Prerequisites to Start with FlowFlex

Prerequisites to Start with FlowFlex

Before you can fully use FlowFlex.ai for automating customer engagement via WhatsApp, SMS, and email, you’ll need to set up a few key components. These ensure your business is properly authenticated, integrated, and ready to launch seamless campaigns.

What You Need Before You Begin

1. Business Details

• Your legal business name and physical address

• A display name for your WhatsApp Business Profile (This name must comply with WhatsApp's display name guidelines. Click here to know more)

1. A Unique Phone Number

• A number that is not currently registered on any WhatsApp account

• If your number is linked to a personal or business WhatsApp, you will need to delete that account first 👉 Click here to know how to delete your WhatsApp account

1. Meta Business Essentials

• A Meta Business Account

• A WhatsApp Business Account connected to your Meta Business Account

• A Business App registered under your Meta account

• Access Tokens:

  • A System User Access Token or Business Integration System

Login Access and Approvals

• An active business login connected to your Meta account

• Proper access rights to manage WhatsApp settings for your business

• Your Meta account should be verified and approved to use messaging services like WhatsApp

Step-by-Step: How to Meet the Prerequisites

Step 1: Set up Meta Business Account

• Go to Meta Business Manager

• Register your business and verify details

Step 2: Create Your WhatsApp Business Account

• Within Meta Business Manager > Go to Business Settings > WhatsApp Accounts

• Link your phone number and configure messaging settings

Step 3: Register Your App

• Navigate to Meta for Developers

• Create a new app under your Meta Business Account

• Generate system access tokens with required permissions

Step 4: Verify Your Business

• Upload required documents for business verification via Meta

• This includes GST certificate, utility bills, or business license depending on your region

Step 5: Link to FlowFlex

• Provide your verified Meta credentials and token during onboarding on FlowFlex

• Start building your flows using the drag-and-drop builder

How FlowFlex Helps You Meet These Requirements?

FlowFlex simplifies the setup by providing:

• Guided Onboarding Assistance

  • Step-by-step in-app guides and checklists to walk you through Meta and WhatsApp setup

• Pre-Verified Templates

  • Use FlowFlex’s verified phone number and WhatsApp business profiles (available for select plans) to go live faster while your own gets approved

• Integration Helpers

  • One-click connection to platforms like:

    • Shopify (sync customer data, trigger abandoned cart flows)

    • Petpooja (automate order updates and table booking confirmations)

• Support for Meta Business Verification

  • Expert help and documentation to navigate the Meta verification process quickly

• Token Management Dashboard

  • Easily manage access tokens within FlowFlex and avoid technical errors

Depending on Your Service Type, You Would Need:

• E-commerce (Shopify, WooCommerce) Automatically sync products, customers, and order details. Trigger WhatsApp messages post-purchase or on cart abandonment.

• Hospitality & POS (Petpooja, POSist) Manage table bookings, send order confirmations, and run loyalty/referral campaigns with pre-built flows.

• Custom Apps and APIs Use FlowFlex’s webhook or API support to plug in any data source or trigger logic from your backend.