WhatsApp Auto-Reselling Guide for Agencies Learn how to resell WhatsApp to your clients, configure pricing, manage billing, and deploy WhatsApp with or…
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WhatsApp Auto-Reselling Guide for Agencies
Learn how to resell WhatsApp to your clients, configure pricing, manage billing, and deploy WhatsApp with or without Stripe.
To resell WhatsApp, you need to connect your agency's Stripe account, which will be used to collect subscription payments from your clients.
Follow this guide to connect Stripe: How to Connect Stripe to Your Agency Dashboard
Don't have Stripe? You can still deploy WhatsApp without using the auto-reselling feature. However, in this case, your agency will be directly billed instead of charging the client.
Setting Your WhatsApp Pricing
To set your agency-wide WhatsApp pricing, go to Agency Dashboard > Reselling Tab in the left menu and configure your offer.
WhatsApp Auto-Reselling Guide for Agencies (image 1 of 14)What this shows Connect Your Agency Stripe Account To resell WhatsApp, you need to connect your agency's Stripe account, which will be used to collect…What this showsIllustrates the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency".This screenshot appears in the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency". The text alongside this image reads: Connect Your Agency Stripe Account To resell WhatsApp, you need to connect your agency's Stripe account, which will be used to collect subscription payments from your clients. Follow this guide to connect Stripe: How to Connect Stripe to Your Agency Dashboard Don't have Stripe? You can still…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Personalizing WhatsApp Pricing for Specific Clients If you want to offer a different WhatsApp rate to certain clients, follow these steps: 1 Go to the Sub-Account List Search for the client → Click the three dots → Select Manage Clients….Image 1 of 14What this coversConnect Your Agency Stripe Account To resell WhatsApp, you need to connect your agency's Stripe account, which will be used to collect subscription payments from your clients. Follow this guide to connect Stripe: How to Connect Stripe to Your Agency Dashboard Don't have Stripe? You can still deploy WhatsApp without using the auto-reselling feature. However, in this case, your agency will be directly billed instead of charging the client.
Fields in this part of the guideCharges vary based on:
Next stepPersonalizing WhatsApp Pricing for Specific Clients If you want to offer a different WhatsApp rate to certain clients, follow these steps: 1 Go to the Sub-Account List Search for the client → Click the three dots → Select Manage Clients. 2 Tap on the Reselling Section 3 Update the WhatsApp Pricing Enter your custom rate, then click Save. Your customized pricing is now applied!All 3 steps in this procedure
Go to Sub-Account List, search for the client, click the three dots, and select Manage Clients.
Navigate to the Reselling Section.
Update the WhatsApp pricing and click Save.
Personalizing WhatsApp Pricing for Specific Clients
If you want to offer a different WhatsApp rate to certain clients, follow these steps:
1
Go to the Sub-Account List
Search for the client → Click the three dots → Select Manage Clients.
WhatsApp Auto-Reselling Guide for Agencies (image 2 of 14)What this shows Setting Your WhatsApp Pricing To set your agency-wide WhatsApp pricing, go to Agency Dashboard > Reselling Tab in the left menu and…What this showsIllustrates the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency".This screenshot appears in the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency". The text alongside this image reads: Setting Your WhatsApp Pricing To set your agency-wide WhatsApp pricing, go to Agency Dashboard > Reselling Tab in the left menu and configure your offer. The navigation path used here is Agency Dashboard > Reselling Tab. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: How do I disable WhatsApp for certain clients? If you have certain clients that you do not wish to offer WhatsApp to, you can do so by following these two steps: 1 Go to Sub-Account List Search for the client → Click on three dots →….Path: Agency Dashboard > Reselling TabImage 2 of 14What this coversSetting Your WhatsApp Pricing To set your agency-wide WhatsApp pricing, go to Agency Dashboard > Reselling Tab in the left menu and configure your offer.
Fields in this part of the guideCharges vary based on:
Next stepHow do I disable WhatsApp for certain clients? If you have certain clients that you do not wish to offer WhatsApp to, you can do so by following these two steps: 1 Go to Sub-Account List Search for the client → Click on three dots → Manage Clients 2 Scroll Down to the Reselling Section Disable WhatsApp by toggle → Hit Save Please Note: This offer can only be disabled before the sale has happened. Once a location already purchases WhatsApp, you cannot disable it from here. Disabling WhatsApp after the subscription is initiated would mean cancellation. For cancelling the subscription please create a support ticket.All 3 steps in this procedure
Go to Sub-Account List, search for the client, click the three dots, and select Manage Clients.
