Workflow: Step-by-Step

A typical process for a partner to work with an API

Partner Workflow: Step-by-Step

The typical process unfolds as follows:

1. Creating a Demo Channel

You'll create a demo channel specifically for your potential customers, directly within your own service, integration, or application platform.

Read more: Channel creation

2. Token Storage

Upon creating a channel, you'll receive a unique API Token. This key enables your system to manage the connected client phone via our API. Store this token in your database linked to the channel for secure, continuous access, allowing operations like messaging, participant management, and settings configuration.

3. Channel Configuration

You can get information about successful or unsuccessful authorization of a user via webhook. After successful authorization, it's time to tailor the channel to fit your specific needs. This involves setting up individual webhook URLs through our API for functionality.

Read more: Update channel webhook

Dive deeper into webhook configurations and channel customization options available to you: Webhooks

4. Client Phone Number Connection

It's time to connect your potential customer's phone number to the API. There are two authentication options for this: QR code or OTP (one-time password). Use the API token you saved earlier to call an endpoint that generates a QR code for the channel. Integrate this QR code as an image into your app/system. By scanning it, the customer can easily connect their phone to the gateway.

Login user with QR-base64Whapi Cloud - Whatsapp API for developers

This method returns an image of type base64. You can display it for your customers. As in WhatsApp Web, your customers will need to scan a QR code to connect to Whapi.Cloud.

5. API Integration and Usage

Now, integrate our WhatsApp API into your service's workflow. Use API endpoints for messaging and group management, and webhooks for real-time updates. This step varies by your service's unique logic and needs, shaping how you leverage the API to enhance your offerings.

6. Client Payment Processing and Channel Upgrade

Clients make payments directly to you (the partner), not to us. Your settlements with us occur according to our mutual agreement and typically involve prepayment. We've described more about how payment is handled here: Billing for Partners

Upon receiving payment from your client, you activate their channel, transitioning it from TRIAL to LIVE status using our API endpoint. This action removes any trial restrictions and ensures full functionality for your customer.

Read more: Changing channel mode

You have complete control over the channel's active duration, allocating any number of days (e.g., 1, 10, 30, 60, 180 days, etc.) based on your business model. This flexibility enables you to implement customized pricing, such as daily charges or annual subscriptions. Channel extensions are easily managed and automated via API calls.

Read more: Channel extensionand Allocating Days to Customer Channels: Best Practices & Guide

7. Cancellation and refund of unused days

If a client decides to discontinue using your service, you can delete their channel and reclaim any unused days back to your balance for future use. This unique feature sets us apart from competitors, ensuring you don’t lose out financially. It’s a convenient and cost-effective way to manage your resources.

Our White Label Partner Program is designed to empower you with the tools and flexibility needed to seamlessly integrate our WhatsApp API into your offerings, ensuring both you and your clients can fully leverage the benefits of WhatsApp communication.

Read more: Channel deletion