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WhatsApp Bot Creation Automated Onboarding

< 1 min read

Create WhatsApp Bot with Automated Onboarding #

This comprehensive guide walks you through creating a WhatsApp bot using Flowmatix’s automated onboarding process. Set up your WhatsApp Business integration quickly and efficiently.

Prerequisites #

  • Active Flowmatix account with WhatsApp integration enabled
  • WhatsApp Business Account
  • Verified business phone number
  • Facebook Business Manager access

Step 1: Access WhatsApp Integration #

  1. Log into your Flowmatix dashboard
  2. Navigate to Integrations > WhatsApp Business
  3. Click ‘Create New WhatsApp Bot’
  4. Select ‘Automated Onboarding’ option

Step 2: Business Verification #

Complete the automated business verification process:

  • Enter your business phone number
  • Verify ownership through SMS or call
  • Provide business information and documentation
  • Wait for Facebook approval (typically 1-3 business days)

Step 3: Configure Bot Settings #

  • Bot Name: Choose a friendly name for your bot
  • Welcome Message: Set up initial greeting
  • Business Hours: Define availability schedule
  • Auto-Responses: Configure common reply templates

Step 4: Test Your Bot #

Before going live, thoroughly test your WhatsApp bot:

  1. Send test messages to verify responses
  2. Check message delivery and timing
  3. Validate webhook connections
  4. Test escalation to human agents

Best Practices #

  • Follow WhatsApp Business Policy guidelines
  • Use approved message templates only
  • Respect customer preferences and opt-outs
  • Monitor performance and optimize regularly
Updated on June 16, 2025

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Table of Contents
  • Create WhatsApp Bot with Automated Onboarding
  • Prerequisites
  • Step 1: Access WhatsApp Integration
  • Step 2: Business Verification
  • Step 3: Configure Bot Settings
  • Step 4: Test Your Bot
  • Best Practices