Navigate to the Reselling Section.
Update the WhatsApp pricing and click Save.
2
Tap on the Reselling Section
WhatsApp Auto-Reselling Guide for Agencies (image 3 of 14)What this shows Setting Your WhatsApp Pricing To set your agency-wide WhatsApp pricing, go to Agency Dashboard > Reselling Tab in the left menu and…What this showsIllustrates the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency".This screenshot appears in the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency". The text alongside this image reads: Setting Your WhatsApp Pricing To set your agency-wide WhatsApp pricing, go to Agency Dashboard > Reselling Tab in the left menu and configure your offer. The navigation path used here is Agency Dashboard > Reselling Tab. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: How do I disable WhatsApp for certain clients? If you have certain clients that you do not wish to offer WhatsApp to, you can do so by following these two steps: 1 Go to Sub-Account List Search for the client → Click on three dots →….Path: Agency Dashboard > Reselling TabImage 3 of 14What this coversSetting Your WhatsApp Pricing To set your agency-wide WhatsApp pricing, go to Agency Dashboard > Reselling Tab in the left menu and configure your offer.
Fields in this part of the guideCharges vary based on:
Next stepHow do I disable WhatsApp for certain clients? If you have certain clients that you do not wish to offer WhatsApp to, you can do so by following these two steps: 1 Go to Sub-Account List Search for the client → Click on three dots → Manage Clients 2 Scroll Down to the Reselling Section Disable WhatsApp by toggle → Hit Save Please Note: This offer can only be disabled before the sale has happened. Once a location already purchases WhatsApp, you cannot disable it from here. Disabling WhatsApp after the subscription is initiated would mean cancellation. For cancelling the subscription please create a support ticket.All 3 steps in this procedure
Go to Sub-Account List, search for the client, click the three dots, and select Manage Clients.
Navigate to the Reselling Section.
Update the WhatsApp pricing and click Save.
3
Update the WhatsApp Pricing
Enter your custom rate, then click Save.
WhatsApp Auto-Reselling Guide for Agencies (image 4 of 14)What this shows Setting Your WhatsApp Pricing To set your agency-wide WhatsApp pricing, go to Agency Dashboard > Reselling Tab in the left menu and…What this showsIllustrates the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency".This screenshot appears in the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency". The text alongside this image reads: Setting Your WhatsApp Pricing To set your agency-wide WhatsApp pricing, go to Agency Dashboard > Reselling Tab in the left menu and configure your offer. The navigation path used here is Agency Dashboard > Reselling Tab. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: How do I disable WhatsApp for certain clients? If you have certain clients that you do not wish to offer WhatsApp to, you can do so by following these two steps: 1 Go to Sub-Account List Search for the client → Click on three dots →….Path: Agency Dashboard > Reselling TabImage 4 of 14What this coversSetting Your WhatsApp Pricing To set your agency-wide WhatsApp pricing, go to Agency Dashboard > Reselling Tab in the left menu and configure your offer.
Fields in this part of the guideCharges vary based on:
Next stepHow do I disable WhatsApp for certain clients? If you have certain clients that you do not wish to offer WhatsApp to, you can do so by following these two steps: 1 Go to Sub-Account List Search for the client → Click on three dots → Manage Clients 2 Scroll Down to the Reselling Section Disable WhatsApp by toggle → Hit Save Please Note: This offer can only be disabled before the sale has happened. Once a location already purchases WhatsApp, you cannot disable it from here. Disabling WhatsApp after the subscription is initiated would mean cancellation. For cancelling the subscription please create a support ticket.All 3 steps in this procedure
Go to Sub-Account List, search for the client, click the three dots, and select Manage Clients.
Navigate to the Reselling Section.
Update the WhatsApp pricing and click Save.
Your customized pricing is now applied!
How do I disable WhatsApp for certain clients?
