How to create and edit a WhatsApp Room with Coexistence

Automate and manage your chats with Doppler without leaving your phone! With Coexistence, you can link your current number and keep using it in WhatsApp Business App.

Prefer a number dedicated to Doppler, with faster sending speed? Compare both options.

Before you start, make sure you have:

  • A Meta business account with a payment method set up.
  • A verified business account, if you need to use more than two lines.
  • Facebook credentials with full access permissions to the business account. The Facebook account must belong to an individual. If it doesn’t, it may be restricted.
  • Your phone with the line you want to link.

Keep these Coexistence considerations in mind:

  • Open WhatsApp Business App regularly and keep the app’s AI agent turned off. If more than 14 days go by without opening it, WhatsApp turns off the connection with the Room.
  • Your Contacts and messages from the last 180 days sync to the Room, except group messages. Keeping the app open during the connection speeds up the process.
  • Only media files from the last 14 days sync.
  • You can keep replying from WhatsApp Business App. When you connect, your linked devices are disconnected, but you can link up to 4 again (or 10 if you have Meta Verified Max).
  • WhatsApp limits bulk and automated messages to 20 per second to protect your phone’s performance.
  • In WhatsApp Business App, view once messages, disappearing messages, and editing or deleting your messages stop working.
  • WhatsApp for Windows and Wear OS keep working, but messages you send from them don’t appear in the Room.

Important: in addition to Doppler Conversations costs, keep in mind WhatsApp conversation costs. Meta manages this billing in Meta Business Suite, and Doppler doesn’t bill or charge for it. Learn more about WhatsApp costs.

Create your WhatsApp Marketing Room with WhatsApp Business App

1. First, log in to your Doppler account. Don’t have one yet? It’s time to create it!

2. Go to the Conversations menu. Then, click Settings in the left menu and select Rooms.

3. Click +New Room and select WhatsApp Marketing as the communication channel.

4. Click Connect with Facebook. Facebook may ask you to log in. The Finish and Continue buttons stay disabled until you complete the connection.

Channel Integration step of the new Room, with the Connect with Facebook button

5. Click Get started. You see your business’s legal name as the default name.

Meta window to connect your account to Conversations, with the Get started button

6. Select your phone number and click Next. Don’t see your number in the wizard? Enter it manually to validate it and move forward.

Meta wizard to add the WhatsApp phone number

7. Confirm the line you selected.

Meta wizard to review the WhatsApp account details

8. Select or create a business portfolio and click Next.

Meta wizard to select the business portfolio

9. You see a QR code on screen. Don’t scan it yet.

QR code in the Meta wizard to connect WhatsApp Business App

10. On your phone, you get a message like this one. Tap Connect.

Message in WhatsApp Business App with the Connect button

11. This screen opens. Tap Connect to business platform.

Screen to connect to the business platform in WhatsApp Business App

12. Choose whether you want to sync your chat history.

Options to share chat history in WhatsApp Business App

13. Scan the QR code from step 9.

Scanning the QR code with WhatsApp Business App

14. You see the successful connection message. Now you can finish the setup in Doppler.

Successful connection message in WhatsApp Business App

Connected account confirmation in the Meta wizard

15. Fill in the Room details and click Finish.

Room details in Doppler after connecting WhatsApp

#DopplerTip: Room details

  • Mode: defines how chats behave and who sees them.
    • Private: when another Operator replies, the chat disappears from the list of the Operator who previously helped the Contact.
    • Open: the new Operator replies and the chat stays visible to the Operators who previously helped the Contact.
  • Welcome message: Doppler sends it only once a day.
  • Auto-reply message: Doppler sends it when the Contact doesn’t get a reply within the scheduled hours.

Edit your WhatsApp Room

1. Go to the Conversations menu, click Settings in the left menu and select Rooms.

2. Find the Room you want to edit and click Edit. The Room editing screen opens.

3. Make the changes you need and click Accept to save them.

All set! Your WhatsApp Room is now connected to WhatsApp Business App. Manage and automate your chats from Doppler without leaving your phone.

Have questions? Contact us on WhatsApp or by email at [email protected].

We’re here to help 💛


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