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›Stella Partner Portal Setup

Get Started

  • Build your First Chatbot

Basic Facebook Chatbot Setup

  • Overview
  • 1.1: Connect to Channels
  • 1.2: Create New Tree
  • 1.3: Build the First Node
  • 1.4: Create a Global Node
  • 1.5: Build Child Nodes
  • 2.1: Production Channel
  • 3.1: Draft a Post
  • 3.2: Create Comment Reply

Basic Instagram Chatbot Setup

  • Overview
  • 1.1: Connect to Channels
  • 1.2: Create New Tree
  • 1.3: Build the First Node
  • 1.4: Create Global Node
  • 1.5: Build Child Nodes
  • 2.1: Create Story Mention
  • 2.2: Create Comment Reply
  • 2.3: Send Push Message

Basic Web Chat Chatbot Setup

  • Overview
  • 1.1: Connect to Channels
  • 1.2: Create New Tree
  • 1.3: Build the First Node
  • 1.4: Create a Global Node
  • 1.5: Build Child Nodes

Basic WhatsApp Chatbot Setup

  • Overview
  • 1.1: WABA Subscription
  • 1.2: Connect WABA
  • 1.3: Check Approval Status of WABA
  • 1.4: Setup WABA with Used WhatsApp Number
  • 1.5: Reset / Terminate WABA
  • 2.1: Create New Tree
  • 2.2: Build the First Node
  • 2.3: Create a Global Node
  • 2.4: Build Child Nodes
  • 2.5: Connect to Datasource
  • 3.1: Create Priority Group
  • 4.1: Create Product Message

Common Use Case Application

  • Overview
  • 1.1: Apply Fail-Safe to Chatbot
  • 1.2: Apply Member Unsubscription Flow to Chatbot

Advanced Chatbot Application

  • Overview
  • Apply Datasource to Chatbot
  • Apply Payload Value to Chatbot
  • Apply API to Chatbot
  • Apply Custom Locale to Chatbot
  • Apply Opt-in Flow to Chatbot
  • Apply Agenda to Chatbot
  • Apply Stella API to Chatbot
  • Apply Web Event to Webchat Chatbot

Error Handling

  • Handle Errors for Chatbot

Stella Partner Portal Setup

  • Overview
  • 1.1: Partner Portal Setup
  • 1.2: New Customer Onboarding
  • 1.3: WABA Setup
  • 1.4: Check Approval Status of WABA
  • 1.5: Setup WABA with Used WhatsApp Number
  • 1.6: Reset / Terminate WABA

Template Tree

  • Overview
  • Create Template Tree
  • Manage Proxy Tree

Chatbot Testing & Deployment

  • Overview
  • Stage One - Tree Building
  • Stage Two - Testing Stage
  • Stage Three - Production Deployment

Slack Live Chat Tree Setup

  • Overview
  • 1.1: Create Tree for Live Chat Assignment
  • 2.1: Set Up Pick Ticket Status
  • 2.2: Create Done Command
  • 2.3: Create Transfer Command
  • 2.4: Create Archive Function
  • 2.5: Create Member Tagging/Remarks Command
  • 3.1: Automatic End Live Chat Function

Zendesk Live Chat Tree Setup

  • Overview
  • 1.1: Create Tree for Assignment
  • 2.1: Create Done Command
  • 2.2: Auto End Live Chat Function

FAQ Chatbot Setup

  • Overview
  • 1.1: Exact Keyword Match
  • 1.2: Keyword Groups Match & Diversion
  • 2.1: Redirect to Existing Chatbot Tree
  • 2.2: Data Analytics for FAQ Chatbot
  • 2.3: NLP for FAQ Chatbot
  • 3.1: Filtering Questions for FAQ Chatbot

NLP Chatbot Setup

  • Overview
  • 1.1: Apply NLP to your Chatbot
  • 2.1: Set Up an NLP Fallback Tree
  • 3.1: NLP Fallback to Other Languages

Connect Shopify Store to Stella

  • Overview
  • 1.1: Integrate Stella to Shopify
  • 2.1: Setup Facebook Messenger Chatbot for Shopify
  • 2.2: Setup WhatsApp Chatbot for Shopify
  • 2.3: WhatsApp Customer Care Notification for Shopify

Stella Inbox Setup

  • Overview
  • 1.1: Connect Channel to Slack
  • 1.2: Access Control & Admin Panel
  • 1.3: Set up Customizable Message
  • 1.4: Inbox Channel
  • 2.1: Turn on Live Chat Directly
  • 2.2: End Live Chat Mode
  • 2.3: Ticketing
  • 2.4: Manage Ticket Helper
  • 2.5: Add Member Tag
  • 3.1: Send Chatbot Message

Check Approval Status of WABA

Once your client have completed the Embedded Signup Flow, even the WABA is still unverified, the client will be able use WABA with messaging limits in a trial environment called Sandbox for a 30-day period.

Meanwhile, the client needs to complete the Business Verification and goes through the WhatsApp Policy Check before the phone number can go from sandbox to live. Businesses can now login their Facebook Business Manager and check their status of approval.

