WHATSAPP · SELF-SERVICE SETUP
Connect a business number, explain how to help customers, and test a real conversation. You keep control of publishing and human handoff.
Already using the number in a WhatsApp app? Follow the migration or coexistence choices Meta actually offers. Do not delete an existing account just to get past setup.
Select Connect with Meta. When the button changes to Continue with Meta, select it to open Meta’s secure sign-in window.
The first button prepares your secure session; the second opens the popup. Do not refresh either page during setup.
In Meta, select an existing verified number or enter your country code and business number. For an active Naadham India line, open the verification-call helper in the portal first, then choose Phone call in Meta.
For your own mobile line, receive the SMS or call directly. Wait for Meta’s resend timer if needed. Enter the code only in Meta.
How verification calls work ↓Choose your business portfolio and WhatsApp Business account. Use existing assets where possible. Create new ones only if your organisation needs them and you are authorised to do so.
In our test, both assets were named ABC Real Estate Test. Yours should identify your real business. Do not select Naadham HQ’s assets.
Check the business and WhatsApp account names on Meta’s review screen. Read the listed permissions and terms before selecting Confirm. These permissions allow Naadham to manage the connected WhatsApp account and handle its conversations. Meta may list additional event-sharing permissions; review them before approving.
Select Finish on Meta’s success screen. Return to Naadham and wait until your correct number is shown as connected.
Set its name, style and opening message. Describe what it can answer, what information it should collect, and when a person should take over.
Configure service notes and keep services, locations, opening hours and booking slots current in the AI receptionist settings.
See a real setup example ↓Save draft stores your changes. Publish saved draft applies them and enables automatic replies on the connected number.
Check that the portal says Agent status: live. Use Pause replies when you want to stop automatic replies without disconnecting the number.
Send a message from a different WhatsApp phone. Confirm the reply arrives, then open WhatsApp agent → Chats and inspect the same message and response.
Test a service question and a request for a person. Manage confirmed bookings in Bookings & requests. A request or preferred time is not a confirmed booking.
Our test customer sent “Hello” and received the configured site-visit greeting and service menu. This verifies messaging, not every booking scenario.
This helper is for active Indian inbound numbers assigned by Naadham. It is available only to a signed-in business administrator with WhatsApp access.
Other customer calls continue normally. The assistant is not switched into a silent or forwarding mode. Use a quiet setup period so the verification call is easy to identify.
Help customers arrange a site visit using our saved properties, locations and available slots. Ask which property they mean and their preferred day. Offer only available slots. Confirm a booking only when the booking tool succeeds. If information is missing, ask our team to help.
Hand off when the customer asks for a person, requests legal or financing advice, has a complaint, or asks for information not in our saved business details.
Start with one service, test it, then add more. Avoid promises such as “a booking is confirmed” or “someone will call immediately” unless your workflow can fulfil them.
Select Finish in Meta and keep the portal open while it verifies and registers the number. If the portal times out, save your draft and start Connect with Meta again. Select the existing verified number and assets; do not create duplicates.
Check the selected number, start the window before requesting the call, and choose Phone call in Meta. Only completed calls with a carrier recording inside the current window appear. If the line cannot answer calls or recording is unavailable, contact Naadham support. Never send support the code.
Start a new window, then request a new code after Meta permits another attempt. The helper’s ten-minute timer controls playback access; Meta independently controls code expiry and resend limits.
Check Agent status is live, plan/account access, and Meta account restrictions. Message from another phone, then check Chats. A single tick, no inbox entry, and an inbox message with no reply indicate different stages; include the time and stage when contacting support.
Edit and Save draft, review it, then Publish saved draft. Test the changed service. Pause replies if you need to stop automation while investigating.
This checklist is a reading aid, not a change to your account settings.