If you have certain clients that you do not wish to offer WhatsApp to, you can do so by following these two steps:
1
Go to Sub-Account List
Search for the client → Click on three dots → Manage Clients
WhatsApp Auto-Reselling Guide for Agencies (image 5 of 14)What this shows Personalizing WhatsApp Pricing for Specific Clients If you want to offer a different WhatsApp rate to certain clients, follow these steps…What this showsIllustrates the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency".This screenshot appears in the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency". The text alongside this image reads: Personalizing WhatsApp Pricing for Specific Clients If you want to offer a different WhatsApp rate to certain clients, follow these steps: 1 Go to the Sub-Account List Search for the client → Click the three dots → Select Manage Clients. 2 Tap on the Reselling Section 3 Update the WhatsApp Pricing…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: How do I directly deploy WhatsApp without Stripe/Reselling to a location? 1 Go to Sub-Account List Search for the client → Click on three dots → Manage Clients 2 Scroll Down to the Reselling Section Under WhatsApp → Read and accept the….Image 5 of 14What to fill inPersonalizing WhatsApp Pricing for Specific Clients If you want to offer a different WhatsApp rate to certain clients, follow these steps: 1 Go to the Sub-Account List Search for the client → Click the three dots → Select Manage Clients. 2 Tap on the Reselling Section 3 Update the WhatsApp Pricing Enter your custom rate, then click Save. Your customized pricing is now applied!
Fields in this part of the guideCharges vary based on:
Next stepHow do I directly deploy WhatsApp without Stripe/Reselling to a location? 1 Go to Sub-Account List Search for the client → Click on three dots → Manage Clients 2 Scroll Down to the Reselling Section Under WhatsApp → Read and accept the Deploy WA Directly T&C → Hit Pay Now Please Note: The WhatsApp tab won't be visible for the location until this manual deployment takes place (in case agency does not have a Stripe account). It's important to highlight that manual deployment won't establish a subscription between the location and agency, while a subscription with the CRM platform and the agency will still be created. Conversation Charges In case the agency chooses to Deploy WhatsApp Directly, the WhatsApp conversation charges will be deducted from the agency's wallet and the location will not be charged for the WhatsApp conversations. More Tutorials From the Community ▶ https://youtu.be/uHzyW7yamhA ▶ https://youtu.be/w0TSujKqDl4 ▶ https://youtu.be/dHcfecj9ojgAll 3 steps in this procedure
Go to Sub-Account List, search for the client, click the three dots, and select Manage Clients.
Navigate to the Reselling Section.
Update the WhatsApp pricing and click Save.
2
Scroll Down to the Reselling Section
Disable WhatsApp by toggle → Hit Save
WhatsApp Auto-Reselling Guide for Agencies (image 6 of 14)What this shows Personalizing WhatsApp Pricing for Specific Clients If you want to offer a different WhatsApp rate to certain clients, follow these steps…What this showsIllustrates the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency".This screenshot appears in the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency". The text alongside this image reads: Personalizing WhatsApp Pricing for Specific Clients If you want to offer a different WhatsApp rate to certain clients, follow these steps: 1 Go to the Sub-Account List Search for the client → Click the three dots → Select Manage Clients. 2 Tap on the Reselling Section 3 Update the WhatsApp Pricing…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: How do I directly deploy WhatsApp without Stripe/Reselling to a location? 1 Go to Sub-Account List Search for the client → Click on three dots → Manage Clients 2 Scroll Down to the Reselling Section Under WhatsApp → Read and accept the….Image 6 of 14What to fill inPersonalizing WhatsApp Pricing for Specific Clients If you want to offer a different WhatsApp rate to certain clients, follow these steps: 1 Go to the Sub-Account List Search for the client → Click the three dots → Select Manage Clients. 2 Tap on the Reselling Section 3 Update the WhatsApp Pricing Enter your custom rate, then click Save. Your customized pricing is now applied!
Fields in this part of the guideCharges vary based on:
Next stepHow do I directly deploy WhatsApp without Stripe/Reselling to a location? 1 Go to Sub-Account List Search for the client → Click on three dots → Manage Clients 2 Scroll Down to the Reselling Section Under WhatsApp → Read and accept the Deploy WA Directly T&C → Hit Pay Now Please Note: The WhatsApp tab won't be visible for the location until this manual deployment takes place (in case agency does not have a Stripe account). It's important to highlight that manual deployment won't establish a subscription between the location and agency, while a subscription with the CRM platform and the agency will still be created. Conversation Charges In case the agency chooses to Deploy WhatsApp Directly, the WhatsApp conversation charges will be deducted from the agency's wallet and the location will not be charged for the WhatsApp conversations. More Tutorials From the Community ▶ https://youtu.be/uHzyW7yamhA ▶ https://youtu.be/w0TSujKqDl4 ▶ https://youtu.be/dHcfecj9ojgAll 3 steps in this procedure
Go to Sub-Account List, search for the client, click the three dots, and select Manage Clients.
