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User Documentation

👋 Welcome

  • 👋Welcome
  • Feature Requests
  • File Upload API
  • Support Ticket

Platform Overview

  • Platform Overview

Messaging Channels

  • Messaging Channels
  • WhatsApp API
    • Getting Started With WhatsApp API
      • Delete WhatsApp API Number
      • Apply For Blue Tick In WhatsApp
      • Messaging Limits
      • Account Quality
      • Update Business Profile And Display Picture Of Your WhatsApp API Number
      • Apply For Facebook Business Verification
      • Set 2fa For Your WhatsApp Channel
      • Change WhatsApp Display Name
      • Migration Stuck In Between Or Getting Permissions Error
      • If your Meta Business Account Is Verified
      • Migrate an Existing Number
      • Register a Co-existing Number
      • Register a New Number
    • Managing your WhatsApp API
      • Create an Chatbot Using AI ( Vibe Bot Building ) ?
      • Test messages and check why they’re not delivering on the WhatsApp API channel
      • Send a Custom reference ID in the WhatsApp Send Message API and receive it in webhook data.
      • Direct Meta Response With WA Message Id For Send Message API Call
      • Create Commands On WhatsApp Or Predefined Menu Or Quick Access Menu
      • Create Ice Breakers For WhatsApp API
      • Create QR Code For Your WhatsApp API Number
      • Create Commands Or Menu For End Users For WhatsApp API
      • Transfer Channel Wallet Balance From one Channel to Another
      • Withdraw Channel Balance to User Central Coin Balance
      • Change Currency of your WhatsApp Channel
      • Set Webhook URL to Receive Delivery Reports / Message Statues From Meta For Your WhatsApp API
      • Send Messages Via API For your Official WhatsApp Number ( Postman )
      • Channel Section Overview
      • Creating Template
        • Interactive Marketing Templates
        • Carousel Marketing Template
        • Limited Time Offer Marketing Template
        • Catalogue Marketing Template
        • Multi Product Message Marketing Template
        • Interactive Utility Template
        • Order Details Utility Template
        • Order Status Utility Template
        • Authentication Template
        • Create Templates via AI for WhatsApp
        • How to use Toll Free Number in WhatsApp Template Call Now Button
        • Bulk Clone WhatsApp Templates Between Different WhatsApp API Numbers
        • Create WhatsApp Template with Native Flow (Mini App)
  • Facebook Page
    • Connect a Facebook Page
  • Instagram
    • Connect Your Instagram Page / Profile ?
  • Google RCS - India
    • Apply For RCS Agent / Bot For Your Brand ?
    • RCS Application Approval: How to Reply to the Email Received on Your Brand Email ID
    • Explanation Of RCS Messaging And Session Charges – Only For India

