| **Fetch the Row Value** | Fetch Row in a Sheet using a reference column.                                                        |
| **Fetch Dynamic Rows**  | Fetch row data dynamically based on real-time user inputs or variables during the bot flow execution. |

## Connect your Google Sheets

1. To begin, navigate to the Integrations section and click on Google Sheets.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FhvcLwq7hYAUQHkO78ovW%2FScreenshot%202025-09-18%20161258.png?alt=media&amp;token=c0b197e5-1a51-4e03-82d9-76990e08147f" alt=""><figcaption></figcaption></figure>

2. To connect your Google account, click on 'Add New Connection' and provide a name for the connection.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FPvrBdfA78wy3dkYc2GjJ%2FScreenshot%202024-09-25%20154934.png?alt=media&amp;token=796db210-f070-4d33-b508-958136d1ec19" alt=""><figcaption></figcaption></figure>

3. When prompted, sign in to your Google account using the email that has owner access to the Google Sheet.

{% hint style="info" %}
It's recommended to establish the Google Sheets connector at the beginning of the workflow to ensure all necessary details are collected efficiently.
{% endhint %}

## Using the Google Sheets Connector

### **Add New Row**:&#x20;

1. Once the connection is established, navigate to the 'Select Existing Connection' tab. The connection you just created will appear at the top, followed by any previously established connections.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FlS0BKZr1ADVLYafoThnz%2FScreenshot%202025-09-18%20161443.png?alt=media&amp;token=d3648a00-a53a-478b-9a08-b90476b1d424" alt=""><figcaption></figcaption></figure>

2. Select your connection, and it will direct you to select the action out of three listed - **Add New Row**, **Update Existing Row, Fetch Row and Fetch Dynamic Rows.** Select 'Add New Row'

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FnqERH5Z2DYfg0ITbRrJP%2FScreenshot%202024-09-25%20160935.png?alt=media&amp;token=100315af-16d6-484e-a95d-8fba30dc629b" alt=""><figcaption></figcaption></figure>

3. From the dropdown, select the spreadsheet where you want to store the data. Next, pick the specific sheet within that spreadsheet where the data will be added.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FYv0YqtvxumGZ0nwOrHwr%2FScreenshot%202024-09-25%20161519.png?alt=media&amp;token=2209f3e9-9488-46c1-8224-8417bc63b9b7" alt=""><figcaption></figcaption></figure>

4. To add row values, first, select the column name (from the sheet you chose in the previous step) from the dropdown menu. For the value, choose the corresponding variable that holds the user input.

   For instance, if the sheet has two columns—**Name** and **Phone** —you will map the variables to these columns to push the data for both fields into the selected sheet.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FW6lduhmmPVrvH4I5Qvxa%2FScreenshot%202024-09-25%20161748.png?alt=media&amp;token=9b7ff9c8-6f3e-4bc5-9795-6aae31326a62" alt=""><figcaption></figcaption></figure>

5. Click 'Save'. Once the bot is triggered and the customer responds, their data is captured in the Google Sheet.

### **Update Existing Row:**

This action allows you to modify existing data in a specific row.

1. Open the Google Sheets Connector, select **Action - Update Existing Row**.
2. From the dropdown, select the spreadsheet and specific sheet where you want to update the data.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fc0oS83xXTlAucNpGSOQj%2FScreenshot%202024-09-25%20163110.png?alt=media&amp;token=2a0e8971-21ec-4078-a5f5-5151af0e443d" alt=""><figcaption></figcaption></figure>

3. For row values, select the column name (from the previously selected sheet) from the dropdown and map it to the variable containing the original value.&#x20;

To update the row, select the same column name and provide the new variable that holds the updated information.

