Thank you for registering for the course “Become a WhatsApp Business Platform manager“

Regarding the course, as it is a free course we cannot offer direct support for any doubts or questions that may arise.

Getting WOZTELL support

However, our partner put at your disposal the WOZTELL support department so that they can solve any doubts you may have related to the platform.

Once you have created your account, you can access WOZTELL support by sending an email to support@woztell.com or through the platform’s live chat (located at the bottom left).

You can create your WOZTELL account here

To be able to work with WhatsApp you need to have a verified company account.

In the tutorial we show you how, but you will always have the most updated information on the Meta page dedicated to this task.

This is because a BSP has already developed a solution that interacts with the WhatsApp API and has all the necessary validations to start working with the platform.

This playlist will help you get WOZTELL up and running, get your WBP number and set it up.

You can create your WOZTELL account here

Visit WhatsApp Business Policy for more details.

Transactions must comply with the WhatsApp Commerce Policy, and applicable terms, laws and regulations.

Opt-in policy

When collecting opt-ins, you must: Clearly state that a person is opting in to receive messages from your business over WhatsApp

Clearly state the business’ name that a person is opting in to receive messages from.

Comply with applicable laws.

WhatsApp takes action to limit the reach of low-quality messages.

Their format is simple and intuitive to use and they enhance the conversational flow.

We look forward to introducing a streamlined native payment experience in the future.

To learn more about payment policies visit our commerce policy page.

Remember that you must have the consent of your customers to be able to send them messages.

Enable the WOZTELL extension

We connect our ZOHO account with access to ZOHO Cliq.

Click on the following link

This will open a new window asking us to access WOZTELL.

[10.2 – 1] Once we access WOZTELL, we will be asked to select the organization to which we want to link the installation in the case that we have more than one as it can happen with the “Agency” plan or higher.

[10.2 – 2] We will click on confirm and access another window in which we will have to accept the necessary permissions for WOZTELL to connect with the application.

[10.2 – 3] After this, we will have to accept the ZOHO permissions to connect to the WOZTELL extension.

[10.2 – 4] Once all the permissions have been accepted, we will access the ZOHO marketplace installer where we will be asked if we want to install the extension for the whole organization or only for a specific computer.

[10.2 – 5] Once we click on install, the installation is complete!

Configure ZOHO Cliq

To continue, and already inside ZOHO Cliq, we will click on “WIDGETS” and we will give permission to the WOZTELL extension.

[10.2 – 6] Once the permissions have been updated, we will have the option to activate all the channels already enabled in our WOZTELL account.

[10.2 – 7] Click on the “Not connected” button to connect the channel and have it enabled in ZOHO Cliq.

[10.2 – 8] In each one of the channels that we connect, we will have to define the control team and the agent team.

The control team is the one enabled to receive the incoming conversations from the clients.

The agent team is the one enabled to be assigned to these conversations once they have been initiated.

After enabling the channels, the configuration in ZOHO Cliq would look like this:

Manage conversations. 

[10.2 – 9] Once the configuration is completed, we will be ready to start receiving and sending messages in the channels configured through ZOHO Cliq.

We will be able to determine the incoming channel easily thanks to the icons that appear in the upper left corner of the conversations, as well as in each of the messages.

We will know when a client talks to us or when we have answered, even if it is one of our bots that answers, it will be reflected in the conversation.

Among the features of ZOHO Cliq, we will be able to invite different agents to the conversations, since each conversation is treated as a channel, and they can interact with the client indistinctly.

Remember that in order to communicate with the client, we will have to use the command “/w” before the answer we want to give to the client. If we do not use it, then we will talk internally in the channel with the rest of the agents invited to the channel.

[10.2 – 10] And with this we already have WOZTELL integrated and working with ZOHO Cliq.

We hope this small tutorial has been helpful and will help you get the most out of WhatsApp with ZOHO Cliq.

Download Zoho Cliq for free to integrate it with WOZTELL.

Cliq is Zoho’s cloud-based team communication and collaboration solution that includes team chat, video and audio calling, file sharing and more.

It has a native integration with WOZTELL, as you see before, to allow you manage live chat conversations.

You can download it for free here.

Also, you can check here the user guide.

Try to install the Zoho Cliq integration with your WhatsApp and reply to customers through the inbox.

1. Create a WhatsApp Channel on WOZTELL platform
2. Follow this tutorial to install and configure Zoho Cliq.
3. Send a message to your WhatsApp Business Account as a user.
4. Reply to the same WhatsApp chat in Zoho Cliq with “/w hello”.

This is why we present you 4 automation templates for your WhatsApp Business Platform.

FAQs Template explanation

This is the use of an automation par excellence.

In simpler terms, it is an extra layer that you add to one of your Messaging Solutions (Cliq, Microsoft Teams, Slack) to manage your WhatsApp conversations.

And that’s okay, because now you will be prepared to not answer them manually.

