How to add an email signature?1. Step 1: To add an email signature in Willdesk, please refer to Live Chat → Email 2. Step 2: Click Edit button under Email signature3. Step 3: Enable signature > Click Save.Customization OptionsAdd Links and Images: Use the link and image icons to include a hyperlink to your website and showcase your logo or personal image.Dynamic Information: Click "" to insert dynamic fields such as the agent's name or workspace name. These details will be auto-filled in your email signature.What are the advantages of customizing an email signature?1. Professionalism: 🎩✨ A customized email signature gives a professional touch to your emails and presents a polished image to recipients.2. Branding: 🌟🏢 By incorporating your logo, brand colors, and consistent visual elements, you can reinforce your brand identity and increase brand recognition.3. Contact Information: 📞📧 A customized email signature allows you to include your contact details, making it easy for recipients to get in touch with you or your business.4. Marketing Opportunities: 📢💼 You can leverage your email signature to promote products, services, or upcoming events by adding banners, taglines, or call-to-action buttons.5. Social Media Presence: 💻🌐 If you use social media for professional purposes, including social media icons and links in your signature can help expand your online presence and connect with recipients on different platforms.

WhatsApp TemplatesTemplates can be edited and managed under Meta WhatsApp business account, and WhatsApp template management can also be done on Willdesk. The templates under each WhatsApp business account can be shared by various WhatsApp numbers.Template management: It is recommended to add and delete templates in Willdesk first. Templates can also be updated and managed in meta simultaneously. Willdesk's templates automatically sync to Meta's WhatsApp business account.WhatsApp message templates are divided into three types: marketing, transaction, and verification. Among them, Willdesk does NOT support the verification type yet.Willdesk Template Management:1. Step 1, please go to App store > WhatsApp > 2. Step 2, choose Template, and click to edit WhatsApp Business Template.3. Step 3, you can choose the template type and language.4. Step 4, edit your templates, you can add various types of Titles, including none, text, image, video, and file.5. Step5, after creating the template, perform unified template management in the list: each template needs to be officially reviewed by Meta after creation. The template review time is [1 minute - 48 hours]. Only templates that have been reviewed can be used.Meta WhatsApp business account - Entrance location：1. Step 1, please log in to your Facebook account > go to Meta Business Suite > 2. Step 2, click Settings.3. Step 3, click WhatsApp account.4. Step 4, click WhatsApp business account to enter the management page.5. Step 5, choose your WhatsApp business account, and click WhatsApp Manager.6. Step 6, the management page can edit and update templates:7. Step 7, click Message Template Management to manage your template.

1. When actively sending a WhatsApp message, you need to first select a WhatsApp message template to send the message. You can choose a marketing-type template and a transaction-type template:2. Service-type conversation: A conversation initiated by a user is called a service-type conversation. A service-type conversation can reply to a normal message or a message template:3. If the conversation exceeds the 24-hour validity period officially specified by meta [https://business.whatsapp.com/policy], you need to choose a template to send a message.

For organizations using the WhatsApp Business API, the method to delete a WhatsApp Business API account differs. Companies need to downgrade their WhatsApp Business API number through their WhatsApp Business Solution Provider.If you are utilizing the WhatsApp Business API and wish to revert to the standard WhatsApp Business, you can downgrade the number in Facebook Business Manager. This process involves more than simply uninstalling the WhatsApp or WhatsApp Business application.Note: The API cannot be deleted within 30 days after the last paid message is sent. Once the number is deleted, it can be used in the regular WhatsApp application or re-registered in the WhatsApp API.How to downgrade WhatsApp Business API Number?The process of downgrading WhatsApp Business API number is different from deleting WhatsApp/ WhatsApp Business App. To downgrade your WhatsApp Business API number to normal WhatsApp, follow the below 👇1. Step 1: Go to your Facebook Business Manager.2. Step 2: Open Business Settings & choose WhatsApp Accounts from the left panel3. Step 3: If you have multiple WhatsApp Business API accounts, select the one you want to downgrade.4. Step 4: Go to 'Settings' & scroll down & click on 'WhatsApp Manager'.5. Step 5: Click on 'Account Tools' & choose 'Phone Numbers'.6. Step 6: Click the trash bucket icon to downgrade your WhatsApp Business API Account.After downgrading, wait for a few minutes & log in to your WhatsApp/ WhatsApp Business App.Note: Downgrading your WhatsApp Business Account is now a Reversible process. You can re-create a WhatsApp Business API account using the same phone number. But, you'll permanently lose all data including messages, contacts & more stored in the WhatsApp Business API account.SummaryWhen a contact number is registered through the WhatsApp Business API, it may no longer be available for use with the basic WhatsApp Business application. If one of the applications is downgraded, the number must remain unused for 30 days. If the phone number is not used within this period, deleting the WhatsApp Business API number becomes simple: click the "trash bin" icon on the WhatsApp numbers page in your Meta Business account.This article will assist you in downgrading a WhatsApp Business API number. Before deactivating WhatsApp services, make sure to review its terms and conditions. If you have any questions, please feel free to contact us!

