What's New
2021.01.1 - Released on Feb 2021
2020.12.1 - Released on Jan 2021
2020.11.1 - Released on Dec 2020
2020.10.1 - Released on Oct 2020
2020.09.1 - Released on Sept 2020
2020.08.1 - Released on Aug 2020
2020.07.1 - Released on July 2020
2020.06.1 - Released on May 2020
2020.05.1 - Released on May 2020
2020.04.1 - Released on Apr 2020
Types of Messages
Template Message
What are template formatting rules?
What is the difference between template message and session message?
What is the max numbers of template message submission?
What is a template message?
Could I attach a PDF or image into a template message?
Session Messages
Getting Started
WhatsApp Number
Import WhatsApp Chats
How should I choose a phone number for WhatsApp?
Backup WhatsApp Chats
Steps to use phone number that has been registered with Whatsapp Business before
How do I scan the QR Code on WATI Trial?
Can you call the Whatsapp number, that's already registered to use Whatsapp Business API?
How can I create a QR Code for my WhatsApp Number?
Can I get Green Tick Verification on my Personal Number?
Display Name
Introduction
What are the limitations of using WhatsApp Business APIs?
Approve Messaging On-Behalf-Of your brand
How do I get Green Tick Verification for my business?
How long does it take to get approved for WhatsApp Business APIs?
What is the process to get approval for WhatsApp Business APIs?
Creating click to chat link
Facebook Business Manager ID
Facebook Business Verification
Why is Facebook Business Verification required?
What if the 'Start Verification' button is greyed?
How to check whether your business is verified?
What are the steps to get Facebook Business Verification?
What documents are required for Facebook Business Verification?
How can I contact Facebook Team for Business Verification Issues?
Pricing
WATI CRM & APIs
What is the cost for Premium Customer Support?
What is the pricing for WATI CRMs & APIs?
What are the costs for sending messages?
How much is the setup cost for WATI CRM & APIs?
WhatsApp API Gateway
APIs & Integrations
WhatsApp APIs
WATI APIs
Does WATI support Dialogflow Integration?
How can I send WhatsApp Message from Zoho CRM?
What if I need access to more APIs?
Where can I find WATI API Documentation?
Can I send OTP on WhatsApp?
How can I add webhooks using WATI or WhatsApp API Gateway?
Integration
Team Inbox on WATI
Automation - Building a chatbot
Routing
Keyword Action
Flow
Advance flow builder: Update Attribute
How to use Conditions for Flowbuilder
What and how to access Flow Builder?
Advance flow builder: Setup Assign Agent / Assign Team
How to use Questions for Flowbuilder
Advance flow builder: Setup Subscribe or Unsubscribe
Advance flow builder: Webhook
How to build a flow
Reply Material
Default Action
Introduction
Broadcast Messaging & Templates
Broadcast
How do I edit, delete or cancel a scheduled broadcast?
What is a Broadcast History?
What is a broadcast?
How do I add a new Broadcast?
Tips to send personalized media content broadcast to each number
How to send message to someone who is not in the Contact List?
Is there a limit of broadcast messages?
How can I search and filter Broadcasts?
Where can I see Broadcast Statistics & SMS Fallback?
Template Messages
Contact Management
Personalization & Account Management
Operator Management
How to view, search and delete operator?
Detail Access Menu of each Roles
How do I add more agents to my account?
How to add team and assign operator to team?
Account & Billing
How do I unsubscribe from WATI?
How can I download the past invoices?
What are the working hours for WATI Support Team?
How can I manage the billing and payment methods?
Personalize your account
Dashboard and Reports
Mobile Apps
- All Categories
- APIs & Integrations
- Integration
- Shopify Integration for TRIAL user
Shopify Integration for TRIAL user
Updated
by Nhi Luong
To setup Shopify for the trial user, the user needs to setup from both the Shopify setting page and the WATI integration page.
A.Shopify setting page
- From the shopify, login to your account then go to the App Store: https://apps.shopify.com/ , and find "WhatsApp Chat & Cart Recovery"

2. Click "Add app" and then "Install App", and the permission screen will be popup to ask for certain access rights
3. After installation, it will be redirected to the WATI Register/Login page
B. WATI setting
4. User need to sign up by Facebook or Google or self-create a new account
5. Once finish registering, the system will auto-login and open the integration page (with an account linked from Facebook or Google) OR user need to manually login after email verification step (with account create by email) then access "Integration", click "Shopify" icon. Below image is for the second type of user.

6. Upon clicking, the default value of the Live Chat button is Disable. We need to click to enable it.

After enabling, the system displays two parts: Whatsapp Chat and Automated Message
Whatsapp Chat: "Chat Button Settings" and "Chat Widget settings"
Chat Button Settings: We can setup the GUI of a button that will display on our Shopify page, including:
- Color (select color or input code)
- Text display. Eg: Chat with us
- Border Radius. For eg if it's 0, the button is in rectangle shape. If it >0, it's changing to an ellipse shape.

Chat Widget settings: We can setup the GUI of the chat widget (when the user click in chat button), including:
- Brand Name
- Brand Sub Title
- Phone Number
- Brand Image
- Welcome Text
- Background Color
- CTA Text
- Border Radius(px)
- Open widget by default: True/False. If choose True, when customers go to our shop, the chat widget will auto-open by default, the customer doesn't need to click the Chat button.

After finish setup, go back to the store and refresh the page, we will see the chat button and chat widget (when clicking the button)
When customers start chat and send questions, the question will be sent to WATI (if the WhatsApp number is integrated to Wati) or to that WhatsApp number directly.
Automated Message: This feature allow users to trigger some automated messages in each event:
- Collect WhatsApp opt-in from Checkout Page: read and follow the instruction when clicking the button:

Below are some message triggers automatically for each event.
There already have the default template that we can use as below:
Message | Default template |
Abandoned Recovery Message | shopify_default_abandoned_recovery_v4 |
Order completed/confirmation | shopify_default_order_complete_v4 |
Order fulfilled | shopify_default_order_fulfilled_v4 |
Follow up after Purchase | shopify_default_follow_up_v4 |
Return and exchange request | shopify_default_refund_v4 |
If the user integrates WATI with Shopify and decides to continue with WATI, you can also create a new beautiful template with your own content and pull it out automatically.
Note that in order for the template to be displayed in Shopify, the template category should be "Shipping Update".
Abandoned Recovery Message: When click enables, the setting will be displayed, User can select the template, the time to be sent (after the event happens). In this step we can also tick to include a discount coupon with discount type is % or fixed discount with code.

Order completed/confirmation: When click enable, the setting will be displayed, User can select a template and include a discount coupon

Order fulfilled: When click enable, the setting will be displayed, User can select template

Follow up after Purchase: When click to enable, the setting will be displayed, User can select a template, the time to be sent (after the event happens). In this step we can also tick to include a discount coupon with discount type is % or fixed discount with code.

Return and exchange request: When click to enable, the setting will be displayed, User can select a template.
