The five steps
- Keep the number. Meta allows a WhatsApp Business number to move between providers. We run the migration with you; the number keeps working on the old platform until the move completes, and nothing is sent to customers.
- Bring the contacts. Export contacts from the old platform as CSV and import them here with a name, phone and (optionally) a pipeline stage. Duplicates merge by phone, and nobody is messaged on import.
- Re-submit the templates. Approved templates belong to the old provider's connection, so the ones you still use are re-submitted under your number here. Meta approves most utility templates within a day.
- Teach the assistant. Upload your price sheet and documents, confirm the facts it reads, and set the pipeline stages. The AI agent only answers from what you approved.
- Go live on a quiet day. Switch the number, watch the first conversations in the inbox with the team, and let the follow-ups run. Your WhatsApp Business app keeps working on the same number if you use it.
What changes on day one
- What the AI does is spelled out: answers from your price sheet, books, writes the deal record, follows up.
- A pipeline, bookings and campaign attribution are part of the product, not something to ask about.
- Every price the assistant quotes comes from your own sheet; it never invents one.
Specific to DoubleTick
- Your number moves with you under Meta's provider migration; we handle it with you.
- Export contacts as CSV and import here; duplicates merge by phone.
- Templates are re-submitted under your number here.
- Keep the WhatsApp Business app on the same number if you use it; we run alongside it.
See the full bananaleaf.ai vs DoubleTick comparison
Questions people ask
Do I lose my WhatsApp number when I leave DoubleTick?
No. Meta allows a WhatsApp Business number to move between providers. We run the migration with you and nothing is sent to customers during it.
Do my chats move from DoubleTick?
No. Chat history stays on the old platform, so export anything you need before the move. Contacts move by CSV.
Do I have to re-create my templates?
The ones you still use are re-submitted under your number here; Meta approves most utility templates within a day. Marketing templates can take longer.
Can I keep the WhatsApp Business app on the same number?
Yes. We run alongside the app on the same number, so your team keeps the app and the AI agent answers through the API.
How much does DoubleTick cost?
Its pricing page (opened 29 Oct 2026) names Starter, Pro and Enterprise plans and lists no prices, so ask for a quote.
Does DoubleTick include AI?
Its pricing page says AI agents are built into every plan; the page does not say what they do. bananaleaf.ai's assistant answers from your documents, books and writes the deal record.