Adding a WhatsApp Connection

TrueDialog Portal

Comms Hub > Channels

This guide will show you how to create connections between the Comms Hub and your WhatsApp Account. TrueDialog supports Facebook Messenger and WhatsApp conversations through the Comms Hub, but before your users can send you messages, you will need to connect your social media accounts to TrueDialog. The Channels settings window allows you to view the Channels currently connected to your Comms Hub and add Facebook and WhatsApp Channels.

This process requires a WhatsApp Business Account with a verified business. If you don’t have a WhatsApp account, you can create one during this process, but you must have a Meta Business Account with a verified business. If your business is not verified, your WhatsApp Business Account will be disabled until it is. It is recommended that you have all your MetaBusiness and WhatsApp Business accounts created and verified before starting this process.

When you add a channel, you connect your Facebook and WhatsApp accounts using Meta’s connection interface. Please note that the process described below reflects the instructions at the time of writing, but Meta may change the process at any time without prior notice. If you encounter any issues while connecting your account, contact TrueDialog’s helpful support team at support@truedialog.com.

1. Access the Communication Hub page by clicking Comms Hub in the left sidebar.

   

2. Click the horizontal line of three dots to the right of the user name and select Channels.

   

Channels Tabs

My Channels

The My Channels tab shows you the channels connected to your Comms Hub. You can manage your Facebook Messenger and WhatsApp connections.

Add Channel

The Add Channel tab gives you options for adding connections to Facebook Messenger and WhatsApp.

Adding WhatsApp Connection

The WhatsApp connection allows users to message your WhatsApp Business number. Once your account is connected, these messages will be routed to your Comms Hub – Social Media section.

You can connect up to 3 WhatsApp channels.

1. Click WhatsApp.

   

2. The WhatsApp Connector page will open.
3. Click Connect WhatsApp.

   

4. Click Connect WhatsApp.

   

5. A new window with a Facebook login will open.
6. Enter your Email or phone and your Password in the respective text boxes.
7. Click Log In.

   

8. Click Continue as [Your Facebook Name].

   

9. Review the information on the Connect your account to TrueDialog Inc. page.
10. Click Get started.

    

11. Select your Meta Business Account from the dropdown. Note: If you don’t have a Meta Business Account, you must create one before continuing. Follow the instructions on this page or create one through Meta Business.

    

12. Verify the information on the page is correct.
13. Click Next.

    

14. Select your WhatsApp Business Account from the dropdown. Note: If you don’t have a WhatsApp Business Account, you must create one before continuing. Follow the instructions on this page or create one through WhatsApp Business.

    

15. Click Next.

    

16. Review the permissions TrueDialog is requesting and click Continue.

    

17. Wait for WhatsApp to verify your information.
18. If your WhatsApp account is successfully connected, you will see this message.
19. Click Finish.

    

20. If your connection is successful, the new connection will appear in the WhatsApp Connector table.

    

21. If your WhatsApp connection has 0 Registered Phone Numbers, you must add a number before receiving messages in your Comms Hub. Follow the instructions in the Adding a WhatsApp Phone Number article to add a phone number.