Onboarding Guide
This document aims to streamline your onboarding journey with our comprehensive guide. Here, you will find everything you need to start with our WhatsApp Messaging Service.
Pre-Requisite
- User credentials for Smartflo Admin account.
- Access to Smartflo Omnichannel Platform.
- WhatsApp Number for enabling the WhatsApp Functionality.
Onboarding Steps
The onboarding process is described in a stepwise manner below:
- Log in to the Smartflo portal using your user credentials.

- Navigate to Settings>Channels from the side-navigation pane.

- To add your WhatsApp Number, in a new tab, browse to Smartflo Omnichannel.

- In Omnichannel, navigate to Integrations>Integration Tab from the side navigation pane.

- Select the Smartflo integration and click on enable to obtain the Access token.

- Copy the Access Token and switch to Smartflo Portal.

- Click on the Add WhatsApp Number button from the top-right section. Then, fill in the required information in the dialog box that appears.
-
Add the WhatsApp Number to be added to the account, mention a name Tag for the number, and paste your copied Access Token here then click on Submit.
-
You have successfully added your WhatsApp Number and Onboarded with Interactions.
Updated about 1 month ago