Set Up WhatsApp Automation

Official WhatsApp Business API

Read in Chinese | 中文版面：

設置WhatsApp自動化 | iSlash AIlearn.islash.io

By combining automation, AI agents, and social CRM, iSlash AI gives you everything you need to build a high-performing WhatsApp ecosystem from the moment a lead enters your funnel.

1

Prepare a WhatsApp-ready number

Choose a dedicated phone number that will be used exclusively for WhatsApp Business API. This number must not be linked to any existing WhatsApp or WhatsApp Business App account.

How to check whether a number has been used for WhatsApp?

: Go to WhatsApp app on your mobile phone, enter and send the phone number in chat (e.g. [phone] or [phone]). Once you hit send, check if you are able to chat with the number on WhatsApp.

2

Complete WhatsApp API Integration

Connect your WhatsApp-ready number to iSlash AI and complete the verification process. This ensures your number is fully authenticated, securely connected, and ready for advanced automation. As an official Meta Business Partner, iSlash AI provides a safe and compliant onboarding experience.

Once this is completed, you can seamlessly move on to building their WhatsApp automation flows.

Click to download the integration guide:

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The Essential Guide to WhatsApp Business API, now with Free Upgrade.pdf

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3

Set Up Your Team Message Inbox

Invite your team members to iSlash AI Platform. Assign roles, download iSlash AI Mobile App, set up message notifications, and create an organised workflow for customer replies and follow-ups.

Managing Users on iSlash AI Platform:

iSlash - Official WhatsApp API Partnerislash.io

iSlash AI Mobile App Download:

iSlash AI Mobile App for Smart Messaging on the Goislash.io

4

Design Your Lead Nurturing Automation Flows & AI Agents

Build automated flows that welcome new leads, qualify prospects, answer FAQs, or book appointments. You can also configure AI Agents to handle customer inquiries in real time with natural, intelligent responses.

Before building, map out your user journey, identify/define who they are, what they need, and how the chatbot will help.

No-code builder makes it easy for non-technical teams to build complex flows, you control triggers, conditions, routing, delays, payments, and escalation.

Design the flow like a friendly chat, not a form. Use empathy and clarity to make it conversational and purposeful.

A well-designed chat flow keeps users engaged while helping you convert interest into desire.

Automation User Guides:

Automation : Events, Auto Reply, Chat | iSlash AI User Guide & Setup Documentationislash.io

No-Code Chatbot : Introduction | iSlash AI User Guide & Setup Documentationislash.io

5

Set Up Social CRM & Customer Segmentations

Organise your audience using labels, tags, and behaviour-based segments. Categorise customers by actions, interests, funnel stages, or purchase history; so you can run more personalised, high-converting campaigns.

Labels for Customer Segmentation:

Labels Management : Smarter Customer Segmentation | iSlash AI User Guide & Setup Documentationislash.io

6

Create and Manage WhatsApp Message Templates

Message Templates are required for outbound marketing and notifications. Submit your templates within iSlash AI, get them approved by Meta, and start using them in broadcasts, automations, and follow-up messages.

All you need to know about WhatsApp Message Template:

• The 3 categories of Message Templates;

• Complete walkthroughs and templates included.

WhatsApp API : Message Templates | iSlash AI User Guide & Setup Documentationislash.io

7

Set Up WhatsApp Broadcast Campaigns

Use iSlash AI’s WhatsApp Broadcast to send announcements, promotions, reminders, or drip campaigns to targeted customer segments. You’ll be able to track delivery, engagement, and replies directly in your inbox for faster follow-up.

Step-by-step Guide to WhatsApp Broadcasting:

WhatsApp API : Broadcasts | iSlash AI User Guide & Setup Documentationislash.io

8

Build and Launch WhatsApp Flows

Design interactive, multi-step WhatsApp Flows for product enquiries, service bookings, customer onboarding, surveys, or lead capture. Flows help you automate structured interactions and reduce repetitive manual tasks.

Step-by-step Guide to WhatsApp In-App Form:

WhatsApp API : In-App Form | iSlash AI User Guide & Setup Documentationislash.io

9

Connect and Optimise Your Click-to-WhatsApp Ads (CTWA)

Drive high-quality traffic into your WhatsApp inbox by connecting your Facebook and Instagram Click-to-WhatsApp Ads to iSlash AI. Leads from CTWA enter directly into your CRM, automations, and AI agents, ensuring instant engagement, proper tracking, and higher conversion rates.

Step-by-step Guide to Click-to-WhatsApp Ads:

Meta Click-To-WhatsApp Ads (CTWA) | iSlash AI User Guide & Setup Documentationislash.io

10

Enable Meta Conversions API (CAPI) for Accurate Tracking

Integrate CAPI with iSlash AI to send server-side conversion events directly to Meta. This significantly improves tracking accuracy, optimises ad performance, and ensures your CTWA campaigns are attributed correctly, even when Facebook pixel and browser tracking are limited.

Step-by-step Guide to Conversions API (CAPI):

Conversions API : Introduction & Linking Dataset | iSlash AI User Guide & Setup Documentationislash.io

Track Event for CAPI:

Conversions API : Setting Track Event | iSlash AI User Guide & Setup Documentationislash.io

Building A WhatsApp Growth Engine

A properly integrated and automated WhatsApp system creates seamless, end-to-end customer journey. By following these five steps, any business can transform WhatsApp into a fully automated, intelligent, and scalable customer communication channel.

With iSlash AI as an official Meta Business Partner, you gain a secure, compliant foundation paired with powerful automation tools designed for real business growth. Once you complete the setup, your WhatsApp ecosystem becomes a revenue driver, a customer support hub, and a long-term CRM asset. If you’re ready to maximise WhatsApp’s full potential, this journey starts here.