DoubleTick Docs
DoubleTick Docs
  • DoubleTick Help Center
  • Get Started with DoubleTick
    • Pre-requisites for Onboarding
    • How to Do Meta Facebook Business Verification
    • DoubleTick Onboarding
  • Chat Management
    • Start a New Chat with Customers
    • Manage Customer Conversation on Chat Inbox
    • How to Use Customer Notes
    • How to Use Tags
    • How to Assign Chats
    • How to Block & Unblock Customers
    • How to Manage Conversations
    • What is WhatsApp Opt-in and How to Manage It
    • How to Configure SLA (Service Level Agreement)
    • Forward Chat Message: Enhancing Communication Efficiency
  • Broadcast List
    • How to Import Customer Data
    • How to Send and Schedule Broadcast Messages
    • How to Check Broadcast Summary
    • How to Re-Target Your Customers
    • How to Manage Broadcast List Access
    • How to Scheduled Broadcasts
    • Send Dynamic PDFs via DoubleTick WhatsApp Broadcast Using Google Sheets
  • How to Create Dynamic Broadcast Channel on DoubleTick
  • Templates
    • Template Categories in WhatsApp API
    • How to Create Message Templates
      • Know the Basic Info for Template Creation
      • How to Use the Content Section in Template
      • How to Add Buttons in Message Template
      • How to use Variables in Message Template
      • How to Preview the Message Template
    • Check Message Template Status
    • Send Template Messages
    • Change Template Details
    • Fix Message Template Rejection
    • WhatsApp Forms
    • Create a Carousel Template Message
    • How to Send Dynamic content in a Single template with DoubleTick
    • How To Create An OTP Template On DoubleTick
  • Customers
    • Create Customer Segments
    • Deleting Customers On DoubleTick
  • Analytics
    • Setup Analytics
  • REPORTS
    • How to Download and Export Reports in DoubleTick
  • Teams
    • Invite Your Team Members
    • Accept Invitations and Log in to DoubleTick
    • Assign & Change Reporting Structure
    • Update a Team Member’s Name in DoubleTick.
  • Bot Studio
    • Create and Manage Bots
    • Create Order Bot
    • Set Up Welcome Bot
    • Set Up Stop Bot
    • Set Up Bot Triggers
    • How to Notify Agents on WhatsApp When Assigned a Lead in DoubleTick
    • Fixing Webhook Phone Numbers: Add Country Codes Automatically
    • How to Integrate WooCommerce with DoubleTick
    • How to Record Customer Responses Using DoubleTick’s Bot Studio and Google Sheets Integration
    • How to Automate Reminders for Template Button Selection in Your Bot
    • Actions
      • Assign Agent to Customer's Chat
      • How to Use the Close Conversation Feature
      • How to Use Condition Action
      • How to Set Up Google Sheet Action
      • What is WhatsApp Opt-Out and How to Manage It
      • How to Send Interactive List Messages
      • How to Send Interactive Messages
      • How to Send Multimedia Messages
      • How to Set Customer Attributes
      • How to Set Tags
      • How to Set Time Delay on Chatbot
      • How to Set Wait Till Action on Chatbot
      • Condition Action In Chat Bot
      • Streamlining Lead Management with Round Robin Agent Assignment Using Bots
  • Settings
    • Edit Your Profile Details
    • Manage Roles
      • How to Use Organization Roles Feature
      • How to Use WhatsApp Account Roles Feature
      • How to Grant Phone Number Access to Agents with Custom Role In DoubleTick
      • Change Roles of Existing Team Members
    • How to Use Custom Contact Fields
    • Create and Use Quick Replies
    • Send Template Messages
    • Create a WhatsApp Widget on Website
    • How to Use Webhooks to Pass Events to Third-Party
    • Get Developer API
    • How to Manage Channels
    • How to Manage Billing & Invoices
      • How to Find the Invoice in DoubleTick
      • How to Update Billing Details in DoubleTick
    • Set Up Working Hours
    • Integrations
      • Streamline Appointment Booking on DoubleTick Using Zapier and Google Calendar
      • Automating WhatsApp messages on DoubleTick on column updates on Google Sheet
      • Automatic updates from Gsheet Database
      • Tally Prime Integration
      • Indiamart & DoubleTick Integration
      • How to Integrate My Operator with DoubleTick via Webhook to Send Templates
      • How to Integrate QuickSell with DoubleTick
    • How To Enable Browser Push Notification For DoubleTick Messages
    • How to Update Your Display Name On Facebook Business Account
    • Import WhatsApp Chats
  • WhatsAPP BUSINESS API
    • WhatsApp API Conversations & Categories
    • How Conversation Charges Works
    • Manage and View Account Quality on Meta
    • Messaging Limits in WhatsApp API
    • Unblock Your WhatsApp API Account
    • Change Your Display Name in Meta WhatsApp Manager
    • Apply for WhatsApp Green Tick
    • How To Update the Display Picture (DP) in Facebook Business Manager
  • Troubleshoot Errors
    • Troubleshoot Common WhatsApp API Errors
    • Per-User Marketing Template Message Limits
    • Unsupported Message: Understanding WhatsApp API Restrictions and How They Affect Communication
    • What is Frequency Capping
      • How Frequency Capping Works
    • How to Link Your WhatsApp API Phone Number to a Facebook Page
    • How to Use DoubleTick? Product Feature Training Videos
    • How To Resolve META Maintaining Healthy Ecosystem Delivery Error: A Step-by-Step Guide
  • How to Identify and Resolve Duplicate Keywords in Bot Configurations
  • Logging Out A Member From All Devices in DoubleTick
  • How to Use Newline Characters in Template Variables In DoubleTick
  • How To Login To DoubleTick
  • How To Logout From DoubleTick
  • Re-Engagement Error While Sending a Message in the Open Reply Window
  • How to Resolve the "Please Fill All Fields" Error in Templates On DoubleTick
  • How To Troubleshoot the "Spam Rate Limit Hit" Error in DoubleTick
  • How to resolve the "404 – File or Directory Not Found" error when exporting an Excel sheet?
  • How To Capture Details Using Webhooks And Condition
  • Understanding the “Only 30 Groups Can Be Created at One Time” Error in DoubleTick
  • Stay Ahead with WhatsApp: Important Updates from Meta
  • Meta Pauses WhatsApp Marketing Messages for U.S. Customers
  • Understanding and Troubleshooting the "New Bot Failure Alert" Email
  • Marketing Message Lite
  • TOPIC WISE VIDEO LIST
    • Page 1
  • How to Integrate QuickSell with DoubleTick
  • Appointment Booking
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On this page
  • Website Requirements
  • Document Requirements
  • Document Requirements by Country
  • Phone Number
  1. Get Started with DoubleTick

