GETTING STARTED
Set up a charter enquiry workflow
Start with your company’s details. Connect and test your own channel before activating a software subscription.
Prepare your company workspace
Use a verified work email, set the company name and timezone, and review the information the agent can share. Invite colleagues with the access they need. Production workspace access requires an authenticator code.
Connect a number you administer
Your firm owns its Meta business portfolio, app and WhatsApp number. We guide you through registering a Cloud API number, creating a system user token and connecting the account to Desk. Add the webhook provided in your workspace, then test a message and reply. If you already use the Business app or another provider, ask for connection help before changing that setup. Any verification Meta requests is completed in your own account.
Test the complete handoff
From a separate phone you control, send the one-time connection-test phrase. Desk checks inbound receipt and delivery of its reply. Then verify your team’s alerts and the flight-request workflow. A connection screen alone is not proof that customer messages and notifications work.
Activate and retain control
Review the software package before subscribing through Stripe. WhatsApp provider charges are separate. Your firm keeps control of its Meta account and number. Coexistence can be disconnected from the WhatsApp Business app; API-only numbers need the appropriate deregistration or transfer procedure.