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Update and rename 02. Setup an organisation on GupShup.md to 02. Gups… #433

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Update and rename 02. Setup an organisation on GupShup.md to 02. Gups…
SangeetaMishr Oct 8, 2025
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Rename 02. Gupshup Setup .md to 02. Gupshup Setup.md
SangeetaMishr Oct 8, 2025
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Update 02. Gupshup Setup.md
SangeetaMishr Oct 8, 2025
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Update 02. Gupshup Setup.md
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Merge branch 'main' into Gupshup-Setup.md
SangeetaMishr Oct 8, 2025
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Update 02. Gupshup Setup.md
SangeetaMishr Oct 10, 2025
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87 changes: 64 additions & 23 deletions ...g/02. Setup an organisation on GupShup.md → docs/2. Pre Onboarding/02. Gupshup Setup.md
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Original file line number Diff line number Diff line change
@@ -1,4 +1,13 @@
> ### **5 minute read                                                                                                                         `Beginner`**
<h3>
<table>
<tr>
<td><b>10 minutes read</b></td>
<td style="padding-left: 40px;"><b>Level: Beginner</b></td>
<td style="padding-left: 40px;"><b>Last Updated: October 2025</b></td>
</tr>
</table>
</h3>

___

<h1>Video Tutorial</h1>
Expand All @@ -7,29 +16,44 @@ ___

<h4>Note- We recorded this video somedays back while working with an org. We will re-record a better one in future</h4>

For a GupShup account, you will also need
### Introduction

1. [Facebook verification process for WA business API](https://glific.github.io/docs/docs/Onboarding/Facebook%20verification%20process%20for%20WA%20business%20API/)
Gupshup is the official WhatsApp Business API provider (BSP) used by Glific. All WhatsApp communication for your chatbot flows through Gupshup’s platform.
Gupshup setup is required for the below resons:
- Meta (Facebook) mandates that businesses connect through a verified BSP.
- Gupshup provides the interface for creating a WhatsApp Business Account (WABA), managing templates, and ensuring compliance.
- Without completing the Gupshup setup, your chatbot cannot go live on WhatsApp.
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⚠️ Potential issue | 🟡 Minor

Typo and phrasing.

“resons” → “reasons” and smoother phrasing.

-Gupshup setup is required for the below resons: 
+Gupshup setup is required for the following reasons:
📝 Committable suggestion

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Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.

Suggested change
Gupshup is the official WhatsApp Business API provider (BSP) used by Glific. All WhatsApp communication for your chatbot flows through Gupshup’s platform.
Gupshup setup is required for the below resons:
- Meta (Facebook) mandates that businesses connect through a verified BSP.
- Gupshup provides the interface for creating a WhatsApp Business Account (WABA), managing templates, and ensuring compliance.
- Without completing the Gupshup setup, your chatbot cannot go live on WhatsApp.
Gupshup is the official WhatsApp Business API provider (BSP) used by Glific. All WhatsApp communication for your chatbot flows through Gupshup’s platform.
Gupshup setup is required for the following reasons:
- Meta (Facebook) mandates that businesses connect through a verified BSP.
- Gupshup provides the interface for creating a WhatsApp Business Account (WABA), managing templates, and ensuring compliance.
- Without completing the Gupshup setup, your chatbot cannot go live on WhatsApp.
🤖 Prompt for AI Agents 
In docs/2. Pre Onboarding/02. Gupshup Setup.md around lines 15 to 19, fix the
typo "resons" to "reasons" and smooth the phrasing of the second sentence;
rewrite "Gupshup setup is required for the below resons:" to "Gupshup setup is
required for the following reasons:" and ensure the rest of the paragraph reads
fluently (e.g., keep bullets but adjust punctuation/spacing for clarity).


1. A new phone number or an phone number that hasn’t been used with WhatsApp(\*\*). The sim card should be activated with a minimal plan so as to receive sms verification code/call from Gupshup

2. To dis-associate your phone number from WhatsApp you need to open WhatsApp on your phone. Go to Settings → Account → Delete my account. Note - simply uninstalling the app **does not\*\* remove the association between the phone number and WhatsApp.
### Prerequisites

___
## Create your GupShup Account
Before you begin, make sure you have:
- [Facebook verification process for WA business API](https://glific.github.io/docs/docs/Pre%20Onboarding/Facebook%20Verification%20Process%20for%20WhatsApp%20Business%20API)

- A new phone number or a phone number that hasn’t been used with WhatsApp. The sim card should be activated with a minimal plan so as to receive sms verification code/call from Gupshup

- To dis-associate your phone number from WhatsApp you need to open WhatsApp on your phone.
Go to Settings → Account → Delete my account.

Note - simply uninstalling the app **does not** remove the association between the phone number and WhatsApp.

> **Note :-** _This is a Self-Service step. No need to contact to Gupshup for this. Gupshup may take the route of enterprise Gupshup setup, which is not useful and not required for Glific SAAS service._
### Process Overview

1. Next, go to [Gupshup.io](https://www.gupshup.io/) and click on sign up
Here’s a quick look at the steps you will complete:

![image](https://user-images.githubusercontent.com/32592458/212237110-a32280c9-8826-474b-b7a0-094c84bbcd0d.png)
<img width="591" height="488" alt="image" src="https://github.com/user-attachments/assets/f5846699-79e7-4b14-a857-7156c9e97418" />


1. Go to [Gupshup.ai](http://Gupshup.ai) and click on sign up

<img width="1462" height="278" alt="image" src="https://github.com/user-attachments/assets/2bcbabbb-1355-45c3-89fa-3b19b1f7aa1c" />


2. Then create your account using Google(preferred) and **using a common email id** like `[email protected]` or `[email protected]` instead of a personal email id so that it can be accessed by different team members when something fails to work.

