Scale your business with

WhatsApp Business API

WATI.io by Clare.AI
May 2021
 We are Clare.AI
That’s where we begin! More to come!

2016 2017 2018 2019 2020 2021

Sept Apr Apr Feb Feb Jam

/ Clare.AI is founded HKICT Awards 2017: / AIG HK / Cigna HK / Cigna HK ft. WhatsApp
Best FinTech Award Channel expansion to Facebook First WhatsApp for Business Selected by WhatsApp as / Launched advance
Bronze digital assistant to search and one of the global use cases flowbuilder feature
Sept Aug book panel doctors and being presented in
Cyberport Fintech CES 2020 …in Las Vegas.
Jun / JP Morgan
Hackathon Mar (Click here) Feb
1st regional projects in
1st Prize Winner Citi HK FinTech / Onboarded 1000+
…Taiwan (e-trading) ET Net FinTech Award
Challenge Sep global clients
Outstanding AI (Customer
Barclays Hackathon Silver Prize Oct Experience) Messaging / Oversea WATI
Manchester / HKTV Mall Platform enterprise partner
2nd Prize Winner HKUST One Million Dollar
Entrepreneurship eCommerce industry, Launched for Changi
Fintech SuperCharger Competition broaden the services scope May Airport with dedicated
Cohort 2.0 Silver Prize by CRM systems integration hosting in Singapore
/ HK Government
Nov First HK Government digital Dec
Zeroth.AI, leading July / Sunlife Malaysia assistant launched for InvestHK
/ 500+ Clients milestone
AI accelerator Z01 / Fidelity HK Regional projects growing in Reached 500+ clients and
First bilingual digital South East Asia Dec launched various
assistant project launched Dec integration features
on Asset Management / WATI official launched!
/ Official WhatsApp Partnership
Selected as 1/30 WhatsApp’s
2
global Business Partners
WhatsApp Ecosystem

WhatsApp Enterprise
WhatsApp Messenger WhatsApp Business
API
Individual Small Business Enterprise

✓ Data Ownership ✓ Data Ownership ✓ Data Ownership

Message Statistic ✓ Quick Answer ✓ Quick Answer
Message Statistic ✓ Message Statistic
Business Account ✓ Business Account
✓ Notification
✓ Mini-Program

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 WhatsApp Ecosystem

Personal WhatsApp WhatsApp Business App WhatsApp Enterprise API

Target users Individual/ General Public Small Business Medium Business/ Enterprise

Data Ownership ✓ ✓ ✓
Multiple devices access ✗ ✗ ✓

Broadcast Campaign ✓ ✓ ✓
(Upper Limit:256) (Upper Limit:256) (Starts from 1000 contacts / 24 hours )

Business Verification ✗ ✗ ✓
Integration ✗ ✗ ✓
Setup Time ✗ ✗ 2-4 Weeks*

Automation
Other functions Easy message forwarding Quick reply/ saved reply Expandability
Scalability 4
 Is WhatsApp API suitable for you?

Multiple devices access

Template message approval
Broadcast mass messages
24 hours support window
Customer segmentation

Setup time + Business Verification*

Targeted campaign
Automation
Do not support WhatsApp Group
Rich media template messages

Reporting and tracking Do not support WhatsApp call/ video call

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Charging Model

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Template Messages vs. Customer Support Messages

Outbound messages sent via Clare.AI that All incoming messages, or outgoing replies
use one of the pre-approved templates. to these messages within 24-hours. A
These are generally unsolicited transactional messaging session starts when a user sends
messages (delivery alerts, appointment your application a message, and lasts for 24
reminders, etc.) sent to users who have hours from the most recently received
opted in to receive messages from you. message. Customer Support messages do
not need to follow a template, and can
include media attachments.
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 WhatsApp Sample Template Message

Verification
Confirmation
Verification Code: 8981.
Valid for 5 minutes.
[Chatbot 101 seminar confirmation]
Reminder
[2 seats reserved]
Date：July 10, 2020（Friday）
Network Payment Reminder
Time：14:00-17:00
Account No.: 000801
Venue：Room 108, ABC Tower, HK
Due Date: 25/05/2019
Transfer Amount: HK$1,000

*Notification is sent as Message Template, which is chargeable by WhatsApp.