Once you integrate Willdesk with Instagram, Willdesk can receive direct messages and messages mentioning you from Instagram! Please kindly check the following steps to connect Willdesk to Instagram:1. Step 1: To connect Willdesk to Instagram, please kindly make sure your account is a professional Instagram account. If it is a personal account, please click More ->Settings->Switch to professional account.2. Step 2: Please kindly find Linked Accounts in your Facebook Settings.3. Step 3: Click Connect Account in Instagram.4. Step 4: Please kindly go to Willdesk App store page, click Messenger/Instagram.5. Step 5: Before integrating Instagram you need to integrate the corresponding Facebook Fanpage. Click Connect to Facebook.6. Step 6: Click Edit previous settings, choose the page you want Willdesk to access.   7. Step 7: Choose the instagram Accounts you want Willdesk to access.8. Step 8:  Please continue to authorize the integration of the professional Instagram account under a certain topic page. After integration is authorized, the page will display the associated Instagram name. ✨🚀📺 Kindly take a moment to watch the video below for your reference:With Willdesk's seamless integration with Instagram, you can effortlessly manage your messages across platforms, to ensure quick and efficient customer interactions! Let us know if there's any question. Thank you! 🤗

Related restrictions:1. By default, two BMs are allowed to be created under a meta account.2. There is currently no clear public figure for the number of WABAs bound to the BM account, but 5-6 seems to be fine. If it exceeds the limit, it will prompt that the limit has been exceeded.3. One WABA allows two mobile phone numbers to be bound by default.4. The above restrictions meta will be checked and adjusted regularly according to the usage of the account.Number migration:Option: Different BSP (Board Support Package), same BM (Business Manager), different WABA (WhatsApp Business API)The process is as follows:1. Customer turns off 2FA for numbers2. The customer is in the same BM and creates a new WABA in the new BSP. After obtaining the WABA, the customer migrates the number to the same BM and a different WABA.What happens with migration?Before migrating, we need to understand the following concepts:Source WABA: Refers to the WABA account integrated on other BSPs.Source WABA number: It is the mobile phone number bound to source WABA.Target WABA: That is to say which new WABA you want to migrate the source WABA to.Number migration refers to data migration between two WABAs through the source WABA number.After the migration is successful, the source WABA number will be transferred to the target WABA.High-quality templates in the source WABA will also be synchronized to the target WABA.Prerequisites:1. Step 1: Turn off 2FA for your number. Enter meta's business platform and click Settings: https://business.facebook.com/2. Step 2: Select WhatsApp account.3. Step 3: Select the waba associated with the mobile phone number that needs to turn off two-factor authentication, and click to enter WhatsApp management.4. Step 4: Select your mobile number and click Settings.5. Step 5: Click on two-factor authentication. If it is turned on, it needs to be turned off. Subsequent meta will send operation documents to the specified email address.6. Step 6: Enter your email and click on the link7. Step 7: Please turn off verificationEnterprise verification1. Step 1: Enter Meta's business platform, https://business.facebook.com/ 2. Step 2: Select the corresponding BM, and click WhatsApp Accounts3. Step 3: Click Edit to complete the company information4. Step 4: Click Start verification to conduct enterprise verification.Common questions:Issue 1：Registered name should be present and approvedProblem Description:1) Cannot Migrate Phone Number (Registered name should be present and approved.) 2) The source WABA mobile phone number has not been approved.Check method: Please go to WhatsApp account > WhatsApp Manager, select your mobile number, and view the Certificate status.Solution: Wait patiently for approval before migrating or reintegrating a mobile phone number that better meets the name specifications.Issue 2：How to delete waba?Problem Description: When this happens, it means there are too many waba accounts under BM.Solution: 1. Step 1: Enter the BM settings page: https://business.facebook.com/settings/2. Step 2: Select the Whatsapp account and select the waba you want to delete and delete it. There cannot be a mobile phone number under the waba to be deleted.3. Step 3: You need to wait 1-3 minutes after deletion for the cache to be updated.

If your WhatsApp number is under PENDING status, it means that the meta official is reviewing your account at the moment. Please kindly check meta official document for your reference. Thank you!How to check number status in meta background:1. Step 1: Enter https://business.facebook.com/2. Step 2: Click WhatsApp account, choose the account, and click WhatsApp Manager.3. Step 3: Then you'll be able to check the status.

1. Step 1, to integrate with your Facebook Massenger, please go to App store > Messenger/Ins2. Step 2, click the button "Connect Facebook Messenger"3. Step 3, select the blue button "Continue as XXX"4. Step 4, for now, Facebook only can support connecting the Public page, so if we haven't created any pages, we need to create the page first, if we already have a page, we can directly add the page.5. Step 5, please click these two selections to continue6. Step 6, please also enable this button to make sure that the connection is working properly~7. Then your Facebook will be automatically integrated into your Willdesk account, and you will be able to receive and reply to the Facebook messages on the Willdesk ~8. How to distinct the message source to know which one is from Facebook Messenger?If the message is from Facebook Messenger, there is going to be a small icon shown on the chat.Not satisfied with this page? please contact us for more customizations!