Navigate to the Reselling Section.
Update the WhatsApp pricing and click Save.
Please Note: This offer can only be disabled before the sale has happened. Once a location already purchases WhatsApp, you cannot disable it from here.
Disabling WhatsApp after the subscription is initiated would mean cancellation. For cancelling the subscription please create a support ticket.
How do I directly deploy WhatsApp without Stripe/Reselling to a location?
Search for the client → Click on three dots → Manage Clients
WhatsApp Auto-Reselling Guide for Agencies (image 7 of 14)What this shows How do I disable WhatsApp for certain clients?What this showsIllustrates the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency".This screenshot appears in the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency". The text alongside this image reads: How do I disable WhatsApp for certain clients? If you have certain clients that you do not wish to offer WhatsApp to, you can do so by following these two steps: 1 Go to Sub-Account List Search for the client → Click on three dots → Manage Clients 2 Scroll Down to the Reselling Section Disable…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: How to Check Your Billing and Subscriptions for WhatsApp To review how much you are paying and for which accounts, follow these steps: 1 Access Billing Information Navigate to Agency Settings → Billing → Subscription → Reselling WhatsApp….Image 7 of 14What to chooseHow do I disable WhatsApp for certain clients? If you have certain clients that you do not wish to offer WhatsApp to, you can do so by following these two steps: 1 Go to Sub-Account List Search for the client → Click on three dots → Manage Clients 2 Scroll Down to the Reselling Section Disable WhatsApp by toggle → Hit Save Please Note: This offer can only be disabled before the sale has happened. Once a location already purchases WhatsApp, you cannot disable it from here. Disabling WhatsApp after the subscription is initiated would mean cancellation. For cancelling the subscription please create a support ticket.
Fields in this part of the guideCharges vary based on:
Next stepHow to Check Your Billing and Subscriptions for WhatsApp To review how much you are paying and for which accounts, follow these steps: 1 Access Billing Information Navigate to Agency Settings → Billing → Subscription → Reselling WhatsApp. 2 Scroll Down > View Sub-Accounts Click on "Show Sub-Accounts" to display a detailed list of all sub-accounts associated with WhatsApp.All 3 steps in this procedure
Go to Sub-Account List, search for the client, click the three dots, and select Manage Clients.
Navigate to the Reselling Section.
Update the WhatsApp pricing and click Save.
2
Scroll Down to the Reselling Section
Under WhatsApp → Read and accept the Deploy WA Directly T&C → Hit Pay Now
WhatsApp Auto-Reselling Guide for Agencies (image 8 of 14)What this shows How do I disable WhatsApp for certain clients?What this showsIllustrates the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency".This screenshot appears in the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency". The text alongside this image reads: How do I disable WhatsApp for certain clients? If you have certain clients that you do not wish to offer WhatsApp to, you can do so by following these two steps: 1 Go to Sub-Account List Search for the client → Click on three dots → Manage Clients 2 Scroll Down to the Reselling Section Disable…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: How to Check Your Billing and Subscriptions for WhatsApp To review how much you are paying and for which accounts, follow these steps: 1 Access Billing Information Navigate to Agency Settings → Billing → Subscription → Reselling WhatsApp….Image 8 of 14What to chooseHow do I disable WhatsApp for certain clients? If you have certain clients that you do not wish to offer WhatsApp to, you can do so by following these two steps: 1 Go to Sub-Account List Search for the client → Click on three dots → Manage Clients 2 Scroll Down to the Reselling Section Disable WhatsApp by toggle → Hit Save Please Note: This offer can only be disabled before the sale has happened. Once a location already purchases WhatsApp, you cannot disable it from here. Disabling WhatsApp after the subscription is initiated would mean cancellation. For cancelling the subscription please create a support ticket.
Fields in this part of the guideCharges vary based on:
Next stepHow to Check Your Billing and Subscriptions for WhatsApp To review how much you are paying and for which accounts, follow these steps: 1 Access Billing Information Navigate to Agency Settings → Billing → Subscription → Reselling WhatsApp. 2 Scroll Down > View Sub-Accounts Click on "Show Sub-Accounts" to display a detailed list of all sub-accounts associated with WhatsApp.All 3 steps in this procedure
Go to Sub-Account List, search for the client, click the three dots, and select Manage Clients.
Navigate to the Reselling Section.
Update the WhatsApp pricing and click Save.