Pre-requisites for Onboarding

Learn about the essential requirements before starting the onboarding process with DoubleTick.


If you are getting onboarded to the WhatsApp API for the first time, there are a few basic prerequisites you must meet to comply with Meta's WhatsApp Commerce Policy.

If you are an existing WhatsApp API user with another Meta Partner and a verified Facebook Business Manager, please read this article about Migration/Porting for a smooth transition.


Website Requirements

To proceed with the onboarding process, you must have a website that meets the following requirements:

  • SSL Secured Website: Your website should have a valid SSL certificate (https).

  • About Us Page: This should contain detailed information about your business.

  • Contact Us Page: Must include the legal business name, address, and contact number as per the provided documents.

  • Terms and Conditions: Mentioned terms and conditions.

  • Privacy Policy: A comprehensive privacy policy must be available.

  • Copyright Information: The copyright section should contain the legal business name as per the provided documents. Copyright Format: © 2025 (Company Legal Name). All rights reserved.

  • Compliance with Meta Commerce Policy: Ensure full compliance with the Meta Commerce Policy.


Document Requirements

Required Documents for Business Verification:

Only two documents are required for business verification. The primary document types that are acceptable for business verification are as follows. Make sure that these documents are not expired and are issued by the relevant authorities:

  • Certificate/Articles of Incorporation

  • Business Registration or Licence Document

  • Government-Issued Business Tax Document: This could include a tax certificate. Self-filed tax documents are not accepted.

  • Business Bank Statement

  • Utility Bill: A utility bill is only accepted for verifying the business address and phone number. The legal business name must be on the utility bill. A utility bill is not an acceptable document for legal business name verification.

Document Requirements by Country

Country

Required Documents

India

MSME Certificate, Utility Bill, GST Certificate

UAE

Trade License & VAT Certificate

US

Trade License & VAT Certificate

Phone Number

The number you wish to set up as your WhatsApp API number must not be registered on WhatsApp. To avoid any complications, it’s recommended to use a fresh number.

If you want to convert a number from the WhatsApp Business App to an API number connected to DoubleTick, you must either delete the number from WhatsApp or follow the Change Number procedure.


By ensuring that all the above requirements are met, your onboarding process with the WhatsApp API will be streamlined and compliant with Meta's policies.

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Last updated 2 months ago

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