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!

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

3. GST Certificate (For Indian Businesses)

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.

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.

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.

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.

Live Chat Dashboard

In this module, we’ll learn everything you need to know about Live Chat Dashboard to offer customer support or follow up with your leads

1. How to Handle WhatsApp Conversation with Live Chat Dashboard

Handling WhatsApp conversations with the live chat dashboard in WhatChimp is simple — watch the video to get started:

1. Manage all customer interactions in one place for seamless communication.

2. Assign chats to team members or use labels to organize and prioritize conversations.

3. Respond in real-time to ensure excellent customer support and engagement.

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.