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Setting up WhatsApp

How to request the WhatsApp integration, and how to set it up

Doug Taylor avatar
Written by Doug Taylor
Updated over 3 weeks ago

Want to use WhatsApp to connect with candidates? Here's what we'll need to set that up!

Note: This process requires a Grayscale Admin user with Admin access to your organization’s Facebook/Meta Business Manager.


Integration Steps

  1. Log into Grayscale and paste the following link into the URL bar: https://app.gograyscale.com/settings/admin/whatsapp-integration

  2. Click Login With Facebook

  3. Login to your personal Facebook account. If already logged in, click Continue as [name]

  4. To Connect your account to __, click Get Started

  5. Select the Business portfolio to connect and click Next

  6. Create or select your WhatsApp Business Account

  7. Review Grayscale’s access request and click Continue

  8. You’ll then see the Verifying your information screen

  9. Once you come to the You’re now ready to chat with people on WhatsApp screen, click Finish

  10. Next up, WhatsApp Profile Branding!


WhatsApp Profile Branding

This information will be shown to WhatsApp users when they are interacting with your business. Grayscale recommends adding this information because it has shown to increase message recipients' trust of your senders and increase engagement.

Available Profile Fields

  1. Business Display Name

    • The Business Name as listed in the Meta/Facebook Business Manager will be used

    • It can be edited following the WhatsApp registration process

  2. Profile Photo

    • JPG or PNG format

    • 640x640 pixels or larger

    • Square ratio

  3. Business address (Optional)

    • Typically the company HQ location would be added here

  4. Business website (Optional)

    • This can be the company’s main website or career page

  5. Additional business website (Optional)

  6. Business email (Optional)

    • We recommend adding a general recruiting email address

  7. Business description (Optional)

    • Limit to 512 characters

  8. Profile about

    • Limit to 139 characters

By default, when you create your WhatsApp Sender, your account will be a Business Account.


Without the Meta Business Verification

For companies that have yet to complete Business Verification, the WhatsApp Sender's Display Name will be appear as follows:

  • From the Chats list – the phone number assigned as the WhatsApp sender (left-hand image)

  • In the 1-1 chat view – the phone number is in bold while "Grayscale Labs" is only displayed in small text below the phone number (middle image)

  • From the contacts view/Business Info – the phone number is in bold while "Grayscale Labs" is only displayed in small text below the phone number (right-hand image)

With the Meta Business Verification

Once the Meta Business Verification has been completed and the Meta Business Manager is verified, the chat list and chat thread will then show the WhatsApp Sender's Display Name ("Grayscale Labs" in the example below).

  • This is typically what all Grayscale WhatsApp accounts look like

  • The phone number is only shown when the user taps the Display Name on the top to open the Business Info screen shown below (right-hand image)

Movin' & groovin' 😎

Still have questions? Chat with us below!

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