Guide FloatChat

Floatchat- User Guid

Whatsapp Commerce

Introduction #

This document provides guidance on enabling WhatsApp Commerce feature in Floatchat. Please note that this feature is not available by default for all customers. To enable WhatsApp Commerce for your account, please contact us at support@floatchat.com. New customers can reach out to us at contact@floatchat.com.

Prerequisites #

To use WhatsApp Commerce in Floatchat, you need to meet the following requirements:

– A paid account on Floatchat with WhatsApp enablement or plan

– 360dialog as the WhatsApp provider or BSP

– Access to a verified Facebook Business Manager account associated with the WhatsApp phone number and account

– Access to a catalog or Shopify merchant store

Additional Requirements for White Label Partners #

If you are a White Label Partner, please ensure that:

– Your Facebook application has access to permissions: catalog_management, business_management

– Your Facebook account is added as an admin or developer to the Facebook application

Getting Started with WhatsApp Commerce #

Follow these steps to get started with WhatsApp Commerce:

Step 1: Ensure you have a valid WhatsApp account with Floatchat and 360dialog as your WhatsApp provider.

Step 2: Verify that you have the necessary entitlement and feature enabled for WhatsApp Commerce. Contact support@floatchat.com or your CS/Sales representative for enablement.

Step 3: Make sure you have access to a verified Facebook Business Manager account connected with your 360dialog account.

Step 4: Add your Facebook account as an admin to the Facebook Business Manager.

Step 5: Go to the Facebook Business Manager at https://business.facebook.com/commerce and create a new catalog. If prompted, click on ‘Get Started’ and ‘Create a catalog’.

Step 6: Choose the type of catalog you want to create and proceed to the next step.

Step 7: Depending on your availability, select from the following options:

– For Shopify Stores: Click on ‘Connect a partner platform’, select ‘Shopify’ as the Partner Platform, and follow the provided instructions to connect your Shopify store with the catalog.

– For Other Stores: Click on ‘Upload product info’, select a catalog owner, give your catalog a name, and follow the instructions to upload product information manually.

Note: Please refer to the provided reference documentation for detailed instructions on setting up catalogs for Shopify stores or manual upload.

Step 8: Connect your catalog to your WhatsApp account. Navigate to Commerce Manager at https://business.facebook.com/commerce, click on the hamburger icon, select ‘WhatsApp Manager’, then ‘Catalog’. Click on ‘Connect catalogue’ and choose the appropriate catalog.

Note: If a catalog is already connected to your WhatsApp account, disconnect it and connect the required catalog.

Step 9: In the Floatchat portal, go to Configure and Deployment. In the WhatsApp settings, a new tab for Commerce will appear.

Step 10: Connect your Facebook Business Manager account to Floatchat.

Step 11: Select the relevant catalog from the available options for your Facebook Business Manager account. Please note that only one catalog can be connected to one chatbot at a time.

Step 12: Click on the ‘View Catalog’ button to verify the items in the connected catalog.

Step 13: Configure additional settings for your WhatsApp Commerce, such as the path to trigger when a user finalizes the cart or clicks on ‘Send Message’ for a specific product. Save the configurations.

Step 14: To view finalized or checked-out carts, navigate to Messages, select a particular conversation, and click on ‘WhatsApp cart’ on the right side.

Step 15: Ensure that your business information is set up by going to the ‘Setup’ tab and clicking on ‘Configure Provider’.

Step 16: For Indian stores with WhatsApp numbers starting with ’91’, complete the compliance requirement through the

floatchat portal by providing the necessary details and saving them.

Setting up the Flow #

To create the user journey for WhatsApp Commerce, follow these steps:

  1. WhatsApp Commerce Node: Use this node in the path builder to define the user journey.
  2. Search & Display: Use this action to search for a particular product in the catalog and display the matched products on WhatsApp. Capture the user’s input about the product name or type using the ‘Request user data’ node and save it to an attribute. Call the attribute in the Search & Display action of the WhatsApp Commerce node to render the matched products.
  3. Display: Use this action to display products from the catalog. Get the Content IDs from the catalog in the Facebook Commerce Manager and populate the attribute {{commerce.display_product}} with the product IDs. Connect this attribute with the respective category and the WhatsApp Commerce node with the Display action.
  4. Cart Checkout: Configure the desired path to be triggered when a user finalizes and checks out the cart. Capture the final product names, IDs, and prices using the Live chat node or a relevant flow. Use the {{commerce.cart}} attribute in the flow to access the latest cart items.
  5. Agent View: Agents can view the latest cart of a user by navigating to Messages, selecting a conversation, and clicking on ‘WhatsApp cart’.
  6. Quick Script: Use the Script node to extract various attributes from the finalized cart. The {{commerce.cart}} attribute contains the latest cart items. Use the provided script to create attributes such as retailernames, totalPrice, retailerIds, and quantityIds.

Note: Ensure that you follow the specific instructions for Indian stores with WhatsApp numbers starting with ’91’ for certain steps.

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