WhatsApp Hubs

In this guide, you will learn how to create and configure an Outbound WhatsApp Hub to use in your campaigns, automating and enhancing customer service easily and quickly. Let's get started!

Before You Start!

Before creating the Outbound Hub, you will need to meet the following requirements:

• Have a campaign created.
• Have the WhatsApp channel activated and configured.
• Have a functioning WhatsApp connector created.

TIP

You can verify the status of the connector in the Connectors module to ensure it's functioning correctly.

How to create the Outbound Hub?

Is everything ready? Let’s start creating the Outbound Hub! It's very simple and requires basic configuration.

1. First, you need to access the Admin Menu and go to the Automation module.

2. Once here, click on the "New" button located in the upper right corner.

3. A form will appear where you will need to complete the required information. Below is an explanation of each tab and its corresponding fields.

Once you select the channel, several tabs will appear, where you can make modifications or keep the default settings.

How to configure the Hub?

Below we show you the configurations you can make.

Basic

In this tab, you must enter and configure the basic information for the Hub.

• Enabled: Here you can enable or disable the Outbound Hub. It can only function if enabled.
• Name: This is the name that identifies the Outbound Hub.
• Campaign: Here you need to select the campaign you want to associate with the Outbound Hub. Only campaigns that have at least one activated and configured channel with a connector will appear. In this case, the campaign must have the WhatsApp channel activated and configured with a connector.
• Channel: Depending on the selected campaign, the channels enabled and configured for that campaign will appear. In this case, we need to select WhatsApp.

IMPORTANT

Once the Hub is created, you will not be able to modify any parameters in the Basic tab.

Configuration

Here you can select a template from those already created in the campaign to send to customers.

If you do not wish to use a template, you can directly place the message to send to customers in the list. Regardless of whether we use a template or place the message directly, you must use HSMs approved by Meta so they can be received by customers.

Not sure what an HSM is? Let us explain!

Schedule

In this tab, you can create a custom schedule for the Hub. If you keep the default configuration without a custom schedule, the Hub will work 24/7.

Learn more about custom schedules