TABLE OF CONTENTS
How to Purchase an LC Phone number
Pre-Requisites for WhatsApp Setup
1. Connect Your Agency Stripe Account
To resell WhatsApp to clients, your agency Stripe account must be connected. This allows you to collect WhatsApp subscription payments directly from your sub-accounts.
➡ How to Connect Stripe to Agency
Note:
If you do not connect Stripe, you can still deploy WhatsApp using Direct Deploy. However, in this case, the subscription fee will be charged directly to your agency card on file, and the reselling feature will not be available.
2. Enable Reselling
In your Agency Settings > Reselling tab, you can:
• Offer WhatsApp as a service
• Set your custom pricing for sub-accounts
This enables you to charge clients a markup while TWIM CRM charges your agency a fixed rate—allowing you to earn profit on each subscription.
3. Facebook Business Setup
To set up WhatsApp in a sub-account, you need:
• A Facebook Account
• A Meta Business Manager Account
The onboarding flow will walk you through creating a WhatsApp Business Account (WABA) and a Business Profile, if you don’t already have one.
How to use LC/Twillio Number to connect with WhatsApp business account
You can use LC/Twillio phone numbers as a WhatsApp business number. You will have to set up call forwarding on the phone number you purchased from TWIM CRM, post that you can add that number on WhatsApp, the verification code will sent to you on the forwarded number via a phone call
Step 1: Go to Phone Numbers > ClickAdd Number> Select the number and P****roceed to Buy
Step 2: Set up Call Forwarding to your number
Step 3: Go to Settings > WhatsApp > Buy WhatsApp
Step 4: Click on Signup with Facebook
Step 5: Login to Facebook Account
Step 6: Click on Get stared
Step 7: Fill in your business information > Select Business Portfolio > Enter Business Name > Add website or profile page > Select Country
Step 8: Create or Select your WhatsApp Business account
Step 9: Create a WhatsApp business profile > Enter WhatsApp business account name > Enter WhatsApp business display name > Enter Category
Step 10: Enter the LC/Twillio Phone Number
If you selected SMS, you will get the code from Meta under conversation on LeadConnector app
Step 11: Enter the code received on call/SMS
Step 12: Review Permission
Step 13: The WhatsApp integration is complete and now you are ready to chat with people on WhatsApp
Frequently Asked Questions
Question: Can I use an LC/Twilio number on WhatsApp even if my A2P 10DLC registration is incomplete?
Answer: Yes, you can use the number to register on WhatsApp. However, it is highly recommended that you complete the A2P 10DLC registration for better compliance and reliability.
Question: How do I set up call forwarding on my LC/Twilio number for WhatsApp verification?
Answer: After purchasing the phone number from TWIM CRM, go to Phone Numbers > Click Add Number > Select the number and proceed to buy. Then, set up call forwarding to your number to ensure you receive the verification code during WhatsApp registration.
Question: I received an error message stating that the number is registered to an existing WhatsApp account. What should I do next?
Answer:
This error usually occurs in two situations:
- Active WhatsApp Account on Your Mobile Device:
If you currently have an active WhatsApp account on your mobile device, you need to delete that account to connect with the chat account. Follow these steps:- Open the WhatsApp app.
- Navigate to Settings > Account > Delete my account.
- Note: After integration, you will not be able to use WhatsApp on your phone, and your previous conversation history and contacts will not be migrated
- Learn More on how to Migrate an Existing WhatsApp Number to a Business Account
- WhatsApp Number Connected to Another Provider:
If your WhatsApp number is linked to another provider, you need to create a new WABA account and migrate your number to the new WABA account
Question: I am getting Message Undeliverable error
Answer:
Reasons can include:
- The recipient phone number is not a WhatsApp phone number.
- Sending an authentication template to a WhatsApp user who has a +91 country calling code (India). Authentication templates currently cannot be sent to WhatsApp users in India.
- The message was not delivered to create a high quality user experience. See Per-User Marketing Template Message Limits .
Frequently Asked Questions
Q: Do I need to purchase the WhatsApp integration separately for each sub-account or agency?
The $29.99/month WhatsApp integration is licensed at the agency level. If you manage multiple agency accounts, each one will require its own separate WhatsApp integration. The integration cannot be shared across different agency instances.