From fa35d0f962b06380f693ef94ac59c33bc4da755f Mon Sep 17 00:00:00 2001 From: Sangeet Mishra <143380171+SangeetaMishr@users.noreply.github.com> Date: Wed, 8 Oct 2025 16:34:46 +0530 Subject: [PATCH 1/5] Update and rename 02. Setup an organisation on GupShup.md to 02. Gupshup Setup .md changed the name added more details --- ...on on GupShup.md => 02. Gupshup Setup .md} | 81 +++++++++++++------ 1 file changed, 58 insertions(+), 23 deletions(-) rename docs/2. Pre Onboarding/{02. Setup an organisation on GupShup.md => 02. Gupshup Setup .md} (72%) diff --git a/docs/2. Pre Onboarding/02. Setup an organisation on GupShup.md b/docs/2. Pre Onboarding/02. Gupshup Setup .md similarity index 72% rename from docs/2. Pre Onboarding/02. Setup an organisation on GupShup.md rename to docs/2. Pre Onboarding/02. Gupshup Setup .md index 094fc5e5b..3a5a3f1f5 100644 --- a/docs/2. Pre Onboarding/02. Setup an organisation on GupShup.md +++ b/docs/2. Pre Onboarding/02. Gupshup Setup .md @@ -1,4 +1,7 @@ -> ### **5 minute read                                                                                                                         `Beginner`** +

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+ 10 minutes read Level: Beginner Last Updated: October 2025

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Video Tutorial

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Note- We recorded this video somedays back while working with an org. We will re-record a better one in future

