Requirement for Embedded Signup Flow Implementation with WhatsApp API and Advanced Features
Objective
Integrate the Embedded Signup flow to simplify the setup of WhatsApp Business API, allowing the collection of business information, automatic generation of WhatsApp assets, and proper permissions management. Additionally, implement template management and enable sending of all message types (templated and non-templated) from the CRM, leveraging the full capabilities of the WhatsApp API.
Functional Requirements
1. Template Management
• Develop a module to manage WhatsApp-approved templates:
• Template Creation:
• Header: Text, image, or document.
• Message body with support for dynamic variables (e.g., {name}).
• Footer: Optional.
• Interactive buttons:
• Quick replies.
• External links.
• Upload and Edit:
• Allow the upload of pre-approved templates from the business account.
• Limited editing of templates pending approval.
• Preview:
• Real-time simulation of the template layout.
• Template Status:
• Display approval status: Pending, Approved, or Rejected.
2. Automated Messaging (Using Templates)
• Implement a system to send messages based on approved templates:
• Dynamic Parameters:
• Integrate CRM fields to personalize messages automatically.
• Supported Content:
• Text.
• Multimedia (images, documents, audio, video).
• Automated Campaigns:
• Examples: Appointment confirmations, welcome messages, payment reminders.
3. Non-Templated Messaging
• Enable manual messaging without templates:
• Compose personalized messages directly from the CRM interface.
• Attach multimedia files (documents, videos, images, audio).
• Maintain a history of conversations by contact.
4. Message Management
• Conversation History:
• View previous conversations organized by contact.
• Message status: Sent, Delivered, Read.
• Scheduled Messages:
• Options to schedule messages for a specific date and time.
• Automated Replies:
• Configure quick replies for common queries.
5. Embedded Signup Flow Management
• Phone Number Onboarding and Verification:
• Allow users to add and verify phone numbers directly from the CRM.
• Display verification status (Pending/Verified).
• Meta Integration:
• Request and manage permissions for activating WhatsApp services.
• Automatically generate WhatsApp assets:
• WhatsApp Business Line.
• Business ID.
• Access tokens.
Non-Functional Requirements
• Security:
• Encrypt and securely store access tokens.
• Safeguard dynamic variables to prevent data exposure.
• Scalability:
• Support multiple businesses managing multiple phone numbers within the same CRM.
• Intuitive Interface:
• Simple design for non-technical users.
Technical Specifications
Frontend
• Framework: React.
• Key Components:
• Template Management Module:
• Dynamic form for creating and previewing templates.
• Messaging Module:
• Text editor with multimedia support.
• Interface simulation similar to WhatsApp.
• Embedded Signup Module:
• Integration with Meta for onboarding and verification.
• Recommended Libraries:
• react-hook-form or Formik for forms.
• react-query for managing API state.
Backend
• WhatsApp Business API (Meta Graph API):
• Template Management:
• Create, upload, and retrieve templates.
• Message Management:
• Send automated and manual messages.
• Confirm message statuses via webhooks.
• Verification and Permissions:
• Request and manage access and verification states.
• Database:
• Store template configurations and access tokens securely.
Collaboration and Responsibilities
1. Business Owner:
• Provide business information and access to the Facebook Business account.
• Approve templates and verify phone numbers.
2. Developer:
• Implement and test the technical functionality.
• Ensure proper communication between the CRM and Meta.
• Resolve errors during onboarding or template management.
Deliverables
1. Complete Embedded Signup module with phone number onboarding and verification.
2. Template management module with real-time preview and support for dynamic variables.
3. Messaging module for automated and manual sending (with and without templates).
4. Technical documentation and user manual.
Hello,
I understand you're looking to integrate an Embedded Signup flow with the WhatsApp API to streamline your business communication processes. My approach will involve building a robust template management system to handle WhatsApp-approved templates, including dynamic parameters for personalized messaging. I'll ensure a seamless integration with your CRM, enabling automated messaging along with non-templated messaging capabilities. The system will be designed to be secure and user-friendly, allowing your team to easily manage conversations, schedule messages, and verify phone numbers—all while maintaining proper permissions with Meta.
