Connect your WhatsApp Business account to Octorate to automate the sending of pre-set messages to your guests, directly via the phone number provided in the reservation.
What you need to get started:
A Facebook Business (Meta) account.
A Bird account with an active subscription.
A dedicated phone number for WhatsApp Business. You can use a landline, but make sure it is not already linked to another active WhatsApp account. Avoid using your personal number.
1. Set up the required accounts
A. Create your Bird account
Go to Bird’s website and click Login (top right), then Sign up.
Register with a business email (e.g. @octorate.com). Generic emails (like @gmail.com or @libero.it) are not accepted.
Activate a subscription to connect Bird to Octorate.
Add credit to your Bird account.
B. Link your number to Meta
Once your Bird account is active, configure your phone number:
Log in to your Bird account.
From the menu (bottom left), click on your initials (1), then Developer (2).
Select WhatsApp (3) → WhatsApp setup (4).
Decide whether to purchase a new number directly on Bird or use an existing one. If you already have a number, select I have my own number.
Follow the guided steps to link the number to your Facebook Business (Meta) account. When prompted, click click here to start and follow the instructions in the pop-ups.
Once done, click Install WhatsApp at the bottom.
2. Get Bird credentials for the integration
To connect Bird to Octorate, you’ll need to provide three specific data points:
A. Organization ID
Click on your initials (1) (bottom left).
Go to Organisation (2) → General (3).
Copy your Organization ID.
B. API Key (Access Key)
From the left menu, click Developer (1) → Preferences (2).
Select API Access Key (3) → Add new access key (4).
Set both Key name and Key description to Octorate WhatsApp.
For Rules, select Organization owner.
Click Save. A key (Token) will be generated. Copy and store it securely — you’ll need to provide it to us.
C. Channel ID
Click on your initials (bottom left) (1).
Go to Admin console (2) → Channels (3).
Select WhatsApp by Bird.
Copy your Channel ID.
3. Connect Octorate to WhatsApp Business
Once you have the credentials, you’re ready for the last step:
Log in to your Octorate account.
Go to Settings → Email Template.
Click the WhatsApp Business button.
Save and send a test message to check the connection.
The message will be sent to the phone number configured in your property’s settings.
Benefits of the integration
Multi-device access: No physical phone needed. Any Octorate user can manage WhatsApp guest communications.
Linked conversations: All chats are associated with the correct booking for easier management.
Automatic messages: Once WhatsApp is set as the primary communication channel, email templates will be automatically sent via WhatsApp.
How it works for your guests
When you send a message, the guest will receive a request on WhatsApp. They must accept it within 24 hours to start communicating. If not, the system will try other channels (portal or email).
⚠️ Important: The request message is pre-approved by Meta and cannot be modified.
All WhatsApp messages are visible in the booking details or in the Chat section of Octorate.
For more information, feel free to contact us!
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