For example, if you need to update the **Name** column, select that column and input the new value.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FK7NeAsmYwmqjoWQiVYSu%2FScreenshot%202024-09-25%20163526.png?alt=media&amp;token=7938e00e-d013-45b0-88af-aec37995f3e9" alt=""><figcaption></figcaption></figure>

4. After the bot is triggered and the customer responds, their updated data will be reflected in the Google Sheet.

### **Fetch Row:**

To fetch specific data from a Google Sheet:

1. Open the Google Sheets Connector and select **Action - Fetch Row Value**.
2. Select the spreadsheet and the desired sheet from the dropdown list where you want to pull the data.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FxLEdfHFN5lnxXqimcqM4%2FScreenshot%202024-09-25%20164057.png?alt=media&amp;token=5350f307-a77b-4c19-ae7c-5c88b26ee7ff" alt=""><figcaption></figcaption></figure>

3. To reference row values, choose the column name from the sheet and select the variable that stores the value from the user.

For fetching row values, choose the column and the corresponding variable you want to retrieve.

{% hint style="info" %}
You'll have two conditions after each action to handle the chat flow: On Success and On Fail Condition.
{% endhint %}

### **Fetch Dynamic Rows:** <a href="#fetch-row" id="fetch-row"></a>

To fetch specific data from a Google Sheet:

1. Open the Google Sheets Connector and select **Action - Fetch Dynamic Rows**.
2. Select the spreadsheet and the desired sheet from the dropdown list where you want to pull the data.
3. Limit sets the maximum number of rows that the system should fetch from the specified sheet

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F8KMeE4yLokp8aDyx2OUG%2FScreenshot%202025-06-11%20170049.png?alt=media&amp;token=b5c324cb-c183-4a5a-a429-7fd800b2de1e" alt=""><figcaption></figcaption></figure>

4. To select the reference column name, reference value, choose the column name (from the Google Sheet you selected in the previous step) using the dropdown. For the value, select the value that stores the user input collected during the flow.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fc8WLiPK3Cv94Ky3vMgQd%2FScreenshot%202025-06-11%20170450.png?alt=media&amp;token=deda6db4-2b2c-4c7c-b846-cace07fb338b" alt=""><figcaption></figcaption></figure>

\
5\. Once configured, click **Save** to apply the settings.

By integrating the Google Sheets connector into your chat flow, managing and retrieving customer data becomes easy and efficient. Whether you're fetching, updating, or adding new data, this seamless process enhances your workflow and supports data-driven decision-making.


# Connect Shopify and WhatsApp to Collect Orders via Chatbot

Easily integrate your Shopify store with WhatsApp using our comprehensive guide. Manage order tags, create new orders, and generate draft orders with step-by-step instructions.

## **Overview**

Start your smooth integration with Shopify by following our detailed guide. Whether you're updating order tags, creating orders, or generating draft orders, this guide walks you through the process of connecting Shopify to your chat flow with ease.

## **Shopify API Key and Secret**

To obtain your Shopify API Key and Secret, follow these steps:

1. Log into your Shopify admin panel and navigate to the **Apps** menu from the left-hand navigation.
2. Scroll down and click on **Develop apps for your store**.
3. Click **Create an App**, enter the app name as "BizMagnets", and then click **Create app**.
4. Once the app is created, go to **API credentials** and scroll down to the **Access tokens** section. Click on **Configure Admin API access**.
5. Select all permissions labeled "Read\_..." and "Write\_..." (if applicable), and then click **Save App** at the bottom of the page.
6. Return to **API credentials** to find the **API Key** and **Secret Key** (Password).

## Connect Shopify

1. To begin, navigate to the Integrations section and click on Shopify.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FUO3bFQb9ppfs4sAPirnN%2FScreenshot%202025-09-18%20161644.png?alt=media&amp;token=c8578192-bc8c-446e-a169-ab5f68da29b5" alt=""><figcaption></figcaption></figure>

2. Proceed by selecting one of the options, and you will be prompted to either create a new connection or choose from an existing one.
3. If no connection has been made yet, you will need to enter the Connection Name, API Key, Password, and Shopify Subdomain. After entering the required information, click Create to complete the setup.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FGe5EvtL85BObO1P4pAAn%2FScreenshot%202024-09-13%20133548.png?alt=media&amp;token=7d414912-e4b1-4425-b29e-6d332542769c" alt=""><figcaption></figcaption></figure>

## Using the Shopify Connector

Using the Shopify Connector, you can perform the following actions:

