Guide to Onboard a Number via ISV Program - Embedded Sign-Up

pre requisite to onboard a number via isv program (or other methods) exotel account with completed kyc ensure you have an active exotel account with the know your customer (kyc) process completed customer's phone number the end customer should have the phone number ready that needs to be onboarded to the console whatsapp console access once logged in to the exotel account, verify if whatsapp console access is enabled for your account sid you should find the whatsapp option in the left hand navigation bar on the home page if not, contact exotel support at hello\@exotel in to enable it isv program feature once you click on the whatsapp option from point 3 as mentioned above, confirm that the isv program feature is enabled for your account sid in the whatsapp console look for the isv program option in the left hand navigation bar on the messaging console's home page if it's not enabled, reach out to the exotel support team via email at hello\@exotel in to have it activated ensure all these prerequisites are met before proceeding with the onboarding process step by step guide let's start with the step by step guide to onboard a number via the isv program embedded sign up step 1 go to https //my exotel com and log in to your exotel account step 2 click on "whatsapp" in the left hand navigation bar if you can't find this option, request access at hello\@exotel in step 4 navigate to the "isv program" section present in the left navigation bar if you can't find this option, request access at hello\@exotel in step 5 isvs can onboard the numbers using 2 methods exotel dashboard in the isv program section, you can see the option to "generate link" to create a link for the customer using which the end customer can complete the number onboarding flow integrating with the whatsapp number onboarding isv apis in the isv program section, you can the “api documentation” and “postman collection” at the bottom of the page which can be integrated by the isvs into their own system using which they can enable the same functionality of link generation/ or embed it to their console to complete the onboarding process please find the api documentation attached below step 6 with option a , click on the “generate link” button and share the generated link with the client with option b , the end customer will directly receive the link or get redirected to a new tab with the link based on how you integrate it note the end customer should have access to the destination whatsapp business manager account as an admin to onboard the number to the required whatsapp account step 7 when the client opens the link, they'll see a page click "login with facebook " step 8 continue by clicking "continue as \<username> " step 9 follow these steps or else you can ask the end customer to watch the video available in the rhs section which explains the onboarding process (the steps in the video might be slightly different with the changes in ui done by meta) \>> click "get started" \>> click "continue " \>> select the required meta business account and click "next " \>> choose the necessary whatsapp business account or create a new one click "next" \>> select the required whatsapp business profile or create a new one click "next" \>> provide an unused phone number and a valid display name choose authentication via message or phone call, and enter the verification code click "next " \>> enter the verification code and click "next " \>> click "finish" and the onboarding process is now complete step 10 once done, isv can navigate to "number management" to see the new number onboarded click on the number to view details and configure or share the api credentials with the end customer api documentation isv onboarding documentation pdf https //drive google com/file/d/1dzy bwxvqzfcao5ht98smysprpt itjm/view?usp=sharing