Setup

Requirements

• A phone number that is not associated with any WhatsApp apps

• A Facebook account

Lancepilot allows you to connect your number with WhatsApp business API. Once you connect your number with WhatsApp Business API via Lancepilot ( using meta embedded sign up ), you will be able to use all the features including inbox, campaign, sequence provided by Lancepilot. So, overall after connecting your number you will be able to send marketing messages to your WhatsApp prospects using all the features. If you have all the requirements in place let's start setting up your account.

Sign in or Sign up

First you need to sign in to your Lancepilot account, if you don't have an account you can sign up to Lancepilot using your Google Account here.

Create a channel

Channel is a resource that represents your phone number that you connect to send messages to your WhatsApp prospects. First you need to create a channel and then connect it with Lancepilot so that you can use Lancepilot to send messages. To create a channel visit the channel section from your account dashboard and click "Create Channel" button.

After clicking the button you will be redirected to the "Channel Manager" once you are there click on the "Go to channels" button and it will take you to the "channels" page, from here you can manage all of your channels (connected numbers).

Now from here click on the "Add new channel" button to add a brand new channel, this will let you add your number. After clicking "Add new channel" you will see a popup with a option called "currency" select "USD". After selecting "USD" click on the button "connect"

After clicking "Connect" you will be present with a Meta Embedded Sign Up screen from where you can easily sign in using your Facebook account and setup your phone number.

Setup two factor authentication (2fa)

After you have successfully created a channel you must have to setup a "two factor authentication" click on the WhatsApp icon on your channel and click "Two Factor Authentication"

You will be presented with a popup asking you to add a "pin" type any pin and click "Register" pin also remember to save this pin for future use.

Now you need to connect this channel with Lancepilot, click on the 3 dots icon on your channel and click "Copy Channel ID" to copy the channel ID then go back to the channel and click "Connect Channel"

You will be presented with a popup asking for the "Channel ID" paste the "Channel ID" that you copied previously and click "Connect Your Channel"

That's it! You have successfully connected your channel (phone number) with Lancepilot and now you can start sending messages using Lancepilot. View message sending to send your first message on WhatsApp using Lancepilot! 🚀

Video tutorial for connecting your number with Lancepilot

If you are not comfortable reading the docs and connecting your number then good news! we have a full video tutorial for you to easily connect your number with Lancepilot!