Willdesk integrates with Klaviyo, Mailchimp, Privy, SMSBump, Shopify Email, etc. by default.After integration, Willdesk user information in Customers can be automatically synchronized to the Shopify store. Klaviyo, Mailchimp, Privy, SMSBump, and Shopify Email can automatically synchronize user information data from Shopify stores.User data synchronized from Willdesk will be labeled "Customer imported from Willdesk"

Introduction:Willdesk simplifies communication between businesses and their customers. It offers a centralized platform that consolidates conversations from various channels, making it easier for businesses to manage customer interactions. Additionally, by integrating with Loloyal, businesses can leverage the benefits of their loyalty program by seamlessly adding the app to their helpdesk. This integration allows businesses to provide a more personalized experience to their customers, which can lead to increased customer satisfaction and loyalty.With Willdesk, you can customize your sidebar to include all the necessary Loyalty data. This data can be used to gain context on your tickets and provide your customers with an exceptional experience. By having access to this information, you can better understand your customers' needs and preferences, which can help you to provide more personalized and effective support. With Willdesk's Loyalty data, you can take your customer service to the next level and build stronger relationships with your customers.Setup Integration Instructions1. To successfully connect your Loyalty program with Willdesk, please install Loloyal first. Once the installation is complete, Willdesk will automatically connect and integrate with Loloyal, and you will be able to view all Loloyal-related data in the Conversation Details in Willdesk.2. When a ticket is raised by a customer, the Willdesk panel will load dynamically to display the Loyalty data of the customer. This feature is only available to customers who are enrolled in your Loyalty program. The Loyalty data will provide you with useful insights into the customer's past purchases, preferences, and other relevant information that can help you to provide personalized and efficient support.

Willdesk currently integrates the WhatsApp Business API account. A WhatsApp Business API account needs to be applied for and reviewed by Meta official.  WhatsApp Business API accounts that are not enterprise-certified can only use a limited number of 250 conversations.How to finish WhatsApp Integration?1. Step 1, please go to App store > WhatsApp2. Step 2, click Connect WhatsApp Business button to enter the integration process.3. Step 3, select the Facebook account to log in.4. Step 4, please get started to connect your account.5. Step 5, create or select an existing Business account.6. Step 6, please create or select a WhatsApp business number.7. Step 7, please complete WhatsApp business account information settings, follow the steps to integrate WhatsApp.After following the process, the integrated WhatsApp information will be displayed on the interface:After integration, you can send and receive WhatsApp messages in the inbox list.Notes:1. One Meta Bussiness Suite can only create 2 WhatsApp business accounts (WABA).2. One WhatsApp business account (WABA) can only integrate 2 WhatsApp mobile numbers by default in the initial stage. If you need to integrate more mobile numbers, you need to apply with the Meta official.

WhatsApp, as the most downloaded social networking application in the global Apple App Store, encompasses three main members: WhatsApp Messenger, WhatsApp Business, and WhatsApp Business API.Now, let's see the differences.WhatsApp Messenger, the inaugural release, primarily caters to individual users, facilitating daily communication and interaction.WhatsApp Business targets small and medium-sized enterprises, addressing various business needs.WhatsApp Business API, an extension of the aforementioned versions, offers enhanced commercial capabilities. It fulfills larger enterprises' demands in customer communication and management, enabling official bulk messaging, and making it the preferred choice for sizable corporations.As of now, Willdesk supports integration with WhatsApp Business API accounts. WhatsApp Business API accounts do not require linking with Facebook but need to be created and managed under Meta's Business Manager. You can refer to the following link for integration steps. How to complete WhatsApp Integration?

Valid conversations definition:WhatsApp charges are based on the 24-hour valid conversation officially defined by Meta, the official policy as follows: https://business.whatsapp.com/policyConversation validity time: Messages replied by C-end within 24 hours as of now. A new template is required to initiate a conversation after more than 24 hours.Validity time of Templates in conversation: 24 hours. The time starts from when the user receives the template. Templates of the same type can still be sent for FREE within 24 hours1. Regarding Monthly user charges:WhatsApp conversations: You can purchase Add-on WhatsApp charges $10 per 50 conversations in the billing page, and each WhatsApp conversation is US$0.2; the fee is based on the usage of the conversation quota and is deducted incrementally.2. Regarding Annual user charges:Annual paying users: You can click the Add-on purchases Whatsapp Conversations button to enter the one-time conversation purchase portal of WhatsApp, and select an amount to purchase. Users of the annual subscription package can purchase WhatsApp credits based on actual conditions.