CRM V2

  • Create the Chat Resolution Form
  • Canned Reply Or Quick Reply
  • Agent Creation & Scheduling for Departments
  • CRM Triggers
  • Department Schedule Overview
  • Run a Drip Campaign and Update it in Boards
  • Department Strategies Overview
  • Create and Manage Cards
  • Create a Department
  • Department Setup & Management
  • Creating a Board
  • Use Tags in Live Chat for Better Management
  • Create Team Members Or Chat Operators ?
  • Create Session Configuration in Roles & Permissions
  • Create Role And Permissions For Team Members ?
  • Super Fields
    • Creating Super Fields In CRM ?
  • Contacts
    • Export Contacts From CRM With Super Fields ?
    • Import Contacts in CRM ?
  • Tags
    • Using Tags Inside Automation & Workflows
    • Create and Use Contact Tags in CRM
  • Campaigns
    • WhatsApp Campaign
      • Send a Rocket Campaign
      • Overview and Enable Rocket Campaign
      • Send Bulk WhatsApp Campaigns To Millions Of Contacts From 100s of WhatsApp Numbers ?
      • Opt-out Users / Stop Users from receiving Bulk msgs?
      • Use API Campaigns To Track Status Of Messages Sent Via API ( Delivered / Read / Failed ) ?
      • Check Why Messages Are Getting Failed In Broadcasts / Campaigns ?
      • Send Bulk Messages Of a Catalogue Template ?
      • Send Carousel Template Messages In Bulk on WhatsApp ?
      • Send Bulk Messages Of LTO (limited time offer) Coupon Code Template ?
      • Send Multi Product Message In Bulk On WhatsApp ?
      • Send Campaign by Segmented Contacts
      • Send Campaign By Quick Contacts
      • Send Campaign to All Contacts
    • RCS Campaign
      • Check RCS Bulk Campaign Delivery Reports
      • Create and Send Interactive RCS Broadcast Campaigns
      • Send Carousel Message Type in RCS Bulk Campaigns
      • Send an RCS Bulk Campaign Using Images or Videos & Buttons with Text (Cards)
      • Send RCS Bulk Text Broadcast to Multiple Recipients
  • Inbox
    • Use Tags in Live Chat for Better Management
    • Create And Use Filters to Manage Chats
    • Inbox Walkthrough
  • Team Member
    • Create Team Members Or Chat Operators ?
    • Create Session Configuration in Roles & Permissions
    • Create Role And Permissions For Team Members ?
  • Departments
    • Create the Chat Resolution Form
    • Agent Creation & Scheduling for Departments
    • Department Schedule Overview
    • Department Strategies Overview
    • Create a Department
    • Department Setup & Management
  • Boards
    • Run a Drip Campaign and Update it in Boards
    • Create and Manage Cards
    • Creating a Board
  • Segments
    • Creating Segments

AI Dashboard

  • Create A Complex AI Bot which detects user intent and routes user and gives relevant answers
  • Create a Basic AI Chatbot on WhatsApp which replies on our data
  • Create AI Agent which replies to user greetings or thanks / good byes
  • Test your AI Agent
  • Train an AI Agent with our data or docs or file
  • Create An AI Agent
  • Access AI Dashboard to Create AI Agents

Voice AI

  • Voice AI Overview In English
    • Embed Voice AI into Your Website
    • Add Voice Credit
    • Set Voice AI Appearance Settings
    • Select the Model and voice
    • Instruct Voice AI
    • Voice AI Overview In English
  • Voice AI Overview In Hindi
    • Embed Voice AI into Your Website
    • Add Voice Credit
    • Set Voice AI Appearance Settings
    • Select the Model and voice
    • Instruct Voice AI
    • Voice AI Overview In Hindi

