Verifying a WhatsApp Business Account
Guided setup services
Software is the easy part. Getting it right is where we come in.
OmniVani gives you the platform. Our team helps you set it up the right way — from WhatsApp Business API verification to team training. Right now, in early access, that support comes standard with every account.
- Built on the official WhatsApp Business API
OmniVani gives you the platform. Our team helps you set it up the right way.
Most WhatsApp platforms hand you a login and wish you luck. We don’t.
OmniVani gives you the platform. Our team helps you set it up the right way.
None of that happens by accident. Our setup team works alongside yours until OmniVani is configured properly, not just switched on.
structuring workflows that match how your teams actually work
training agents who’ve never used a shared inbox before
You bring the business. We bring the setup experience.
What guided setup includes
Every service below is available as part of onboarding — not sold separately as an upsell tier.
Setup & onboarding
Account setup, workspace configuration, and an initial platform walkthrough — done with your team, not handed off in a PDF. We set up users, teams, and permissions so your organization is structured correctly from day one.
WhatsApp Business API setup assistance
Meta Business verification has tripped up plenty of teams before OmniVani. We guide you through WhatsApp number setup, the Business API connection, and every requirement in between, so verification doesn’t stall your launch.
Template setup & approval support
Getting a WhatsApp template rejected by Meta is common, and correcting it without guidance takes time you don’t have. We help create, format, and submit your first templates — and fix them fast if Meta sends them back.
Contact import & CRM setup
We import your existing contacts, help you structure tags and custom attributes, and make sure your customer data is organized before your first conversation goes out — not cleaned up after the fact.
Conversation workflow setup
Assignment rules, routing logic, escalation paths, resolution steps — we build the conversation workflow around how your support and sales teams already operate, so conversations land with the right person the first time.
Automation & chatbot setup
FAQ bots, auto-replies, notification triggers, and handover to a live agent when a conversation needs a human — we configure the automation layer so it removes repetitive work without ever making a customer feel stuck.
Campaign setup support
Your first WhatsApp campaign has more moving parts than it should: segmentation, opt-in checks, approved templates, tracking. We help you configure all of it, so the first send goes out clean.
Team training
Agents, managers, and admins all use OmniVani differently. We train each group on the parts of the platform that matter to their role, so adoption doesn’t depend on a single power user figuring it out for everyone else.
CRM & third-party integration support
Where applicable, we help connect and configure supported integrations like Zoho CRM, so customer data stays aligned between systems instead of living in two places.
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Talk to our team
We learn how your business communicates today.
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We set it up together
Workspace, templates, workflows, and automation, configured to match.
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Your team gets trained
Agents and admins start using OmniVani with confidence, not guesswork.
Ready to get set up right?
Early access includes hands-on setup support — it’s not a separate tier and there’s no waiting list within a waiting list. Talk to our team and we’ll map out what onboarding looks like for your business.