Please Note: The WhatsApp tab won't be visible for the location until this manual deployment takes place (in case agency does not have a Stripe account). It's important to highlight that manual deployment won't establish a subscription between the location and agency, while a subscription with the CRM platform and the agency will still be created.
Conversation Charges
In case the agency chooses to Deploy WhatsApp Directly, the WhatsApp conversation charges will be deducted from the agency's wallet and the location will not be charged for the WhatsApp conversations.
WhatsApp Auto-Reselling Guide for Agencies (image 9 of 14)What this shows How do I directly deploy WhatsApp without Stripe/Reselling to a location?What this showsIllustrates the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency".This screenshot appears in the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency". The text alongside this image reads: How do I directly deploy WhatsApp without Stripe/Reselling to a location? 1 Go to Sub-Account List Search for the client → Click on three dots → Manage Clients 2 Scroll Down to the Reselling Section Under WhatsApp → Read and accept the Deploy WA Directly T&C → Hit Pay Now Please Note: The WhatsApp…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: How do your clients discover the WhatsApp feature? Your clients can discover WhatsApp in the Sub-Account > Settings > WhatsApp.Image 9 of 14What to clickHow do I directly deploy WhatsApp without Stripe/Reselling to a location? 1 Go to Sub-Account List Search for the client → Click on three dots → Manage Clients 2 Scroll Down to the Reselling Section Under WhatsApp → Read and accept the Deploy WA Directly T&C → Hit Pay Now Please Note: The WhatsApp tab won't be visible for the location until this manual deployment takes place (in case agency does not have a Stripe account). It's important to highlight that manual deployment won't establish a subscription between the location and agency, while a subscription with the CRM platform and the agency will still be created. Conversation Charges In case the agency chooses to Deploy WhatsApp Directly, the WhatsApp conversation charges will be deducted from the agency's wallet and the location will not be charged for the WhatsApp conversations. More Tutorials From the Community ▶ https://youtu.be/uHzyW7yamhA ▶ https://youtu.be/w0TSujKqDl4 ▶ https://youtu.be/dHcfecj9ojg
Fields in this part of the guideCharges vary based on:
Next stepHow do your clients discover the WhatsApp feature? Your clients can discover WhatsApp in the Sub-Account > Settings > WhatsAppAll 3 steps in this procedure
Go to Sub-Account List, search for the client, click the three dots, and select Manage Clients.
Navigate to the Reselling Section.
Update the WhatsApp pricing and click Save.
2
Scroll Down > View Sub-Accounts
Click on "Show Sub-Accounts" to display a detailed list of all sub-accounts associated with WhatsApp.
WhatsApp Auto-Reselling Guide for Agencies (image 10 of 14)What this shows How do I directly deploy WhatsApp without Stripe/Reselling to a location?What this showsIllustrates the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency".This screenshot appears in the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency". The text alongside this image reads: How do I directly deploy WhatsApp without Stripe/Reselling to a location? 1 Go to Sub-Account List Search for the client → Click on three dots → Manage Clients 2 Scroll Down to the Reselling Section Under WhatsApp → Read and accept the Deploy WA Directly T&C → Hit Pay Now Please Note: The WhatsApp…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: How do your clients discover the WhatsApp feature? Your clients can discover WhatsApp in the Sub-Account > Settings > WhatsApp.Image 10 of 14What to clickHow do I directly deploy WhatsApp without Stripe/Reselling to a location? 1 Go to Sub-Account List Search for the client → Click on three dots → Manage Clients 2 Scroll Down to the Reselling Section Under WhatsApp → Read and accept the Deploy WA Directly T&C → Hit Pay Now Please Note: The WhatsApp tab won't be visible for the location until this manual deployment takes place (in case agency does not have a Stripe account). It's important to highlight that manual deployment won't establish a subscription between the location and agency, while a subscription with the CRM platform and the agency will still be created. Conversation Charges In case the agency chooses to Deploy WhatsApp Directly, the WhatsApp conversation charges will be deducted from the agency's wallet and the location will not be charged for the WhatsApp conversations. More Tutorials From the Community ▶ https://youtu.be/uHzyW7yamhA ▶ https://youtu.be/w0TSujKqDl4 ▶ https://youtu.be/dHcfecj9ojg
Fields in this part of the guideCharges vary based on:
Next stepHow do your clients discover the WhatsApp feature? Your clients can discover WhatsApp in the Sub-Account > Settings > WhatsAppAll 3 steps in this procedure
Go to Sub-Account List, search for the client, click the three dots, and select Manage Clients.