What specific advanced features do you envision for the Embedded Signup flow beyond the outlined requirements?
Thanks,
Muhammad Awais
Alright, I understand that you are looking to integrate an Embedded Signup flow with WhatsApp API and implement advanced features to simplify the setup of WhatsApp Business API. To achieve this, we need to focus on developing modules for template management, automated messaging using templates, non-templated messaging, message management, and embedded signup flow management.
Could you please provide more details regarding the specific functionalities required for each module, as well as any additional preferences or specifications you have in mind? Once we have a clear understanding of your requirements, we can proceed with outlining a detailed estimation plan for the project.
Hello,
I understand that you need an efficient Embedded Signup Flow implemented with WhatsApp API features to streamline user onboarding, manage templates, and facilitate messaging. My approach will focus on developing a user-friendly interface using React for seamless integration with the WhatsApp Business API. I will ensure that the template management system allows for easy creation, editing, and real-time preview while maintaining compliance with WhatsApp's guidelines. Furthermore, I will implement dynamic messaging capabilities linked to your CRM to personalize user communication effectively. Lastly, robust security measures will be embedded to protect sensitive data and ensure scalability for multiple business accounts.
What specific metrics should we track to measure the success of the embedded signup flow and message management features?
Thanks,
Shamshad
⭐⭐⭐⭐⭐ To successfully complete the project, CnELIndia and Raman Ladhani will follow a structured approach:
Embedded Signup Flow Implementation: We will integrate phone number verification and Meta permission management into the CRM, ensuring a smooth WhatsApp Business API onboarding process. We will automatically generate WhatsApp assets, including business lines and access tokens.
Template Management Module: Our team will develop a dynamic module for creating, uploading, and editing WhatsApp-approved templates. This will include features like real-time previews, interactive buttons, and dynamic variables. We will ensure seamless integration with the CRM for template status management and easy customization.
Messaging System: We will implement automated and manual messaging capabilities, leveraging dynamic CRM fields for personalized templated messages. Non-templated messages with multimedia support will also be enabled.
Security and Scalability: CnELIndia will ensure secure storage of sensitive data, including encryption of access tokens, and provide a scalable solution that supports multiple businesses within a single CRM.
With expertise in Node.js, React.js, Facebook API, and MongoDB, our team ensures timely and secure delivery of the solution.
With extensive experience in developing full-stack applications and working with various APIs, including Facebook's API, I'm well-equipped to tackle the Embedded Signup Flow implementation with WhatsApp API project. My proficiency in MongoDB, Node.js, and my framework of choice, React.js, aligns seamlessly with the technical specifications required for the project. I've previously integrated CRM systems and developed interfaces with similar functionalities that align with your objectives, such as template management, message sending, and history maintenance.
For your Functional Requirements like template management and automated messaging, I'll leverage my experience in building dynamic forms and integrating CRM fields to personalize messages. I'll be able to provide a simple yet intuitive interface for non-technical users on top of the highly-functional backend using recommended libraries like react-hook-form and react-query.
In terms of Non-Functional Requirements like security and scalability, you can trust me to encrypt and securely store access tokens and ensure proper data protection measures are in place. Additionally, I will design a system that allows ease of scaling for multiple businesses with multiple phone numbers within the same CRM.
Hello, my name is Asif, and I specialize in developing comprehensive web solutions with a focus on delivering seamless functionality and high-quality user experiences. I can help integrate the advanced WhatsApp API into your platform, allowing for an efficient and user-friendly embedded signup process. My expertise in React.js ensures smooth interaction, and I will ensure that your system is both intuitive and secure.
Let’s have a chat and get started now. You will only be charged once you are happy and satisfied with the quality of the work.
To ensure I deliver the best solution for your project, I’d love to know:
- What specific features or actions would you like the WhatsApp API to handle during the signup process?
- Are there any design preferences or branding guidelines to follow for the embedded signup?
- Do you have any particular security or performance requirements for this integration?
