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›Basic WhatsApp Chatbot 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

Connect WABA on Stella

Once you have subscribed to our reserved plan or a WhatsApp channel, you can now connect your WABA on our Stella Chatbot Builder to make sure you can perform the development in the latter steps. You could do the connection in Channels.


What is your Result?

Connected to WhatsApp (Sanuker demo screenshot)
PropertyDescription
Successful Result
You should be able to see get a green checking in health check status for your WABA.

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 Stella, a WhatsApp channel will be automatically created in your Stella app. Please head to "Channels" and proceed by clicking "Start WABA Setup".
WhatsApp Business API Channel
  1. If you are registering a new WABA, you need to have your Facebook Business Manager verified and pass the WhatsApp Commerce Policy Check. Before your business is verified by WhatsApp, you can have access to Sandbox Environment, an automated testing environment that lasts for a 30-day period with limited features. Your phone number will go live and have all features available once your 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. You will be asked to log in your existing Facebook account. New Facebook Account will NOT be approved for Facebook Business Manager.
Log in Facebook Account
  1. Once you have logged in your Facebook account, select "Get Started" to connect your 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 existing Facebook Business Account has been verified for other reasons, you still need to pass the WhatsApp commerce policy check. Before those checks are completed, you still 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 your WhatsApp Business Profile. First, input the WhatsApp Business Display Name.
Enter WhatsApp Business Display Name
  1. Tick the checkbox if your WhatsApp Business Display Name is different from your Legal Business Name. You need to provide a website to prove your business relationship with the display name.
Enter Display Name Different from Legal Business Name
  1. Then, enter the Category of your 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 you 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 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.

← 1.1: WABA Subscription1.3: Check Approval Status of WABA →
  • What is your Result?
  • Getting Hands-on
    • WABA Automation
    • Create Facebook and WhatsApp Business Accounts
    • Create WhatsApp Business Profile
    • Verify WhatsApp Business Number
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