WhatsApp API & Advanced Embedded Signup
Budget: $250 – $750 USD
Requirement for Embedded Signup Flow Implementation with WhatsApp API and Advanced Features
Objective
Integrate the Embedded Signup flow to simplify the setup of WhatsApp Business API, allowing the collection of business information, automatic generation of WhatsApp assets, and proper permissions management. Additionally, implement template management and enable sending of all message types (templated and non-templated) from the CRM, leveraging the full capabilities of the WhatsApp API.
Functional Requirements
1. Template Management
• Develop a module to manage WhatsApp-approved templates:
• Template Creation:
• Header: Text, image, or document.
• Message body with support for dynamic variables (e.g., {name}).
• Footer: Optional.
• Interactive buttons:
• Quick replies.
• External links.
• Upload and Edit:
• Allow the upload of pre-approved templates from the business account.
• Limited editing of templates pending approval.
• Preview:
• Real-time simulation of the template layout.
• Template Status:
• Display approval status: Pending, Approved, or Rejected.
2. Automated Messaging (Using Templates)
• Implement a system to send messages based on approved templates:
• Dynamic Parameters:
• Integrate CRM fields to personalize messages automatically.
• Supported Content:
• Text.
• Multimedia (images, documents, audio, video).
• Automated Campaigns:
• Examples: Appointment confirmations, welcome messages, payment reminders.
3. Non-Templated Messaging
• Enable manual messaging without templates:
• Compose personalized messages directly from the CRM interface.
• Attach multimedia files (documents, videos, images, audio).
• Maintain a history of conversations by contact.
4. Message Management
• Conversation History:
• View previous conversations organized by contact.
• Message status: Sent, Delivered, Read.
• Scheduled Messages:
• Options to schedule messages for a specific date and time.
• Automated Replies:
• Configure quick replies for common queries.
5. Embedded Signup Flow Management
• Phone Number Onboarding and Verification:
• Allow users to add and verify phone numbers directly from the CRM.
• Display verification status (Pending/Verified).
• Meta Integration:
• Request and manage permissions for activating WhatsApp services.
• Automatically generate WhatsApp assets:
• WhatsApp Business Line.
• Business ID.
• Access tokens.
Non-Functional Requirements
• Security:
• Encrypt and securely store access tokens.
• Safeguard dynamic variables to prevent data exposure.
• Scalability:
• Support multiple businesses managing multiple phone numbers within the same CRM.
• Intuitive Interface:
• Simple design for non-technical users.
Technical Specifications
Frontend
• Framework: React.
• Key Components:
• Template Management Module:
• Dynamic form for creating and previewing templates.
• Messaging Module:
• Text editor with multimedia support.
• Interface simulation similar to WhatsApp.
• Embedded Signup Module:
• Integration with Meta for onboarding and verification.
• Recommended Libraries:
• react-hook-form or Formik for forms.
• react-query for managing API state.
Backend
• WhatsApp Business API (Meta Graph API):
• Template Management:
• Create, upload, and retrieve templates.
• Message Management:
• Send automated and manual messages.
• Confirm message statuses via webhooks.
• Verification and Permissions:
• Request and manage access and verification states.
• Database:
• Store template configurations and access tokens securely.
Collaboration and Responsibilities
1. Business Owner:
• Provide business information and access to the Facebook Business account.
• Approve templates and verify phone numbers.
2. Developer:
• Implement and test the technical functionality.
• Ensure proper communication between the CRM and Meta.
• Resolve errors during onboarding or template management.
Deliverables
1. Complete Embedded Signup module with phone number onboarding and verification.
2. Template management module with real-time preview and support for dynamic variables.
3. Messaging module for automated and manual sending (with and without templates).
4. Technical documentation and user manual.
Objective
Integrate the Embedded Signup flow to simplify the setup of WhatsApp Business API, allowing the collection of business information, automatic generation of WhatsApp assets, and proper permissions management. Additionally, implement template management and enable sending of all message types (templated and non-templated) from the CRM, leveraging the full capabilities of the WhatsApp API.
Functional Requirements
1. Template Management
• Develop a module to manage WhatsApp-approved templates:
• Template Creation:
• Header: Text, image, or document.
• Message body with support for dynamic variables (e.g., {name}).
• Footer: Optional.
• Interactive buttons:
• Quick replies.
• External links.
• Upload and Edit:
• Allow the upload of pre-approved templates from the business account.
• Limited editing of templates pending approval.
• Preview:
• Real-time simulation of the template layout.
• Template Status:
• Display approval status: Pending, Approved, or Rejected.
2. Automated Messaging (Using Templates)
• Implement a system to send messages based on approved templates:
• Dynamic Parameters:
• Integrate CRM fields to personalize messages automatically.
• Supported Content:
• Text.
• Multimedia (images, documents, audio, video).
• Automated Campaigns:
• Examples: Appointment confirmations, welcome messages, payment reminders.
3. Non-Templated Messaging
• Enable manual messaging without templates:
• Compose personalized messages directly from the CRM interface.
• Attach multimedia files (documents, videos, images, audio).
• Maintain a history of conversations by contact.
4. Message Management
• Conversation History:
• View previous conversations organized by contact.
• Message status: Sent, Delivered, Read.
• Scheduled Messages:
• Options to schedule messages for a specific date and time.
• Automated Replies:
• Configure quick replies for common queries.
5. Embedded Signup Flow Management
• Phone Number Onboarding and Verification:
• Allow users to add and verify phone numbers directly from the CRM.
• Display verification status (Pending/Verified).
• Meta Integration:
• Request and manage permissions for activating WhatsApp services.
• Automatically generate WhatsApp assets:
• WhatsApp Business Line.
• Business ID.
• Access tokens.
Non-Functional Requirements
• Security:
• Encrypt and securely store access tokens.
• Safeguard dynamic variables to prevent data exposure.
• Scalability:
• Support multiple businesses managing multiple phone numbers within the same CRM.
• Intuitive Interface:
• Simple design for non-technical users.
Technical Specifications
Frontend
• Framework: React.
• Key Components:
• Template Management Module:
• Dynamic form for creating and previewing templates.
• Messaging Module:
• Text editor with multimedia support.
• Interface simulation similar to WhatsApp.
• Embedded Signup Module:
• Integration with Meta for onboarding and verification.
• Recommended Libraries:
• react-hook-form or Formik for forms.
• react-query for managing API state.
Backend
• WhatsApp Business API (Meta Graph API):
• Template Management:
• Create, upload, and retrieve templates.
• Message Management:
• Send automated and manual messages.
• Confirm message statuses via webhooks.
• Verification and Permissions:
• Request and manage access and verification states.
• Database:
• Store template configurations and access tokens securely.
Collaboration and Responsibilities
1. Business Owner:
• Provide business information and access to the Facebook Business account.
• Approve templates and verify phone numbers.
2. Developer:
• Implement and test the technical functionality.
• Ensure proper communication between the CRM and Meta.
• Resolve errors during onboarding or template management.
Deliverables
1. Complete Embedded Signup module with phone number onboarding and verification.
2. Template management module with real-time preview and support for dynamic variables.
3. Messaging module for automated and manual sending (with and without templates).
4. Technical documentation and user manual.