-
Notifications
You must be signed in to change notification settings - Fork 9
Document onboarding process for new Glific chatbot #579
New issue
Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.
By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.
Already on GitHub? Sign in to your account
base: main
Are you sure you want to change the base?
Changes from all commits
File filter
Filter by extension
Conversations
Jump to
Diff view
Diff view
There are no files selected for viewing
| Original file line number | Diff line number | Diff line change | ||||
|---|---|---|---|---|---|---|
| @@ -0,0 +1,187 @@ | ||||||
| <h3> | ||||||
| <table> | ||||||
| <tr> | ||||||
| <td><b>10 minutes read</b></td> | ||||||
| <td style={{ paddingLeft: '40px' }}><b>Level: Beginner </b></td> | ||||||
| <td style={{ paddingLeft: '40px' }}><b>Last Updated: February 2026</b></td> | ||||||
| </tr> | ||||||
| </table> | ||||||
| </h3> | ||||||
|
|
||||||
|
|
||||||
| ## 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. | ||||||
|
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Missing space after period. ✏️ Proposed fix-- **Important:** Do not install WhatsApp on this number.If using an existing number, uninstall WhatsApp from it before connecting to the bot.
+- **Important:** Do not install WhatsApp on this number. If using an existing number, uninstall WhatsApp from it before connecting to the bot.📝 Committable suggestion
Suggested change
🤖 Prompt for AI Agents |
||||||
|
|
||||||
| ### Step 2: Filling the Glific onboarding form: | ||||||
|
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Trailing colon and inconsistent heading style. The heading ✏️ Proposed fix-### Step 2: Filling the Glific onboarding form:
+### Step 2: Fill the Glific Onboarding Form📝 Committable suggestion
Suggested change
🤖 Prompt for AI Agents |
||||||
|
|
||||||
| - 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. | ||||||
|
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. "this documentation" is missing its hyperlink. The phrase "refer to this documentation" has no URL attached, leaving the user with no path to the referenced content. ✏️ Proposed fix-- 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.
++ You will receive the Onboarding Form link from the Glific Team. You can refer to [this documentation](<INSERT_LINK_HERE>) for guidance on how to complete the form.📝 Committable suggestion
Suggested change
🤖 Prompt for AI Agents |
||||||
|
|
||||||
| ### 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. | ||||||
|
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Multiple typos and grammar issues on this line (also flagged by static analysis).
✏️ Proposed fix-- 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.
+- Each chatbot needs a separate Gupshup app. Since your Facebook account is already verified, there is no need to redo that. Make sure to log in to your verified Facebook account while doing the Gupshup app live process.🧰 Tools🪛 LanguageTool[grammar] ~30-~30: Ensure spelling is correct (QB_NEW_EN_ORTHOGRAPHY_ERROR_IDS_1) 🤖 Prompt for AI Agents |
||||||
|
|
||||||
| - Log in to [Gupshup.ai](http://Gupshup.ai) | ||||||
|
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. 🧩 Analysis chain🌐 Web query:
💡 Result: Gupshup’s official self-serve WhatsApp Business (API) console is accessed via the WhatsApp dashboard: Log in there with your Gupshup credentials to manage apps / WhatsApp settings (Self-Serve). [1] If you’re starting from the main site, use Gupshup’s Login on: …and then proceed to the WhatsApp dashboard/self-serve flow. [2] Sources: [1] [2] 🌐 Web query:
💡 Result: Both domains appear to be officially operated by Gupshup:
If your goal is to avoid lookalikes/phishing: the safest sign is the direct redirect from gupshup.io → gupshup.ai and cross-linking to docs.gupshup.io. [3][4] Fix insecure protocol and clarify Gupshup domain. The link uses ✏️ Proposed fix-- Log in to [Gupshup.ai](http://Gupshup.ai)
+- Log in to [Gupshup](https://www.gupshup.io/)📝 Committable suggestion
Suggested change
🤖 Prompt for AI Agents |
||||||
|
|
||||||
| - 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`. | ||||||
|
Comment on lines
+34
to
+41
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Unindented continuation paragraph breaks the bullet list. The prose on line 36 is not inside a list item, so it terminates the preceding list and starts a new one at line 41. Indent it (or prefix with ✏️ Proposed fix - 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…
+ 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…🤖 Prompt for AI Agents |
||||||
|
|
||||||
|  | ||||||
|
|
||||||
|
|
||||||
| - Click on the `overview arrow` beside the app name(as shown in the screenshot) | ||||||
|
|
||||||
| <img width="1050" alt="image" src="https://github.com/user-attachments/assets/cb70dbb3-12e8-4ad8-9b9b-e09dee793ab8" /> | ||||||
|
|
||||||
| - Click on `Settings` >> `Add Partner ID` as `49` and confirm. | ||||||
|
|
||||||
| <img width="626" alt="image" src="https://github.com/user-attachments/assets/cc8d9f17-0b97-467b-a6d5-417b62eb1d81" /> | ||||||
|
|
||||||
|
|
||||||
|
|
||||||
| - Go to dashboarad and then click on the `Go live` button beside your app. | ||||||
|
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Typo: "dashboarad" → "dashboard". ✏️ Proposed fix-- Go to dashboarad and then click on the `Go live` button beside your app.
