Work with Embedded Signup Flow

To log in to the Meta/FaceBook business manager, perform the following steps:

1. From the WhatsApp Messenger page, click FaceBook Login. If you do not see the Facebook Login button, send an email to GenesysCloudWhatsAppRequests@genesys.com with your Genesys Cloud Org Name/ID and Region. When this button is available, you can proceed to the next step.
2. In the Embedded Signup Flow dialog box, log in to your Meta/FaceBook Business Manager. 
3. If you are logged in to your Business Manager in your browser, click Continue. The system uses the same login credentials. You can also log in with another FaceBook account. This login method allows Genesys to use information that is related with your Meta and WhatsApp Business Accounts and then connect them to Genesys Cloud.
   Note: Do not enter information in the Phone Number, Name, or Certificate fields under the Facebook Login button. However, do enter your name and phone number after you complete the signup flow. The Certificate field is optional with Embedded Signup and disappears from the page after you complete the flow.
    

To select a Meta business account, perform the following steps:

1. After you log in, click Get Started > Continue to connect your account to Genesys Cloud.
2. Select an existing Meta Business Account from the list.
3. Choose the appropriate option and create the new Meta business account.

To select a WhatsApp business account and business profile, perform the following steps:

1. If you are an existing embedded signup flow user and created a WABA previously, then select an existing WABA from the drop-down and create a new WhatsApp Business Profile.
   Note: You can only edit the Business Profile (phone profile) Display Name and not the WABA name.
2. If you are using an embedded signup flow for the first time, create a new WhatsApp business account and business profile (your phone profile). 
3. In the Create a WhatsApp Business Profile page, complete the WABA and profile information.
   Note: See WhatsApp’s Display Name guidelines for more information on the business profile display name guidelines to ensure that the business profile display name complies with WhatsApp Commerce Policy and WhatsApp Business Messaging Policy. The business profile display name must also represent your business, be consistent with external branding, and have a clear relationship with your business.

To verify and register your phone number, perform the following steps:

1. In the Phone Number field, enter your WhatsApp phone number.
2. Choose a verification method. If you choose to verify by phone call/voice method, the number should not be behind an IVR system. If the number is behind an IVR system, then to receive the verification code, temporarily reroute voice calls to another mobile or landline number.
   Note: You can only add and register one phone number at a time via the embedded signup flow. To register more than one number, review the signup flow again, and create a new integration for each number. If you try to add a phone number that is already registered with a WhatsApp Consumer or Business App, the following message appears. Click the image to enlarge. Before you attempt to add the number and complete embedded signup, for more information about how to delete your account from the mobile app first, see Migrate an Existing WhatsApp Number to a Business Account. 
    
   Note: After the WhatsApp phone number verification activates billing in Genesys Cloud, you immediately begin to incur the monthly recurring fee for your WhatsApp integration. If you are not ready to incur the monthly fee for Genesys Cloud for WhatsApp, do not complete the verification for the number profile you add to your WABA.
3. After you add your number, enter the six-digit verification code that you receive via SMS or voice.
4. Click Next.
5. When the verification completes, click Finish.

 To complete the WhatsApp integration setup, perform the following steps:

1. In the Phone Number box, use the E.164 format to enter the phone number related to your WhatsApp account. Include the + sign and full number with country and area code, without any other characters or white spaces).
2. In the Name box, type a name that you want to assign to your WhatsApp Messenger integration.
3. In the PIN field, enter the PIN number.
   Note: Create the PIN to register your phone number on WhatsApp. Your PIN can be a combination of any six digit number of your choosing and can be used for future actions on your WhatsApp phone number. It is encouraged that you save or store the PIN before you move on to create your integration as Genesys does not persist this PIN. If you forget or misplace the PIN, you can change it using the Phone Number Settings in your WhatsApp Manager.
4. Click Create Integration.
5. Click Confirm to create and save the integration. After your WhatsApp integration successfully saves, it switches to Active status in the integrations list. Configure your inbound message routing to ensure that interactions reach your agents. For more information about inbound message routing, see Manage an inbound message route. 

After the WhatsApp integration is in active status, to optionally update your WhatsApp Messenger configuration, select a supported content profile. For more information about supported profiles, see Supported content profiles. If you do not select a supported content profile, the integration uses your organization’s default content profile. To select a supported content profile, perform the following steps:

1. Click Admin.
2. Under Message, click Platforms.
3. In the Platforms list view, select the WhatsApp Messenger platform.
4. Click Configure.
5. In the Supported Content box, select a profile.
6. Click Save. 

The following warning messages are displayed for certain actions.