Our FAQs template gives you the structure flow to automate the responses to those questions that bother your agents time after time.

WhatsApp works with interactive templates (this is why you will need to have your number and channel configured beforehand!)

Create a WhatsApp template and configure your answers. That is all you need to do to have your automation up and running in minutes.

You have a detailed tutorial of the whole process to begin working with this template, as well as a link to download it here.

Form Template description

Who has not entered a website only to find a form to collect data?

This was all and well when there was no other alternative.

However, now you can make the process fully automated, from the conversations to storing the data.

A form automation serves this specific purpose.

We have configured and developed a template that collects the following information:

-Name
-Last name
-Email
-Phone
-Information about the request

You can play with the conversation flow and edit the content of every response.

Having this template working on your WhatsApp is as easy as following the tutorial and downloading the template in the following link.

Webinar template description

We called this template after one of our favourite ways to share information.

Webinars are a great opportunity to build a connection with your existing clients or converting leads into real customers. They can see one of the members of your team explaining a certain feature or sharing knowledge.

So, webinars are a great way of collecting information that will be useful for marketing purposes.

The template will be of great help for the process pre-webinar: asking customers for their data to send them the link for the event.

By using this template, you will automatically collect:

Name
Last name
Email
Phone

As stated in the previous templates, you can configure and edit the whole process. Ask for more, less information, change the wording… it’s up to you!

Try it for yourself by following our template tutorial and downloading it in this link.

Lead Magnet Template description

Let’s imagine you have invested time and effort in creating an amazing ebook to get more leads.

Maybe you have a page on your website that links to it (as we do). It’s common practice to use a form to require information and then send the document.

It’s much better to automate a conversation that collects the same amount of information in a dynamic way and directly provides the lead magnet.

The automation, once configured and ready to work, will collect 24/7 the following information:

Name
Last name
Email
Phone

Attaching the lead magnet is as easy as copying the link on the template and users will be able to open the doc directly in their WhatsApp conversation.

Download the template and see the whole process to get it ready here.

Try to build your first WhatsApp chatbot with a template within 15 minutes!

1. Create your WhatsApp channel on WOZTELL.
2. Choose and download a template in the template gallery. (Tips: you can watch the tutorial after you have picked one in the template gallery!)
3. Import to your WOZTELL platform account.
4. Add the template to your WhatsApp Channel.

Enable the WOZTELL extension

In this tutorial we are going to explain step by step how to integrate WOZTELL with ZOHO CRM and thus be able to manage leads and contacts from WhatsApp from ZOHO CRM as an example.

The integration follows the same steps as Zoho Cliq, if you have already done it, you will see that the permissions appear blank (you have already accepted it).

We connect our ZOHO account with access to ZOHO CRM.

Click on the following link
A new window will open asking us to access WOZTELL.

[10.9 – 1] Once we access WOZTELL, we will be asked to select the organization to which we want to link the installation in case we have more than one as it can happen with the “Agency” plan or higher.

[10.9 – 2] Click on confirm and access another window where we will have to accept the necessary permissions for WOZTELL to connect to the application.

[10.9 – 3] Then, we will have to accept the ZOHO permissions to connect to the WOZTELL extension.

Configure WOZTELL in ZOHO CRM

Once the installation is finished, we will be able to access the configuration screen, where we can define the predefined format for the phone numbers and channels we want to connect to CRM.

This configuration screen can be found in the ZOHO Marketplace tab and, within it, in the installed applications tab.

[10.9 – 7] The first thing we will do is set the default format of the phone numbers in the most frequent country in our database.

We will define the most common prefix (by selecting the country) and the length in digits of the phone number.

In our example, we select the prefix of Spain and 9 digits as the default length. Click on “SAVE” to save.

This configuration is for ZOHO CRM to recognize WhatsApp numbers.

For phones that are not from the default country, we will have to save them in international format.

[10.9 – 8] The next thing to do is to connect the channels we are interested in. We will do this by clicking on the “Not connected” button in the “Status” column.

[10.9 – 9] The “First conversation message” column allows us to define the automated welcome message we want for each of the channels.

Manage conversations in ZOHO CRM

[10.9 – 10] Once the installation is finished we will be able to perform several actions in ZOHO CRM.

The specific functionalities of ZOHO CRM are:

-Create new contacts and leads automatically
-Start a WhatsApp conversation directly in CRM.
-Check and manage the Opt-out of WhatsApp customers.
-Configure a welcome message in each channel.
-Send WhatsApp templates.

The webhooks allow you to connect WhatsApp with other tools.

Thankfully, you’re on the WhatsApp Business Platform, which means you can take these conversations a step further by providing personalized recommendations based on what your customers have bought or browsed, and what you think they’d enjoy most.

Here, you will have direct links to all the documentation that can help you to become a successful WhatsApp Business Platform manager.

WOZTELL documentation
WhatsApp documentation
Meta for developers documentation