Overview
The Send WhatsApp Node allows you to send WhatsApp messages to customers using your preferred service provider. SubVerse supports integration with Interakt and Gupshup platforms.
Supported Providers
SubVerse integrates with two major WhatsApp Business API providers:
- Interakt: Popular WhatsApp Business API provider
- Gupshup: Enterprise WhatsApp messaging platform
Use Cases
- Order Confirmations: Send order details via WhatsApp
- Appointment Reminders: Remind customers about upcoming appointments
- Payment Links: Share payment links securely
- Delivery Updates: Notify about shipment status
- OTP Delivery: Send one-time passwords
- Customer Support: Share ticket numbers and updates
- Marketing Campaigns: Send promotional messages (with consent)
- Feedback Requests: Collect customer feedback
Interakt Configuration
Customer_Number (Required)
- Customer’s phone number
- Format: +[country code][number]
- Example:
+91xxxxxxxxxx
Provider
api_key (Required)
- Your Interakt API key for authentication
- Obtain from Interakt dashboard
- Keep secure and don’t share
template_name (Required)
- Name of the WhatsApp message template
- Must be pre-approved by WhatsApp
- Example:
order_confirmation, appointment_reminder
template_language_code (Required)
- Language code for the template
- Examples:
en, en_US, hi, es
header_values
- Dynamic variables for template headers
- Array format:
["Value1", "Value2"]
- Example:
["Order Confirmed", "Premium Plan"]
body_values
- Dynamic variables for the message body
- Array format:
["John", "ORD-12345", "₹2,499"]
- Maps to template placeholders like
\{\{1\}\}, \{\{2\}\}, \{\{3\}\}
button_values
- Dynamic variables for buttons in the message
- Array format for button URLs or quick replies
- Example:
["https://track.example.com/ORD-12345"]
Example Configuration
Customer_Number: +91xxxxxxxxxx
Provider: Interakt
api_key: your_interakt_api_key
template_name: order_confirmation
template_language_code: en
header_values: ["Order Confirmed"]
body_values: ["John Doe", "ORD-12345", "₹2,499", "Dec 15, 2025"]
button_values: ["https://track.example.com/ORD-12345"]
Outputs
Message_success
- Confirms if the WhatsApp message was successfully sent
- Values:
True or False
- Use for conditional logic and error handling
Gupshup Configuration
Customer_Number (Required)
- Customer’s phone number
- Format: +[country code][number]
- Example:
+91xxxxxxxxxx
Provider
user_id (Required)
- Your Gupshup user ID for authentication
- Obtain from Gupshup dashboard
password (Required)
- Your Gupshup password for authentication
- Keep secure and don’t share
template_id (Required)
- WhatsApp message template ID
- Must be pre-approved by WhatsApp
- Example:
template_001, appointment_reminder_v2
Example Configuration
Customer_Number: +91xxxxxxxxxx
Provider: Gupshup
user_id: your_gupshup_user_id
password: your_gupshup_password
template_id: order_confirmation_template
Outputs
Message_success
- Confirms if the WhatsApp message was successfully sent
- Values:
True or False
- Use for conditional logic and error handling
WhatsApp Template Requirements
Template Approval
All WhatsApp messages must use pre-approved templates:
- Create Template: Design in provider dashboard
- Submit for Approval: WhatsApp reviews templates
- Wait for Approval: Usually 24-48 hours
- Use Template: Reference by name/ID in workflow
Template Components
Header (Optional)
- Text, image, video, or document
- Can include one variable
- Example: “Order {{1}}”
Body (Required)
- Main message content
- Can include multiple variables
- Example: “Hi {{1}}, your order {{2}} is confirmed!”
Footer (Optional)
- Additional information
- No variables allowed
- Example: “Thank you for shopping with us”
Buttons (Optional)
- Call-to-action or quick reply buttons
- Can include dynamic URLs
- Example: “Track Order” button
Template Example
Header: Order Confirmed ✓
Body: Hi \{\{1\}\}, your order \{\{2\}\} for ₹\{\{3\}\} is confirmed!
Expected delivery: \{\{4\}\}
Footer: Questions? Reply to this message
Buttons: [Track Order] [Contact Support]
Workflow Integration
Common Patterns
Pattern 1: Post-Purchase Confirmation
Upload Data Node (orders)
↓
Voice Agent Node (confirmation call)
↓
Send WhatsApp Node (order details)
Call API Node (appointment data)
↓
Voice Agent Node (reminder call)
↓
Send WhatsApp Node (appointment details with calendar link)
Incoming Call Node
↓
AI Query Agent (analyze call)
↓
Send Email Node (detailed information)
↓
Send WhatsApp Node (quick summary)
Call API Node (overdue payments)
↓
Voice Agent Node (payment reminder call)
↓
Send WhatsApp Node (payment link)
Best Practices
Template Design
- Clear Purpose: Each template should have one clear objective
- Concise Content: Keep messages short and actionable
- Personalization: Use variables for customer names and details
- Call-to-Action: Include clear next steps
Variable Mapping
- Consistent Order: Maintain consistent variable order
- Validate Data: Ensure all variables have values
- Format Properly: Format numbers, dates, currency correctly
- Test Thoroughly: Test with various data combinations
Compliance
- Opt-In Required: Only message customers who opted in
- Template Approval: Use only approved templates
- Timing: Respect customer time zones and preferences
- Opt-Out: Provide easy way to unsubscribe
Error Handling
- Check Success: Always check Message_success output
- Retry Logic: Implement retry for failed messages
- Fallback Channel: Use email if WhatsApp fails
- Log Failures: Track and analyze failures
Provider Setup
Interakt Setup
- Create Account: Sign up at Interakt
- Get API Key: Navigate to Settings → API Keys
- Create Templates: Design and submit templates for approval
- Configure Webhook: Set up webhooks for delivery status (optional)
- Test Integration: Send test messages
Gupshup Setup
- Create Account: Sign up at Gupshup
- Get Credentials: Obtain user ID and password
- Create Templates: Design and submit templates for approval
- Configure Settings: Set up sender ID and other settings
- Test Integration: Send test messages
Monitoring
Metrics to Monitor:
- Delivery Rate: Percentage of successfully delivered messages
- Read Rate: Percentage of messages read by customers
- Response Rate: Customer replies to messages
- Error Rate: Failed message attempts
Analyze Results
Review:
- Template effectiveness
- Variable data quality
- Timing optimization
- Customer engagement
Troubleshooting
Message Not Sending
Possible Causes:
- Invalid API credentials
- Template not approved
- Invalid phone number format
- Insufficient credits
Solutions:
- Verify API key/credentials
- Check template approval status
- Validate phone number format (+[country][number])
- Check account balance
Template Variables Not Working
Possible Causes:
- Incorrect variable count
- Wrong array format
- Missing values
Solutions:
- Match variable count to template
- Use proper array format:
["value1", "value2"]
- Ensure all variables have values
Low Delivery Rate
Possible Causes:
- Invalid phone numbers
- Customers blocked business
- Network issues
Solutions:
- Validate phone numbers before sending
- Respect opt-out requests
- Monitor provider status
Next Steps
Link body_values from AI Query Agent to generate personalized, context-aware WhatsApp messages.
WhatsApp has strict policies against spam. Only send messages to customers who have opted in, and always use approved templates.
