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Picky Assist Help Desk
  • Welcome To Picky Assist 🙏
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On this page
  • Introduction
  • Step-by-Step Video Guide
  • Prerequisites
  • Connecting WhatsApp Official Managed Service
  • Dashboard
  • Profile
  • Settings
  • Trigger Chatbot
  • Templates
  • Logs
  • Message Pricing

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  1. Setting Up Guide
  2. Connecting Channels

WhatsApp Official Managed Service

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Last updated 3 months ago

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Introduction

Picky Assist offers a fully managed WhatsApp solution designed to streamline your communication processes. This service includes direct support and billing management to ensure a seamless experience. With Picky Assist, you can efficiently send messages, manage interactions, and utilize the full range of WhatsApp features tailored to your business needs.

We have enabled embedded signup for both WhatsApp Fully Managed & WhatsApp Cloud API from June 2024 onwards so you do not need to create any app on your Facebook Account, you can complete the onboarding in just 5 minutes through our embedded signup directly using your Facebook account.

Step-by-Step Video Guide

Prerequisites

Before you start using the WhatsApp Official Managed Service through Picky Assist, please ensure you meet the following requirements:

  • You must have an active Facebook account. This account is necessary for managing your WhatsApp Business setup and integration.

  • You should have a mobile number that is not currently registered with WhatsApp. This number will be used for your WhatsApp Business account

  • To send more than 250 template messages, WhatsApp requires your business to be verified. This involves uploading specific business documents for verification. Ensure you have these documents ready for submission.

Connecting WhatsApp Official Managed Service

To connect the WhatsApp Official Managed Service, follow these steps:

  1. Go to Settings and select Channels.

  2. Click the Connect button for WhatsApp Official Managed Service.

  1. An instruction pop-up will appear with detailed guidelines. Review the instructions thoroughly and then click the Proceed Payment button.

5. After completion, you will see "Activation Progress" status next to the WhatsApp Official Managed Service channel.

Allow 5 to 10 minutes for the connection to be fully established.

Dashboard

Below is a picture of the dashboard, which provides an overview of the key statistics for your connected WhatsApp number.

Filter

Subscribers

See the below picture

Free Conversation

The sats can be viewed here like free conversation 1000, under used the count will get updated as per the conversation initiated , balance available count can be seen under available stats tab.

In this section, you can view stats related to free conversations. The "Free" count displays the total available free conversations, which is 1,000. The "Used" count updates based on the number of conversations initiated. To check the remaining balance, refer to the "Available" box.

See the below picture:

Subscribers Statistics and Messages

Conversations

The Conversation Stats section provides details on the number of messages and the corresponding charges for each day. Charges are applied based on Meta's pricing structure and are categorized into utility, marketing, authentication, and service conversations. The stats display the total message count and the amount deducted for each category daily.

Please see the below picture

Country wise charges The Country-Wise Charges Stats section displays the total charges applied under each category—utility, marketing, authentication, and service—for each country. This breakdown allows you to see the amount deducted in each category per country.

See the below picture

Profile

The Profile section allows you to view and manage the details associated with that channel. This information is public and visible to anyone using WhatsApp. This typically includes information such as the About, address, description, industry, email and website. You can also update or edit these details as needed to ensure they align with your business requirements.

Settings

Settings menu gives the connection details of the WhatsApp official managed channel.

Once the channel is successfully connected with the Picky Assist Project you will able to see the settings menu as shown below ;

Here we can see the connected WhatsApp number and the connection status of the number with your automation server,

Shows the WhatsApp Business Account ID (WABA ID) and phone number ID you are connected to Picky Assist.

Template tier shows the number of conversation you can have

Channel connected date and expiration date.

Customization

You can change the channel name, description, and icon as well. You can choose the attractive channel icons from the given channel icon list or from the font awesome icons.

Trigger Chatbot

By activating the Trigger Chatbot option, you can enhance your contact’s experience and ensure no messages are missed.

To set up

(See the below picture)

PLEASE NOTE :

  1. This feature will only trigger the chatbot for the very first message from a contact.

  2. This Feature needs to be configure against respective channels which the user wants to trigger the chatbot.

  3. Ensure that the chatbot is properly configured and linked to the selected channel to handle the messages effectively.

  4. In case media messages are received as the first message from a contact, and a static reply for incoming media is configured in the Smart Reply Settings, the configured reply will be sent to the contact. If the static reply for incoming media is not configured, it will trigger the configured chatbot associated with the channel.

Templates

WhatsApp templates are customizable, predefined messages that businesses use for automated communication, including notifications, alerts, and promotions. These templates streamline messaging, ensure policy compliance, and save time. They are categorized into three types:

Utility: For transactional and service-related messages.

Authentication: For sending one-time passwords (OTPs) or verification codes.

Marketing: For promotional messages and offers.

Logs

The Logs section helps you monitor system activity by recording errors, tracking message template usage, and documenting key events.

See the blow picture:

  1. Error Logs: Track and record any errors that occur when a template is sent within the system.

  2. Template Logs: Document the usage and status of your WhatsApp message templates, including approvals and rejections. These logs help identify reasons for template rejections or errors during submission.

  3. Event Logs: Capture and display various system-related events, such as disconnecting a number.

Message Pricing

Connecting one number is free with any of the Picky Assist, WhatsApp also offers 1000 free monthly conversations to any country for each Facebook business manager (shared with all your number) after the free limit you must, sending messages requires using your Wallet Credit.

Ensure you have sufficient credit in your Picky Assist wallet to facilitate message sending.

4. Once the payment is completed, an embedded pop-up will appear. Follow the link provided to complete the onboarding process.

Once you've configured the WhatsApp Official Managed Service in your project, you'll be able to access the channel dashboard that displays key statistics for your connected number.

You can filter and group the data using the Filter options to narrow down results according to specific criteria, helping you view and analyze the information more effectively.

This gives you the statistics on the number of subscribers in your WhatsApp official managed service Channel.

Each WhatsApp Business Account gets 1,000 free each month across all of its business phone numbers. This number is refreshed at the beginning of each month, based on WhatsApp Business Account time zone.For each first interaction, whether initiated by the user or the business, one free conversation is deducted.

In Subscribers Statistics, you can view subscriber counts by day, week, month, and year, including any deleted subscribers.

Messaging Stats shows the total incoming messages and the counts for messages sent, delivered, read, and failed.

The Trigger Chatbot feature allows you to automate interactions by engaging a when a contact sends their first message to your connected channel. This ensures a timely and consistent response, improving customer experience and reducing response times, particularly for new users.

For example, an insurance company uses the Trigger Chatbot to qualify leads. When a potential customer inquires about insurance options for the first time through live chat/whatsapp, the automatically gathers key information such as the type of insurance needed (e.g., health, auto, life), coverage preferences, and personal details like age and location. Based on the responses, the chatbot categorizes the lead and forwards qualified prospects to the sales team for personalized follow-up.

This feature needs to be customized for each connected channel.To set up this feature, go to "Channels" from the "More menus, select any connected WhatsApp channels (WhatsApp Official, WhatsApp Cloud API, WhatsApp Official Managed Service, Web Automation), then click on its settings menu. Under "Trigger Chatbot," choose the pre-set chatbot to trigger on the first incoming message, and click "Save."

If is online and the customer's first message exactly matches a question set in Smart Reply, the Smart Reply will be triggered instead of the chatbot configured against the channel.

Add amount to your Picky assist wallet by clicking on the Profile and enter the amount you want to add and make the payment.

https://developers.facebook.com/docs/whatsapp/embedded-signup#the-new-embedded-signup-flow
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