How to Configure WhatsApp Settings in Sparkforge

The WhatsApp Settings page is the central console for managing the WhatsApp Business API inside a Sparkforge sub-account. From here you monitor account health, add phone numbers, build pre-approved templates, create interactive Flows, and manage your subscription.

Open WhatsApp Settings

You can reach the page in two ways:

• Settings → WhatsApp inside the sub-account.
• If your agency offers WhatsApp through Agency Dashboard → Reselling, the WhatsApp card on the Integrations page opens onboarding (if not subscribed) or the management view (if subscribed).

The Header card

The header gives a real-time snapshot:

• Account Status and Meta Business Verification.
• Total Messages Sent in the last 7 days.
• Total Messages Delivered in the last 7 days, with a delivery percentage.

The three-dot menu in the top-right offers Disconnect (severs the link, keeps assets) and Cancel Subscription (terminates WhatsApp functionality).

Numbers tab: managing phone lines

The Numbers tab is where you provision phone lines for messaging and launch ad campaigns.

Add a new number

1. Click + Add Number.
2. Enter a Display Name — the name users see.
3. Pick a number from Select from your phone numbers or type one in Add/type new phone number.
4. Click Proceed and follow Meta’s on-screen verification.

Create an Engagement Ad

Click Create Engagement Ad to be redirected to Meta’s Ad Manager and build a WhatsApp engagement campaign.

Templates tab: pre-approved messages

WhatsApp requires pre-approved templates to start conversations. Use the Templates tab to build and organize them.

Management options

• WhatsApp Template Rewriter — AI tool to convert marketing templates into utility templates.
• Create Folder — organize templates as your library grows.

Create a new template

1. Click + Create Template and choose Blank Template.
2. Core Details: name, category (Marketing, Utility), language.
3. Header (optional): Text, Image, Video, Document, or Location. Use + Add Variable for personalization.
4. Body: primary message content, with variables.
5. Footer (optional): a short supplementary line.
6. Buttons (optional): Quick Reply (Custom or Marketing opt-out) or Call-to-Action (Visit website, Call phone number, Copy offer code, or trigger a Flow).
7. Click Create to submit to Meta for approval.

Flows tab: in-chat experiences

WhatsApp Flows let you run interactive experiences — appointment booking, data capture — inside the chat itself, without sending users out to a website.

Create a new Flow

1. Click + Create Flow.
2. Step 1 — Create Flow: enter a Flow Name and link a Sparkforge calendar via Select Calendar for booking. Click Next.
3. Step 2 — Edit Flow: review the fields the flow asks for (first name, last name, email). The right-side preview shows what the user sees. Click Next.
4. Step 3 — Add Message Template: fill in Header, Body, Footer, and the Button text that launches the flow (for example, "Book an Appointment"). Click Save as Draft or Publish to submit for approval.