<table><thead><tr><th width="215">Action Name	</th><th>Action Description</th></tr></thead><tbody><tr><td>Replace Order Tag</td><td>Update an existing order tag with a new one, allowing for better order categorization or tracking.</td></tr><tr><td>Create Order</td><td>Create a new order in Shopify, capturing customer information, products, and payment details.</td></tr><tr><td>Create Draft Order</td><td>Generate an order on behalf of a customer without requiring immediate payment, enabling you to send an invoice or collect payment later.</td></tr><tr><td>Complete Draft Order</td><td>Finalize a draft order once the customer pays or confirms the details, converting it into a regular order with fulfillment options.</td></tr></tbody></table>

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FdrhSIflmh3yAiRvqdN2l%2FScreenshot%202024-09-13%20134730.png?alt=media&amp;token=79538b84-89dc-4216-b46a-1560e511f7d8" alt=""><figcaption></figcaption></figure>

### **Replace Order Tag**

The Replace Order Tag action allows you to update tags on existing orders without the need for manual changes. This is particularly useful for managing sales campaigns, tracking inventory, and improving customer service by keeping order categorization clear and up-to-date.

**How to use this Action:** Select the relevant variables where the Order ID and Tags are stored, or manually enter the information in the designated fields. Once done, click on 'Save' to apply the changes.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FituZuPNnFZ8VtTZO3nVF%2FScreenshot%202024-09-13%20134714.png?alt=media&amp;token=fac34abe-8e08-48c1-b3cb-68cd7b05f296" alt=""><figcaption></figcaption></figure>

### **Create Order** <a href="#create-order" id="create-order"></a>

{% hint style="info" %}
This Action will work for an Order-based chat-flow.
{% endhint %}

**Available Fields for this Action:**

<table><thead><tr><th width="231">Fields	</th><th>Description</th></tr></thead><tbody><tr><td>Name</td><td>Assign a variable that stores the customer’s name. Example: <code>{{customer.first_name}}</code></td></tr><tr><td>Phone</td><td>Assign a variable that stores the customer’s phone number. Example: <code>{{customer.phone_number}}</code></td></tr><tr><td>Financial Status</td><td>Select the order's payment status from the dropdown. Example: "Pending Payment"</td></tr><tr><td>Tag</td><td>Assign a variable for order tags or directly input the tag to be added to the order. Example: "Express Shipping"</td></tr><tr><td>Note</td><td>Assign a variable or input the note to attach to the order. Example: "Urgent delivery requested."</td></tr><tr><td>Source Name</td><td>Identifies the platform where the order originated in Shopify.</td></tr><tr><td>Address</td><td>Customer’s billing address linked to the order in Shopify.</td></tr><tr><td>City</td><td>The city component of the customer’s billing address in Shopify.</td></tr><tr><td>State</td><td>The state or province portion of the customer’s billing address in Shopify.</td></tr><tr><td>Country</td><td>The country portion of the customer’s billing address in Shopify.</td></tr><tr><td>Pin </td><td>The postal code related to the billing address in Shopify.</td></tr><tr><td>Shipping Address</td><td>The customer’s shipping address for the order in Shopify.</td></tr><tr><td>Shipping City</td><td>The city for the customer’s shipping address in Shopify.</td></tr><tr><td>Shipping State</td><td>The state or province for the customer’s shipping address in Shopify.</td></tr><tr><td>Shipping Country</td><td>The country for the customer’s shipping address in Shopify.</td></tr><tr><td>Shipping Pin Code</td><td>The postal code for the customer’s shipping address in Shopify.</td></tr></tbody></table>

After assigning variables for all the required fields, click 'Save' to finalize the action.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FH8Z9ahiUKjbdtt7QppzU%2FScreenshot%202024-09-13%20163850.png?alt=media&amp;token=7ff77a01-fa53-457f-a12b-e169cf15e3f0" alt=""><figcaption></figcaption></figure>

### **Create Draft Order**

Draft orders in Shopify offer flexibility for managing orders manually, bypassing the standard checkout process. This feature is useful for orders that require customization or manual handling.