Bot Builder

  • Pause Automation Block
  • Stay in Session Block
  • Save Variable Value Block
  • Working Hours Block
  • Smart Wait Block
  • Check Errors With The Bot Flow
  • Lock or Unlock Botflow and Automations?
  • If Deleted by Mistake How To Connect A String Again
  • WhatsApp ChatBot
    • Store Bot Data in Google Sheets (Real-Time)
    • Trigger a Bot Flow Via Inbound Webhook
    • Regex To Validate User Replies in a Chatbot Flow
    • Where to Find BotFlow Templates for Different Industries
    • Send Data from Bot Builder to Automation Builder To Trigger an Automations Between the Bot
    • Go To Block Function in Bot Flow
    • How To Store Hidden Values With Buttons And Use Them For Bots – Button Payloads ?
    • Create WhatsApp Native Flows From WA Manager And Send Them To Users
    • Trigger Different WhatsApp Bots For Different Meta CTWA (Ads) ?
    • Send Super Field Data to External WhatsApp Number
    • External API Integration in Bot Flow
    • Share And Clone Bot Flow
    • Create WhatsApp Bot to Collect User Data in CRM
    • Create a WhatsApp Chat Bot ?
    • Types Of Triggers
    • Google Sheet Blocks
      • Clear a Cell
      • Update a Cell
      • Get a Cell
      • Delete Row
      • Clear Row
      • Add Row
      • Get a Row
      • Update Row
      • Update a Cell
      • Add New Row
      • Add Row (Modified Response)
      • Lookup Spreadsheet Rows
      • Get Rows
      • Copy a Sheet
      • Create Spreadsheet
      • Fetch Data from Google Sheets & Create Dynamic Buttons/List
      • Google Sheets Data Search via Bot Flow
      • Store Bot Data in Google Sheets (Real-Time)
    • Message Blocks
      • Send Carousel Template Message in Bot Flow
      • Order Status Message Block
      • Template Message Block
      • Contact Message Block
      • Location Message Block
      • Audio Message Block
      • Document Message Block
      • Video Message Block
      • Multiple Image Block
      • Image Message Block
      • Text Message Block
    • Question Blocks
      • Ask a Question Block (Text Message)
  • Instagram ChatBot
    • Run Instagram DM Chatbot For Instagram Click To DM Ads
    • Check If Someone Follows You on Instagram
    • New Message Trigger Works For Instagram
    • Create Instagram Message Match Keyword Bot ?
  • Facebook ChatBot
    • How to Create Chat Bot for your Facebook Page ?
    • How To Create A Facebook Comment Bot or Automation ?

Automations Builder

  • How to Recover Abandoned Carts In Shopify By Sending WhatsApp Follow up Message ?
  • How to Send Birthday And Anniversary Greetings Via WhatsApp?
  • How to Send Payment Reminders Or Invoice Due Date Alerts Via WhatsApp ?
  • How To Send WhatsApp Messages For New Leads / Inquiry On Trade India
  • How to take payment via Stripe in Automation flow ?
  • How To Trigger Missed Call Webhook In Automations Builder ?
  • How to Send WhatsApp Message When Someone Submits A Google Form?
  • How to Recover Abandoned Carts In Shopify By Sending WhatsApp Follow up Message ?
  • How To Send Tracking link To Customers In WhatsApp And Collect Feedback For Shopify Orders ?
  • How to Send WhatsApp Message To Customer when New Order is Received in Shopify ?
  • How To Trigger Automations Flow Or WhatsApp Messages For All Or Selected Rows in Google Sheet ?
  • How To Trigger Automations Flow Or Send WhatsApp Messages From Google Sheet Particular Column Change
  • How To Create Drip Campaigns ?
  • Trigger Workflow Via Inbound Workflow Or Send WhatsApp Messages Via Inbound Webhook Trigger
  • Datastore
    • Update Record with Record ID
    • Find Record with Record ID
    • Get Record with Record ID
    • Search Records with Record ID
    • Add New Record In Data Store
    • Creating Database in Mongo DB and Creating Datastore in Dashboard

Automation Apps / Blocks

  • Basic Iterator
  • Random Number Generator Block
  • Calculator Block
  • Time Delay Block
  • Splitter Block
  • Workflow Counter
  • Slice And Parse Function
    • Slice And Parse Function
    • Parse Number Function
    • Slice Function
  • Text Block
    • Generate Unique ID
    • Change Case
    • Text Parser
    • Default Value
    • HTML to Markdown
    • URL Decode
    • URL Encode
    • Split Text Block
    • Remove Text block
    • Replace Text Block
    • Find Text Block
  • Date-Time Formatter
    • Format Date (To Specific Time-Zone)
    • Get Date-time from Unix Timestamp
    • Format Date with Time Zone
    • Get Current UTC Timestamp
    • Current Date
    • Add-Subtract Time
    • Format Date Only
    • Get Duration Difference
    • Modify Current Date Block