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WhatsApp Sample Rich Media Template Message

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*All Template Messages have to be approved by WhatsApp.
WhatsApp Template Message Limit

Example 1: A business is upgraded from Tier 1 to Tier 2 when it

messages a total of 2,000 users within a 7-day period. 10

https://developers.facebook.com/docs/whatsapp/api/rate-limits/
How to Get Started ?

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 Official Partner of WhatsApp Enterprise

WhatsApp Enterprise API Official Partner Different Business Owners

• WhatsApp Gateway(API)
Why Clare AI?
• WhatsApp Inbox (WATI)
• Direct support line with WhatsApp
• Live Chat+
• Able to use your own number for your business
• Enterprise AI solution
• Timely updates
(be the first to use the latest features!)

Unfortunately public users cannot obtain API directly from WhatsApp. They
are require to contact the official partners for the application process.
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Setup & Verification Process of
WhatsApp Business Account (WABA)
Clare.AI will handle and guide businesses to set up as a WhatsApp trusted official partner.
Setup Time: Prerequisite:
3-5 working days by Clare.AI 1. WhatsApp Phone number(non-transferable)
(Depending on Business Verification progress 2. BMID (Guidelines for finding BMID)
reviewed by Facebook Official Team, 3. Display name (Guidelines for Display name)
usually 3 days-1 week.) 4. Business verification (Legal business document + address proof +
website/business email) (Guidelines for Business Verification)

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WhatsApp Commerce Policy
WhatsApp holds a strong stance on restricting certain kinds of industries, goods, and services for registering on the platform.
Reference: https://www.whatsapp.com/legal/commerce-policy

Industry Goods Services

✗ Real, Fake, Virtual Currency ✗ Illegal products ✗ Dating services

✗ Multi-level marketing ✗ Drugs ✗ Adult services
✗ Loans ✗ Tobacco ✗ Gambling services
✗ Diet/ weight-loss related ✗ Alcohol ✗ Digital and Subscription
✗ Gamble ✗ Unsafe ingestible supplements
✗ Weapons
✗ Animals
✗ Body Parts
✗ Medical Products
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WATI Functions

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WhatsApp Team
Inbox Benefits
Be where your customers already are!

All-in-one inbox for WhatsApp. Enable every team

member to view, assign and respond to every message
you received via WhatsApp.

Allows non-technical users be able to send targeted

notification messages for specific users

Apply for Template Message

Simple CRM to store all contacts

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Key
Template
Message
Agent

Features
Collaboration

Automation

Contact
Management
Reporting
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Agent Collaboration Enhance agent’s productivity

Enable every team member to view,

assign and respond to every message you
received via WhatsApp

Create and use pre-canned answers to

respond quickly, personally and
consistently

Take private notes to share with your

team

View all conversation history with the

user

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Personalized
Instead of using API, can push
Notification targeted message via WhatsApp

Submit Template Message for

WhatsApp’s approval

Select users and send approved

Template Message to specific users

Send group notification messages by

using Excel to upload contacts

Remark: All WhatsApp Template Messages are subject to

WhatsApp’s approval. Extra charges apply for each
Template Message

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Reporting
Easily manage your team’s
performance

Live dashboard showing current status

View on operator’s productivity

View on top issues

View on message volume and

performance

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Automation
Effective and instant support to your
clients

Keyword based auto-reply

Out-of-Office message

Auto multimedia message

Automated greeting message

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Flow Builder
Easy to set up flow builder
for chat automation

Drag and drop flow builder

Keyword based trigger

Auto multimedia message

Automated assign agent/ label function

Advanced features for sorting

your data on google spreadsheet

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WATI
Integration

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 Unique WhatsApp Team Inbox function

One-stop service

Benefits • (from applying for WhatsApp Verification

Business Account to setting up WATI,
for using WATI signing off with training session)

Extensive 1-click integration and Expandability

No-code self-served platform

• bot building
• WhatsApp Broadcast campaign
• tracking reports

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Thank you.
Let’s discuss this further !
Crystal Tai
Customer Success Manager

Email: [email protected]
© 2020 Clare.AI Limited. Strictly confidential.
Help Center: https://support.wati.io/l/en
Documentation: https://docs.wati.io/reference
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