Navigate to the Reselling Section.
Update the WhatsApp pricing and click Save.
WhatsApp Auto-Reselling Guide for Agencies (image 11 of 14)What this shows How do I directly deploy WhatsApp without Stripe/Reselling to a location?What this showsIllustrates the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency".This screenshot appears in the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency". The text alongside this image reads: How do I directly deploy WhatsApp without Stripe/Reselling to a location? 1 Go to Sub-Account List Search for the client → Click on three dots → Manage Clients 2 Scroll Down to the Reselling Section Under WhatsApp → Read and accept the Deploy WA Directly T&C → Hit Pay Now Please Note: The WhatsApp…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: How do your clients discover the WhatsApp feature? Your clients can discover WhatsApp in the Sub-Account > Settings > WhatsApp.Image 11 of 14What to clickHow do I directly deploy WhatsApp without Stripe/Reselling to a location? 1 Go to Sub-Account List Search for the client → Click on three dots → Manage Clients 2 Scroll Down to the Reselling Section Under WhatsApp → Read and accept the Deploy WA Directly T&C → Hit Pay Now Please Note: The WhatsApp tab won't be visible for the location until this manual deployment takes place (in case agency does not have a Stripe account). It's important to highlight that manual deployment won't establish a subscription between the location and agency, while a subscription with the CRM platform and the agency will still be created. Conversation Charges In case the agency chooses to Deploy WhatsApp Directly, the WhatsApp conversation charges will be deducted from the agency's wallet and the location will not be charged for the WhatsApp conversations. More Tutorials From the Community ▶ https://youtu.be/uHzyW7yamhA ▶ https://youtu.be/w0TSujKqDl4 ▶ https://youtu.be/dHcfecj9ojg
Fields in this part of the guideCharges vary based on:
Next stepHow do your clients discover the WhatsApp feature? Your clients can discover WhatsApp in the Sub-Account > Settings > WhatsAppAll 3 steps in this procedure
Go to Sub-Account List, search for the client, click the three dots, and select Manage Clients.
Navigate to the Reselling Section.
Update the WhatsApp pricing and click Save.
How do your clients discover the WhatsApp feature?
Your clients can discover WhatsApp in the Sub-Account > Settings > WhatsApp
WhatsApp Auto-Reselling Guide for Agencies (image 12 of 14)What this shows How to Check Your Billing and Subscriptions for WhatsApp To review how much you are paying and for which accounts, follow these steps: 1…What this showsIllustrates the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency".This screenshot appears in the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency". The text alongside this image reads: How to Check Your Billing and Subscriptions for WhatsApp To review how much you are paying and for which accounts, follow these steps: 1 Access Billing Information Navigate to Agency Settings → Billing → Subscription → Reselling WhatsApp. 2 Scroll Down > View Sub-Accounts Click on "Show…. The navigation path used here is Scroll Down > View Sub-Accounts Click. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: How do your Clients complete the purchase? Once clients discover the WhatsApp feature, they can easily purchase it by entering their payment details and clicking the Confirm button. Upon confirmation, our system automatically processes….Path: Scroll Down > View Sub-Accounts ClickImage 12 of 14What to clickHow to Check Your Billing and Subscriptions for WhatsApp To review how much you are paying and for which accounts, follow these steps: 1 Access Billing Information Navigate to Agency Settings → Billing → Subscription → Reselling WhatsApp. 2 Scroll Down > View Sub-Accounts Click on "Show Sub-Accounts" to display a detailed list of all sub-accounts associated with WhatsApp.
Fields in this part of the guideCharges vary based on:
Next stepHow do your Clients complete the purchase? Once clients discover the WhatsApp feature, they can easily purchase it by entering their payment details and clicking the Confirm button. Upon confirmation, our system automatically processes the payment and sets up the required subscriptions. Important Note: Two separate subscriptions will be created: Step 1: Between the CRM platform and the Agency Step 2: Between the Agency and the Sub-Account After completing the purchase, clients will be redirected to the WhatsApp signup page, where they can seamlessly integrate their WhatsApp account.All 3 steps in this procedure
Go to Sub-Account List, search for the client, click the three dots, and select Manage Clients.
Navigate to the Reselling Section.
Update the WhatsApp pricing and click Save.
How do your Clients complete the purchase?
Once clients discover the WhatsApp feature, they can easily purchase it by entering their payment details and clicking the Confirm button. Upon confirmation, our system automatically processes the payment and sets up the required subscriptions.
