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Documentation for Spoki use

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Integrations

34
  • Integrate WhatsApp with Google Sheets
  • Integrating Spoki with Facebook forms.
  • Integrating Spoki with Brevo (formerly sendinblue)
  • Integrating WhatsApp with Zapier
  • WhatsApp and WooCommerce Integration
  • Integrating WhatsApp with Hubspot
  • Integrating WhatsApp with Qapla’
  • Integrating WhatsApp with ActiveCampaign
  • Klaviyo and Spoki Integration.
  • Integrating WhatsApp with IFTTT
  • Integrate WhatsApp with Zoho
  • Integrate WhatsApp to WPNotif
  • Integrate WhatsApp with Semplisio
  • Integrating Spoki with Webhooks
  • Integrate Prestashop to WhatsApp
  • Integrate Spoki with any management system via API
  • Integrating Calendly with Spoki
  • Integrate WhatsApp with Google Calendar
  • How to send a Webhook out of Spoki vs. a management system
  • Integrating WhatsApp with Paypal
  • Zadarma
  • Embed Spoki on your Software
  • Spoki Integration with Connectif: Automating WhatsApp Messages
  • Integrate WhatsApp with Shopify
  • Insert Chat Button on Shopify
  • Get Started with Spoki MCP
  • Sync Klaviyo Lists and Segments with Spoki
  • Gorgias
  • Make
  • Shopify App
  • Ringover
  • Magnews Flow
  • Salesforce Flow

Platform

15
  • Lists
  • Dynamic fields
  • Import CSV from Lists
  • Apply for OBA (Official Business Account) WhatsApp
  • Ticket
  • How to verify the authenticity of Spoki emails
  • Contact
  • Dashboard
  • Chat
  • Campaigns
  • Template messages
  • Chat buttons
  • Tags
  • Integrations
  • Automations

How to

86
  • How to create a simple automation from the Campaigns section
  • Spoki on your Smartphone – Web App and Notifications
  • “Delay” Step: When and How to Use It
  • Quick Action “If/Else”
  • How to Filter Chats by One or More Tags/Agents/Lists/Tickets
  • Marketing Consent on Spoki: Operational Guide
  • Guide to the Branching Option in Automations
  • Introduction to Using the OTP Code
  • Guida allo step “Attendi risposta”
  • How to Upload a Contact List on Spoki: A Step-by-Step Guide
  • Crafting AI Prompts
  • How to send the content of a message to an external webhook
  • Multiple steps in automation
  • HOW TO TRACK CLICKS ON TEMPLATE MESSAGE LINKS: UTM
  • How to write documents for AI
  • Template suggested by Artificial Intelligence (AI)
  • How to create a marketing funnel on Shopify
  • Integrating Spoki with Meta Listings
  • How to build your own AI Agent
  • Restore all blocked contacts
  • Translate messages and replies if the contact has a different language
  • Transcription and translation of audio in chat
  • Permanently delete a contact on Spoki
  • How to export all messages from a chat as CSV
  • How to change media in the Template before sending it in chat
  • How to create a list for contacts in a specific automation step
  • New features of Active Campaign
  • How to populate a dynamic field
  • How to activate catalog display on WhatsApp
  • How to add Tag in automation before inserting it
  • How to generate a list from Campaign Statistics
  • How to segment clients within Automations.
  • How not to let your recharge expire
  • How to automatically manage who replies/does not reply to a message
  • How to terminate automation manually for specific contacts
  • How to terminate automation manually for specific contacts
  • HOW TO CREATE A LIST FOR CONTACTS IN A SPECIFIC AUTOMATION STEP
  • HOW TO GENERATE A LIST FROM CAMPAIGN STATISTICS
  • HOW TO ADD TAG IN AUTOMATION BEFORE INSERTING IT
  • New features of Active Campaign
  • How to change media in Template before sending it to chat
  • How to export all chat messages as CSV
  • Audio transcription and translation in chat
  • Delete contact permanently on Spoki
  • Train artificial intelligence (AI) on Spoki
  • Integrating Spoki with Meta Listings
  • How to set up a CTA with dynamic field
  • How to send the content of a message to an external webhook
  • How to automatically manage who replies/doesn’t reply to a message
  • Free messages with buttons
  • How to get a single contact out of all automations
  • Spoki – first steps
  • How to transfer contacts from your Whatsapp app to Spoki
  • How to handle cases when I have to send a chat reply to a customer after 24 hours?
  • How to withdraw from Spoki service
  • HOW TO LINK SPOKI TO FACEBOOK INTERACTION CAMPAIGNS
  • How to manage booking Calendly + Active Campaign + Spoki
  • How to consult automation reporting
  • How to send multi-language messages
  • How can I identify which user has replied in chat to a message?
  • How to populate a dynamic field via CSV upload and submit a campaign
  • How to enable automation for birthday greeting message
  • How to automatically handle those who do not respond
  • How to activate the Woocommerce plugin associated with Spoki Pro
  • How to enable automation for non-working hours
  • How to link Spoki to Facebook campaigns
  • How to activate an automatic message to run on holidays
  • How to link a Chat Button on the website to an automated response
  • How to insert WhatsApp chat button on WordPress site
  • How to update Spoki’s WhatsApp profile
  • Recommended proportions for images in Whatsapp messages
  • How to create template button response automation
  • How to start an automation with API
  • How to enable notifications on Spoki
  • How to lock/unlock contacts automatically
  • How to create new users and assign different roles
  • How to integrate Spoki for your customers into your software
  • How to recover abandoned shopping carts on Woocommerce
  • How to Automatically Send a Reminder Message Using Spoki
  • How to duplicate automations/ templates
  • Managing Free Messages in the Automation Flow
  • How to attribute or remove tags to contacts in a list
  • How to delete multiple contacts
  • Migration from old Twilio provider
  • View only unread chats
  • How to Use the Return Webhook from Spoki to Zapier

