Setup

Step-by-step guide to onboarding and setting up the WhatsApp Marketing tool on LimeChat.

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Pre Requisites for Onboarding

• Setup WhatsApp Business Account (WABA)

• Setup WA Inbox on Helpdesk

• Create Outbound Bot on WA Inbox

• Approval of Message Templates

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Setting up the Marketing tool

Task-1: Integrating with Helpdesk

1

Step-1:

Go to integrations section in Flow Builder, click on LimeChat Helpdesk

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2

Step-2:

Click on Connect Now

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3

Step-3:

Enter your LimeChat Helpdesk email ID & Password, Click on Login

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4

Step-4:

Choose your brand’s account, click on Submit

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Task-2: Syncing message templates

Go to Templates section in Flow Builder, and click on "Sync All Templates".

This will initiate a sync of templates from your WhatsApp Service Provider(WSP) to LimeChat Platform. Make sure you have already got the templates approved through your WSP account.

Now you are all set to start with your marketing campaigns!

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FAQ'S

Why do I need to sync message templates?

Syncing message templates ensures that all approved templates from your WhatsApp Service Provider (WSP) are available for use on LimeChat.

What happens if my message templates are not approved?

You won’t be able to use them for marketing campaigns. Ensure they are approved by your WSP before syncing.

Do I need separate credentials for LimeChat Helpdesk integration?

Yes, you need to log in using your LimeChat Helpdesk email ID and password.