Adding a WhatsApp channel

Plan requirement

Subscription Any plan
Access Admin

Connecting the number to Zendesk once verification is done, and confirming that messages arrive as tickets.

Add the channel

  1. Open Admin Center, then Channels, then Messaging.
  2. Add a WhatsApp channel.
  3. Sign in and select the business account and the number.
  4. Grant the permissions requested.
  5. Assign the channel to the right brand.
  6. Message the number from your own phone and confirm a ticket appears.

Set the brand deliberately

The brand decides routing, service levels and which help centre applies. A WhatsApp channel left on the default brand in a multibrand account misroutes everything, and it looks fine.

Before you publish the number

  • Routing. Which group receives WhatsApp conversations.
  • An out-of-office response. People message WhatsApp at all hours.
  • Capacity, so agents are not handed more live conversations than they can hold.
  • The business profile, which customers see: name, description, opening hours.

Test from a real phone

Send a message, an image and a voice note. Check each arrives, check the reply gets back, and look at what the profile shows on the customer's side.

See also

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