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Service Add-On: Dedicated Onboarding

Summary

Dedicated Onboarding is an optional add-on service that helps you get started with Wati quickly and confidently. Wati onboarding specialists provide guided support for account setup, migration from another Business Service Provider (BSP), Meta Business Verification, product training, chatbot and automation guidance, and WhatsApp Business best practices.

Dedicated Onboarding is designed to help your team understand how to use Wati, avoid common setup issues, and confidently build solutions that fit your business needs.

Dedicated Onboarding is a guided enablement service. Our specialists provide guidance, recommendations, demonstrations, and practical examples. Your team remains responsible for implementing business-specific configurations, chatbots, and automations.

Instructions

What is Dedicated Onboarding?

Dedicated Onboarding provides guided support from Wati's onboarding team throughout your setup journey.

Whether you're setting up a new WhatsApp Business account, migrating from another BSP, or using Wati's automation features for the first time, our onboarding specialists will guide you through the relevant setup and help you understand how to use Wati effectively.

The service focuses on guidance and enablement rather than building or implementing custom solutions on your behalf.

Why choose Dedicated Onboarding?

Dedicated Onboarding helps you:

  • Get your Wati account configured correctly.

  • Understand how Wati features can support your business requirements.

  • Avoid common setup and compliance issues.

  • Simplify the process of migrating from another BSP.

  • Learn how to use Wati's features and workflows effectively.

  • Build your team's knowledge and confidence through guided sessions and practical examples.

What's included?

1. Guided account setup

Our onboarding specialists will guide you through the key steps required to configure your Wati account, including:

  • Wati account configuration.

  • WhatsApp number connection.

  • Meta account setup and onboarding.

  • Initial Wati configuration.

The onboarding team will explain the relevant setup requirements and help you understand how to complete the configuration for your business.

2. Business Service Provider (BSP) migration guidance

If you're currently using another WhatsApp Business Service Provider (BSP), Dedicated Onboarding can help you understand and navigate the migration process to Wati.

Our onboarding specialists will guide you through the relevant migration steps and requirements to help make the transition as smooth as possible.

Migration remains subject to WhatsApp and Meta requirements, and the onboarding team does not control the outcome of the migration.

3. Business Verification guidance

Meta Business Verification may be required for certain WhatsApp Business accounts and features.

Our onboarding specialists can help eligible customers by:

  • Explaining the Business Verification process and requirements.

  • Reviewing the information and documentation you may need.

  • Helping you identify common issues that can delay verification.

  • Providing guidance on the Blue Tick application process.

Important: Business Verification guidance is available to eligible customers.

Wati can provide guidance and support during the process, but Meta makes the final decision on Business Verification and Blue Tick approval. Wati cannot guarantee approval.

4. Personalized product demos

We provide product demonstrations tailored to your business use case, helping your team understand how Wati can support your goals and workflows.

Demos may include:

  • A guided walkthrough of the Wati platform.

  • Features and workflows relevant to your use case.

  • Practical tips and best practices for getting started.

  • Answers to questions about using Wati for your specific requirements.

The goal is to help your team understand which Wati features are relevant to your business and how to use them effectively.

5. Chatbot and automation guidance

Dedicated Onboarding helps your team understand Wati's chatbot and automation capabilities so you can build solutions that fit your business needs.

This includes:

  • Guidance on chatbot design, setup, and automation workflows.

  • Recommendations based on your specific use case.

  • Working through a practical example to show how a chatbot or automation can be built in Wati.

  • Tips for improving chatbot experiences and customer interactions.

This gives your team the knowledge and confidence to create automations that are tailored to your business needs.

6. WhatsApp Business best practices

Our onboarding specialists will share recommendations to help your team use WhatsApp effectively and responsibly.

Topics may include:

  • WhatsApp Business compliance guidance to help avoid common policy violations.

  • Messaging best practices.

  • Customer engagement strategies.

  • Recommendations for maintaining good account health.

These recommendations are intended to help your team understand WhatsApp best practices and reduce the risk of common compliance and messaging issues.

What isn't included?

Dedicated Onboarding is designed to enable your team, rather than provide a managed implementation service.

The onboarding team provides guidance, demonstrations, recommendations, and practical examples. The service does not include:

  • Building custom chatbots or automations on your behalf.

  • Implementing business-specific workflows for you.

  • Guaranteeing Meta Business Verification, Blue Tick approval, or other Meta decisions.

Your team remains responsible for implementing and managing configurations and solutions specific to your business.

How to purchase Dedicated Onboarding

  • Log in to your Wati account.

  • Go to Settings > Account Details.

  • Under Billing Information, select Your Plan.

  • Find 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, contact Wati Support using the help widget in your Wati Team Inbox or Help Center.

Frequently Asked Questions (FAQs)

General

1. What is Dedicated Onboarding?

Dedicated Onboarding is an optional add-on service that provides guided support from Wati's onboarding team to help your team set up Wati, understand its features, and get started with WhatsApp Business effectively.

2. What does Dedicated Onboarding include?

Dedicated Onboarding includes guided account setup, Business Service Provider (BSP) migration guidance, Meta Business Verification guidance for eligible customers, personalized product demos, chatbot and automation guidance, and WhatsApp Business best practices.

3. Is Dedicated Onboarding a managed implementation service?

No. Dedicated Onboarding is a guided enablement service rather than a managed implementation service. Wati specialists provide guidance, recommendations, demonstrations, and practical examples. Your team remains responsible for implementing and managing business-specific configurations, chatbots, automations, and workflows.

Setup and Business Verification

4. Can Dedicated Onboarding help me set up my Wati account or migrate from another BSP?

Yes. The onboarding team can guide you through Wati account configuration, WhatsApp number connection, Meta account setup and onboarding, and initial Wati configuration. If you are migrating from another WhatsApp Business Service Provider (BSP), the team can also guide you through the relevant migration steps and requirements. Migration remains subject to WhatsApp and Meta requirements, and Wati does not control the migration outcome.

5. What Business Verification support does Dedicated Onboarding provide?

For eligible customers, the onboarding team can explain the Meta Business Verification process and requirements, review the information and documentation you may need, help identify common issues that can delay verification, and provide guidance on the Blue Tick application process.

6. Can Wati guarantee Meta Business Verification or Blue Tick approval?

No. Wati can provide guidance and support during the Business Verification and Blue Tick application processes, but Meta makes the final decision. Wati cannot guarantee approval.

Training and Automation

7. What do personalized product demos include?

Personalized product demos may include a guided walkthrough of the Wati platform, features and workflows relevant to your use case, practical tips and best practices for getting started, and answers to questions about using Wati for your specific requirements.

8. Does Dedicated Onboarding include chatbot and automation guidance?

Yes. Dedicated Onboarding includes guidance on chatbot design, setup, and automation workflows; recommendations based on your specific use case; practical examples showing how a chatbot or automation can be built in Wati; and tips for improving chatbot experiences and customer interactions.

Dedicated Onboarding does not include building custom chatbots or automations on your behalf. Your team uses the guidance and examples to create solutions tailored to your business.

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