# Bot Setup

{% embed url="<https://youtu.be/EyTK4xx7EFQ>" %}

Here is the process to create the WhatsApp Bot using the BotPenguin's Automated onboarding.&#x20;

This document will guide you through the step-by-step process of creating the BotPenguin WhatsApp Bot using the WhatsApp Business Cloud API. Following these instructions, you can set up your WhatsApp Bot and integrate it with the BotPenguin platform.

{% embed url="<https://youtu.be/RnRSB3hMs6w>" %}

## **Getting Started** <a href="#step-1-check-for-pre-requisites" id="step-1-check-for-pre-requisites"></a>

#### Step 1: Click on the Create Bot&#x20;

* To start with Click on the Create Bot Button and Select the Whatsapp option .

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* Select the platform.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FD6pjHBWOdG7HOEsCB2xA%2Fimage.png?alt=media&#x26;token=0d35fce9-339b-49c9-a25c-3fa4a8cb5482" alt=""><figcaption></figcaption></figure>

#### Step 2: Select the UseCase

To continue select your UseCase .

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2Fb5gsw3Nw0ZFN2tzwIkP2%2Fimage.png?alt=media&#x26;token=f450c705-f204-4b6b-b17a-958d9432f016" alt=""><figcaption></figcaption></figure>

## Setting Up Whatsapp Bot

#### **Step 1:** Check for Pre-requisites <a href="#step-1-check-for-pre-requisites" id="step-1-check-for-pre-requisites"></a>

Before you begin, ensure you have the necessary prerequisites in place, such as access to the BotPenguin platform, WhatsApp number, etc.

**Pre-requisites**

{% hint style="danger" %}
A number once used on a WhatsApp bot cannot be used for other purposes till the chatbot is deleted and the number is deleted from the connected business portfolio
{% endhint %}

Before you start creating the WhatsApp bot, Make sure that you have

* A phone number that is
  * Active & capable of receiving SMS.
  * Not registered on WhatsApp or WA Business App.
* Registered legal business
* An active website with a valid privacy policy
* Business use case compliant with [WhatsApp](https://www.whatsapp.com/legal/commerce-policy) and [Meta commerce policy](https://www.facebook.com/policies_center/commerce/).
* A valid payment method (Debit or Credit card) capable of making international payments to Meta for conversation charges.
* GSTIN Number, Only if the business is registered in India.

If you have all of the above checked, You are good to start with WhatsApp Cloud API Bot.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2F1sr9APgTYtdogyAdRs8T%2Fimage.png?alt=media&#x26;token=a12a1e22-4676-4aa1-8db1-044868ad62a4" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
Please note that a single mobile number can only be utilized on one of the WhatsApp services at a given time, namely WhatsApp, WA Business, or WhatsApp Business API. If you wish to use your existing number, you must remove your account from one service before using it on another.
{% endhint %}

### **Step 2:** Create a WhatsApp bot & go through the WhatsApp Automated onboarding process <a href="#step-2-create-a-whatsapp-bot-and-go-through-the-whatsapp-automated-onboarding-process" id="step-2-create-a-whatsapp-bot-and-go-through-the-whatsapp-automated-onboarding-process"></a>

#### 2.1 Register your bot on botpenguin <a href="#id-2.1-register-your-bot-on-botpenguin" id="id-2.1-register-your-bot-on-botpenguin"></a>

1. Login to your BotPenguin Portal and Click the "Create Bot" button on the top right.
2. Select "WhatsApp" as the platform on the next page.

   Choose Platform
3. Provide the required details and follow the bot creation process.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2F5tf6LDgQeuUIx6VA9Vlt%2Fimage.png?alt=media&#x26;token=007f5f55-96a9-409c-97d3-81af9ee2fc78" alt=""><figcaption></figcaption></figure>

4. Scan the QR Code and initiate a WhatsApp message to create the demo bot 1st. Scan or Send Confirmation message

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FX4QaS6qdLfEg8noaaPhK%2Fimage.png?alt=media&#x26;token=b517b485-2411-49d3-b0ba-db9733b68add" alt=""><figcaption></figcaption></figure>

5. Upon successful verification, Click "Connect to your WhatsApp number" to start the Automated onboarding.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FUjLgH4p3EDSeSR4GXdPj%2Fimage.png?alt=media&#x26;token=15b712da-ffb8-40b7-96b3-40b9a0d81578" alt=""><figcaption></figcaption></figure>

