Introduction to WhatsApp API Channel Integration

1. Introduction

This guide explores tools for integrating and managing WhatsApp Business API accounts [ Integration - WhatsApp API ] channel, whether self-hosted, third-party, or purchased directly. Streamline messaging, automate workflows, and unify customer interactions across platforms.

2. Key Features

2.1. Add Number

In the [ WhatsApp API ] channel, the top is divided into two sections: self-service and third-party. The sections are described as follows.

 Purchase Number : Ideal for users without an international phone number who want to get started quickly and validate the workflow. You can add a Platform API Number (Platform Number) exclusively provided for SaleSmartly by the third-party platform, acc-buy. There is no need to provide your own phone number, allowing you to bypass the tedious registration process. A single purchase grants immediate access, making it perfect for rapidly launching your business operations.

Operation method: Click [ Purchase Number] ➔ [Authorize Login] ➔ Select the desired number package ➔ [Buy Now] to complete the number purchase.

Registration Number: Ideal for users with their own physical SIM cards or brand numbers who seek long-term stability and wish to retain full ownership of the number. SaleSmartly supports registering your existing phone number as a WhatsApp API account via two official channels—Alibaba Cloud (no card binding required) or Cloud API (direct connection to Meta)—ensuring your account assets remain secure and controllable.

Operation method: can be viewed Self-Service Registration of WhatsApp API Number

Authorization Number: Suitable for users who have already opened an account with another agent and want to take over the account to use SaleSmartly features. Supports integration with your API numbers on third-party platforms (such as YCloud, ChatApp, NxCloud). Enables unified management of accounts and message sending/receiving across platforms.

Operation method: Click [Authorize Number] > select the connected third-party platform > fill in the relevant required parameters > click Confirm, and the addition will be successful.The system provides detailed access operation instructions for different platforms. You can click How to Integrate WhatsApp Business API with Third-Party Platforms to view them

2.2. Smart Search

Self-service number partitioning supports filtering your WhatsApp API accounts by number name, number, notes, and status, helping you quickly find relevant authorized numbers.

In terms of the search box, the platform supports multi-condition search, and you can select multiple conditions to merge the search to improve the accuracy of the results.

2.3. Enable WhatsApp API number

Once you have successfully integrated WhatsApp numbers, you can manage your multiple numbers on the SaleSmartly platform , enabling one-stop chatting , sending, receiving and processing messages of your multiple WhatsApp API numbers.

You don't need to switch numbers repeatedly to reply to user messages. It helps you reply to WhatsApp API number messages more easily and quickly. Click to enable and you can receive notifications in real time. (The same applies to third parties)

2.4. Add customer service-configure customer service

After integrating your WhatsApp API account to Salesmartly, you can configure customer service for your WhatsApp API account to facilitate the management of your WhatsApp API sessions.

You can add your customer service members in [ Basic Settings -Team Management ] and configure social media accounts during the creation process.

Click the link for detailed instructions on how to add members to a project.

After creating a customer service member, you can also return to the [ Integration ] interface to quickly configure the customer service .

Click Configure Customer Service > Check the member you want to configure to this number > Click OK.

2.5. Synchronization

You can also sync the contacts from your WhatsApp API account to SaleSmartly, making it easier to follow up with chats, send bulk messages, and more.

Click Synchronize. Note that the WhatsApp API channel does not sync old contacts or past messages (the same applies to third-party channels).

After syncing, you can check the sync history to track progress. Synced contacts will be available in [ Customer  – Customer List ].

2.6. Test message

The WhatsApp API channel supports the test message function. You can use the test message to simulate visitors sending messages to preview the current configuration effect, helping you to more intuitively understand the configuration and actual effect of automation & customer service.

Click Test Message > Log in to your WhatsApp account > Send a message to test the configuration effect. (The same applies to third parties)

2.7. Editing automation

In addition, you can also configure the created automated processes for the numbers to implement required scenarios such as automatic replies and labeling.

Click Edit Automation > Check the automation process you want to configure > Click OK. (The same applies to third parties.)

Note: If you check the box "Associate all automations", the number & post comments will be automatically associated with all the created automation processes.

If you haven't created an automated process yet, click How to create an automated process to learn the detailed creation process.

2.8. Transfer contacts

The system supports migrating contacts under a certain API number to other API numbers, making it easier for you to migrate data.

Click Transfer > Select the number you want to migrate to > Click Transfer> Click OK to successfully migrate contacts. (Same for third parties)

2.9. Self-service recharge

When you buy an account by yourself, you use your balance to purchase it. When your balance is insufficient, you can recharge it on the recharge interface. The system provides a variety of recharge methods.

If you add the number yourself, the system also provides a price calculator to help you check the cost of the session.

For example, the session fees in Canada are as follows: