Tutorials
Navigating the Whatzapio dashboard
Author: Whatzapio Admin
Whatzapio Tutorial: Complete Setup Guide for Whatsapp Business Number
Author: Whatzapio Admin, 23 Jan 2026
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In this step-by-step tutorial, you’ll learn how to create or connect your WhatsApp Business Account (WABA) inside Whatzapio using Embedded Signup, verify your business, add a phone number, set up message templates, enable webhooks, and send your first test message—so you can start automating WhatsApp conversations fast.
About Whatzapio:
Whatzapio is a WhatsApp Business automation platform that helps you connect Facebook Ads to WhatsApp, build no-code bot flows, power 24/7 AI replies from your knowledgebase, and track conversions end-to-end.
What you’ll learn:
- Prerequisites for WABA (Business Manager, phone number, display name)
- How to create/connect WABA with Whatzapio’s Embedded Signup
- Verifying your business and registering your WhatsApp number
- Creating and submitting message templates for approval
- Enabling campaigns and sending a test message
- Basic troubleshooting and go-live best practices
- Before you start (requirements):
A Facebook Business Manager with admin access
- Business verification documents (legal name, address, website)
- A phone number not currently used on WhatsApp (remove from the app if needed)
- A compliant display name that matches your brand
- Payment method set in Business Manager if you’re billed directly by Meta (if billed via Whatzapio, you can use the in-app wallet/top-ups)
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Whatzapio Tutorial: How to connect FB ads
Author: Whatzapio Admin, 23 Jan 2026
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In this step-by-step tutorial, you’ll learn how to connect your Facebook Ads to Whatzapio so leads and chats flow straight into WhatsApp. We’ll cover both Click to WhatsApp (CTWA) ads for instant conversations and Facebook Lead Ads for form-based leads that trigger automated WhatsApp follow-ups, bot flows, and AI replies.
About Whatzapio:
Whatzapio is a WhatsApp Business automation platform that links Facebook ads to WhatsApp, lets you build no-code bot flows, powers 24/7 AI replies from your knowledgebase, and tracks conversions with dashboards and webhooks.
What you’ll learn:
The difference between CTWA and Lead Ads, and when to use each
Connecting your Facebook account, Ad Accounts, and Pages to Whatzapio
Mapping Lead Form fields to Whatzapio and triggering WhatsApp messages
Creating CTWA ads with a WhatsApp entry point and ref parameters
Setting up auto-replies, bot flows, and agent handoff in Whatzapio
Tracking conversions and optimizing spend
Before you start (requirements):
Facebook Business Manager admin access
Access to the target Ad Account and Facebook Page
A connected and verified WABA/WhatsApp number in Whatzapio
Approved WhatsApp message templates for business-initiated outreach
Optional: Meta Pixel/CAPI for deeper attribution
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Whatzapio Tutorial — How to Connect the AI Assistant to WhatsApp
Author: Whatzapio Admin, 23 Jan 2026
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Learn how to turn on and configure Whatzapio’s AI Assistant so it can answer FAQs from your knowledgebase, personalize replies, trigger bot flows, and hand off complex chats to human agents. We’ll walk through connecting data sources, setting reply rules, testing, and going live on your WhatsApp Business number.
About Whatzapio (context):
Whatzapio is a WhatsApp Business automation platform that links Facebook Ads to WhatsApp, offers a no-code bot flow builder, AI-powered responses using your knowledgebase, ecommerce webhooks, and conversion tracking.
What you’ll learn:
- Enable the AI Assistant in Whatzapio and connect it to your WhatsApp number
- Add knowledge sources: URLs/website crawler, PDFs/Docs, FAQs, and internal notes
- Set assistant behavior: tone, languages, response length, and safe fallback rules
- Define confidence thresholds and automatic handoff to human agents
- Map intents/keywords to no-code bot flows and canned replies
- Personalize answers with variables (name, order ID) and ecommerce events
- Test in a sandbox chat, review logs, and publish to production
- Monitor performance with dashboards and improve answers over time
Before you start (requirements):
- Get your open AI API key
- A connected and verified WhatsApp Business Account (WABA) in Whatzapio
- Knowledgebase content ready (website, docs, FAQs) for accurate answers
- At least one approved WhatsApp message template if you’ll start business-initiated conversations
- Admin access to Whatzapio and your Facebook Business assets
For any further clarifications and onboarding assistance, please reach out to us at admin@whatzapio.com.