If you are registering WABA and managing the account for your client, please make sure you have obtained the access to their Facebook Business Manager.

Business Verification

  1. During the embedded signup flow, the client was asked to create or select a Facebook Business Account.

Create or Select Facebook Business Account
  1. Now go to https://business.facebook.com/ and login the Facebook Business Manager.

Login Facebook Business Manager
  1. Follow this documentation to complete the Business Verification.

Check Status of Approval

To check your WABA status of approval, please login your Facebook Business Manager.

  1. In Facebook Business Manager, select "Business Settings". If the client has registered WABA with this account, you will be able to find "WhatsApp Accounts" under "Accounts".

Business Settings
  1. You are able to view the WABA account in this page.

WhatsApp Accounts
  1. Click on "Settings". If your client's business has been verified, "Business Verification" will become "Verified" and "Account Status" will be "Approved".

Business Verified
  1. The subsequent approval process will not proceed until the business verification is completed.

Business Not Verified
  1. When your business is verified, you can head to "WhatsApp Accounts", select the relevant account. Then, select "Settings", scroll down and select "WhatsApp Manager".

WhatsApp Manager
  1. In "WhatsApp Manager", you can view the Phone Number, Status, Quality Rating, Messaging Limit, Country, Display Name and Certificate.

WhatsApp Manager
  1. Click on "View" to know the approval status of the display name.

Display Name Approved

Display Name Pending
  1. When all the verification and approval are completed, your client's number will go live. The sandbox label will be removed from the messaging limit as well.

WhatsApp Manager

Upon completion of the verification and approval, you can manage your client's WABA account in WhatsApp Manager.

Messaging Limit

Messaging limit determines how many unique users your business can send messages to on a daily basis.

TierDescription
Tier 1Allows your business to send messages to 1K unique customers in a rolling 24-hour period.
Tier 2Allows your business to send messages to 10K unique customers in a rolling 24-hour period.
Tier 3Allows your business to send messages to 100K unique customers in a rolling 24-hour period.

For details, please refer to here.


  1. You can view the messaging limit of a WABA number under the Phone numbers tab in WhatsApp Manager.

Display Name Pending

Quality Rating

Quality Rating refers to the quality of messages received by the customers in past 24 hours.

Messages sent from businesses should follow the WhatsApp policy in order to maintain its quality rating. When the quality rating becomes low, the status of this WABA number will turn from Connected to Flagged.

ColorQuality Status
GreenHigh Quality
YellowMedium Quality
RedLow Quality

For more details, please refer to here.


  1. You can view the quality rating and status of a WABA number under the Phone numbers tab in WhatsApp Manager.

Display Name Pending

Message Template

  1. Apart from message template in Stella, you can also manage the message template in "WhatsApp Manager" by selecting "Message Templates" in the sidebar.

Message Template
  1. In "Message Templates", you are able to view, create, edit or delete the message templates.

Manage Message Template

Insights

  1. In "WhatsApp Manager", you can select "Insights" in the sidebar to view the message analytics.

Insights
  1. In "Insights", you can monitor the message volume and the estimated spent amount. You can also export the analytics in .csv format.

Message Analytics

Edit Display Name

  1. When the display name is pending or rejected, you can edit the display name for approval again. In "WhatsApp Manager", click on the "Pencil" next to the display name.

Edit Display Name
  1. You can enter the new display name, and then submit it for WhatsApp approval. Please note that if the phone number has been registered, you can only change the display name once every 30 days.

Enter New Display Name
  1. When the new display name is approved, please head to "Channels" in Stella. Select "Platform" and click on "Reconnect".

Reconnect - 1
  1. Please connect to the WABA number again with verification code. After succesfully connecting to this WABA number again, the display name will be updated.

Reconnect - 2

Add Member to Business Manager

As the admin of a business manager account, you can invite people to join this account and manage the WABA with you.

  1. In business settings, head to "People" under the tab "Users". You can view the team members in this account.

Add Member to FBM - 1
  1. Click on "Add" to add new members. Enter the new member's email and assign a business role. Employee has limited access, when Admin has full control over the account.

Add Member to FBM - 2
If you add a member to the business manager and ask this member to set up a WABA, please note that only Admin is able to login in and proceed with the embedded sign up flow.
  1. Click on "Next". You can assign asset if needed. Finally, select "Invite" to send the email invitation.

Add Member to FBM - 3
  1. If you want the new member to work on WABA. You can head to WhatsApp Accounts.

Add Member to WABA - 1
  1. Click on "Add People". You can choose from the existing members in this business manager account. The access rights are also divided into Partial Access and Full Control.

Add Member to WABA - 2
← 1.3: WABA Setup1.5: Setup WABA with Used WhatsApp Number →
  • Business Verification
  • Check Status of Approval
  • WhatsApp Manager
    • Messaging Limit
    • Quality Rating
    • Message Template
    • Insights
  • Edit Display Name
  • Add Member to Business Manager
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