AD

Platform

Name
MTIS Demo
Status
Active
Created
25 May 2026

Money Tree

Base URL
https://moneytreefinancialsolutions.com/CrediSol_FincredEndPoints/api/
Username
nchuck
Token
Token ready

Meta

WhatsApp number
+1 (555) 184-5899
Phone number ID
1035664529623178
Business account ID
Not set
API token
Configured

Messaging

Welcome
Default
Currency
None
e.g. 1,234.50
Date format
dd MMM yyyy
today: 26 Oct 2026
Time zone
Africa/Lusaka
decides when the daily welcome template is sent again

Welcome preview

What a client named Jane sees above the WhatsApp menu on first contact.

Hello Jane! 👋 Welcome to *MTIS Demo* self-service. If your last message wasn't meant for me, no problem. Tap *Menu* below and choose what you'd like to do.

PIN lock

Registered clients enter a PIN in a WhatsApp Flow before the menu opens. It is asked again after the idle time or when they tap Close.

PIN
Off
Idle time
10 min
PIN Flow
Not set up

Set the WhatsApp Business Account ID on the Meta card first.

Registration

Numbers that are not clients yet can register in a WhatsApp Flow, then upload their KYC documents in the chat. When this is off they get the not-registered message.

Chatbot registration
Off
Registration Flow
Not set up

Not-registered message

Hello Jane! Your number is not yet registered with *MTIS Demo*. Please contact us or visit your nearest branch to open an account.

Set the WhatsApp Business Account ID on the Meta card first.

Edit registration

Set up the registration Flow on the Registration card first.

Sent to unregistered numbers while registration is off. Use {name} for the WhatsApp name and {platform} for the platform name. Blank = default.

Edit PIN lock

Set up the PIN Flow on the PIN lock card first.

How long a client can be inactive before the PIN is asked again. Blank = 10.

Edit platform

Edit Money Tree

Saving credentials does not regenerate the token. Use Generate token on the details page afterwards.

Edit Meta

Needed to use a message template as the welcome. Found in Meta Business Manager under WhatsApp accounts.

Edit messaging

Placeholders: {name} (client's WhatsApp name), {platform}. Bold with *text*. With a template, this text heads the menu after the client replies to the template, on later messages that day, and when Meta rejects the template.

Current preview (as Jane)

Hello Jane! 👋 Welcome to *MTIS Demo* self-service. If your last message wasn't meant for me, no problem. Tap *Menu* below and choose what you'd like to do.

e.g. dd MMM yyyy, dd/MM/yyyy

When a new day starts for the daily welcome template. Empty = Africa/Lusaka.