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Social Media: Set up WhatsApp with a reused numberUpdated an hour ago

Who can use this feature?

• The account owner and admins can connect and manage WhatsApp integrations (You need full access to the relevant Meta business portfolio)
• Everyone (except Observers) can view and reply to WhatsApp tickets
Can be used with any connected store

To bring WhatsApp conversations into your helpdesk, you need to create a WhatsApp account through Gorgias. Because a phone number can only be associated to one account at a time, you'll need to delete your existing WhatsApp account to reuse the number with a Gorgias-created WhatsApp Business account.

Follow the steps that apply to your situation

This article covers how to create a WhatsApp account in your helpdesk with a phone number you own that's currently in use by a WhatsApp account that wasn't created in Gorgias. If that doesn't apply to you, navigate to the article that best matches your situation for the most relevant setup instructions:

Your situationArticle
Your number is associated with a WhatsApp Business Account through another provider, like Zendesk, Twilio, or 360dialogMigrate a WhatsApp number to Gorgias
You want to use a phone number you own that has never been used with WhatsAppSet up WhatsApp with your own phone number
You subscribe to the Voice or SMS add-on and want to use a Gorgias phone number for WhatsAppSet up WhatsApp with a Gorgias phone number
Your integration is already set up and you want to rename or delete itManage your WhatsApp integration

Before you start

Step 1: Free up a number used in an existing WhatsApp account

Meta won't let you use a phone number that's currently in use on another WhatsApp account, so you'll need to delete that account before you can create a WhatsApp account in Gorgias.

Note: When you delete your WhatsApp account, the chat history for that phone number is deleted as well. If there are conversations you'd like to save, be sure to export your chat history first.
  1. Open the WhatsApp account that uses the phone number.
  2. Delete the account for that number from your WhatsApp settings.
  3. Wait a few minutes for the number to become available again.

Step 2: Create a WhatsApp integration with your phone number

You'll be redirected to Facebook to complete most of the WhatsApp account setup through Meta's sign-up flow, and redirected back to Gorgias when you're done.

  1. From your helpdesk, click the Settings icon in the bottom-left corner.
  2. In the menu, locate Apps, then select App store.
  3. Search for and select WhatsApp.
  4. Click Connect WhatsApp Business. You'll be redirected to Facebook.
  5. Sign in to the Facebook account that has access to your Meta business portfolio.
  6. Follow Meta's steps to select the business portfolio and create a WhatsApp Business Account.
  7. Enter the phone number you made available in Step 1. Under Choose how you would like to verify your number, select Text message or Phone call.
  8. Enter the code to verify the number, then finish Meta's setup flow.
  9. Return to Gorgias in your browser. Navigate to Installed appsWhatsAppIntegrations to see your new WhatsApp integration.
Tip: If you aren't redirected to Facebook in step 4, turn off any ad blockers and try again.

What Gorgias sets up for you

While creating the integration, Gorgias completes the following tasks in the background:

  • Two-step verification. Gorgias sets a two-step verification PIN on the number as part of registering it with Meta.
  • Billing with Meta. Meta bills Gorgias for WhatsApp conversation charges, and your WhatsApp tickets are then billed to you as helpdesk tickets. You'll never see a bill from Meta for using WhatsApp.
  • Your existing templates. Gorgias imports the message templates associated with that WhatsApp Business Account from Meta.
  • A dedicated view. Gorgias creates a view named WhatsApp - [integration name] that lists open tickets from that number. You can edit it like any other view.

What's next

FAQ

How do I know if I should delete my existing account, or migrate my phone number?

Delete your WhatsApp account when the phone number is one you own, and your WhatsApp account wasn't set up by a third party. Follow the steps to migrate a WhatsApp number to Gorgias when the number is associated with a WhatsApp Business Account set up by another platform, like Zendesk, Twilio, or 360dialog.

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