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The WhatsApp Agent uses the official Meta Cloud API. This ensures high deliverability and protects your number from getting banned.

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1. Connecting to Meta

To enable WhatsApp, you must authorize Flowiz to access your Meta Business Manager. Step 1: Go to the Agents tab and click the Settings (Gear) icon next to WhatsApp. Step 2: Click the blue Connect Meta button. Step 3: You will be redirected to the Templates page. Agent Connect Light

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Authorizing the App

On the Templates page, click the Connect Meta button (top right). A popup will appear asking you to log in to Facebook and select your Business Account. Templates Connect Light

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2. Creating Message Templates

WhatsApp requires all initial messages to be pre-approved “Templates”. You cannot send random text to a new lead. 1. Add Template: Click the pink + Add New Template button. 2. Open Form: A form will slide out from the right side. 3. Fill Details:
  • Category: Choose “Marketing” or “Utility”.
  • Body: Write your message content (e.g., Hi {{name}}...).
  • Buttons: Add a “Quick Reply” or “Call to Action”.
4. Submit: Click Submit. Create Template Form Light

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3. Approval & Testing

Once submitted, Meta will review your template (usually within minutes). Check the Status column in the Templates table:
  • PENDING: Meta is reviewing it.
  • APPROVED: You can now use this template.
  • REJECTED: Check the error and try again.
Approved Table Light
Test It: Click the purple Send button in the Action column to send a test message to your own number.