-For a GupShup account, you will also need +### Introduction - 1. [Facebook verification process for WA business API](https://glific.github.io/docs/docs/Onboarding/Facebook%20verification%20process%20for%20WA%20business%20API/) +Gupshup is the official WhatsApp Business API provider (BSP) used by Glific. All WhatsApp communication for your chatbot flows through Gupshup’s platform. +Gupshup setup is required for the below resons: +- Meta (Facebook) mandates that businesses connect through a verified BSP. +- Gupshup provides the interface for creating a WhatsApp Business Account (WABA), managing templates, and ensuring compliance. +- Without completing the Gupshup setup, your chatbot cannot go live on WhatsApp. -1. A new phone number or an phone number that hasn’t been used with WhatsApp(\*\*). The sim card should be activated with a minimal plan so as to receive sms verification code/call from Gupshup -2. To dis-associate your phone number from WhatsApp you need to open WhatsApp on your phone. Go to Settings → Account → Delete my account. Note - simply uninstalling the app **does not\*\* remove the association between the phone number and WhatsApp. +### Prerequisites -___ -## Create your GupShup Account +Before you begin, make sure you have: +- [Facebook verification process for WA business API](https://glific.github.io/docs/docs/Pre%20Onboarding/Facebook%20Verification%20Process%20for%20WhatsApp%20Business%20API) + +- A new phone number or a phone number that hasn’t been used with WhatsApp. The sim card should be activated with a minimal plan so as to receive sms verification code/call from Gupshup + +- To dis-associate your phone number from WhatsApp you need to open WhatsApp on your phone. + Go to Settings → Account → Delete my account. + +Note - simply uninstalling the app **does not** remove the association between the phone number and WhatsApp. + +### Process Overview + +Here’s a quick look at the steps you will complete: -> **Note :-** _This is a Self-Service step. No need to contact to Gupshup for this. Gupshup may take the route of enterprise Gupshup setup, which is not useful and not required for Glific SAAS service._ +image -1. Next, go to [Gupshup.io](https://www.gupshup.io/) and click on sign up -![image](https://user-images.githubusercontent.com/32592458/212237110-a32280c9-8826-474b-b7a0-094c84bbcd0d.png) +1. Go to [Gupshup.ai](http://Gupshup.ai) and click on sign up + +image 2. Then create your account using Google(preferred) and **using a common email id** like `info@glific.org` or `chat@glific.org` instead of a personal email id so that it can be accessed by different team members when something fails to work. 3. Complete the Signup. -![image](https://user-images.githubusercontent.com/32592458/212237130-d20dc178-ccff-46b0-984a-b79d67cce1f0.png) +image 4. A verification mail will be sent on the updated email address. Please verify the link by logging into your email account. @@ -165,15 +183,13 @@ This is something internal and not visible to your end users & also **it cannot 28. Then go to the Security Centre page on `Facebook business manager`. You should find the `start verification` button activated. In case it doesn't get activated instantly, you may give it some time. If it's taking longer than a few hours, contact us. -![image](https://user-images.githubusercontent.com/32592458/212237581-64976b86-a052-47a1-a685-10cc604032b5.png) 29. If you still don't see or get access to `start verification`, go to News Pages in your business manager, add your page and then click on verify your business. -![image](https://user-images.githubusercontent.com/32592458/212237592-58a68279-af03-44b9-bca4-4e9b38d5e7f6.png) -30. The process is straightforward after that. You will be required to verify your business by uploading some documents. Please refer to this document for verification guidance: [https://drive.google.com/file/d/1HhcirTBjhiYdXcOUFg04uJG4yxL8vpq-/view?usp=sharing/](https://drive.google.com/file/d/1HhcirTBjhiYdXcOUFg04uJG4yxL8vpq-/view?usp=sharing/) +30. The process is straightforward after that. You will be required to verify your business by uploading some documents. 31. As the doc will mention, using `Certificate of registration` is highly recommended to not get the approval process rejected. _Please make sure your provided business details exactly match with the detail in the document._ @@ -182,18 +198,37 @@ This is something internal and not visible to your end users & also **it cannot 32. Once done, Facebook will take 3-4 working days to review and you will receive an email once this is done. The button in the Security Centre will also have changed. Please reach out to us in case it's taking more than a week. We'll reach out to FB to expedite the process. -33. Please make sure your option to send template messages is enabled (see below*).