NxAi Tutorials · Ep 34:26

Connect your WhatsApp number

Connect your number through Meta's own signup, add a payment method in Meta, and check your number's health.

Transcript

0:00Welcome

Welcome to NxAi tutorials! In this episode, you'll connect your WhatsApp Business number to NxAi.

0:09What you'll do

We'll pick the right number, connect it through Meta's own signup, add funds to your Meta account so you can send messages, and check everything in NxAi.

0:21Before you start

Before you start, keep two things ready: a Facebook login that manages your business, and a new phone number that isn't on WhatsApp yet and can receive an SMS or a call, or an existing number you already use on the WhatsApp Business mobile app.

0:37Open WhatsApp settings

In NxAi, click Connect on your Get started checklist, or open WhatsApp settings from the menu. You'll see two ways to connect.

0:47Which number? We recommend a new one

We recommend a new number, because when you send campaigns to thousands of customers, their replies would flood a phone app and quickly become unmanageable. With a new number, every message comes straight into NxAi.

1:02AI answers first, your team takes over

And you don't have to answer every message yourself. NxAi's AI agent replies to your customers first. When a chat needs a person, it passes it to your team inbox, which you can see on your phone with the NxAi Assist app, available on the Google Play Store, the Apple App Store, and the Microsoft Store.

1:23Keep using the WhatsApp Business app

Want to keep using the WhatsApp Business app on your current number? Choose Connect my existing WhatsApp number. You'll finish by scanning a QR code with the app. In this video, we'll connect an existing number.

1:36Facebook window

Click Connect WhatsApp account. A Facebook window opens. If it asks, log in with the Facebook account that manages your business. Then click Continue.

1:47Add your phone number

Add your WhatsApp phone number. Choose Create a new one, pick the country code, and type the number. Then choose how to verify it, by text message or phone call, and click Next. Check your account details, your business name and number, and click Next.

2:06Business portfolio & profile

Select the business assets to share with NxAi. Pick your business portfolio, or create a new one, and click Next. Complete your business profile: name, country, and website. Then click Next.

2:25Scan the QR (numbers already on the app)

If the number is already on the WhatsApp Business app, Meta asks you to scan a QR code with the app. This imports your business profile, contacts, and up to six months of chats. A brand-new number gets a code by SMS or call instead.

2:41Confirm & connect

Confirm your WhatsApp Business account name and time zone, and click Next. Review what you'll share with NxAi, and click Confirm. Meta connects your account. This can take a few moments. When it says your account is connected, you can add a payment method right away. Let's do that. Note: a payment method is required to send messages.

3:09Add a payment method (card or UPI)

In Meta's Billing & payments, confirm your country, currency, and time zone. Choose how you'll pay. In India, you can use a card or UPI. Then fill in your business details, and save.

3:25Add funds

Now add funds. Enter an amount, and pay with any UPI app by scanning the code. Meta deducts your message charges from these funds, about once a day. If the funds run out, messages stop sending, so keep a balance.

3:52Check it in NxAi & business verification

Back in NxAi, your number now shows as connected, with its messaging limit. The Health panel shows Meta's live status. Until Meta verifies your business, you can message only a limited number of customers a day, so start business verification in Meta Business settings. And click Diagnose any time to check that everything is working.

4:14Next episode

In the next episode, we'll set up Meta business verification and your company profile. If this video helped, subscribe, and see you in the next one!

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