Scale your business with

WhatsApp Business API

WATI.io by Clare.AI
 We are Clare.AI (Official partners of whatsapp)

That’s where we began! More to come!

2016 2017 2018 2019 2020 2021

Sept Apr Apr Feb Feb Jam

/ Clare.AI is founded HKICT Awards 2017: / AIG HK / Cigna HK / Cigna HK ft. WhatsApp
Best FinTech Award Channel expansion to Facebook First WhatsApp for Business Selected by WhatsApp as Launched advance
Bronze digital assistant to search and one of the global use cases flowbuilder feature
Sept Aug book panel doctors and being presented in CES
Cyberport Fintech 2020 …in Las Vegas. (Click
Jun / JP Morgan
Hackathon Mar here) Feb
1st regional projects in
st
1 Prize Winner Citi HK FinTech …Taiwan (e-trading) Onboarded 3000+
Challenge ET Net FinTech Award Sep
Outstanding AI (Customer global clients in 54+
Barclays Hackathon Silver Prize Oct countries
Experience) Messaging / Oversea WATI enterprise
Manchester / HKTV Mall Platform partner
nd
2 Prize Winner HKUST One Million Dollar
Entrepreneurship eCommerce industry, Launched for Changi Jul
Fintech SuperCharger Competition broaden the services scope May Airport with dedicated
by CRM systems integration Sequoia Series A
Cohort 2.0 Silver Prize hosting in Singapore
/ HK Government Funding 8Mn$!
Nov First HK Government digital Dec
Zeroth.AI, leading July / Sunlife Malaysia assistant launched for InvestHK
/ 500+ Clients milestone
AI accelerator Z01 / Fidelity HK Regional projects growing in Reached 500+ clients and
First bilingual digital South East Asia Dec launched various
assistant project launched Dec integration features
on Asset Management WATI
/ Official WhatsApp Partnership officially
Selected as 1/30 WhatsApp’s launched! 2
global Business Partners
WhatsApp Ecosystem
WhatsApp Messenger
Individual
● Free application
● Download from app stores
● Single device access
● Limited functionality
WhatsApp
WhatsApp Business
Enterprise API
Small Business Enterprise
● Paid application
● Free application
● Can’t download from any app
● Download from app stores
store
● Single device access
● Business number needs to be
● Limited functionality
migrated to Whatsapp API
● Multi device access
● Multi-functional
3
WhatsApp Ecosystem

Personal WhatsApp WhatsApp Business App WhatsApp Enterprise API

Target users Individual/ General Public Small Business Medium Business/ Enterprise

How to get? Download by app stores Download by app stores Obtained through official providers

Multiple devices access ✗ ✗ ✓

Broadcast Campaign ✓ ✓ ✓
(Upper Limit:256) (Upper Limit:256) (Starts from 1000 contacts / 24 hours )

Business Verification ✗ ✗ ✓
Integration ✗ ✗ ✓
Setup Time ✗ ✗ 20 min

Create Automations
Other functions Easy message forwarding Quick reply/ saved reply Expand your business
Monitor productivity 4
 Is WhatsApp API suitable for you?
Once you migrate to API, Irreversible change
Multiple devices access
Template message/ Broadcast message
Broadcast mass messages Pre-approval Mandatory

Customer segmentation
Setup time + Business Verification

Targeted campaign Automation

Does not support WhatsApp Group
Customised broadcast messages Does not support WhatsApp call/ video call

Reporting and tracking 24 hours support window

5
How the channel works

WATI Software Business owners can use

(Official partners of whatsapp) WATI to communicate
with their customers via
Whatsapp

Unfortunately public users cannot obtain API directly from WhatsApp.

They are required to contact the official partners for the application
process.

6
Customer Journey from
Entry Point to Conversation with WATI

Bot

Human
Agents

Customer Entry Point Conversation

Website / Facebook / Instagram/ Whatsapp

 How to get the Whatsapp API ?

Provide us with your WhatsApp

Business owners WATI Software Business number for
Subscription Enterprise API
API migration Use WATI to
Activation communicate with
customers via Whatsapp
Business Verification

8
How to Get Started ?

9
Mandatory requirements for
Whatsapp API

10
 Mandatory Requirements
Verified Facebook
Business Manager ID
(a) Don't have a Facebook
Business Manager? Create Now
(b) Facebook Business Manager
not verified? Verify Now
1
Business Number
(a) Business number must not
have an active WhatsApp
account at the time of API
migration.
(b) Want to delete the
WhatsApp account from the
number? Learn how to delete
2
Display Name 3
(a) Display Name must have a
clear relation with the business.
(No personal names/name of
location/slogan allowed)
(b) Display Name must adhere to
WhatsApp Display Name
Guidelines. Read Guidelines
11
Whatsapp API : How to use?

