Vira - WhatsApp & Instagram Documentation & Set-up Guide

Take a look at this Vira - WhatsApp & Instagram  documentation for a step-by-step guide on how to integrate your WhatsApp Business account with your HubSpot

For WhatsApp

Authorize Your Account

Go to https://vira.niswey.net/ 

Click Authorize

Choose the HubSpot portal where you wish to enable WhatsApp automation

Click Connect App

Set up to record customer consent

On the next screen, indicate your "customer consent" set-up

From the dropdown, indicate if you already have a HubSpot property that collects customer consent to receive WhatsApp communication from you/your business

• If yes, you will be directed to select that property from a dropdown list of all your HubSpot properties
• If no, then Vira will create a new HubSpot property for you, named "WhatsApp Consent Given"

Tick the checkbox stating that gathering and managing customer consent for WhatsApp communications in the aforementioned property is the sole responsibility of the use (you)/the business you represent

Click Continue with WhatsApp

Connect your WhatsApp Business Account (WABA) to Vira

Step 1: Launch Meta’s Embedded Setup

Once you begin the setup, a new window will pop up — this is Meta’s official embedded form.

1. Log in with your Facebook account that manages your business assets.

2. Select your Business Portfolio that contains the WhatsApp Business Account (WABA), if you already have one.

3. If you don’t have a Business Portfolio, choose "Create a business portfolio" and follow the prompts.

4. After filling in the required fields, click Next.

Step 2: Connect or Create a WABA

Now choose the desired WhatsApp Business account (WABA) that you wish to connect, if you already have one

Click Next

1. If you're currently using another Business Solution Provider (BSP), you’ll need to migrate your phone number.

🔐 Pre-Migration Checklist

• Make sure your current phone number is in good standing

• Back up all critical data (chats, contacts, etc.) locally (CSV/JSON/SQL)

Step 1: Disable Two-Factor Authentication (2FA)

• Log in to your Meta Business Manager

• Go to Security Center

• Disable 2FA for the phone number you wish to migrate

Step 2: Create a New WABA via Vira

• Visit https://vira.niswey.net

• Create a new WABA account with the same phone number

• Follow the steps for verification and PIN setup

Step 3: What Happens Automatically

✅ Approved message templates will be automatically duplicated on the new WABA
✅ Phone number rating and quality score will be reinstated
🚫 Chat history does not get migrated—see below

Step 4: Upload Chat History (Optional)

• Use your locally stored backup to manually upload previous chat history

• This may take up to 2 hours depending on volume

• Reach out to the Vira support team for assistance

Step 5: Post-Migration Validation

• Check message caps, template access, and analytics

• Confirm HubSpot integration is working smoothly

🔒 Make sure your WABA account is in good standing before migration, and always back up exported data first.

2. If you do not have a WABA, choose Create a WhatsApp Business account

Name your account, fill the fields, and click Next

Now enter the phone number you want to add to this WABA. This is the phone number from which your contacts will receive WhatsApp message. Please not: once a phone number is associated with a WhatsApp Business account (WABA), you cannot use it for other purposes, until you disconnect it from WABA.

Choose your option to receive OTP

Enter the OTP

Now register the PIN number for your phone number associated with WhatsApp Business account. Follow the instructions on screen to update or set your PIN.

Click Register

Now you should see a screen indicating the success of the Vira integration. 

Set up your Payment mode for WABA

Now before you head into HubSpot to start using Vira, ensure one final step

Ensure that your Meta WhatsApp Manager section has an updated credit card

If you already have a credit card added in Facebook/Meta Billing, you can add that existing card to your WhatsApp manager. Here's how https://www.facebook.com/business/help/3146639885655187

If you are adding a fresh credit card to the WhatsApp Manager, here are the steps: https://www.facebook.com/business/help/488291839463771

Adding the payment method will ensure that your WhatsApp messages sent through the Vira integration are sent and delivered correctly. 

That's it, now you are all set to head into HubSpot and start using the integration. 

For Instagram

Go to the Vira Integration Page

• Visit this link and click Authorize Now.
• Select the account where you want to enable the Vira Instagram feature.

Grant Permissions

• You’ll see a screen requesting permissions—click Connect App.
• You’ll then be prompted to authorize Facebook.
• Log in with your Facebook credentials.

Approve Facebook Notifications (if prompted)

• You may receive a notification approval request on another device—approve it if asked.

Configure Page & Account Access

• Click Edit Previous Permissions.
• Select the Facebook Pages you want to grant access to.
• Opt-in to all current and future businesses.
• Choose the Instagram account you want to connect.

Finalize Meta Permissions

• Review the required Meta permissions and click Save.
• Your account is now connected—click Got It.

Go to HubSpot

• Click Go to HubSpot.
• On the HubSpot dashboard, open any contact.
• Navigate to the Vira CRM card—you’ll now see your Instagram account connected in Vira.

Connect Vira WhatsApp and Vira Instagram with HubSpot Inbox/Helpdesk functionality

Connect Vira WhatsApp

Step 1: Authorize Vira

• Go to vira.niswey.net/?scope=conversations

• Click “Authorize Now”

• Select the HubSpot portal you want to connect

• Accept the permissions and click “Connect App”

Step 2: Set Up the Channel in HubSpot

• In your HubSpot dashboard, go to Settings

• Under Inbox & Help Desk, click Help Desk

• Click Channels → then Connect a Channel

• Choose Vira WhatsApp

• Click “Continue with Vira WhatsApp”

Step 3: Choose or Add a WhatsApp Number

• Select the WABA number you want to connect
  (or add a new number if needed)

Step 4: Configure Settings

• Set up:

  • Ticket automation

  • Assign users when a ticket is raised

  • Ticket properties like pipeline, status, etc.

Step 5: Finalize

• Click Next

• Your channel is now connected

Connect Vira Instagram

• Similarly, In your HubSpot dashboard, go to Settings. Under Inbox & Help Desk, click Help Desk. Click Channels → then Connect a Channel. Choose Vira Instagram.
• Click on Continue with Vira Instagram , you will see a pop up.
  
  
  
  
• Enter your account name and your instagram username will automatically get filled. Click on Connect.
• After connecting, configure ticket automation for streamlined support.
• You will receive a pop-up saying channel configured successfully.