WhatsApp onboarding flow

1. Create a new WhatsApp contact (use the Add a contact and/or advisors to a contact API).

2. Create a room (use the Create room API).

3. Add the new contact to the room (use the Add room member API).

4. Symphony Connect Helper sends the welcome message template to the new contact.

5. Check whether:

  • The message "We couldn’t add to this room as their WhatsApp account was not found" is sent in the room. OR

  • In the WhatsApp Connect app, the contact’s card shows the status UNAVAILABLE (if using a bot, check for "status": "UNAVAILABLE" in the API response).

6. If the contact’s status is UNAVAILABLE:

  • The contact does not have the WhatsApp app, and you should remove them.

If they're the last contact in the room, this will deactivate the room.

  • Ask the user to create a WhatsApp account or provide their correct phone number and retry the onboarding.

7. If the contact’s status is different from UNAVAILABLE (see the Contact status section):

  • The contact has the WhatsApp app, and you can continue the flow as usual.

No status will be returned if the contact is created without being added to a room.

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