**Available Fields for this Action:**

<table><thead><tr><th width="225"></th><th></th></tr></thead><tbody><tr><td>Name</td><td>Input a variable that stores the customer’s name. Example: <code>{{customer.name}}</code></td></tr><tr><td>Phone</td><td>Input a variable that stores the customer’s phone number. Example: <code>{{customer.phone}}</code></td></tr><tr><td>Draft Order ID</td><td>Enter a variable to store the draft order ID. Example: <code>{{order.draft_order_id}}</code></td></tr><tr><td>Invoice URL</td><td>Enter a variable to store the invoice URL. Example: <code>{{order.invoice_url}}</code></td></tr><tr><td>Financial Status</td><td>Select the order’s payment status from the dropdown. Example: "Pending Payment"</td></tr><tr><td>Discount Type</td><td>Choose between two options: "Percentage" or "Fixed Amount."</td></tr><tr><td>Discount Value</td><td>Enter a value for either the percentage or a fixed discount amount.</td></tr><tr><td>Discount Title</td><td>A short description of the applied discount. Example: "Black Friday Deal"</td></tr><tr><td>Discount Description</td><td>Additional details about the discount. Example: "15% off all electronics"</td></tr><tr><td>Address</td><td>The customer’s billing address linked to the order in Shopify.</td></tr><tr><td>City</td><td>The city section of the customer’s billing address.</td></tr><tr><td>State</td><td>The state or province section of the billing address.</td></tr><tr><td>Country</td><td>The country of the billing address.</td></tr><tr><td>Pin</td><td>The postal code related to the billing address.</td></tr><tr><td>Shipping Address</td><td>The customer’s shipping address for the order.</td></tr><tr><td>Shipping City</td><td>The city portion of the shipping address.</td></tr><tr><td>Shipping State</td><td>The state or province portion of the shipping address.</td></tr><tr><td>Shipping Country</td><td>The country for the shipping address.</td></tr><tr><td>Shipping Pin Code</td><td>The postal code for the shipping address.</td></tr></tbody></table>

{% hint style="info" %}
This Action will create the draft order and send the payment link to the user.
{% endhint %}

After filling in the required fields, click 'Save' to complete the draft order creation.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fxu3uGk3k8Mu9iiaUVMmB%2FScreenshot%202024-09-13%20163809.png?alt=media&amp;token=6c3cf8fe-573d-4da8-9e79-cc873cb76bd7" alt=""><figcaption></figcaption></figure>

### **Complete Draft Order**

This action finalizes a draft order in Shopify, typically after customer payment or confirmation.

**Available Fields for this Action:**

<table><thead><tr><th width="231"></th><th></th></tr></thead><tbody><tr><td>Draft Order ID</td><td>Enter the variable where the temporary draft order ID is stored, created before the customer confirms payment.</td></tr><tr><td>Payment Pending</td><td>Choose either "True" or "False" to indicate whether payment is still pending for the order.</td></tr><tr><td>Order ID</td><td>Enter the variable where the finalized order ID will be stored in Shopify after the customer confirms payment.</td></tr></tbody></table>

To use this action, select the appropriate variables for Draft Order ID and Order ID, and choose the payment pending status from the dropdown menu. Then, click 'Save' to complete the process.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FgobIXLM7NiJSeWqh7a7w%2FScreenshot%202024-09-13%20164338.png?alt=media&amp;token=4504fe9e-749b-4d6b-a83e-c4e097614be2" alt=""><figcaption></figcaption></figure>

All customer details captured through the chat-flow with the Shopify Connector will be automatically pushed to your connected Shopify account.

{% hint style="info" %}
Ensure that the correct variables are assigned as values for all relevant fields.
{% endhint %}

With your Shopify Connector in place, efficiently manage orders and draft orders. Follow the steps in this guide to ensure precise data entry, whether you're updating order tags or creating new orders. Enhance your Shopify integration by assigning the appropriate variables and values, turning your chat-flow into a powerful tool for seamless e-commerce management.


