BotSpace

( 🚨 Currently, WhatsApp payments are only available in India. ) ​

We’re excited to launch WhatsApp Payments support in the BotSpace dashboard. With this feature, you can now send payment requests to your contacts and collect payments via UPI, net banking, or credit/debit cards, directly within WhatsApp.

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Send payment requests to individual customers via Inbox or Workflows.

Track all payment statuses and received payments in a single dashboard.

- Send payment requests to individual customers via Inbox or Workflows.
- Track all payment statuses and received payments in a single dashboard.

To begin, navigate to the <code>WhatsApp &gt; Payments &gt; Setup</code> tab in the dashboard. On the setup page, you’ll find step-by-step instructions to configure payments:

Click <code>Add Payment Method</code> on the first card. This will redirect you to Facebook Business Manager (FBM).

Click <code>New Configuration</code> → choose your payment gateway → click Next. This gateway will handle customer payments on WhatsApp.

Enter a unique name for your WhatsApp Payment Integration and select a Merchant Category Code (MCC). Click Next after filling the required fields.

Enter your Meta account password and click Confirm.

Select Connect Now and click Next to proceed to Razorpay.

Complete authentication process to link Razorpay as your payment gateway. ​

Copy the Payment Configuration Name from your Facebook account, return to the BotSpace dashboard, paste it in the Payment Configuration ID field, and click Save.

Click <code>Create Order Template</code> to start building payment messages used for collecting payments on WhatsApp.

Create the template just like any WhatsApp message template:

- Add a Template Name
- Choose Product Type
- Enter Template Body
- Add applicable Tax Rate and specify whether the price is tax-inclusive or tax-exclusive
- Set Payment Link Expiry (in minutes), e.g. 30 minutes

1. Add Payment Method
 Click <code>Add Payment Method</code> on the first card. This will redirect you to Facebook Business Manager (FBM).
 
 
2. Create Configuration
 Click <code>New Configuration</code> → choose your payment gateway → click Next. This gateway will handle customer payments on WhatsApp.
 
 
3. Name Your Integration
 Enter a unique name for your WhatsApp Payment Integration and select a Merchant Category Code (MCC). Click Next after filling the required fields.
 
 
4. Confirm Meta Password
 Enter your Meta account password and click Confirm.
 
 
5. Connect to Razorpay
 Select Connect Now and click Next to proceed to Razorpay.
 
 ​
6. Authorise Razorpay
 Complete authentication process to link Razorpay as your payment gateway. ​
7. Enter Payment Configuration ID
 Copy the Payment Configuration Name from your Facebook account, return to the BotSpace dashboard, paste it in the Payment Configuration ID field, and click Save.
 
 
8. Create Order Template
 Click <code>Create Order Template</code> to start building payment messages used for collecting payments on WhatsApp.
 
 
9. Set Up Payment Template
 Create the template just like any WhatsApp message template:
 - Add a Template Name
 - Choose Product Type
 - Enter Template Body
 - Add applicable Tax Rate and specify whether the price is tax-inclusive or tax-exclusive
 - Set Payment Link Expiry (in minutes), e.g. 30 minutes

That’s it! your WhatsApp Payments integration is now successfully configured.

You can send payment requests via: ​

Click the Rupee icon in the chat window.

A dialog will open with your available order templates.

Select a template, fill in product details (name, quantity, price), add multiple products if needed, and click Send.

- Open the customer’s chat in the Inbox.
- Click the Rupee icon in the chat window.
- A dialog will open with your available order templates.
- Select a template, fill in product details (name, quantity, price), add multiple products if needed, and click Send.

In the Workflow builder, search for the <code>Send Payment Request</code> action.

Select the channel (WhatsApp) with payments configured.

Choose the order template and input product details.

- In the Workflow builder, search for the <code>Send Payment Request</code> action.
- Select the channel (WhatsApp) with payments configured.
- Choose the order template and input product details.
- Click Save.

You can also dynamically populate product details using the Variable Selector. For example, use a Make API Call action to fetch a user's cart data, then inject those values into the payment request using variables.

Visit <code>WhatsApp &gt; Payments &gt; List</code> to see all sent payment requests.

- Visit <code>WhatsApp &gt; Payments &gt; List</code> to see all sent payment requests.

- Order ID
- Transaction ID
- Payment status (Pending, Success, Failed)
- Amount, and more ​

- For each request, you’ll find:
 - Order ID
 - Transaction ID
 - Payment status (Pending, Success, Failed)
 - Amount, and more ​

You can also view payment details for individual customers directly in the Inbox, under the Payments section in the sidebar.

To notify customers upon successful or failed payments:

Use the <code>WhatsApp Payment Status Updated</code> trigger in a workflow.

Choose the status condition (e.g., Success or Failed) and click Save.

Add a <code>Send Text Message</code> action to notify the customer accordingly.

- Use the <code>WhatsApp Payment Status Updated</code> trigger in a workflow.
- Choose the status condition (e.g., Success or Failed) and click Save.
- Add a <code>Send Text Message</code> action to notify the customer accordingly.

WhatsApp Payments Support in BotSpace Dashboard

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WhatsApp Payments Support in BotSpace Dashboard

Key Capabilities

Getting Started: Payments Setup

Sending Payment Requests

1. Inbox

2. Workflow

Tracking Payments

Automating Payment Confirmation Messages