Setup an organisation on GupShup

5 minute read Beginner

Video Tutorial

Note- We recorded this video somedays back while working with an org. We will re-record a better one in future

For a GupShup account, you will also need

Facebook verification process for WA business API
A new phone number or an phone number that hasn’t been used with WhatsApp(**). The sim card should be activated with a minimal plan so as to receive sms verification code/call from Gupshup
To dis-associate your phone number from WhatsApp you need to open WhatsApp on your phone. Go to Settings → Account → Delete my account. Note - simply uninstalling the app **does not** remove the association between the phone number and WhatsApp.

Create your GupShup Account

Note :- This is a Self-Service step. No need to contact to Gupshup for this. Gupshup may take the route of enterprise Gupshup setup, which is not useful and not required for Glific SAAS service.

Next, go to Gupshup.io and click on sign up

Then create your account using Google(preferred) and using a common email id like info@glific.org or chat@glific.org instead of a personal email id so that it can be accessed by different team members when something fails to work.
Complete the Signup.

A verification mail will be sent on the updated email address. Please verify the link by logging into your email account. Once verification is done. Please login using the credentials.

Under Have you been referred? please select Yes, by an ISV/Partner option. Click on Proceed.

IMPORTANT NOTE : This is a mandatory step to receive OTP’s for your password reset.

Please fill in the Company/Organization details.

Click on the Create your first App button.

Enter an app name (No space or special characters allowed).

This is something internal and not visible to your end users & also it cannot be changed once setup is completed. So you can go for something like GlificChatbot or TamilNaduChatbot etc…

Once the App name is entered. It will show as Created successfully. Click on Go to Dashboard.

Click on the overview arrow beside the app name(as shown in the screenshot)

Click on Settings >> Add Partner ID as 49 and confirm.

Go to dashboarad and then click on the Go live button beside your app.

Select the type of phone number you wish to configure for your WhatsApp Business Account.

Review the data storage region, the respective country's WhatsApp free, and select Proceed.

Enter the details of a contact person from your organization (It should be someone who would be managing chatbot work for the organization) & click Nextbutton.

Click on Confirm button.

Click on Continue with Facebook in the next page. It will redirect to Facebook login page.

This step will open a pop-up window leading to Facebook.com. Do not close the pop-up window or navigate to a different page.
Please ensure that your browser is configured to allow pop-ups to load.

Log into Facebook if you haven't already or click Continue as [your name] if you're already signed in. After logging in, you will be shown an overview of the process of connecting your number to WhatsApp.

Select Get Started.

Fill in your business information and select Next.

Next, you will be able to select a WhatsApp Business Account (WABA) and WhatsApp Business Profile or create a new one.

Now, provide details for your business information.

Create or select your WhatsApp Business account. Then, select Next.

Provide a WhatsApp Business display name and select the category. Then, select Next.

Next, you will receive a verification code on your registered phone number. Enter the verification code and select Next.

Review the permissions requested and select Continue.

You're all set to go. Select Finish.

Confirm the WABA ID and phone number.

Congratulation! You are now ready to send messages. Select Go to dashboard and your Gupshup App will be Live.

Configure read receipts in the Gupshup account. Please refer to Configure read receipts in Gupshup account for detailed steps.
Upload a display picture so it can be visible to your end users.Please refere Update my profile picture of BOT
Then go to the Security Centre page on Facebook business manager. You should find the start verification button activated. In case it doesn't get activated instantly, you may give it some time. If it's taking longer than a few hours, contact us.

If you still don't see or get access to start verification, go to News Pages in your business manager, add your page and then click on verify your business.

The process is straightforward after that. You will be required to verify your business by uploading some documents. Please refer to this document for verification guidance: https://drive.google.com/file/d/1HhcirTBjhiYdXcOUFg04uJG4yxL8vpq-/view?usp=sharing/
As the doc will mention, using Certificate of registration is highly recommended to not get the approval process rejected. Please make sure your provided business details exactly match with the detail in the document.
Once done, Facebook will take 3-4 working days to review and you will receive an email once this is done. The button in the Security Centre will also have changed. Please reach out to us in case it's taking more than a week. We'll reach out to FB to expedite the process.
Please make sure your option to send template messages is enabled (see below*).*

34 . Turn off the automated opt-in message option (refer to the image below ), so that users will not get optin message when they send the message for the first time. Glific provides an easier way to get optin preferences from a flow. Refer Configure Optin & Optout preferences in Glific for more details.