+- Go to dashboard and then click on the `Go live` button beside your app.📝 Committable suggestion
Suggested change
🤖 Prompt for AI Agents |
||||||
|
|
||||||
|  | ||||||
|
|
||||||
| - Select the type of phone number you wish to configure for your WhatsApp Business Account. | ||||||
|
|
||||||
| <img width="768" alt="image" src="https://github.com/user-attachments/assets/ab3614a9-a68c-4cdf-8fc4-24ecc33ccb80" /> | ||||||
|
|
||||||
|
|
||||||
| - Review the `data storage region`, the respective country's WhatsApp free, and select `Proceed`. | ||||||
|
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Unclear phrasing: "WhatsApp free" likely should be "WhatsApp fees". ✏️ Proposed fix-- Review the `data storage region`, the respective country's WhatsApp free, and select `Proceed`.
+- Review the `data storage region`, the respective country's WhatsApp fees, and select `Proceed`.📝 Committable suggestion
Suggested change
🤖 Prompt for AI Agents |
||||||
|
|
||||||
| <img width="894" alt="image" src="https://github.com/user-attachments/assets/e3b77607-a051-4bbc-a010-b2561361a15b" /> | ||||||
|
|
||||||
|
|
||||||
| - 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. | ||||||
|
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Missing space between ✏️ Proposed fix-- 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.
+- Enter the details of a contact person from your organization (It should be someone who would be managing chatbot work for the organization) and click the `Next` button.📝 Committable suggestion
Suggested change
🤖 Prompt for AI Agents |
||||||
|
|
||||||
| <img width="771" alt="image" src="https://github.com/user-attachments/assets/b2e98ffe-53e0-4eb3-a0dd-d548ec1a5ed9" /> | ||||||
|
|
||||||
| - Click on `Confirm` button. | ||||||
|
|
||||||
|  | ||||||
|
|
||||||
|
|
||||||
| - Click on `Continue with Facebook` in the next page. It will redirect to Facebook login page. | ||||||
|
|
||||||
| <img width="772" alt="image" src="https://github.com/user-attachments/assets/06e05787-b9b6-419e-9b64-93d546217fd8" /> | ||||||
|
|
||||||
| - 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. | ||||||
|
|
||||||
| <img width="766" alt="image" src="https://github.com/user-attachments/assets/449ae355-ebd2-4da3-bebb-a4b133600149" /> | ||||||
|
|
||||||
| - Select `Get Started`. | ||||||
|
|
||||||
| <img width="769" alt="image" src="https://github.com/user-attachments/assets/9516829b-21b5-40f2-92ac-8e391836157b" /> | ||||||
|
|
||||||
| - Fill in your business information and select `Next`. | ||||||
|
|
||||||
| <img width="773" alt="image" src="https://github.com/user-attachments/assets/12827667-e3d2-4df9-8da0-ed919ca01666" /> | ||||||
|
|
||||||
| - Next, you will be able to select a WhatsApp Business Account (WABA) and WhatsApp Business Profile or create a new one. | ||||||
|
|
||||||
| <img width="769" alt="image" src="https://github.com/user-attachments/assets/3fcaf45e-905b-4c88-9774-ad0ec0e5c5b6" /> | ||||||
|
|
||||||
| - Now, provide details for your business information. | ||||||
|
|
||||||
| <img width="767" alt="image" src="https://github.com/user-attachments/assets/c5d759ab-91cc-452a-bdac-80ced08c0449" /> | ||||||
|
|
||||||
| - Create or select your WhatsApp Business account. Then, select Next. | ||||||
|
|
||||||
| <img width="770" alt="image" src="https://github.com/user-attachments/assets/b30028e1-58ea-4da6-86c6-3c70832424d0" /> | ||||||
|
|
||||||
| - Provide a WhatsApp Business display name and select the category. Then, select Next. | ||||||
|
|
||||||
| <img width="764" alt="image" src="https://github.com/user-attachments/assets/7853377b-b892-4338-9332-a02290a3f2c0" /> | ||||||
|
|
||||||
| - Next, you will receive a verification code on your registered phone number. Enter the verification code and select Next. | ||||||
|
|
||||||
| <img width="768" alt="image" src="https://github.com/user-attachments/assets/4dcbe3f6-cd53-421b-b2d9-71f0fbc2cf03" /> | ||||||
|
|
||||||
| - Review the permissions requested and select Continue. | ||||||
|
|
||||||
| <img width="768" alt="image" src="https://github.com/user-attachments/assets/8ea04b5b-f874-4e06-9832-7325269556ca" /> | ||||||
|
|
||||||
| - You're all set to go. Select Finish. | ||||||
|
|
||||||
| <img width="767" alt="image" src="https://github.com/user-attachments/assets/23a1b538-7329-4ab3-a898-fa2b5bc8c1e3" /> | ||||||
|
|
||||||
| - Confirm the WABA ID and phone number. | ||||||
|
|
||||||
| <img width="769" alt="image" src="https://github.com/user-attachments/assets/16533c4c-a074-405f-88aa-debfc169270f" /> | ||||||
|
|
||||||
| - Congratulation! You are now ready to send messages. Select Go to dashboard and your Gupshup App will be `Live`. | ||||||
|
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Grammar: "Congratulation!" → "Congratulations!" ✏️ Proposed fix-- Congratulation! You are now ready to send messages. Select Go to dashboard and your Gupshup App will be `Live`.
