Welcome to WhatChimp Onboarding & Training Portal

WhatChimp Onboarding & Training

We’ve made getting started super simple with easy-to-follow videos and guides. Learn how to set up your WhatsApp automation, use features like chatbots, and send bulk messages. Everything you need is right here—let’s get started!

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Our support team is working hard to help you. A little kindness and empathy go a long way—and honestly, it makes you look like a rockstar! 😎 Thanks for being awesome!
~ Anant, Founder @ WhatChimp

Training Modules

WhatChimp Onboarding

In this module, we’ll learn how to setup WhatsApp API, add a payment method and customise your WhatsApp profile

1. Connect Your Number

To setup a WhatsApp API, you ned:

1. A new number that’s not already registered with WhatsApp

2. A proof of your business registration

Follow the Step-by-Step Guide Here

2. Setup Payment Method

Setting up payments has already been explained in the video above.

However, many users still miss this step or don’t set it up correctly, resulting in failed broadcast messages.

To help you out, we’ve created a detailed, step-by-step article with screenshots to check if your payment method is added. If not, the guide will walk you through adding it seamlessly.

Follow the Step-by-Step Guide Here

3. Verify Facebook Business Manager

Facebook Business Manager verification is a process required by Meta to confirm the authenticity of your business. It’s a mandatory step for using the WhatsApp Business API, ensuring compliance with Meta’s policies and preventing misuse of the platform.

Without it, your business risks restrictions and failed broadcasts, limiting your ability to connect with customers effectively.

Follow the Step-by-Step Guide Here

4. Change Profile Picture, Description & Website

The WhatsApp Cloud API allows businesses to easily update their display picture, description, website, and other profile details to maintain a professional and trustworthy presence.

Keeping this information accurate ensures better customer engagement and aligns with your brand identity.

Follow the Step-by-Step Guide Here

Understanding Meta Business Manager (Optional)

It is highly recommended that you learn about Meta Business Manager if you’re going to add multiple businesses or multiple phone numbers inside WhatChimp

Handy Links for Meta Business Manager

Bulk Broadcasting

In this module, we’ll learn how to send bulk personalised messages on WhatsApp

1. How to Import Your Subscribers in WhatChimp

Importing contacts into our platform is simple — watch the video to get started:

1. Easily upload your contact list using UTF-8 encoded CSV files

2. Add personalized details like email or address with custom fields

3. Organize your contacts into specific groups using labels for better segmentation

2. How to Create Message Templates

Creating message templates in WhatChimp is simple — watch the video to get started:

1. Required as per Meta policy to ensure compliant and professional communication with customers.

2. Craft reusable messages for transactional updates, promotions, or customer support.

Use this ChatGPT Prompt to generate high quality promotional messages

3. How to Send Bulk Messages on WhatsApp

Sending bulk messages on WhatsApp using WhatChimp is simple — watch the video to get started:

1. Compliant with Meta’s policy, ensuring your messages are sent securely and professionally.

2. Reach multiple customers at once while maintaining personalization with placeholders like {{name}}.

3. Save time and streamline communication for promotions, updates, or reminders.

Troubleshooting Message Delivery Issue

If you launched your first campaign and the messages were not delivered, it could probably be because of Missing Payment Method or other Meta Policy. To find out why exactly it was not delivered, check out this guide.

👉 Link to Meta Error Code Directory

Troubleshooting Detailed Guide

Omni-Channel Inbox

In this module, you’ll learn how to manage conversations from WhatsApp, Instagram, Facebook, and your website chat.

1. How to Manage Conversations with the Omni-Channel Inbox

Handling customer conversations across multiple channels in WhatChimp is simple. Watch the video to see how it works in real time.

  1. View and reply to messages from all channels in one inbox.

  2. Assign conversations to teammates and use labels to stay organized.

  3. Respond faster with full context to improve customer experience and conversions.

Chatbots

In this module, we’ll learn how to create chatbots that help you qualify leads and handle FAQs effortlessly

1. How to Create Chatbots for Lead Generation, Customer Support, and FAQs

Creating WhatsApp chatbots for lead generation, customer support, and FAQs in WhatChimp is simple — watch the video to get started:

1. Automate WhatsApp conversations to handle repetitive tasks efficiently.

2. Capture leads seamlessly with interactive and personalized chatbot flows.

3. Provide instant responses to FAQs, ensuring better customer support and engagement.

More Chatbot Tutorials