Skip to content

docs: add FAQ for updating WhatsApp business profile info - #655

Open
SangeetaMishr wants to merge 4 commits into
mainfrom
docs/update-chatbot-info-faq
Open

docs: add FAQ for updating WhatsApp business profile info#655
SangeetaMishr wants to merge 4 commits into
mainfrom
docs/update-chatbot-info-faq

Conversation

@SangeetaMishr

@SangeetaMishr SangeetaMishr commented Jul 15, 2026

Copy link
Copy Markdown
Contributor

Summary

Fixes #538

Adds a new FAQ page, "Updating Your WhatsApp Business Profile Info," answering how to update the address, email, description, and website links shown when a contact taps your chatbot's name in WhatsApp (matching the screenshot in the issue).

This info isn't managed in Glific - it's the WhatsApp Business Profile, managed through Gupshup. The page explains:

  • What's editable: profile photo, business description, website URLs, email, address, About text, and contact details
  • The steps to update it: Gupshup Dashboard > your app > Profile tab
  • That changes go directly to WhatsApp, so nothing further needs to be configured in Glific, and it can take a little time to show up consistently across devices

Cross-links to the existing "Gupshup Setup" doc (same account these steps use) rather than duplicating the account setup instructions.

Verification

Confirmed the exact navigation path and editable fields against Gupshup's own documentation (docs.gupshup.io/docs/profile and docs.gupshup.io/docs/manage-business-profile), since Glific doesn't control this profile info itself.

Test plan

  • Docs site renders the new FAQ page correctly
  • Reviewer confirms the Gupshup navigation steps still match the current dashboard UI

Summary by CodeRabbit

  • Documentation
    • Added a new FAQ page with guidance on updating WhatsApp Business Profile details, including description, address, email, and website links.
    • Documented how to make changes via Meta’s WhatsApp Manager.
    • Clarified that profile updates occur directly in WhatsApp and may take time to reflect consistently across platforms.

Explains that address/email/website/description shown on a contact's
WhatsApp business profile view is managed via Gupshup, not Glific,
and gives the steps to update it there.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
@github-actions

Copy link
Copy Markdown

@github-actions
github-actions Bot temporarily deployed to pull request July 15, 2026 13:36 Inactive
@coderabbitai

coderabbitai Bot commented Jul 15, 2026

Copy link
Copy Markdown
Contributor

Review Change Stack

No actionable comments were generated in the recent review. 🎉

ℹ️ Recent review info
⚙️ Run configuration

Configuration used: Organization UI

Review profile: ASSERTIVE

Plan: Pro Plus

Run ID: a7d1fd2b-bd59-4868-bb60-6967347525fa

📥 Commits

Reviewing files that changed from the base of the PR and between f891653 and 96d6d94.

📒 Files selected for processing (1)
  • docs/8. FAQ/Updating Your WhatsApp Business Profile Info.md

📝 Walkthrough

Walkthrough

Added a FAQ page explaining editable WhatsApp Business Profile fields, how to update them in Meta WhatsApp Manager, and that no additional Glific configuration is required. The page also includes read-time, level, and last-updated metadata.

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Title check ✅ Passed The title clearly and concisely describes the new FAQ page about updating WhatsApp business profile info.
Description check ✅ Passed The description is directly related to the change and explains the new FAQ and its purpose.
Linked Issues check ✅ Passed The FAQ adds steps for updating chatbot profile details like address, email, and contact info so they appear on WhatsApp, matching #538.
Out of Scope Changes check ✅ Passed The change is limited to a documentation page and does not introduce unrelated code or scope.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.

Thanks for using CodeRabbit! It's free for OSS, and your support helps us grow. If you like it, consider giving us a shout-out.

❤️ Share

Comment @coderabbitai help to get the list of available commands.

@SangeetaMishr

Copy link
Copy Markdown
Contributor Author

@tanuprasad530 - Can you please review it by tomorrow ?

@SangeetaMishr SangeetaMishr self-assigned this Jul 28, 2026
- Website URLs (your primary website, plus any additional ones)
- Business email address
- Physical business address
- About text (shown when a contact taps the info icon at the top of the chat)

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

About text & social media handles are not mentioned as specific fields. Just checked from a screenshot for one of consulting orgs, when we reached out to gupshup for this.

Pls remove this.

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

As per that screenshot I can see a another field names Category.

Please feel free to add that.
Forwarded the email (with the screenshot) for reference.