12
Types of Messages you can send

15k free messages/month

All broadcast messages are

13
chargeable @ 0.005$/msg
 Template Messages vs.
✔ Outbound messages sent via Clare.AI that
use one of the pre-approved templates.
These are generally unsolicited transactional
messages (delivery alerts, appointment
reminders, etc.) sent to users who have opted
in to receive messages from you.
All broadcast messages are chargeable
at 0.005$/msg
Customer Support Messages
✔ All replies to incoming messages, respond
to these messages within 24-hours. A
messaging session starts when a user sends
your application a message, and lasts for 24
hours from the most recently received
message. Customer Support messages do
not need to follow a template, and can
include media attachments.
● 15k free messages/month (monthly plan)
● 50k free messages /month (annual plan)
14
Broadcast Messages

15
Broadcast / Template Message limits (Set by WhatsApp)
All businesses are classified under 4 different categories - Tier 1/2/3/4

Tier 1 Tier 2 Tier 3 Tier 4

Can send broadcast Can send broadcast Can send broadcast Can send broadcast
messages to messages to messages to messages to

1k 10k 100k Unlimited

customers in 24 hrs customers in 24 hrs customers in 24 hrs customers in 24 hrs

* All businesses start as Tier 1

If you send messages to If you send messages to If you send messages to

2k customers in 7 days 20k customers in 7 days 200k customers in 7 days
Auto-upgradation to next tier
Auto-upgradation to next tier Auto-upgradation to next tier

16
More information here: https://developers.facebook.com/docs/whatsapp/api/rate-limits/
Whatsapp Green Tick Verification
PROFILE OUTGOING INCOMING

Company Name is
displayed with green
check icon

Company Name serves

as branding throughout
conversation thread

What you need?

● Separate application
process
● Business must be
Tier 2 or 3
17
● High rated business
WhatsApp Commerce Policy
WhatsApp holds a strong stance on restricting certain kinds of industries, goods, and services for registering on the platform.
Reference: https://www.whatsapp.com/legal/commerce-policy

Industry Goods Services

✗ Real, Fake, Virtual Currency ✗ Illegal products ✗ Dating services

✗ Multi-level marketing ✗ Drugs ✗ Adult services
✗ Loans ✗ Tobacco ✗ Gambling services
✗ Diet/ weight-loss related ✗ Alcohol ✗ Digital and Subscription
✗ Gamble ✗ Unsafe ingestible supplements
✗ Weapons
✗ Animals
✗ Body Parts
✗ Medical Products
18
What is WATI?

19
What is WATI?

(Whatsapp Team Inbox)

WATI CRM WATI API Gateway

✓ Unified dashboard to manage

✓ For coders/developers
customer communication
✓ Can create your own
✓ Create your own chatbot
software/solution using
✓ Track productivity
our tools
✓ Set up automations

20
The WATI CRM Interface : Easy, Efficient, Powerful

21
 Ways to login to WATI

Mobile
Web Browser
application

22
WATI Features

23
Key Agent
Template
Message

Features Collaboration

Automation

Contact
Management
Reporting
24
WhatsApp Team
Inbox Benefits
Be where your customers already are!

✔All-in-one inbox for WhatsApp. Enable every team

member to view, assign and respond to every message
you received via WhatsApp.

✔Allows non-technical users be able to send targeted

notification messages for specific users

✔Apply for Template Message

✔Simple CRM to store all contacts

25
Agent Collaboration Enhance agent’s productivity

✔Enable every team member to view,

assign and respond to every message you
received via WhatsApp

✔Create and use pre-canned answers to

respond quickly, personally and
consistently

✔Take private notes to share with your

team

✔View all conversation history with the

user

26
Broadcast Messages Can push customised/ Targeted messages
via WhatsApp

✔Submit Template Message for WhatsApp

approval

✔Select users and send approved Template

Message to specific users

✔Send group notification messages by using

Excel to upload contacts

Remark: All WhatsApp Template Messages are subject to

WhatsApp’s approval. Each Template Message you send is
chargeable @$0.005/message

27
Reporting
Easily manage your team’s
performance

✔Live dashboard showing current status

✔View on operator’s productivity

✔View on top issues

✔View on message volume and

performance

28
Automation
Effective and instant support to your
clients
✔Keyword based auto-reply

✔Out-of-Office message

✔Auto multimedia message

✔Automated greeting message

29
Flow Builder
Easy to set up flow builder
for chat automation (Chatbot builder)
✔Drag and drop flow builder

✔Keyword based trigger

✔Auto multimedia message

✔Automated assign agent/ label function

✔Advanced features for sorting

your data on google spreadsheet

30
WATI
Integration

31
 ✔Unique WhatsApp Team Inbox function

✔One-stop solution

Benefits • (from applying for WhatsApp Verification

Business Account to setting up WATI,
for using WATI signing off with training session)

✔Extensive 1-click integration and Expandability

✔No-code self-serve platform

• bot building

• WhatsApp Broadcast campaign

• tracking reports
32
FAQs
1. What to do if Facebook button is greyed out? Find here

2. How to verify your business on Facebook? Find here

3. What are documents required for FB verification? Find here

4. How to find your FB Business manager ID? check here

5. What are the costs for messaging in Whatsapp API? Find here

6. How to build a chatbot? Find here

7. How to get started in WATI? Next steps

8. Videos on how to use WATI ? Find here

9. How to reach out to WATI team for help?

Email at hello@wati.io
Whatsapp us at here : wa.me/85264318721
33
Thank you.
Let’s discuss this further !
Ananya Choudhary
Customer Success Manager

Email: hello@wati.io , Ananya@clare.ai

© 2020 Clare.AI Limited. Strictly confidential.
Help Center: https://support.wati.io/l/en
Documentation: https://docs.wati.io/reference
34