WhatsApp Mini Apps

  • Creating a Dynamic Dropdown Using API in Mini App
  • Conditional Calculations in Mini App Using Dynamic Logic
  • Create WhatsApp Template with Native Flow (Mini App)
  • Send WhatsApp Native Flow & Store Responses in CRM
  • Send WhatsApp Mini Apps / Native Flows Via Bot Builder
  • Create Basic WhatsApp Mini App
  • Overview of WhatsApp Mini Apps
  • Send Data to Google Sheet once Mini App is Submited

Ecommerce

  • Define Default Field Values For Product Fields, Important For Indian Users Before Pulling Products.
  • How To Collect Address, Payment and Other Details From User After You Receive An Order ?
  • How To Collect Payment Via Razorpay ( INDIAN GATEWAY ) For WhatsApp Native Commerce ?
  • How To Import Products In Bulk Via Google Sheet ?
  • How To Send Products To Your Customers ?
  • Only For Indian Users – To Update Business Compliance Information To Sell Via WhatsApp Commerce
  • Push Products To Meta Catalog
  • Disable Mandatory Requirement For External Product Link
  • Sync Products And Orders System Fields And Edit them
  • Enable APIs For Ecommerce
  • Connect Meta Catalog With Ecommerce Platform
  • Link Meta Catalog or WhatsApp Catalog As A Store Front In Ecommerce Section
  • Create Product Categories
  • Create A Meta Catalog And Link With WhatsApp API Number
  • Enable / Disable Cart Functionality For WhatsApp API Number
  • Enable / Disable Catalog Icon For WhatsApp API Number
  • Sync System Fields
  • Getting Started With WhatsApp Commerce
  • Add New Product
  • Connecting with Shopify
    • How to Pull Existing Products from Shopify ?
    • How to do Base Sync settings of the Shopify Store ?
    • How To Connect Your Shopify Store To Ecom Section ?
    • How to Push Existing Products of Shopify to Meta Catalog ?

Media Manager

  • Create Folder and Upload Files in MediaBot?
  • Create Customers and Give Permissions in MediaBot?

Chat Widget

  • How To Send Pre Chat Form Data To A Webhook Url Or To Automations Builder ?
  • How to View / Export Leads Data Received Via the Pre Chat Form ?
  • How To Add WhatsApp Widget Or Whats App Chat Icon To Your WordPress / WooCommerce Website ?
  • How To Add WhatsApp Click To Action Buttons / Lead Grabber On WordPress Website ?
  • How to Create A Chat Widget / Icon For Your WhatsApp Number ?

Payments Ecosystem

  • How to Send Message To User Once the Payment is Failed
  • How to Send Message Or Run Bot Flow Once A Payment is Successful ?
  • How to Send Payment Request Message In A WhatsApp Bot ?
  • How to Send Payment Request Campaigns On WhatsApp ?
  • How to Connect PhonePe Payment Gateway With Payments Ecosystem ?
  • How to Connect Razorpay Payment Gateway With WhatsApp Native Pay For Payments Ecosystem ?
  • How To Create A Order Details Template For WhatsApp API ?

Dynamic Experiences

  • Dynamic Experience- IMAGE
    • Generate Image Dynamically From Webhook and Send to User Via WhatsApp
    • Create Dynamic Tickets And Send It To User Via WhatsApp Bot
    • Send Dynamic Image In A Bot Flow
    • Send Dynamic Images in Bulk Via Campaigns
    • Create a Dynamic Image Experience
  • Dynamic Experience- PDF
    • Create a Dynamic PDF Experience