Copy link
Copy Markdown
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Removed "About text" and "social media handles" from the list, and added "Business category" per the screenshot you forwarded.


# Updating Your WhatsApp Business Profile Info

When a contact taps on your chatbot's name in WhatsApp, they see a business profile - your description, address, email, and website links. This information isn't managed in Glific. It's part of your WhatsApp Business Profile, which you manage through Gupshup (the WhatsApp Business API provider Glific uses to send and receive messages).

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Isn't this through Meta Manager Page and not Gupshup? The details to be updated below are accessible through this link: https://business.facebook.com/latest/whatsapp_manager/phone_numbers/ and this is not via gupshup.

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

In either case - it would be worth mentioning somewhere that these updated don't require verification by Meta, unlike the display name change.

Copy link
Copy Markdown
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Switched the whole flow over to Meta's WhatsApp Manager (business.facebook.com/latest/whatsapp_manager/phone_numbers/) instead of Gupshup, and folded the Gupshup account reference into the intro/step 1 instead of a separate footer section.

Copy link
Copy Markdown
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Added a note that these profile updates don't require Meta verification, unlike a display name change.


## Steps to update your business profile

1. Log in to your Gupshup account - the same account used when you [set up Gupshup](https://glific.github.io/docs/docs/Pre%20Onboarding/Gupshup%20Setup/) for your chatbot.

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Same as my previous comment - this is through Meta Manager page & Gupshup.

Kindly check and make the necessary changes.

Copy link
Copy Markdown
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Updated the steps to go through Meta's WhatsApp Manager (Phone numbers > Profile) instead of the Gupshup dashboard.


---

You can read more about related setup here:

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

If it is indeed through Meta Manager - we can remove this section about "read more"

Copy link
Copy Markdown
Contributor Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Removed the separate "read more" footer section - the Gupshup Setup link is now referenced inline in the intro paragraph instead.

Switches the primary path from Gupshup to Meta's WhatsApp Manager,
drops unconfirmed fields (about text, social handles), adds the
business category field, and notes these updates skip Meta
verification unlike a display name change.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
@github-actions
github-actions Bot temporarily deployed to pull request July 30, 2026 07:38 Inactive

@coderabbitai coderabbitai Bot left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Actionable comments posted: 3

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@docs/8`. FAQ/Updating Your WhatsApp Business Profile Info.md:
- Line 32: Update the propagation note in “Updating Your WhatsApp Business
Profile Info” to remove the claim that profile updates take effect immediately;
state instead that Meta verification is not required, while acknowledging that
changes may still take time to appear consistently across WhatsApp clients.
- Line 23: Update the FAQ’s profile update instructions to distinguish the
chatbot phone number used to select the business profile from the editable
contact details field; remove or reword “Contact details (phone number)” so it
does not imply the chatbot number can be changed.
- Around line 1-11: Move the “Updating Your WhatsApp Business Profile Info” H1
heading before the metadata <h3> table so it is the document’s first content.
Preserve the existing metadata block and its contents after the heading.
🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

ℹ️ Review info
⚙️ Run configuration

Configuration used: Organization UI

Review profile: ASSERTIVE

Plan: Pro Plus

Run ID: 761586bd-f83a-466b-adef-853ece8b9cdf

📥 Commits

Reviewing files that changed from the base of the PR and between 9be314b and f891653.

📒 Files selected for processing (1)
  • docs/8. FAQ/Updating Your WhatsApp Business Profile Info.md

Comment on lines +1 to +11
<h3>
<table>
<tr>
<td><b>3 minutes read</b></td>
<td style={{ paddingLeft: '40px' }}><b>Level: Beginner </b></td>
<td style={{ paddingLeft: '40px' }}><b>Last Updated: July 2026</b></td>
</tr>
</table>
</h3>

# Updating Your WhatsApp Business Profile Info

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

📐 Maintainability & Code Quality | 🟡 Minor | ⚡ Quick win

Place the H1 before the metadata block.

The file currently starts with an <h3> metadata block, triggering markdownlint MD041 and potentially weakening document structure.

Proposed fix
+ # Updating Your WhatsApp Business Profile Info
+
  <h3>
   ...
  </h3>
-
- # Updating Your WhatsApp Business Profile Info
📝 Committable suggestion

‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.

