From e93516c0343d35b9482cac64b6fe870ec0a1847a Mon Sep 17 00:00:00 2001
From: Sangeet Mishra <143380171+SangeetaMishr@users.noreply.github.com>
Date: Wed, 25 Feb 2026 13:20:14 +0530
Subject: [PATCH 1/2] Document onboarding process for new Glific chatbot
Added detailed instructions for onboarding a new chatbot in Glific, including steps for Gupshup app setup and connecting to Glific.
---
.../Adding a New Chatbot in Glific.md | 187 ++++++++++++++++++
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create mode 100644 docs/2. Pre Onboarding/Adding a New Chatbot in Glific.md
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+
+
+
+ | 10 minutes read |
+ Level: Beginner |
+ Last Updated: January 2026 |
+
+
+
+
+
+## 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…
+
+
+
+
+- Once the App name is entered. It will show as **Created successfully**. Click on `Go to Dashboard`.
+
+
+
+
+- Click on the `overview arrow` beside the app name(as shown in the screenshot)
+
+
+
+- Click on `Settings` >> `Add Partner ID` as `49` and confirm.
+
+
+
+
+
+- Go to dashboarad and then click on the `Go live` button beside your app.
+
+
+
+- Select the type of phone number you wish to configure for your WhatsApp Business Account.
+
+
+
+
+- Review the `data storage region`, the respective country's WhatsApp free, and select `Proceed`.
+
+
+
+
+- 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.
+
+
+
+- Click on `Confirm` button.
+
+
+
+
+- Click on `Continue with Facebook` in the next page. It will redirect to Facebook login page.
+
+
+
+- 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.
+
+
+
+- Select `Get Started`.
+
+
+
+- Fill in your business information and select `Next`.
+
+
+
+- Next, you will be able to select a WhatsApp Business Account (WABA) and WhatsApp Business Profile or create a new one.
+
+
+
+- Now, provide details for your business information.
+
+
+
+- Create or select your WhatsApp Business account. Then, select Next.
+
+
+
+- Provide a WhatsApp Business display name and select the category. Then, select Next.
+
+
+
+- Next, you will receive a verification code on your registered phone number. Enter the verification code and select Next.
+
+
+
+- Review the permissions requested and select Continue.
+
+
+
+- You're all set to go. Select Finish.
+
+
+
+- Confirm the WABA ID and phone number.
+
+
+
+- Congratulation! You are now ready to send messages. Select Go to dashboard and your Gupshup App will be `Live`.
+
+
+
+
+- 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).
+
+
+
+
+
+
+
+
+
+- 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.
+
+
+
+
+- Copy your API Key from the app settings.
+
+**Update Details in Glific**
+
+- Log in to your Glific account.
+
+- Go to Settings.
+
+
+
+- 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.
+
+
+
+- Click Save.
+
+Once saved, your Gupshup account will be connected to Glific, and messages can start flowing through WhatsApp.
+
+
+
+
From c34dfbcdd17952325366c723ba9ebc8bdb667250 Mon Sep 17 00:00:00 2001
From: Sangeet Mishra <143380171+SangeetaMishr@users.noreply.github.com>
Date: Wed, 25 Feb 2026 14:25:54 +0530
Subject: [PATCH 2/2] Update last updated date to February 2026
---
docs/2. Pre Onboarding/Adding a New Chatbot in Glific.md | 2 +-
1 file changed, 1 insertion(+), 1 deletion(-)
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
index fb6cb9b1e..fe87aa226 100644
--- a/docs/2. Pre Onboarding/Adding a New Chatbot in Glific.md
+++ b/docs/2. Pre Onboarding/Adding a New Chatbot in Glific.md
@@ -3,7 +3,7 @@
| 10 minutes read |
Level: Beginner |
- Last Updated: January 2026 |
+ Last Updated: February 2026 |