Integrations

  • ChatGPT / OpenAI
  • Deskera CRM
  • Zapier
    • How to Send WhatsApp Messages Via Zapier Automations ?
  • Make
    • How to send data to Make when a contact is created / custom field is updated ?
  • Pabbly Connect
    • How to Send WhatsApp Messages With Image / Document / Video Via Pabbly Connect ?
    • How to Send WhatsApp Messages Via Pabbly Connect ?
  • Shopify
    • How to Send WhatsApp Message To Customer when New Order is Received in Shopify ?
    • How to Automatically Send Shipment Tracking Details To Customers From Shopify ?
    • How To Send Tracking link To Customers In WhatsApp And Collect Feedback For Shopify Orders ?
    • How to Recover Abandoned Carts In Shopify By Sending WhatsApp Follow up Message ?
  • Woocommerce
    • How to send New Order Notifications and Status Update Notifications For WooCommerce Via WhatsApp ?
    • How To Send Recovery WhatsApp Messages For Abandoned Cart Orders In Woo Commerce?
    • How to Send Discount Coupon Code via WhatsApp to Recover Abandoned Carts In Woocommerce ?
  • Trade India
    • How To Send WhatsApp Messages For New Leads / Inquiry On Trade India
  • India Mart
    • How To Send WhatsApp Messages For New Leads Received On India Mart

Reward Points And Wallet

  • Send / Receive Updates By WhatsApp When A Customer is Created Or Transaction Is Updated
  • Add Reward Points Manually / Via Bots and Automations
  • Create A Customer And Explanation About Customer Fields
  • Create a New Store

Lead Source

  • Webhook Lead Source Integration
  • OCR Lead Capture Integration
  • Contact Book Integration
  • Call History Connect Integration
  • Type Form Integration
  • Zoho CRM Integration
  • Facebook Lead Ads Integration
  • Contact Form 7 Integration
  • Google Forms Integration
  • IndiaMART Integration

Calendar Bookings

  • Set Up WhatsApp Alerts in Calendar Booking
  • Connect WhatsApp Channel to Calendar Booking
  • How can admin approve and reject bookings via WhatsApp
  • Set Up Webhook for Event Booking Reminders
  • Create An Appointment Booking Using WhatsApp Mini App Flow
  • Create An Appointment Booking WhatsApp Chatbot
  • Create Availability Slots and Assign It To Calendar Event
  • Features of Calendar Bookings
  • Create A Calendar Event and Edit Fields / Labels

Common Error / Issues

  • Bot Not Triggering for Any Message Received Trigger Even After Marking Chats As Done ?
  • How To Check Why Messages Are Getting Failed In Broadcasts / Campaigns ?
  • WhatsApp Number Is In Pending Stage
  • Bot Not Triggering : Not Replying : Not Starting At All , How To Solve ?
  • Common Meta (WhatsApp API) Error Codes Explained
  • Troubleshooting: WhatsApp API Errors
    • Missing Flows Signed Public Key
    • WhatsApp’s New Marketing Message Limits Policy Change: Detailed Guide
    • Maximum Phone Numbers Limit Reached For A WhatsApp Business Account
    • #132005 Translated text too long
    • Your WhatsApp Business Account is restricted from creating a new template
    • WhatsApp Number Status Shows NA
    • Template name does not exist in the translation
    • #131026 Receiver is incapable of receiving this message
    • Business has been locked

CRM V1 - Old

  • Custom Fields
    • How to Create Super Fields In CRM ?
    • How to create a Custom Field?
  • Contacts
    • Difference Between Conditions: “is”, “is not “, “exists” and “does not exist”
    • How To Export Contacts From CRM With Custom Fields ?
    • How To Import Contacts And Send Bulk Messages To Users ?
    • How to Update Custom Fields in Bulk ?
  • Campaigns
    • How To Send Bulk Campaigns From Excel / Gsheet Without Importing Contacts ?
    • How To Use API Campaigns To Track Status Of Messages Sent Via API ( Delivered / Read / Failed ) ?
    • How to Send Bulk WhatsApp Campaigns To Millions Of Contacts From 100s of WhatsApp Numbers ?
    • How to Opt-out Users / Stop Users from receiving Bulk msgs?
    • How to Send Bulk Messages Of a Catalogue Template ?
    • How to send Bulk Messages Of LTO (limited time offer) Coupon Code Template ?
    • How to Send Carousel Template Messages In Bulk on WhatsApp ?
    • How to Send Multi Product Message In Bulk On WhatsApp ?
    • How to hide bulk campaign / broadcasts msgs from Inbox ?
    • How To Send Bulk Messages To Users?
    • How To Check Why Messages Are Getting Failed In Broadcasts / Campaigns ?