Hello Amir,
I am excited about the opportunity to develop the Embedded Signup Flow with WhatsApp API and its advanced features. With over 5 years of experience in full-stack development, I have a solid understanding of React, Node.js, and integrations involving APIs, including Facebook's.
Your requirements for template management, automated and non-templated messaging, and message management are crucial for the functionality you seek. I can develop a dynamic template management module, ensuring a smooth real-time simulation for users. Additionally, I will implement the necessary security measures to safeguard sensitive data while maintaining an intuitive interface for non-technical users.
I am keen to collaborate closely with you to understand your business needs and deliver a solution that streamlines your communication process while leveraging the full potential of the WhatsApp API.
Could you please clarify any specific features or functionalities you prioritize for the Embedded Signup Flow?
Thanks,
Rashid
Nice to meet you amirws,The requirements of your project match my areas of work and skills, to introduce myself.
My name is Anthony Muñoz and i am the lead engineer for DS Pro IT agency. I have worked for
over 10 years as a Full-Stack and software development engineer and have successfully done multiple jobs. It
will be a pleasure to work together to make your project.
Feel free to discuss about the project with me, greetings.
Hi there
I propose to implement the Embedded Signup Flow with WhatsApp API and advanced features as follows:
1. Template Management Module: Develop a user-friendly interface for creating, editing, and previewing WhatsApp-approved templates with dynamic variables and interactive buttons.
2. Automated Messaging System: Integrate CRM fields for personalized automated messages using templates, supporting various content types and automated campaigns.
3. Non-Templated Messaging: Enable manual messaging with multimedia support, maintaining conversation history and message status tracking.
4. Message Management: Organize conversations by contact, schedule messages, configure automated replies, and track message statuses.
5. Embedded Signup Flow Management: Allow users to add and verify phone numbers, manage permissions, and auto-generate WhatsApp assets securely.
I will utilize React for the frontend and WhatsApp Business API for the backend, ensuring data security, scalability, and an intuitive user interface for seamless operations. My team will deliver the complete solution with detailed technical documentation and user manuals.
Please go through my profile its 15 years old see the work I did over the years.
---> No Win No Fee means that your satisfaction is my utmost priority. <----
Lets discuss the job details. Moreover, I am willing to start the job and perform tasks without even being hired; it is just to show my commitment to this project. Looking forward to hear from you.
Regards
Shah
Good afternoon
Hi ,
I went through your project description and it seems like I am a great fit for this job. I am well skilled IT & Engg expert having great experience in React.js, MongoDB, Node.js and Facebook API. We can chat more details with your requirements and my experience. And I am sure to provide an innovative result with my skills and experience as you can see that my reviews are all 5 Stars.
Regards
Umair Anwar Awan
With my extensive experience as a Senior Full Stack Developer, I am confident I can deliver an embedded signup flow integrated with the WhatsApp API that aligns seamlessly with your project objectives. My skills in Facebook API, MongoDB, Node.js, React.js, and more are perfectly in line with your specified technical requirements for both frontend and backend development. Moreover, my savoir-faire in Java, Python, .Net, Sql and their symphony tools like Hibernate and Django make me well-equipped to handle your non-functional requirements centered around security, scalability and intuitive design.
As an experienced full-stack developer with a focus on Node.js and React.js, I bring the technical expertise necessary for the robust implementation of your WhatsApp API project. Having worked on diverse projects ranging from eCommerce solutions to complex data management systems, I'm adept at building scalable applications while ensuring data integrity and user security. Your non-functional requirements, such as secure access token encryption and data safeguarding, align perfectly with my proficiency.
For the frontend implementation, I have hands-on experience with React.js and recommended libraries like react-hook-form and react-query. I will design an intuitive interface that simplifies your embedded signup flow's complex functionalities for non-technical users. On the backend, my expertise with Node.js, Meta Graph API and databases will enable seamless communication between your CRM and Meta, ensuring smooth onboarding and effective template management.
