Section 1.0: PM to guide client user to fill in the permission settings spreadsheet
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2.1 Project manager to request Twilio Admin User to create a new account in Twilio console for the client company. https://www.twilio.com/console/projects/summary
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Section 3.0: Twilio - Provide administrator access to client admin user
3.1 Project manager to provide the client user an admin access to access into the console for billing matters and WhatsApp related services.
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The project manager will give admin permission to this user email in the Twilio console. This admin user will then need to login to Twilio console and set up the payment details for Twilio WhatsApp service.
Section 4.0: Twilio - Regulatory Bundle Application
34.1 Project manager to request the required business documents from client PIC to proceed with Twilio Regulatory Bundle Application. https://www.twilio.com/guidelines/my/regulatory
*Please take note that this is a Malaysia Mobile Number Application for SMS and Whatsapp service via Twilio.
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34.2 The project manager will proceed with the regulatory compliance bundle application as shown below in the console after the documents are submitted by the client.
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Section
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4.1 Project manager to provide the client user an admin access to access into the console for billing matters and WhatsApp related services.
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The project manager will give admin permission to this user email in the Twilio console. This admin user will then need to login to Twilio console and set up the payment details for Twilio WhatsApp service.
Section 5.0: Send a manual email request to Twilio for Malaysian phone number request after the section 2.0 and 3.0 is done
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Email example for your reference:
Dear Twilio Support,
We would like to request one Malaysian mobile number with SMS capabilities because this request cannot be done via the console, hence the manual request.
Please find the information below to proceed with the request.
Account Name: ABCDE Sdn Bhd
Account SID: ACxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
Address SID: ASxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
Bundle SID: BUxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
Thank you.
5.2 For the Account, Address and Bundle SID, you can find them by referring to the screenshot below.
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5.4 Project manager needs to notify Lina (UCC technical programmer) on the provided number so that Lina can proceed with the integration.
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Section 6.0: Sign up
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to request access for Whatsapp enabled Sender in the Twilio Console
6.1 The project manager will submit the access request on behalf of the client, to [Whatsapp enabled senders] in the Twilio Console.
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6.3 The above process might be taking 1-3 months depends on the provided information. Anything that is further required by the Twilio Support during the approval process, they will email you. You may refer to sample screenshot 6.3.1 and 6.3.2 below. Some of the processes to verify the Facebook Business Manager account, you may need to involve your client PIC to verify since we do not have access to the client company Facebook account.
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6.4 Once this Whatsapp the WhatsApp Sender is approved, the project manager can confirm with the client admin on the details and submit the sender for the first time. Project manager is to guide client PIC to add or edit the sender, so that the client admin can always update the sender themselves in the future, from time to time.
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7.2 After the template message approved by Twilio Whatsapp, the client PIC needs to set up the same in the UCC > predefined message based on the approved message format and structure. (Please refer to the UCC user guide https://wavelet.atlassian.net/wiki/spaces/AKAUN/pages/edit-v2/3426123783 part 4.0 for setting up the predefined message.)