Inbox V1 - Old

  • How To Add Chat Notes In Live Chat?
  • How to create Canned Replies and send them via Inbox
  • How To Trigger Chatbot From Inbox ?
  • How To See Incoming Messages And Reply To User ?
  • How To Create Team Members Or Chat Operators ?
  • How To Create Role And Permissions For Team Members ?
View Categories
  • Home
  • Docs
  • Messaging Channels
  • WhatsApp API
  • Getting Started With WhatsApp API
  • Migrate an Existing Number

Migrate an Existing Number

If your Meta Business Account Is Verified #

Below is a simplified guide to ensure a smooth migration process on our platform:

Step 1: Disable Two-Step Verification #

  1. Navigate to WhatsApp Manager.
  2. Proceed to disable the two-step verification for your number.

Step 2: Follow Migration Procedure #

  • Ensure that you have access to the same Meta Business Account linked to your WhatsApp API number.
  • Note: An OTP (One-Time Password) will be sent via SMS or voice call to your WhatsApp API number as part of the verification process.

Please follow the below video documentation carefully to avoid any disruptions in service.

Follow the same steps to migrate channel from v1 to v2.

Kindly note – It will ask you to Create New WhatsApp Account, It is FINE. you will create WhatsApp Account and Migrate Your Number in It, as long as you DO NOT DELETE the Existing Number in WA Manager, your templates and blue tick ( if any ) will also be migrated.

Please Note When migrating,

  • Blue tick ( if any ) will remain intact post-migration
  • Your templates will be transferred with a 99% success rate.

After Migration ,you will have to

  • Unlink the WhatsApp catalog from your old WhatsApp Business account and link it to the new one.
  • Reconfigure payment settings in the new WhatsApp Business account.
  • Recreate all native WhatsApp flows.
  • Add your commands and ice breakers.

If your Meta Business Account Is Unverified #

If your Meta Business Account is unverified, you cannot migrate a number. Instead, you can remove your number from the WhatsApp Manager and then re-register it. Please be aware that this process will erase all your message templates, requiring you to recreate them.

Step 1 – Delete a number from WhatsApp API #

Step 2 – Register a New WhatsApp API Number

From WhatsApp Business / Personal App #

It’s important to understand that direct migration of a phone number from the WhatsApp Business App or Personal WhatsApp App to the WhatsApp API is not supported. However, you can still use your existing number with the WhatsApp API by following a two-step process: deleting it from the WhatsApp app and then registering it new with the WhatsApp API.

Key Considerations: #

  • Data Loss: When you delete your number from the WhatsApp app, you will lose all saved data on your mobile device. This includes chat histories, uploaded images, and videos.
  • Groups: You will be automatically removed from any WhatsApp groups you were a part of. If you wish to rejoin these groups, you’ll need to be added again by a group member.

Step 1 – Delete My Account from WhatsApp App #

How to delete your account | WhatsApp Help Centerfaq.whatsapp.com

Step 2 – Register a New WhatsApp API Number #

Remember, this process should be carefully considered, given the irreversible loss of your WhatsApp data and group memberships.

Updated on May 26, 2026
If your Meta Business Account Is VerifiedRegister a Co-existing Number
Table of Contents
  • If your Meta Business Account Is Verified
    • Step 1: Disable Two-Step Verification
    • Step 2: Follow Migration Procedure
  • If your Meta Business Account Is Unverified
    • Step 1 - Delete a number from WhatsApp API
  • From WhatsApp Business / Personal App
    • Key Considerations:
    • Step 1 - Delete My Account from WhatsApp App
    • Step 2 - Register a New WhatsApp API Number

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