Product guides
WhatsApp in the portal
Use the business portal to connect a WhatsApp Business account and run day-to-day messaging. Automate the same channel from your software with the WhatsApp Public API.
Flows ≠ Automations
The Flows tab is Meta’s interactive forms product. Engagive Automations are a separate canvas module that can also send WhatsApp messages.
Who this is for
- Operators managing WhatsApp in the portal
- Developers who need portal setup before REST calls
Before you start
- Sign in at https://app.engagivestudio.com
- Open Channels → WhatsApp and select or connect an account (Embedded Signup / Meta as offered in your environment)
- For API work, follow Portal setup & credentials
Account tabs (how-to)
Inside a WhatsApp account you typically see these areas (names can vary slightly by role):
- Details
Account status, phone number, Meta connection, and HTTP API tab (account id + public URLs).
Tip: Create a bearer token on Profile before calling the Public API.
- Contacts
Browse and import contacts for this WhatsApp account.
Tip: Bulk import and contact APIs are also in Public API → Contacts.
- Chats
Agent inbox for open conversations; send text inside the customer-care window.
Tip: Outside the 24-hour window you must send an approved template.
- Templates
Create templates and language contents; submit to Meta for approval.
Tip: REST create/update/submit: Public API → Templates & Template contents.
- Flows
Meta WhatsApp Flows (interactive forms) — design, preview, publish.
Tip: Not Engagive Automations. Public API → Flows for REST.
- Campaigns
Bulk template sends to an audience; track lifecycle and reporting.
Tip: Public API → Campaigns for file audience create and lifecycle actions.
- Insights / Usage
Account-level messaging insights and usage against your plan.
Tip: Business-wide billing is under portal Billing (owner).