3. Complete the Signup.

![image](https://user-images.githubusercontent.com/32592458/212237130-d20dc178-ccff-46b0-984a-b79d67cce1f0.png)
<img width="1465" height="796" alt="image" src="https://github.com/user-attachments/assets/6c3d71d0-c74d-430b-acb8-25aa740bcace" />


4. A verification mail will be sent on the updated email address. Please verify the link by logging into your email account.
Expand Down Expand Up @@ -165,15 +189,13 @@ This is something internal and not visible to your end users & also **it cannot

28. Then go to the Security Centre page on `Facebook business manager`. You should find the `start verification` button activated. In case it doesn&#39;t get activated instantly, you may give it some time. If it&#39;s taking longer than a few hours, contact us.

![image](https://user-images.githubusercontent.com/32592458/212237581-64976b86-a052-47a1-a685-10cc604032b5.png)


29. If you still don&#39;t see or get access to `start verification`, go to News Pages in your business manager, add your page and then click on verify your business.

![image](https://user-images.githubusercontent.com/32592458/212237592-58a68279-af03-44b9-bca4-4e9b38d5e7f6.png)


30. The process is straightforward after that. You will be required to verify your business by uploading some documents. Please refer to this document for verification guidance: [https://drive.google.com/file/d/1HhcirTBjhiYdXcOUFg04uJG4yxL8vpq-/view?usp=sharing/](https://drive.google.com/file/d/1HhcirTBjhiYdXcOUFg04uJG4yxL8vpq-/view?usp=sharing/)
30. The process is straightforward after that. You will be required to verify your business by uploading some documents.


31. As the doc will mention, using `Certificate of registration` is highly recommended to not get the approval process rejected. _Please make sure your provided business details exactly match with the detail in the document._
Expand All @@ -182,18 +204,37 @@ This is something internal and not visible to your end users & also **it cannot
32. Once done, Facebook will take 3-4 working days to review and you will receive an email once this is done. The button in the Security Centre will also have changed. Please reach out to us in case it&#39;s taking more than a week. We&#39;ll reach out to FB to expedite the process.


33. Please make sure your option to send template messages is enabled (see below*).*
### Configure Read Receipts in the Gupshup Account

![image](https://user-images.githubusercontent.com/32592458/212238218-000a79e2-1a16-44ad-aaf3-5346c573a553.png)
Please refer to [Configure read receipts in Gupshup account](https://docs.gupshup.io/docs/webhooks-2) for detailed steps.

34 . Turn off the **automated opt-in message** option (refer to the image below ), so that users will not get optin message when they send the message for the first time. Glific provides an easier way to get optin preferences from a flow. Refer [Configure Optin &amp; Optout preferences in Glific](https://glific.github.io/docs/docs/Product%20Features/Flows/Others/Configure%20Optin%20&%20Optout%20preferences%20in%20Glific/) for more details.
### Add Display picture

![image](https://user-images.githubusercontent.com/32592458/212238328-fa927959-1c14-454c-94aa-8e5a52fff64a.png)
Please refer to [add display picture ](https://docs.gupshup.io/docs/profile)

![image](https://user-images.githubusercontent.com/32592458/212238338-19775932-dfd0-422a-94e7-964db10b4fab.png)
___
## Configure Read Receipts in the Gupshup Account
### FAQ

1. How to change my WhatsApp display name?

- Refer to [this guide](https://www.facebook.com/business/help/378834799515077) by Meta to know the complete details

2. What are the guidelines for choosing a display name?

- Please check [this documentation](https://www.facebook.com/business/help/338047025165344).

3. How will my display name appear to end users? Can I get it verified?

- Read more about display names and verification [here](https://support.gupshup.io/hc/en-us/articles/360012076019-How-to-get-a-verified-tick-How-will-my-display-name-show-to-end-users).

4. How do I apply for the WhatsApp Green Tick (official business account)?

- Follow the steps outlined [here](https://support.gupshup.io/hc/en-us/articles/360012076019-How-to-get-a-verified-tick-How-will-my-display-name-show-to-end-users)

5. Where can I find my WABA ID?

- Log in to your Gupshup account → go to Dashboard → open the Settings tab → your WABA ID will be listed there.

6. What happens if the Gupshup app gets banned?

Please refer to [Configure read receipts in Gupshup account](https://glific.github.io/docs/docs/FAQ/Configure%20read%20receipts%20in%20Gupshup%20account./) for detailed steps.
- Your WhatsApp chatbot will stop working immediately. Please reach out to the Glific Support Team on [Discord](https://discord.gg/gYHMRGQVpT) .

If you&#39;re done with this step and want to get started with Glific, you may also [check out the onboarding steps here](https://glific.github.io/docs/docs/Onboarding/Glific%20Onboarding%20Toolkit).
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