* +## Configure Read Receipts in the Gupshup Account -![image](https://user-images.githubusercontent.com/32592458/212238218-000a79e2-1a16-44ad-aaf3-5346c573a553.png) +Please refer to [Configure read receipts in Gupshup account](https://glific.github.io/docs/docs/FAQ/Configure%20read%20receipts%20in%20Gupshup%20account./) for detailed steps. -34 . Turn off the **automated opt-in message** option (refer to the image below ), so that users will not get optin message when they send the message for the first time. Glific provides an easier way to get optin preferences from a flow. Refer [Configure Optin & Optout preferences in Glific](https://glific.github.io/docs/docs/Product%20Features/Flows/Others/Configure%20Optin%20&%20Optout%20preferences%20in%20Glific/) for more details. +If you're done with this step and want to get started with Glific, you may also [check out the onboarding steps here](https://glific.github.io/docs/docs/Onboarding/Glific%20Onboarding%20Toolkit). -![image](https://user-images.githubusercontent.com/32592458/212238328-fa927959-1c14-454c-94aa-8e5a52fff64a.png) -![image](https://user-images.githubusercontent.com/32592458/212238338-19775932-dfd0-422a-94e7-964db10b4fab.png) -___ -## Configure Read Receipts in the Gupshup Account -Please refer to [Configure read receipts in Gupshup account](https://glific.github.io/docs/docs/FAQ/Configure%20read%20receipts%20in%20Gupshup%20account./) for detailed steps. +### FAQ + +1. How to change my WhatsApp display name? + +- Refer to [this guide](https://www.facebook.com/business/help/378834799515077) by Meta to know the complete details + +2. What are the guidelines for choosing a display name? + +- Please check [this documentation](https://www.facebook.com/business/help/338047025165344). + +3. How will my display name appear to end users? Can I get it verified? + +- Read more about display names and verification [here](https://support.gupshup.io/hc/en-us/articles/360012076019-How-to-get-a-verified-tick-How-will-my-display-name-show-to-end-users). + +4. How do I apply for the WhatsApp Green Tick (official business account)? + +- Follow the steps outlined [here](https://support.gupshup.io/hc/en-us/articles/360012076019-How-to-get-a-verified-tick-How-will-my-display-name-show-to-end-users) + +5. Where can I find my WABA ID? + +- Log in to your Gupshup account → go to Dashboard → open the Settings tab → your WABA ID will be listed there. + +6. What happens if the Gupshup app gets banned? + +- Your WhatsApp chatbot will stop working immediately. Please reach out to the Glific Support Team on [Discord](https://discord.gg/gYHMRGQVpT) . -If you're done with this step and want to get started with Glific, you may also [check out the onboarding steps here](https://glific.github.io/docs/docs/Onboarding/Glific%20Onboarding%20Toolkit). From 67272085179486e1176fbf4cd0d56ef65b74d5cb Mon Sep 17 00:00:00 2001 From: Sangeet Mishra <143380171+SangeetaMishr@users.noreply.github.com> Date: Wed, 8 Oct 2025 16:58:17 +0530 Subject: [PATCH 2/5] Rename 02. Gupshup Setup .md to 02. Gupshup Setup.md --- .../{02. Gupshup Setup .md => 02. Gupshup Setup.md} | 0 1 file changed, 0 insertions(+), 0 deletions(-) rename docs/2. Pre Onboarding/{02. Gupshup Setup .md => 02. Gupshup Setup.md} (100%) diff --git a/docs/2. Pre Onboarding/02. Gupshup Setup .md b/docs/2. Pre Onboarding/02. Gupshup Setup.md similarity index 100% rename from docs/2. Pre Onboarding/02. Gupshup Setup .md rename to docs/2. Pre Onboarding/02. Gupshup Setup.md From e87222786a7040051fd0d4530dddebf824349091 Mon Sep 17 00:00:00 2001 From: Sangeet Mishra <143380171+SangeetaMishr@users.noreply.github.com> Date: Wed, 8 Oct 2025 19:56:40 +0530 Subject: [PATCH 3/5] Update 02. Gupshup Setup.md removed broken links --- docs/2. Pre Onboarding/02. Gupshup Setup.md | 8 ++++---- 1 file changed, 4 insertions(+), 4 deletions(-) diff --git a/docs/2. Pre Onboarding/02. Gupshup Setup.md b/docs/2. Pre Onboarding/02. Gupshup Setup.md index 3a5a3f1f5..938405f5e 100644 --- a/docs/2. Pre Onboarding/02. Gupshup Setup.md +++ b/docs/2. Pre Onboarding/02. Gupshup Setup.md @@ -198,13 +198,13 @@ This is something internal and not visible to your end users & also **it cannot 32. Once done, Facebook will take 3-4 working days to review and you will receive an email once this is done. The button in the Security Centre will also have changed. Please reach out to us in case it's taking more than a week. We'll reach out to FB to expedite the process. -## Configure Read Receipts in the Gupshup Account +### Configure Read Receipts in the Gupshup Account -Please refer to [Configure read receipts in Gupshup account](https://glific.github.io/docs/docs/FAQ/Configure%20read%20receipts%20in%20Gupshup%20account./) for detailed steps. - -If you're done with this step and want to get started with Glific, you may also [check out the onboarding steps here](https://glific.github.io/docs/docs/Onboarding/Glific%20Onboarding%20Toolkit). +Please refer to [Configure read receipts in Gupshup account](https://docs.gupshup.io/docs/webhooks-2) for detailed steps. +### Add Display picture +Please refer to [add display picture ](https://docs.gupshup.io/docs/profile) ### FAQ From c8b6c2ffbb6a1c0e157ae452dc15c6662853d7f5 Mon Sep 17 00:00:00 2001 From: Sangeet Mishra <143380171+SangeetaMishr@users.noreply.github.com> Date: Wed, 8 Oct 2025 20:11:26 +0530 Subject: [PATCH 4/5] Update 02. 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- 10 minutes read Level: Beginner Last Updated: October 2025

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10 minutes readLevel: BeginnerLast Updated: October 2025
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10 minutes readLevel: Beginner Last Updated: October 2025

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Video Tutorial