Stella Platform Documentation

Stella Platform Documentation

  • Docs
  • Procedures
  • Reference
  • FAQ
  • Bot API
  • API
  • Languages iconEnglish
    • 中文

›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

WABA Setup

If you are subscribing to a WhatsApp Business API channel for your client in your partner portal, you will need to submit a request and set up the WABA client in your client's Stella app. If you decide to go through the Embedded Signup Flow for your client, please make sure you have access to your client's Facebook account.

Getting Hands-on

Here are the procedures to complete your WhatsApp Business API channel:

WABA Automation

  1. After you have subscribed a WhatsApp channel on Partner Portal, a WhatsApp channel will be automatically created in your client's Stella app. Please head to "Channels" and proceed by clicking "Start WABA Setup".
WhatsApp Business API Channel
  1. For clients who are registering a new WABA, they need to have their Facebook Business Manager verified and pass the WhatsApp Commerce Policy Check. Before their business is verified by WhatsApp, they can have access to Sandbox Environment, an automated testing environment that lasts for a 30-day period with limited features. Your client's phone number will go live and have all features available once their business is verified and passed the WhatsApp Commerce Policy check by WhatsApp. There are 2 tiers to Sandbox:
TierSandboxExpanded Sandbox
ConditionsUpon Completion of Embedded SignupUpon Submission of documents as part of Business Verification
NotificationsCan send to 2 phone numbers, up to 10 messages a day. Can only be sent with pre-approved message templates.Can send to 2 phone numbers, up to 10 messages a day. Can only be sent with pre-approved message templates.
Customer Service MessagesCan send to 10 phone numbers, no daily message limit.Can have 1500 conversations. A conversation is a 24-hour window of messaging with a given phone number.

The sandbox lasts for 30 days only, if you do not get approved by all WhatsApp Checks, you will be terminated automatically.

If the number go live, you can use it till you plan to terminate.

Sandbox and Live Phone Number
  1. Tick to checkbox. Select "Start Setup".
Start Setup
  1. Your client will be asked to log in their existing Facebook account. If you are setting up for your client, please make sure you have the access to your client's existing Facebook account. New Facebook Account will NOT be approved for Facebook Business Manager.
Log in Facebook Account
  1. Once your client have logged in their Facebook account, select "Get Started" to connect the Facebook account to Sanuker. Then select "Continue" to share account and billing permissions with Sanuker.
Connect Account to Sanuker
Share Account and Billing Permissions

Create Facebook and WhatsApp Business Accounts

  1. In Step 1 of 3, create a new Facebook Business Account or select an existing Facebook Business Account.
Even if your client's existing Facebook Business Account has been verified for other reasons, the client still needs to pass the WhatsApp commerce policy check. Before those checks are completed, the client can have access to the sandbox experience.
Create or Select a Facebook Business Account
  1. Then, create a new WhatsApp Business Account or select an existing account.
Create or Select a WhatsApp Business Accont
  1. Once the WABA account has been set up, select "Continue to Step 2".
Setting up Account
Account Setup is Successful

Create WhatsApp Business Profile

  1. In Step 2 of 3, create a WhatsApp Business Profile for your client. First, input the WhatsApp Business Display Name.
Enter WhatsApp Business Display Name
  1. Tick the checkbox if your client's WhatsApp Business Display Name is different from their Legal Business Name. The client need to provide a website to prove their business relationship with the display name.
Enter Display Name Different from Legal Business Name
  1. Then, enter the Category of your client's business and the Business Description.
Enter Category and Business Description

Verify WhatsApp Business Number

  1. In Step 3 of 3, enter a phone number with its country code to register the number on WhatsApp. Make sure this number is NOT registered to any existing WhatsApp account. Then, select a Verification Method between Text Message or Voice Call. Select "Send Code".
Register a Phone Number on WhatsApp
  1. Once your client have received the 6-digit verification code via Text Message or Voice Call, enter the code and select "Verify".
Enter the Verification Code
  1. Once your client's phone number has been verified, select "OK" to complete the setup. Now you can have access to the Sandbox Environment until your WABA is verified.

The unverified state lasts for 30 days with the sandbox experience available, at which point a business will no longer be able to send messages until they complete business verification and pass WhatsApp checks.

Phone Number Verified
  1. Then, you can deploy the WhatsApp Number. Select the WABA account, phone number and location, click "Deploy Now".
If you encounter error while deploying WABA, the "Deploy Again" button will be available for retrying the deployment.
Deployment
  1. You should be able to see the registered phone number info under section "Connect" now.

Connected to WhatsApp (Sanuker demo screenshot)
  1. Upon the completion of the embedded signup flow, you are able to complete the business verification and check the status of approval. Please refer to Check WABA Status of Approval.

  2. Congratulations! You're all set. You may also access the WhatsApp Server Info & API Path in this page if you want to customize the endpoint. For more information, please refer to our WhatsApp Channel Documentation.

← 1.2: New Customer Onboarding1.4: Check Approval Status of WABA →
  • Getting Hands-on
    • WABA Automation
    • Create Facebook and WhatsApp Business Accounts
    • Create WhatsApp Business Profile
    • Verify WhatsApp Business Number
Stella Platform Documentation
Docs
Get StartedBot API ReferenceAPI ReferenceStandard Procedures
Community
FAQUser ShowcaseChat with Us
Copyright © 2023 Sanuker Inc. Limited