diff --git a/docs/2. Pre Onboarding/Adding a New Chatbot in Glific.md b/docs/2. Pre Onboarding/Adding a New Chatbot in Glific.md new file mode 100644 index 000000000..fe87aa226 --- /dev/null +++ b/docs/2. Pre Onboarding/Adding a New Chatbot in Glific.md @@ -0,0 +1,187 @@ +

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10 minutes readLevel: Beginner Last Updated: February 2026
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+ + +## Starting with another chatbot in Glific + +If your NGO already has one or more chatbots on Glific and wants to start another, follow the below steps: + +### Step 1: Decide on the Use Case & Get a Phone Number + +- Identify the purpose of the new chatbot (e.g., survey, support, awareness campaign). + +- Get a phone number for this bot. + +- **Important:** Do not install WhatsApp on this number.If using an existing number, uninstall WhatsApp from it before connecting to the bot. + +### Step 2: Filling the Glific onboarding form: + +- You will receive the Onboarding Form link from the Glific Team. You can refer to this documentation for guidance on how to complete the form. + +### Step 3: Gupshup App Setup (Required) + +- Each chatbot needs a separate Gupshup app. As Facebook account is already verified, so no need to redo that.Make sure to Login to your verified Facebook acocunt while doing the GUpshuyp app live process. + +- Log in to [Gupshup.ai](http://Gupshup.ai) + +- Enter an app name (No space or special characters allowed). + +This is something internal and not visible to your end users & also **it cannot be changed once setup is completed**. So you can go for something like `GlificChatbot` or `TamilNaduChatbot` etc… + +![image](https://user-images.githubusercontent.com/130072273/233287354-f1aafdef-064f-4862-bf28-f392d8c7949b.png) + + +- Once the App name is entered. It will show as **Created successfully**. Click on `Go to Dashboard`. + +![image](https://user-images.githubusercontent.com/130072273/233287630-bb1481fb-c34c-493d-8fc2-e1a2d5837000.png) + + +- Click on the `overview arrow` beside the app name(as shown in the screenshot) + +image + +- Click on `Settings` >> `Add Partner ID` as `49` and confirm. + +image + + + +- Go to dashboarad and then click on the `Go live` button beside your app. + +![image](https://user-images.githubusercontent.com/130072273/233288175-775d6bbe-0367-4123-8a5e-a91e7ecb2fc7.png) + +- Select the type of phone number you wish to configure for your WhatsApp Business Account. + +image + + +- Review the `data storage region`, the respective country's WhatsApp free, and select `Proceed`. + +image + + +- Enter the details of a contact person from your organization (It should be someone who would be managing chatbot work for the organization) & click `Next`button. + +image + +- Click on `Confirm` button. + +![image](https://user-images.githubusercontent.com/130072273/233290836-8858c4e3-a4ac-40ad-9f45-aa2dfd8cd349.png) + + +- Click on `Continue with Facebook` in the next page. It will redirect to Facebook login page. + +image + +- This step will open a pop-up window leading to Facebook.com. Do not close the pop-up window or navigate to a different page. + +- Please ensure that your browser is configured to allow pop-ups to load. + +- Log into Facebook if you haven't already or click Continue as [your name] if you're already signed in. After logging in, you will be shown an overview of the process of connecting + your number to WhatsApp. + +image + +- Select `Get Started`. + +image + +- Fill in your business information and select `Next`. + +image + +- Next, you will be able to select a WhatsApp Business Account (WABA) and WhatsApp Business Profile or create a new one. + +image + +- Now, provide details for your business information. + +image + +- Create or select your WhatsApp Business account. Then, select Next. + +image + +- Provide a WhatsApp Business display name and select the category. Then, select Next. + +image + +- Next, you will receive a verification code on your registered phone number. Enter the verification code and select Next. + +image + +- Review the permissions requested and select Continue. + +image + +- You're all set to go. Select Finish. + +image + +- Confirm the WABA ID and phone number. + +image + +- Congratulation! You are now ready to send messages. Select Go to dashboard and your Gupshup App will be `Live`. + +image + + +- On the app name click on the `overview arrow` beside the app name(as shown in 1st screenshot), go to Webhooks and Enable all the message events (as shown in the below second screenshot). + +image + + + +image + + + +- Please refer to [add display picture ](https://docs.gupshup.io/docs/profile) + + +### Connecting Gupshup to Glific: + +**To connect your Gupshup account with Glific, please follow these steps:** + +- Log in to your Gupshup account. + +- Make a note of your App Name. + +image + + +- Copy your API Key from the app settings. + +**Update Details in Glific** + +- Log in to your Glific account. + +- Go to Settings. + +image + +- Open the Gupshup section. + +- Enter your Gupshup App Name. + +- Enter your Gupshup API Key. + +Note: You do not need to add the App ID. It will be generated automatically in Glific. + +image + +- Click Save. + +Once saved, your Gupshup account will be connected to Glific, and messages can start flowing through WhatsApp. + + + +