Importantly, I approach every project like a partnership. I'm not just here to execute a list of tasks but to fully understand your business goals and translate them into practical solutions. So, you can count on me to go beyond technical functionality -- optimizing templates for better ROI, leveraging CRM fields for automated personalized messaging, and improving campaign management strategies to maximize your messaging effectiveness.
Let's embark on this journey together!
With our unmatched expertise in using widely commended information technology languages such as MongoDB, Node.js, and React.js coupled with my well-rounded team of specialists in design and development, we are more than capable of fulfilling all your project specifications. Not only do we have experience creating web applications that maximize database security and scale fast but our skills will enable us to create an efficient, intuitive backend system for storing template configurations and secure access tokens—keeping your data well-guarded.
Moreover, what sets us apart is our keen understanding of the not-so-technical users' needs for a seamless interface. We've mastered the art of making complex systems appear simple to use without compromising function. This skill will be invaluable in ensuring that accessing templates on your CRM and managing them follows a user-friendly design suited for people from various technical backgrounds.
Ultimately, at Arbeena Digital Solutions, we view ourselves as partners in your success. It means that uploading WhatsApp-approved templates, simulating their outlook in real-time, scheduling messages efficiently and ensuring you can communicate to client without limitation isn't just a task for us—it's a promise that once hired we'll fulfill to the utmost best. Put your trust in my team and I, and let's make this project a groundbreaking success together.
Hello Dear!
Good Day!
Hope you are doing fine.
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I am a highly skilled and experienced full stack developer with over 7 years of expertise in delivering innovative and customized solutions across various fields.
My expertise spans across a wide range of technologies and skills, including MongoDB, Node.js, React.js and Facebook API, which enable me to tackle complex challenges and deliver robust, scalable, and efficient solutions.
I am available to start immediately and am excited about the opportunity to contribute to your project's success.
Thank you for considering my proposal.
Best regards, Afaq Ali
Hello, , thanks for posting the job "WhatsApp API & Advanced Embedded Signup" I have the necessary skills, knowledge and expertise to help you complete your project and have successfully completed projects of similar complexity 3 weeks ago.
I'm available to start immediately and can deliver you of high-quality work delivered with fast speed and efficiency.
Let's have a brief call or chat soon to discuss further details. Looking forward to working with you!
Best regards,
William
Hi there,Good afternoon I am Talha. I have read you project details i saw you need help with Node.js, Facebook API, React.js and MongoDB
I am pleased to present my proposal, highlighting our extensive experience and proven track record in delivering exceptional results. Our portfolio of success will showcase past projects that demonstrate our ability to meet and exceed client expectations. Glowing testimonials from satisfied clients will attest to our professionalism, dedication, and the quality of our work
Please note that the initial bid is an estimate, and the final quote will be provided after a thorough discussion of the project requirements or upon reviewing any detailed documentation you can share.
Could you please share any available detailed documentation? I'm also open to further discussions to explore specific aspects of the project. Thanks
Regards.
Talha Ramzan
Hi.
How are you?
As I am excellent in React.js, Node.js, MongoDB and Facebook API I am so exciting in your project.
My availability
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Thanks.
Hi,
I am thrilled about the opportunity to collaborate on your project! With extensive experience in Node.js, MongoDB, Facebook API and React.js, I bring a professional skillset and a deep commitment to delivering exceptional results. I am constantly striving for growth, and this project presents an exciting opportunity not only to apply my expertise but also to push boundaries and deliver even greater value to your vision.
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Please send a message to discuss more regarding this project. I’d be delighted to explore how I can contribute to your success.
Thanks and Regards,
Ivan
Hello amirws,
I understand that you are looking to streamline the setup of WhatsApp Business API by integrating an Embedded Signup flow with advanced features such as template management, automated messaging, and non-templated messaging. My proposal includes developing a robust system that allows for easy template creation, dynamic parameter integration, multimedia messaging, conversation history tracking, and secure access token storage.
With expertise in React.js and MongoDB, I am well-equipped to handle the frontend and backend requirements of this project. Let's initiate a chat to discuss your project in detail and ensure a successful implementation of the WhatsApp API and advanced embedded signup features.
Best regards,
Waqar H.