Suggested change
<h3>
<table>
<tr>
<td><b>3 minutes read</b></td>
<td style={{ paddingLeft: '40px' }}><b>Level: Beginner </b></td>
<td style={{ paddingLeft: '40px' }}><b>Last Updated: July 2026</b></td>
</tr>
</table>
</h3>
# Updating Your WhatsApp Business Profile Info
# Updating Your WhatsApp Business Profile Info
<h3>
<table>
<tr>
<td><b>3 minutes read</b></td>
<td style={{ paddingLeft: '40px' }}><b>Level: Beginner </b></td>
<td style={{ paddingLeft: '40px' }}><b>Last Updated: July 2026</b></td>
</tr>
</table>
</h3>
🧰 Tools
🪛 markdownlint-cli2 (0.23.1)

[warning] 1-1: First line in a file should be a top-level heading

(MD041, first-line-heading, first-line-h1)

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@docs/8`. FAQ/Updating Your WhatsApp Business Profile Info.md around lines 1 -
11, Move the “Updating Your WhatsApp Business Profile Info” H1 heading before
the metadata <h3> table so it is the document’s first content. Preserve the
existing metadata block and its contents after the heading.

Source: Linters/SAST tools

- Business email address
- Physical business address
- Business category
- Contact details (phone number)

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

🧩 Analysis chain

🏁 Script executed:

#!/bin/bash
set -euo pipefail

echo "== candidate file context =="
cat -n "docs/8. FAQ/Updating Your WhatsApp Business Profile Info.md" | sed -n '1,80p'

echo "== related search for WhatsApp profile / phone number setup docs =="
rg -n "Contact details|phone number|chatbot|organization|Gupshup|Updating Your WhatsApp Business Profile" docs -S || true

echo "== repository files with FAQ path =="
git ls-files | rg "docs/8\. FAQ/Updating Your WhatsApp Business Profile Info.md|docs.*Gupshup|docs.*Pre Onboarding|FAQ|Phone"

Repository: glific/docs

Length of output: 50367


Distinguish between selecting and changing the chatbot number.

In the profile update flow, the chatbot phone number is used to select the profile; contacting details for that business profile are the editable field. Clarify this or otherwise avoid presenting the chatbot number as an item to edit.

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@docs/8`. FAQ/Updating Your WhatsApp Business Profile Info.md at line 23,
Update the FAQ’s profile update instructions to distinguish the chatbot phone
number used to select the business profile from the editable contact details
field; remove or reword “Contact details (phone number)” so it does not imply
the chatbot number can be changed.

3. Update whichever fields you need - photo, description, website, email, address, category, or contact details.
4. Save your changes.

Note: These updates go to WhatsApp directly, not through Glific, so there's nothing further to configure in Glific for this to take effect. It can take a little time for the changes to show up consistently across Android, iOS, Web, and Desktop WhatsApp for your contacts. Unlike changing your WhatsApp Business display name, these profile updates don't need Meta's verification, so they take effect as soon as you save.

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

🎯 Functional Correctness | 🟡 Minor | ⚡ Quick win

Resolve the contradictory propagation wording.

“Take effect as soon as you save” conflicts with the preceding statement that updates may take time to appear consistently. Say that no separate verification is required, but propagation can still take time.

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@docs/8`. FAQ/Updating Your WhatsApp Business Profile Info.md at line 32,
Update the propagation note in “Updating Your WhatsApp Business Profile Info” to
remove the claim that profile updates take effect immediately; state instead
that Meta verification is not required, while acknowledging that changes may
still take time to appear consistently across WhatsApp clients.

@github-actions
github-actions Bot temporarily deployed to pull request July 30, 2026 08:13 Inactive

# Updating Your WhatsApp Business Profile Info

When a contact taps on your chatbot's name in WhatsApp, they see a business profile - your description, address, email, and website links. This information isn't managed in Glific. It's part of your WhatsApp Business Profile, which you manage through Meta's [WhatsApp Manager](https://business.facebook.com/latest/whatsapp_manager/phone_numbers/) - using the same Meta Business Account connected to your chatbot's WhatsApp number when you [set up Gupshup](https://glific.github.io/docs/docs/Pre%20Onboarding/Gupshup%20Setup/) (the WhatsApp Business API provider Glific uses to send and receive messages).

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

when you [set up Gupshup](https://glific.github.io/docs/docs/Pre%20Onboarding/Gupshup%20Setup/) (the WhatsApp Business API provider Glific uses to send and receive messages). this is irrelevant na?

Suggesting to remove this - as now it is confusing because there are many terms outside of glific.

@github-actions
github-actions Bot temporarily deployed to pull request July 30, 2026 15:34 Inactive
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

Update documentation - Updating chatbot info

3 participants