Important Note: Two separate subscriptions will be created:
Step 1: Between the CRM platform and the Agency
Step 2: Between the Agency and the Sub-Account
After completing the purchase, clients will be redirected to the WhatsApp signup page, where they can seamlessly integrate their WhatsApp account.
WhatsApp Auto-Reselling Guide for Agencies (image 13 of 14)What this shows How do your clients discover the WhatsApp feature?What this showsIllustrates the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency".This screenshot appears in the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency". The text alongside this image reads: How do your clients discover the WhatsApp feature? Your clients can discover WhatsApp in the Sub-Account > Settings > WhatsApp. The navigation path used here is Sub-Account > Settings > WhatsApp. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: How does the billing work? When your client purchases WhatsApp it creates 2 subscriptions in the system: 1 Between your client's card & your Stripe Account so you can collect payment from your clients 2 Between the platform & your Stripe….Path: Sub-Account > Settings > WhatsAppImage 13 of 14What this coversHow do your clients discover the WhatsApp feature? Your clients can discover WhatsApp in the Sub-Account > Settings > WhatsApp
Fields in this part of the guideCharges vary based on:
Next stepHow does the billing work? When your client purchases WhatsApp it creates 2 subscriptions in the system: 1 Between your client's card & your Stripe Account so you can collect payment from your clients 2 Between the platform & your Stripe account — you pay $10/month/location to the platform ✓ The monthly charge gets you free inbound and outbound messages. When the lead sends an inbound text it gives you a 24-hour window when you can text them back. The window keeps extending with every message. ✓ If you need to do outreach or if it's been more than 24 hours, you will need to use a campaign/template message which is charged. That opens the conversation up for a 24-hour window which again keeps extending with every message. ✓ All outbound template messages will be charged to the location and agency based on the country the message is sent to and the type of template (Marketing, Utility, Authentication, and Service) used.All 3 steps in this procedure
Go to Sub-Account List, search for the client, click the three dots, and select Manage Clients.
Navigate to the Reselling Section.
Update the WhatsApp pricing and click Save.
How does the billing work?
When your client purchases WhatsApp it creates 2 subscriptions in the system:
1Between your client's card & your Stripe Account so you can collect payment from your clients
2Between the platform & your Stripe account — you pay $10/month/location to the platform
WhatsApp Auto-Reselling Guide for Agencies (image 14 of 14)What this shows How do your Clients complete the purchase?What this showsIllustrates the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency".This screenshot appears in the "WhatsApp Auto-Reselling Guide for Agencies" section of "WhatsApp Full Setup Guide for Agency". The text alongside this image reads: How do your Clients complete the purchase? Once clients discover the WhatsApp feature, they can easily purchase it by entering their payment details and clicking the Confirm button. Upon confirmation, our system automatically processes the payment and sets up the required subscriptions. Important…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: FAQ 1. What are the prerequisites for auto-reselling WhatsApp? To enable auto-reselling, you must connect your Agency Stripe Account, which will be used to collect subscription payments from clients. If you do not have a Stripe account….Image 14 of 14How to confirmHow do your Clients complete the purchase? Once clients discover the WhatsApp feature, they can easily purchase it by entering their payment details and clicking the Confirm button. Upon confirmation, our system automatically processes the payment and sets up the required subscriptions. Important Note: Two separate subscriptions will be created: Step 1: Between the CRM platform and the Agency Step 2: Between the Agency and the Sub-Account After completing the purchase, clients will be redirected to the WhatsApp signup page, where they can seamlessly integrate their WhatsApp account.
Fields in this part of the guideCharges vary based on:
Next stepFAQ 1. What are the prerequisites for auto-reselling WhatsApp? To enable auto-reselling, you must connect your Agency Stripe Account, which will be used to collect subscription payments from clients. If you do not have a Stripe account, you can still deploy WhatsApp manually. However, in this case, your agency will be billed directly instead of charging the client. 2. How do I set WhatsApp pricing for my agency? To configure your agency-wide WhatsApp pricing, go to Agency Dashboard → Reselling Tab and update your pricing settings. 3. Can I set different WhatsApp pricing for specific clients? Yes. To offer customized WhatsApp pricing for specific clients: 4. How do I disable WhatsApp for certain clients? If you do not want to offer WhatsApp to certain clients: Note: This option is only available before a client has purchased WhatsApp. If a subscription is already active, a support ticket must be submitted for cancellation. 5. Can I deploy WhatsApp without Stripe or Auto-Reselling? Yes, WhatsApp can be deployed manually without using Stripe: Important: 6. How do conversation charges work if I deploy WhatsApp manually? If WhatsApp is deployed manually without Stripe: 7. How do I check how much I am paying for WhatsApp? To review your billing details: 8. How do clients discover the WhatsApp feature? Clients can find the WhatsApp feature in Sub-Account → Settings → WhatsApp. 9. How do clients purchase WhatsApp? 10. How does WhatsApp billing work? When a client purchases WhatsApp, two subscriptions are created: Message Charges:All 3 steps in this procedure
Go to Sub-Account List, search for the client, click the three dots, and select Manage Clients.
