The TargetPilot integration with WhatsApp is designed to help businesses streamline their customer communication. Follow this guide for a seamless setup process, allowing you to unlock the full potential of the WhatsApp Business API with TargetPilot.

Key Benefits of Integration

  • Manage WhatsApp Messages: Handle all incoming messages directly within the TargetPilot panel.

  • Automation Made Easy: Utilize advanced automation flows to simplify customer interactions.

  • Enhanced Productivity: Stay organized and efficient with unlimited message exchanges.

Prerequisites

Access to Facebook Business Manager

To integrate WhatsApp with TargetPilot, ensure you have access to a Meta Business Account through Facebook Business Manager. If you don’t have one, you can create it during the setup process.

A Valid WhatsApp Phone Number

You’ll need a phone number that meets the following requirements:

  • Registered under your business and not used in WhatsApp Messenger or WhatsApp Business app.

  • Capable of receiving SMS or phone calls for verification.

Business Information

Prepare the following details:

  • Business name and legal address.

  • Business description and display name (as seen by customers on WhatsApp).

Installation Steps

1. Log in to TargetPilot Panel

  • Open your TargetPilot dashboard and navigate to the WhatsApp Integration section in the settings.

2. Log in with Facebook

  • Click Get Started to begin the process.

  • Use your existing Facebook account to sign in. Ensure the account is associated with a Meta Business Manager.

3. Grant Permissions

  • Allow TargetPilot AI access to manage your WhatsApp Business Account, including linking phone numbers, sending/receiving messages, and managing templates.

4. Select or Create a Business Profile

  • Choose an existing business portfolio or create a new one.

  • Add details such as the business website, category, and address if required.

5. Set Up a WhatsApp Business Account

  • If you don’t already have a WhatsApp Business Account, create one within the integration process.

  • Specify a display name that aligns with your business identity.

  • Click Next

6. Link to a Phone Number

  • Add your business phone number and choose a verification method (SMS or call).

  • Click Next

  • Enter the verification code to confirm ownership of the number.

7. Review and Confirm

  • Review the access permissions TargetPilot requires.

  • Click Continue to finalize the integration.

8. Finish Setup

  • Once completed, you will see a success message confirming that your account is now ready to use.

  • Return to the TargetPilot dashboard to manage and monitor your WhatsApp integration.

Post-Integration Tips

  • Explore Automation Flows: Use triggers like "Visitor Says" or "Operator Starts the Flow" to automate common customer interactions.

  • Monitor Conversations: Keep track of all your WhatsApp chats within the TargetPilot interface.

  • Leverage Metrics: Access data insights to improve communication strategies.

FAQ

Is integration free?

Yes, the WhatsApp integration is available at no additional cost with any TargetPilot plan.

Can I use a number already linked to WhatsApp?

Yes, but you’ll need to unlink it first by deleting the account from WhatsApp or WhatsApp Business.

Can I initiate conversations with customers?

No, WhatsApp Business API only supports replies to incoming messages.

By following this guide, you’ll quickly and easily set up your WhatsApp integration with TargetPilot, unlocking a more efficient and streamlined communication experience for your business.