WhatsApp Migration Setup

WhatsApp Coexistence Overview

What You Need

• Existing WhatsApp number.
• practical plan for phased migration.
• Team roles for ownership and fallback.
• Turn off two-step verification on the target phone number to prevent registration conflicts.
• business settings administrative access to authorize the BSP connection permissions.

Setup Steps

• Open Workspace Settings > Channels > WhatsApp in your Relaio workspace.
• Turn on the feature and complete the required settings.
• Save your changes and use the test option if one is available.
• Make sure the setup matches the way your team wants to use it.

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Check It Works

• Coexistence mode enabled correctly.
• Message sync and routing verified.
• No duplicate response from parallel tools.
• Confirm 'whatsapp.isConnected' is true in the Relaio channel status dashboard.
• Verify that inbound messages successfully appear in the Relaio Inbox for AI response.

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Common Issues

• Check that your access is correct.
• Confirm the feature is turned on.
• Review the saved settings again.
• Run the test once more with fresh data.

Frequently Asked Questions

• Where do I set this up? Start from Workspace Settings > Channels > WhatsApp.
• Can I come back and edit it later? Yes.
• How do I know it is ready? Complete the setup and run a test.
• Who should own it? Assign one person to keep it updated.