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Patient Copilot Help Center

How to Set Up WhatsApp for a Sub-Account

WhatsApp Business Integration Guide Connect your WhatsApp Business account to LeadConnector. Choose the method that fits your situation. Method 1 Connect Your Existing WhatsApp Business App Unsupported CountriesThe Coexistence feature is not available for phone numbers from Nigeria or South Africa. 1 Start the Signup Process Navigate to Settings > WhatsApp and select Connect your WhatsApp!(https://assets.patientcopilot.ai/d9c09d94dfe5d284.png) 2 Continue with Signup Follow the on-screen instructions to begin the registration process.!(https://assets.patientcopilot.ai/c4cd8cab2f5ba9ba.png) 3 Connect to LeadConnector Click Continue to proceed with the integration.!(https://assets.patientcopilot.ai/0f6bfa7e71205bf6.png) 4 Select WhatsApp Business App Click Connect a WhatsApp Business App, then tap Next.!(https://assets.patientcopilot.ai/a6a376a2ef21133e.png) 5 Enter Your Phone Number Add your WhatsApp Business phone number and tap Next.!(https://assets.patientcopilot.ai/e012e78fef205514.png) 6 Verify Your Account Details Review your WhatsApp Business Account details and make any corrections before proceeding.!(https://assets.patientcopilot.ai/b1e8c15d0076ca4d.png) 7 Import Contacts & Chat History Import contacts and up to six months of chat history from the WhatsApp Business App into LeadConnector. - Update your WhatsApp Business App to the latest version before this step.

  1. Sending template messages is not supported via the WhatsApp Business App — they can only be sent through the CRM.
  2. You will manage your WhatsApp profile from the WhatsApp Business App, not the CRM.
  3. You can only have a maximum of one phone number under Coexistence. Method 2 Connect a New WhatsApp Business Number 1 Start the Signup Process Navigate to Settings > WhatsApp and click Create a new WhatsApp business account.!(https://assets.patientcopilot.ai/7a495bfd11f46ca3.png) 2 Continue with Facebook Click Continue with Facebook and log in using the Facebook account associated with your business.!(https://assets.patientcopilot.ai/bd364945a714eaee.png) 3 Begin Setup Tap Continue to initiate the integration process.!(https://assets.patientcopilot.ai/cb4b5b7875822263.png) 4 Enter Business Details Fill in all required business information, select Create WhatsApp Business Account, then click Next.!(https://assets.patientcopilot.ai/89b02a78bfe43378.png) 5 Add Your Phone Number Enter the phone number you want to integrate. Make sure it’s active and accessible for verification.!(https://assets.patientcopilot.ai/9cdb105355f19cc9.png) 6 Verify via OTP Enter the one-time password received by SMS or voice call, then click Next.!(https://assets.patientcopilot.ai/a621abb4826d98e1.png) 7 Review and Confirm Check all entered details carefully, then click Confirm.!(https://assets.patientcopilot.ai/89a1e27904fe0758.png) ✓ Integration Complete Your WhatsApp Business Account is now successfully integrated and ready to use.!(https://assets.patientcopilot.ai/ae6ccccc4f8bb9d7.png) Method 3 Migrate from an Existing BSP 1 Start the Signup Process Navigate to Settings > WhatsApp and click Migrating from an existing BSP (Business Solution Provider).!(https://assets.patientcopilot.ai/91743218ea1a9883.png) 2 Begin Setup Tap Continue to initiate the migration process.!(https://assets.patientcopilot.ai/9bbdcd8617e4cfd2.png) 3 Select Business Assets Choose the business assets you’d like to migrate. Make sure you select the correct WhatsApp Business Account and associated assets.!(https://assets.patientcopilot.ai/84d91f8749168d33.png) 4 Enter Business Details Fill in all required business information accurately, then click Next.!(https://assets.patientcopilot.ai/bf6e8da653c1535f.png) 5 Add Your Phone Number Enter the phone number you wish to migrate. Ensure it’s active and accessible for verification, then click Next.!(https://assets.patientcopilot.ai/ffd0c55c01dce697.png) 6 Verify Your Phone Number Click Next to receive your verification code and proceed with number verification.!(https://assets.patientcopilot.ai/33152fe27afeafd1.png) 7 Enter the OTP Enter the one-time password received by SMS or voice call, then click Next.!(https://assets.patientcopilot.ai/08bf4572df5bfdcf.png) 8 Review and Confirm Check all entered details carefully, then click Confirm to complete the migration.!(https://assets.patientcopilot.ai/80f09f604ffc6855.png) ✓ Migration Complete Your WhatsApp Account has been successfully migrated and is ready to use.!(https://assets.patientcopilot.ai/d679bf7378df3ddb.png) Was this article helpful? That’s Great! Thank you for your feedback Sorry! We couldn’t be helpful Thank you for your feedback Feedback sent We appreciate your effort and will try to fix the article