#### 2.2 Complete Meta Automated onboarding <a href="#id-2.2-complete-meta-automated-onboarding" id="id-2.2-complete-meta-automated-onboarding"></a>

1. Select all the pre-requisite and click "Proceed"

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FnFJJxr6UqVG5rjAYXbSs%2Fimage.png?alt=media&#x26;token=40f9d1cf-a20e-48a2-adbf-293914fe117a" alt=""><figcaption></figcaption></figure>

2. Choose Automated or Manual onboarding. In this document, We will talking about Automated onboard.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2Fp3a3zGPLrRddACimyE6K%2Fimage.png?alt=media&#x26;token=f2826712-2429-40d8-a938-65a976bfcf92" alt=""><figcaption></figcaption></figure>

3. It will open up a new pop-up window where you have to complete the Meta onboarding.

<figure><img src="https://1745791824-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FAPDb8cKQtGlIAfgHjcsQ%2Fuploads%2FYcW8oJbglrZjglsOwDiD%2Fimage.png?alt=media&#x26;token=b75eb817-a27b-4798-8934-8653813c6eeb" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
Please make sure that you have not blocked the pop-up window in your browser, If yes, Please enable the same.
{% endhint %}

4. Upon successful completion, Your bot will be connected to WhatsApp. But as a last step, You have to update your payment method.

### **Step 3:** Update Payment Method to WhatsApp <a href="#step-3-update-payment-method-to-whatsapp" id="step-3-update-payment-method-to-whatsapp"></a>

In the Business Manager, update the payment method for your WhatsApp Business Cloud API account to enable seamless transaction processing.

**3.1 Access WhatsApp Account Settings**

In the "Meta Business Manager," locate and click on the "Payment Setting" button for your WhatsApp Account.

<figure><img src="https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252F33FFBPKktRz0r1JeJw1P%252FOpen%2520Payment%2520Method.png%3Falt%3Dmedia%26token%3D51589a33-660f-40b0-93be-a4c02c9c033d&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=6a85e506&#x26;sv=1" alt=""><figcaption><p>Payment Setting</p></figcaption></figure>

**3.2 Navigate to Billing and Payments Page**

On the "Billing and Payments" page, click on the "Add Payment Method" option to add a new payment method.

<figure><img src="https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FTs0zZRj5l8h2i0PdYgoX%252FOpen%2520Payment%2520selection%2520Screen.png%3Falt%3Dmedia%26token%3D617a3bec-c3cb-436d-98b5-af87c431ff1c&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=f48693d2&#x26;sv=1" alt=""><figcaption><p>Manage Payment Method</p></figcaption></figure>

**3.3 Select Payment Method Type**

Choose the payment method type that you want to use for your WhatsApp account.

Select Payment Method Type

<figure><img src="https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FPLxospLGikFdm6BqbaGm%252FSelect%2520Payment%2520Method.png%3Falt%3Dmedia%26token%3Db67c7351-a70e-4ca4-9cd8-abaace6fcdb9&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=26f8315d&#x26;sv=1" alt=""><figcaption><p>Payment</p></figcaption></figure>

**3.4 Enter Payment Details**

Enter the necessary payment details based on the selected payment method.

Enter Payment Details

<figure><img src="https://help.botpenguin.com/~gitbook/image?url=https%3A%2F%2F1745791824-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FAPDb8cKQtGlIAfgHjcsQ%252Fuploads%252FPXPCGQvovMP44p8Seyxq%252FEnter%2520Card%2520Details.png%3Falt%3Dmedia%26token%3D5f0cb57f-f79b-4cd5-a24e-74a565fd7b54&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=5058cf77&#x26;sv=1" alt=""><figcaption><p>Payment</p></figcaption></figure>

**3.5 Verify Payment Method**

Once you have entered the payment details, proceed with the verification process.

**3.6 Update Business Information**

1. After successful verification, make any necessary updates to your business information.
2. You have successfully updated the payment method on your WhatsApp account.

Congratulations! You have successfully created the BotPenguin WhatsApp Bot using the WhatsApp Business Cloud API and integrated it with the BotPenguin platform. Your WhatsApp Bot is now ready to interact with users and provide automated responses.

{% hint style="info" %}
Please note that specific steps and requirements may vary based on updates and changes in the BotPenguin and WhatsApp Business Cloud API platforms. If you encounter any difficulties during the process or have further questions, please refer to the official documentation of BotPenguin and WhatsApp Business Cloud API, or contact their support teams for assistance.
{% endhint %}