Implementation

Getting started with Bridge

What to prepare, who does each part, how your WhatsApp number is connected and what happens after purchase.

Before you start

Someone in your company with the administrator role in the Bridge console.
For WhatsApp: a Meta Business account your company administers, access to the number to receive the verification code by SMS or call, and the business name, description and category your customers will see.
If your team will sign in with Google or Microsoft: an administrator of that account, and DNS access if you will restrict access to your company's domains.
If you will connect your CRM: see what each integration includes in CRM integrations.

Your administrator sets Bridge up in the console with the 9-step setup guide: languages, sign-in and workspaces; users and teams, contacts and conversation settings; WhatsApp, calls, and email and meetings. Bridge marks each step as done when it detects it.
The Bridge team supports the launch and trains your team. The scope of that support is defined in the commercial proposal.
Meta verifies the number and reviews the WhatsApp display name and templates. Those steps happen in Meta's window: Bridge cannot complete them for you and no password reaches Bridge.
Additional integrations are optional: Bridge works without a CRM; it integrates with HubSpot, Salesforce, Zoho, Microsoft Dynamics 365, Pipedrive and Attio, and other connections use the Integrations API and webhooks; custom services are quoted separately.

Number verification and the review of the display name and templates at Meta.
Administrator access to Meta Business, Google or Microsoft and, where relevant, the CRM.
DNS domain verification, if you restrict access to your domains.

The number stays in your company's messaging account at Meta. There are four paths:

A number that does not use WhatsApp
It is connected from the console, in Meta's window.
Free up a number that already uses WhatsApp
The WhatsApp or WhatsApp Business app account on that number is deleted, and then the number is connected to Bridge.
Coexistence
The number stays in the WhatsApp Business app and is also connected to Bridge. Calls and groups in that app are not recorded in Bridge.
A number provided by Bridge
Bridge provides a number for your company's exclusive use.

Bridge connects company numbers. With coexistence, each person can have their own WhatsApp Business line, which belongs to the company.
When a line is connected through coexistence, part of that number's recent history comes with it. Older messages can also be imported with the Integrations API.
Conversations on connected lines stay in Bridge. Who sees each contact and each conversation depends on the permissions the administrator sets.

Support channels, hours and response times are agreed in each contract.
Help Center: step-by-step guides for Bridge and the console.
Service status: monitored availability of the application, the admin console, the support console and the website.

Let's review your sales follow-up, your customers' experience and the productivity opportunities with Bridge.