Prepare a WhatsApp Business account
Choose the WhatsApp Business account and phone number for customer inquiries.
After this taskThis inquiry and reply correlate to the same customer. Template approval is a separate condition.
Starting conditions and inputs
Have administration access to the external account and the Laney organization ID. Check for an existing connection first.
Values for this task
entry_url, organization_id, waba_id, phone_number_id, account_id, probe_text, account_url, inbox_url
Command sequence
open "$entry_url" && snapshot -i
get text body
# Outside browser: The administrator completes number registration and messaging permissions. The integration operator authenticates the connection.
open "$account_url" && snapshot -i
get text body
# Outside browser: A test customer messages the connected number.
open "$inbox_url" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | get text | Read WABA and phone-number IDs in WhatsApp administration. |
| 2 | Outside browser | The administrator completes number registration and messaging permissions. The integration operator authenticates the connection. |
| 3 | open | Laney WhatsApp account record |
| 4 | get text | Compare WABA, phone-number and organization IDs. |
| 5 | Outside browser | A test customer messages the connected number. |
| 6 | open | Inbox for the account |
| 7 | get text | Compare this inquiry, receiving number and customer. |
Check the result
This inquiry and reply correlate to the same customer. Template approval is a separate condition.
Resuming after interruption
Recheck the same account and organization. Resume after required authentication or review; do not substitute a new account.
Confirm channel use
Choose the WhatsApp Business account and phone number for customer inquiries. Confirm number ownership and current use. Agree with your contact whether migration or new registration is needed.
Prepare assets and permissions
Prepare the WhatsApp Business account ID, phone number ID, and required access. The displayed phone number is different from its API identifier. Prepare template approval separately for proactive template messages.
Match the Laney account
Give the WhatsApp Business account identifiers and Laney organization to your contact. After connection, compare the platform, organization, and external account. Do not manually mark access complete while external approval or authentication is pending.
Test reception and replies
Have a test customer send a message first. Check that it appears in Laney, then verify the reply in the same customer channel. Record the reception time and conversation ID. Prepare and test outbound templates separately.