# Send your WhatsApp data to Sangam CRM using Chatbot

Streamline your lead management process with Sangam CRM integration. Learn how to easily connect Sangam CRM and create leads for efficient customer relationship management.

## Overview

Simplify your lead management by integrating with Sangam CRM. This guide will walk you through the process of connecting to Sangam CRM and creating leads, making customer relationship management more efficient.

## Connect Sangam CRM

1. Select the **Sangam** connector from the list of available options or use the search bar to find it.
2. Click on the **Create Lead** action. You will be prompted to either **Add New Connection** or **Select Existing Connection**.
   * If no connection exists, provide a name, API Key, and domain name for your Sangam CRM.
3. Once you've entered the API Key and domain for Sangam CRM, click on **Create Connection**.

For instructions on how to obtain the API Key and Sangam CRM domain, click here.

Once you click **Create Connection**, BizMagnets will establish access to Sangam, and the connection will be created as shown in the screenshot below.


# Send your WhatsApp data to WooCommerce using Chatbot

Connect WooCommerce to your online store and enhance it with personalized details. Learn how to add Meta Data to improve order processing and create a tailored shopping experience for your customers.

## Overview

Begin a seamless e-commerce journey by integrating WooCommerce with your system. This guide will help you connect WooCommerce, focusing on the "Add Meta Data" action, enabling your store to pass personalized data for Payment Gateway, WooCommerce Subscriptions, Shipment Tracking, and more.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F2kXircQFw8ghEcCokrFc%2FScreenshot%202025-09-18%20162315.png?alt=media&amp;token=280e634e-d5f8-495c-afaa-fa74563303e1" alt=""><figcaption></figcaption></figure>

## Creating a Connection for WooCommerce

1. Select the **WooCommerce** connector from the list of available options.
2. You will be prompted to select either **Add New Connection** or **Select Existing Connection**.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F61PxBL4Pm1jDRgAdVSJB%2FScreenshot%202024-09-27%20144421.png?alt=media&amp;token=5f130a17-14f2-4d4c-a847-e553dd052ab3" alt=""><figcaption></figcaption></figure>

If no connection exists, review the **Connection Name** and proceed by entering the **Consumer Key**, **Consumer Secret**, and **WooShop Subdomain**.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F9Ai2rFj4tcjoDj152E8D%2FScreenshot%202024-09-27%20144405.png?alt=media&amp;token=cd129b75-d66d-40f3-bfa6-31bdd6797fcc" alt=""><figcaption></figcaption></figure>

### Using the "Add Meta Data" Action

1. Once the connection is established, click **Connect** next to the connection.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FK5k5GXVufmd5MqkIGT7z%2FScreenshot%202024-09-27%20144843.png?alt=media&amp;token=4388de13-934d-4a73-a7fa-2c5c2210339d" alt=""><figcaption></figcaption></figure>

2. Select "Add Meta Data" action and it has some mandatory fields:

* **Order ID**: You need to add the variable where the order is stored.
* **Meta Data**: Enter both the Key and Value. For example, you can push tags (associated with the contact in BizMagnets) as custom Meta Data in WooCommerce.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Fz3swpQkCeLdF2dv0k5nh%2FScreenshot%202024-09-27%20145042.png?alt=media&amp;token=797ee7b0-fe10-4e89-ab21-10b7b42cea4d" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Ensure the correct variables are used as values in all fields.
{% endhint %}

With your WooCommerce connection set up and the "Add Meta Data" action configured, you can enhance your order processing by incorporating custom Meta Data. Leverage variables for precise data input, delivering a personalized shopping experience for your customers. Streamline your WooCommerce integration with these simple steps.

### Using the "Add Notes" Action

Once your connection is established, you can use the **"Add Notes"** action to attach custom notes to WooCommerce orders. This action requires a few key fields:

* **Order ID**: Enter the variable where the order ID is stored.
* **Notes**: Provide the text or variable that holds the note content you want to attach to the order.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2Feaer8Osnm6mEplnMXQxq%2FScreenshot%202024-09-27%20145701.png?alt=media&amp;token=38ec9c58-1220-4ea1-906f-46ab91ccfe22" alt=""><figcaption></figcaption></figure>

With the **"Add Notes"** action, you can enhance order tracking by adding custom notes, improving communication, and keeping your team or customers informed. This functionality streamlines your workflow, ensuring better management of WooCommerce orders.


