Managing your clients
Please note that all information here will be available both in the 360dialog Partner Hub and 360dialog Client Hub.
As soon as you enter the 360dialog Partner Hub, under the WABA tab, you will see one card for each channel/phone number submitted.
A short summary of the account statuses and information are available in this card, as well as immediate actions required from the client. For more details, you can click the Show details button.
After clicking in Show details, you also can see other account management features in the tabs such as the Template Message Manager and the Insights and Billing options.
You will be notified of any changes in your client's accounts statuses in the Hub notifications.
The 360dialog Partner Hub allows you to download a CSV file with data pertaining to all accounts connected to you. In the CSV you will find the following information on your clients:
- Company legal name
- WhatsApp number
- Contact email
- Account activation statuses:
- Message on behalf
- Meta business verification
- Number registration
You will find the download button on the top right corner of the WhatsApp Accounts Page:
In the 360dialog Hub, only Client users can request account cancelation. Partners can request cancelation of channels via the Partner API.
Your 360dialog Partner Hub has a Users tab. To add more team members as users, click on the Add user button.
To see the 360dialog Client Hub accounts associated to your Partner Hub, you should use the Get partner's clients endpoint.
Get list of clients associated to your Partner Hub
The WhatsApp Conversations usage is always related to the 360dialog Client Hub, regardless of the number of channels.
This endpoint will only retrieve information for clients registered with direct payment.
Get balance of Client Hub for clients with direct payment
The maximum number of channels allowed per 360dialog Client Hub is 10. You can increase or decrease this number with the Update Client endpoint.
Update client maximum number of channels
You can retrieve detailed accounts statuses through the 360dialog Partner API. This can happen with the get partner's channels endpoint.
Get channels available in your Partner Hub
If you need to get the phone number or other information based on the Channel ID (which you get from the permission callback), you can add filters to the request:
hub_statusindicates the current status of the account. The options are:
done(Classic Signup accounts only)
pending(Classic Signup accounts only)
Other detailed pieces of information are:
livethe account is live and ready to use
app_idexists = channel was not terminated
terminated_atexists = channel is pending deletion
terminated_atdo not exist = channel is in draft
Will be deprecated - only valid for partners that used Classic Signup
In order to check the status of a specific channel, two different methods are required depending on the channel version.
Version 1 = Submitted through Classic Signup (which is deprecated, so it's only valid for old accounts)
The overall status of the channel can be found via the
statusfield for each individual channel within the
partner_channelarray. A channel is live and running if the status is
Here, the options are:
created: the account was created but the number wasn't registered (see number registration)
unverified: the account was not approved in the Commerce Policy review
verified: the account was approved in the Commerce Policy review
certificate_declined: display name was rejected
new_name_requested: display name was changed and is waiting for approval
ready: the number was registered and the API key can be generated
error: any other errors
Version 2 = Submitted through Embedded Signup
The decisive field for the channel status is the
account_modefield. A channel is live and running if the account mode is
live. Statuses from the
channel.statusfield can be ignored.
You can request the cancelation for an account via the Partner API.
Set cancellation request on a channel
GETcall to this node to retrieve the status of a WhatsApp Business API client.
Please do not call this endpoint more than once every 5 minutes, as the health status is cached and refreshed only every 5 minutes. If your phone number is
unregistered- create a ticket with our Support Team and we will assist you to get the number reconnected.
Make a GET call to this endpoint to verify the number that is associated with an API Key.
Check Phone Number
You can see how to start receiving webhook events to notify your internal team and your clients in this specific document.