Summary
Dedicated Onboarding is an optional add-on service designed to help you get started with Wati quickly and confidently. Our onboarding specialists will guide you through account setup, business verification, migration from another provider, chatbot implementation, training, and WhatsApp Business best practices.
This service helps reduce setup complexity, avoid common issues, and ensure your team is ready to make the most of Wati from day one.
Instructions
What is Dedicated Onboarding add-on?
Dedicated Onboarding add-on provides hands-on support from Wati's onboarding team throughout your setup journey.
Whether you're setting up a new WhatsApp Business account, migrating from another provider, or implementing automation for the first time, our team will help you complete the process efficiently and correctly.
Why choose Dedicated Onboarding?
Dedicated Onboarding helps you:
Get your Wati account configured faster.
Receive guidance tailored to your business requirements.
Avoid common setup and compliance issues.
Simplify migration from another provider.
Learn best practices for using WhatsApp Business and Wati effectively.
What's included?
1. Complete account setup
Our team will assist with the end-to-end setup of your Wati account, including:
Wati account configuration.
WhatsApp number connection.
Meta account setup and onboarding.
Initial Wati configuration.
2. Business Service Provider (BSP) migration support
If you're currently using another WhatsApp Business Service Provider (BSP), we can help you migrate to Wati.
Our team will guide you through the migration process to help ensure a smooth transition with minimal disruption to your customer communications.
3. Business verification assistance
Meta Business Verification is an important step for many WhatsApp Business accounts.
Our onboarding specialists will:
Guide you through the entire verification process.
Review requirements and documentation.
Help identify and avoid common causes of delays.
Assist with the Green Tick application process.
Note: Business Verification can be completed with our guidance; however, approval of the Green Tick is determined solely by Meta and cannot be guaranteed by Wati.
4. Personalized training sessions
We provide training tailored to your business use case and team requirements.
Training may include:
Navigating the Wati platform.
Understanding key features and workflows.
Team onboarding and adoption.
Best practices for day-to-day operations.
5. Chatbot setup and optimization
Our team can help you build and improve your chatbot experience.
This includes:
Chatbot design and setup.
Automation workflow recommendations.
Chatbot optimization and review.
Guidance on improving customer interactions through automation.
6. WhatsApp Business API best practices
Our specialists will share recommendations to help you use WhatsApp effectively and responsibly.
Topics include:
WhatsApp Business compliance guidance to minimize account bans.
Messaging best practices.
Customer engagement strategies.
Recommendations to help maintain account health.
How to purchase Dedicated Onboarding
Log in to your Wati account.
Go to Settings > Account Details.
Under Billing Information, select Your Plan.
Locate the Onboarding add-On section.
Click Purchase to add Dedicated Onboarding to your subscription.
Need help?
If you have questions about Dedicated Onboarding or would like more information before purchasing, please contact the Wati team for assistance.
Frequently Asked Questions (FAQs)
Overview
1. What is the Dedicated Onboarding add-on?
The Dedicated Onboarding add-on is an optional service that provides hands-on support from Wati's onboarding team. It helps businesses set up their Wati account, complete business verification, migrate from another provider, implement chatbots, and learn WhatsApp Business best practices.
2. Who is Dedicated Onboarding designed for?
Dedicated Onboarding is designed for businesses that are setting up a new WhatsApp Business account, migrating from another provider, or implementing automation and want guided assistance throughout the process.
3. Why should I choose Dedicated Onboarding?
Dedicated Onboarding helps businesses configure their Wati account faster, receive personalized guidance, avoid common setup and compliance issues, simplify migrations, and learn best practices for using WhatsApp Business and Wati effectively.
Included services
4. What setup assistance is included with Dedicated Onboarding?
Dedicated Onboarding includes end-to-end account setup assistance, including Wati account configuration, WhatsApp number connection, Meta account setup and onboarding, and initial Wati configuration.
5. Does Dedicated Onboarding include migration support from another provider?
Yes. Dedicated Onboarding includes Business Service Provider (BSP) migration support. Wati's onboarding team guides businesses through the migration process to help ensure a smooth transition with minimal disruption to customer communications.
6. Does Dedicated Onboarding help with Meta Business Verification?
Yes. The onboarding team guides businesses through the Meta Business Verification process, reviews requirements and documentation, helps avoid common causes of delays, and assists with the Green Tick application process.
7. Does Dedicated Onboarding guarantee Green Tick approval?
No. Wati can assist with the Green Tick application process, but approval is determined solely by Meta and cannot be guaranteed by Wati.
8. Does Dedicated Onboarding include chatbot setup assistance?
Yes. Dedicated Onboarding includes chatbot design and setup assistance, automation workflow recommendations, chatbot optimization, and guidance on improving customer interactions through automation.
9. What WhatsApp Business guidance is included with Dedicated Onboarding?
Dedicated Onboarding includes guidance on WhatsApp Business compliance, messaging best practices, customer engagement strategies, and recommendations to help maintain account health and minimize the risk of account bans.