# Connect ChatGPT with WhatsApp in BizMagnets Chatbot

Elevate your conversational AI capabilities with the Open AI connector. Easily integrate and customize actions such as Create Completion and Chat Completion to craft a unique Open AI experience.

## **Overview**&#x20;

Enhance your conversational AI with the Open AI connector. This guide walks you through the seamless integration process, allowing you to choose actions like Create Completion and Chat Completion for a tailored Open AI experience.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FbML7vfZHmztL02wlzZVy%2FScreenshot%202025-09-18%20162713.png?alt=media&amp;token=09e2953c-6bc6-4478-8cab-c219939c5cff" alt=""><figcaption></figcaption></figure>

## Connect Open AI&#x20;

1. To begin, navigate to the Integrations section and click on Open AI.
2. After clicking on Open AI Connector, you will be prompted to either Add New Connection or Select Existing Connection. If you haven’t created a connection yet, review the Connection Name and proceed by pasting your API Key. You will find the guide to find the key [here](https://platform.openai.com/docs/api-reference/authentication).

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FB1q4NuX0pWqwg7UdsrvC%2FScreenshot%202024-10-11%20140334.png?alt=media&amp;token=df9e0b5d-7c28-4e49-884a-adeb6aa72e5a" alt=""><figcaption></figcaption></figure>

3. Once you've entered the Connection name and API Key, click Create Connection.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FcWqCNAjAVRqVckL3zOQA%2FScreenshot%202024-10-11%20140346.png?alt=media&amp;token=e34a17ed-da58-4492-b8ee-3558132ae5df" alt=""><figcaption></figcaption></figure>

4. If the Open AI connection is already set up, simply choose Select Existing Connection and click Connect.

## Using Open AI Connector

1. Once the connection is created, click Connect next to the connection to start configuring the connector, which will take you to the selected action.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FkPCl6HaRYtdSwz5IxSt1%2FScreenshot%202024-10-11%20140903.png?alt=media&amp;token=8eecfe60-0608-4377-9381-308c643acb2f" alt=""><figcaption></figcaption></figure>

2. After connecting, the selected action, Chat Completion, will open, and you'll need to configure fields such as Context, User Prompt, Model, Knowledge Base, Max Tokens, Temperature, and the variable.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F17PcY4oC6zp1hKVydybv%2FScreenshot%202024-10-11%20141057.png?alt=media&amp;token=f6140690-0645-4c13-a843-19baa93134f0" alt=""><figcaption></figcaption></figure>

3. For the Context, you can use the following example: "If the Intent is either Feedbacks, Products, Product, Register, Hi, Main Menu, match the user input to the correct intent and return the intent as it is. If it doesn't match, return the default intent."

{% hint style="info" %}
You can modify the intents according to your bot, but keep the rest of the context the same for the card to function properly. For example: "If the Intent is either Intent 1, Intent 2, Intent 3, Intent 4, Intent 5, Intent 6, match the user input to the correct intent and return the intent. If it doesn't match, return the default intent."
{% endhint %}

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FhtdkxVmLqbIjJClWfZES%2FScreenshot%202024-10-11%20141707.png?alt=media&amp;token=c2fe5c07-9d5d-418e-aad6-019c827f0dae" alt=""><figcaption></figcaption></figure>

4. In the User Prompt field, add the variable as {{intent.text}}.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FA7m0sQstOuGU0u61ZdoG%2FScreenshot%202024-10-11%20141529.png?alt=media&amp;token=a236ec09-68a2-4979-af1d-9df216d7d50e" alt=""><figcaption></figcaption></figure>

5. For the Model, there is only one option available for the Chat Completion action that you need to select.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FFr8np4e5lOcSXLopfMrs%2FScreenshot%202024-10-11%20141600.png?alt=media&amp;token=ca6ccead-eb1c-4ce6-a5f8-dc2cd66adbd4" alt=""><figcaption></figcaption></figure>