+- Congratulations! You are now ready to send messages. Select Go to dashboard and your Gupshup App will be `Live`.📝 Committable suggestion
Suggested change
🤖 Prompt for AI Agents |
||||||
|
|
||||||
| <img width="770" alt="image" src="https://github.com/user-attachments/assets/0b81b393-0016-47e7-9f12-bda6eafcf686" /> | ||||||
|
|
||||||
|
|
||||||
| - 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). | ||||||
|
|
||||||
| <img width="1050" alt="image" src="https://github.com/user-attachments/assets/cb70dbb3-12e8-4ad8-9b9b-e09dee793ab8" /> | ||||||
|
|
||||||
|
|
||||||
|
|
||||||
| <img width="692" height="463" alt="image" src="https://github.com/user-attachments/assets/d5dd0207-d48f-42dd-ade6-7593f4f514cf" /> | ||||||
|
|
||||||
|
|
||||||
|
|
||||||
| - Please refer to [add display picture ](https://docs.gupshup.io/docs/profile) | ||||||
|
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Remove trailing space inside link text (MD039).
✏️ Proposed fix-- Please refer to [add display picture ](https://docs.gupshup.io/docs/profile)
+- Please refer to [add display picture](https://docs.gupshup.io/docs/profile)📝 Committable suggestion
Suggested change
🧰 Tools🪛 markdownlint-cli2 (0.21.0)[warning] 147-147: Spaces inside link text (MD039, no-space-in-links) 🤖 Prompt for AI Agents |
||||||
|
|
||||||
|
|
||||||
| ### Connecting Gupshup to Glific: | ||||||
|
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. "Connecting Gupshup to Glific" is not numbered as Step 4. Steps 1–3 use the ✏️ Proposed fix-### Connecting Gupshup to Glific:
+### Step 4: Connect Gupshup to Glific🤖 Prompt for AI Agents |
||||||
|
|
||||||
| **To connect your Gupshup account with Glific, please follow these steps:** | ||||||
|
|
||||||
| - Log in to your Gupshup account. | ||||||
|
|
||||||
| - Make a note of your App Name. | ||||||
|
|
||||||
| <img width="1050" alt="image" src="https://github.com/user-attachments/assets/cb70dbb3-12e8-4ad8-9b9b-e09dee793ab8" /> | ||||||
|
|
||||||
|
|
||||||
| - Copy your API Key from the app settings. | ||||||
|
|
||||||
| **Update Details in Glific** | ||||||
|
|
||||||
| - Log in to your Glific account. | ||||||
|
|
||||||
| - Go to Settings. | ||||||
|
|
||||||
| <img width="167" height="183" alt="image" src="https://github.com/user-attachments/assets/9db69e24-03db-441d-bb8c-3357db211adb" /> | ||||||
|
|
||||||
| - 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. | ||||||
|
|
||||||
| <img width="594" height="480" alt="image" src="https://github.com/user-attachments/assets/2bb32485-60ed-436a-9fa1-9c39e07a5c8e" /> | ||||||
|
|
||||||
| - Click Save. | ||||||
|
|
||||||
| Once saved, your Gupshup account will be connected to Glific, and messages can start flowing through WhatsApp. | ||||||
|
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
There was a problem hiding this comment.
Choose a reason for hiding this comment
The reason will be displayed to describe this comment to others. Learn more.
Trailing space in heading.
The heading has a trailing space after "Glific ". While typically harmless in rendering, it violates clean Markdown hygiene.
✏️ Proposed fix
🤖 Prompt for AI Agents