Navigate to the Reselling Section.
Update the WhatsApp pricing and click Save.
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The monthly charge gets you free inbound and outbound messages. When the lead sends an inbound text it gives you a 24-hour window when you can text them back. The window keeps extending with every message.
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If you need to do outreach or if it's been more than 24 hours, you will need to use a campaign/template message which is charged. That opens the conversation up for a 24-hour window which again keeps extending with every message.
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All outbound template messages will be charged to the location and agency based on the country the message is sent to and the type of template (Marketing, Utility, Authentication, and Service) used.
FAQ
1. What are the prerequisites for auto-reselling WhatsApp?
To enable auto-reselling, you must connect your Agency Stripe Account, which will be used to collect subscription payments from clients.
If you do not have a Stripe account, you can still deploy WhatsApp manually. However, in this case, your agency will be billed directly instead of charging the client.
2. How do I set WhatsApp pricing for my agency?
To configure your agency-wide WhatsApp pricing, go to Agency Dashboard → Reselling Tab and update your pricing settings.
3. Can I set different WhatsApp pricing for specific clients?
Yes. To offer customized WhatsApp pricing for specific clients:
Go to Sub-Account List, search for the client, click the three dots, and select Manage Clients.
Navigate to the Reselling Section.
Update the WhatsApp pricing and click Save.
4. How do I disable WhatsApp for certain clients?
If you do not want to offer WhatsApp to certain clients:
Go to Sub-Account List, search for the client, click the three dots, and select Manage Clients.
Scroll down to the Reselling Section, toggle WhatsApp Off, and click Save.
Note: This option is only available before a client has purchased WhatsApp. If a subscription is already active, a support ticket must be submitted for cancellation.
5. Can I deploy WhatsApp without Stripe or Auto-Reselling?
Yes, WhatsApp can be deployed manually without using Stripe:
Go to Sub-Account List, search for the client, click the three dots, and select Manage Clients.
Scroll down to the Reselling Section, accept the Deploy WA Directly T&C, and click Pay Now.
Important:
The WhatsApp tab will not be visible until manual deployment is completed.
No subscription will be created between the agency and the location. However, a subscription between the platform and the agency will still exist.
6. How do conversation charges work if I deploy WhatsApp manually?
If WhatsApp is deployed manually without Stripe:
Conversation charges will be deducted from the agency's wallet.
The location will not be charged for WhatsApp conversations.
7. How do I check how much I am paying for WhatsApp?
To review your billing details:
Go to Agency Settings → Billing → Subscription → Reselling WhatsApp.
Scroll down and click on "Show Sub-Accounts" to see all linked sub-accounts and their billing details.
8. How do clients discover the WhatsApp feature?
Clients can find the WhatsApp feature in Sub-Account → Settings → WhatsApp.
9. How do clients purchase WhatsApp?
Clients discover the WhatsApp feature.
They enter their payment details and click Confirm.
The system automatically processes payment and sets up the required subscriptions:
Between the platform and the Agency.
Between the Agency and the Sub-Account.
Clients are redirected to the WhatsApp signup page to integrate their account.
10. How does WhatsApp billing work?
When a client purchases WhatsApp, two subscriptions are created:
Between the client's card and your Stripe Account — this allows the agency to charge the client.
Between the platform and your Stripe Account — the agency pays $10/month per location.
Message Charges:
Free inbound and outbound messages within a 24-hour window (resets with each message).
If no message is sent within 24 hours, an outbound campaign/template message is required (charged per message).
Charges vary based on:
The recipient's country.
The type of template used (Marketing, Utility, Authentication, or Service).
Need Help?
If you have a subscription already active and need to cancel WhatsApp for a client, please create a support ticket — this cannot be done from the Reselling toggle once a sale has been completed.