6. Select the knowledge Base from the dropdown menu.&#x20;

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FG2Xe7a8HwO7jlvJ67LTk%2FScreenshot%202024-10-11%20142100.png?alt=media&amp;token=68239a72-4c91-431f-b6d6-547747332278" alt=""><figcaption></figcaption></figure>

6. Tokens represent pieces of words, and their length can be described as:

* 1 token ≈ 4 characters in English
* 1 token ≈ ¾ of a word
* 100 tokens ≈ 75 words
* 1-2 sentences ≈ 30 tokens
* 1 paragraph ≈ 100 tokens
* 1,500 words ≈ 2,048 tokens

Learn more about tokens [here](https://help.openai.com/en/articles/4936856-what-are-tokens-and-how-to-count-them).

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FoJ83xY4ZopQi1nbTzJVj%2FScreenshot%202024-10-11%20142335.png?alt=media&amp;token=c87d7500-ca81-4449-8604-fa165e2c33f6" alt=""><figcaption></figcaption></figure>

7. Sampling temperature controls the randomness of the text generated by Open AI. A higher temperature (e.g., 0.8) leads to more diverse and creative output, while a lower temperature (e.g., 0.2) makes the output more focused and deterministic.

The default temperature in Open AI is set to 0.8, which offers a good balance between creativity and consistency. You can experiment with different temperature settings to suit your needs.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FGaiJ8wESY7wZKQV9p1aI%2FScreenshot%202024-10-11%20142430.png?alt=media&amp;token=9a835d91-0230-45e9-b92c-3726ff70a780" alt=""><figcaption></figcaption></figure>

8. You also need to create or select a variable to store the AI's response.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FbCqeDHJKLRiOndlkGAqh%2FScreenshot%202024-10-11%20142628.png?alt=media&amp;token=dd0e57d9-f914-46fa-9065-4888d4841d7e" alt=""><figcaption></figcaption></figure>

9. Once you’ve filled in the values for all fields in the action, click Save.

In BizMagnets bot-builder, the card will appear as shown in the picture below. The green and red marks represent the success and failure conditions.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F0UCBU5pAV5IRrRgtLeSJ%2FScreenshot%202024-10-11%20142750.png?alt=media&amp;token=ac9aa6e6-7c53-46fb-92e5-223ee71c537d" alt=""><figcaption></figcaption></figure>

Maximize the potential of your Open AI connector by carefully configuring actions like Chat Completion. Tailor the context, user prompts, model selection, and temperature settings to create a smooth and enriched conversational flow. With success and failure conditions visually depicted in BizMagnets bot-builder, you’re set to harness the power of AI in your chat-flow.&#x20;


# Send Your WhatsApp Data to Zoho Bigin Using Chatbot

Optimize your lead management by integrating Zoho Bigin. Easily connect Zoho Bigin to capture and transfer customer details seamlessly.

## Overview

Experience smooth lead management with Zoho Bigin integration. This guide walks you through the process of setting up a connection and configuring actions like "Create Contact" for seamless integration into your chatbot workflow.


# Zoom WhatsApp Integration - How to enable webinar registration on WhatsApp

Unlock the full potential of your Zoom Pro account with BizMagnets' integrated connector.

Effortlessly create connections and add webinar registrants directly from WhatsApp, streamlining your event management with precision.

**Overview**

Enhance your Zoom Pro account by using the BizMagnets connector for easy event management. This guide will show you how to create connections and efficiently add webinar registrants, all through the power of WhatsApp.


# Send Your WhatsApp Data to HubSpot Using Chatbot

Effortlessly connect and optimize HubSpot CRM with our step-by-step guide. Seamlessly capture and transfer customer data into your HubSpot account to enhance your CRM capabilities.

## Overview

Easily manage customer relationships with our guide to integrating HubSpot. Whether you're setting up a new connection or configuring the "Create or Update Contact" action, this comprehensive guide walks you through the process of seamlessly integrating HubSpot into your chat-flow.




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