Strategies

13
  • Tips for mass mailings over 10,000 contacts
  • WhatsApp Strategies for Christmas: The Complete Guide to Maximizing Sales and Customer Satisfaction
  • WhatsApp That Sells – Mini Strategic Guide by Sector
  • WhatsApp for E-commerce: How to Turn Conversations into Sales with Spoki
  • Why Spoki AI is Essential in Every Communication and Sales Strategy
  • Reach All Your Contacts Without Exceptions: SMS Integrated into Spoki Automations
  • Practical Guide to Creating, Optimizing, and Approving WhatsApp Templates with Spoki and ChatGPT
  • Practical Guide to Creating, Optimizing, and Approving WhatsApp Templates with Spoki and ChatGPT
  • The 6 Most Effective Automations to Use with Spoki
  • Tips for mass mailings over 10,000 contacts

WhatsApp rules

8
  • “Daily” contact limits
  • Authorization for use
  • Quality of messages sent
  • Types of messages
  • Conversations
  • What to do if your account is in low quality
  • What to do if you have been banned from WhatsApp
  • Rules to avoid ban from WhatsApp

Onboarding

6
  • 2a. Accepting notification from Tyntec
  • 2. Verify Meta Business Manager
  • Spoki activation – authorization from Meta BM
  • Before activating Spoki: What you need to know about your existing WhatsApp number
  • Plans and prices | Spoki
  • 3. Spoki Training Course

Release Notes

4
  • Carousel Template
  • Report Tickets
  • Commerce Triggers
  • Automation step “Start automation”
  • Home
  • Docs
  • Onboarding
  • Spoki activation – authorization from Meta BM
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Spoki activation – authorization from Meta BM

To ensure the success of the activation procedure, ensure you have all necessary items before proceeding.

The 2 fundamental elements to proceed with Spoki activation: #

1. Meta Business Manager

  • Access credentials to the company’s Business Manager
  • Make sure you have access with the Administrator role of the Business Manager

2. Phone number

  • Mobile number with the SIM inserted (you can also use a virtual SIM)
  • Landline phone without active automatic answering services

⚠️ If you are activating a number on which a SWITCHBOARD is active, you must deactivate it before starting the procedure, or you will not receive the verification code

3. Make sure the number is NOT connected to any WhatsApp account

⚠️ If your number is already active on a traditional WhatsApp App, it is necessary to permanently delete the WhatsApp account: Settings > Account > Delete account. Simply deleting the app from the phone is not enough.

Activation Procedure #

Now, access the Spoki platform and follow the procedure by clicking on “Activate number“!

Follow these steps:

Make sure you have all the necessary elements!

  1. Check the checkboxes on the right > Connect now

2. Start the connection with Facebook > click on Start Facebook setup

3. Log in with your administrator profile > click on your admin profile

4. Click on Continue

Note: regarding the “Invoice Management” point, you will not be charged anything directly on your Facebook Business Manager, but only and exclusively on the Spoki account, where you will make top-ups. This point is only an authorization that allows Meta to activate the WhatsApp API account.

  1. Fill in the fields with the requested information
    Select or create a new business portfolio

    If they are already contained in the Business Manager, they will be inserted automatically

    Click on Next

6. Select “create a new WhatsApp account”

7. Enter the name displayed to the customer on WhatsApp

8. In the next screen, you’ll need to enter the phone number to connect

Make sure you have the phone with the number to activate near you, as clicking “next,” you will receive the SMS or call based on what you chose.

Then enter the code you received and click “next.”

9. You have reached the final steps.

Click on Continue

Click on finish

Final Step before completing the process: WABA ID!

Follow these instructions to find the ID of your new WhatsApp account:

  • Access your Business Manager
  • Access Business Manager
  • Go to “Settings” (bottom left)
  • Click on ACCOUNTS > WhatsApp Accounts
  • Select the correct account – select the account of interest. If you don’t immediately see the newly created account, refresh the page. How to identify the correct account? Make sure that the account’s payment method shows “tyntec limited” and that Spoki and Tyntec appear as partners (these changes may need a few minutes, don’t worry! The WABA ID will remain the same!)
  • Copy the WABA ID: you’ll find it below the business name

Return to Spoki, on the main activation page, and paste the WABA ID in the space on the right

  • Complete the setup

The connection to Meta can take up to 24 hours!

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Updated on August 13, 2025
2. Verify Meta Business ManagerBefore activating Spoki: What you need to know about your existing WhatsApp number

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Table of Contents
  • The 2 fundamental elements to proceed with Spoki activation:
  • Activation Procedure
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