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We recently introduced the WhatsApp Embedded Signup flow in Chatwoot to simplify onboarding. However, we discovered two important limitations: Some customers’ numbers are already linked to an Embedded Signup, which blocks re-use. Tech providers cannot onboard their own numbers via Embedded Signup. As a result, we need to support both Manual and Embedded Signup flows to cover all scenarios. ### Problem - Current UI only offers the Embedded Signup option. - Customers who need to reuse existing numbers (already connected to WABA) or tech providers testing their own numbers get stuck. - Manual flow exists but is no longer exposed in the UX **Current Embedded Signup screen** <img width="2564" height="1250" alt="CleanShot 2025-08-21 at 21 58 07@2x" src="https://github.com/user-attachments/assets/c3de4cf1-cae6-4a0e-aa9c-5fa4e2249c0e" /> **Current Manual Setup screen** <img width="2568" height="1422" alt="CleanShot 2025-08-21 at 22 00 25@2x" src="https://github.com/user-attachments/assets/96408f97-3ffe-42d1-9019-a511e808f5ac" /> ### Solution - Design a dual-path UX in the Create WhatsApp Inbox step that: - Offers Embedded Signup (default/recommended) for new numbers and businesses. - Offers Manual Setup for advanced users, existing linked numbers, and tech providers. <img width="2030" height="1376" alt="CleanShot 2025-09-01 at 14 13 16@2x" src="https://github.com/user-attachments/assets/6f17e5a2-a2fd-40fb-826a-c9ee778be795" /> --------- Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com> Co-authored-by: iamsivin <iamsivin@gmail.com> |
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