Connecting WhatsApp Business
Connect your WhatsApp Business account to receive and respond to customer messages.
Prerequisites
Before you begin, ensure you have:
Facebook Business Manager Account
- Create one at business.facebook.com if you don't have one
- Must be an admin or have appropriate permissions
WhatsApp Business API Access
- This is different from the WhatsApp Business app
- Must be set up through Facebook Business Manager
- Requires a verified business phone number
Verified Business Phone Number
- Cannot be a personal WhatsApp number
- Must not be registered on regular WhatsApp
- Should be a number you control and can receive verification codes on
Step-by-Step Setup
Step 1: Start Integration
- Go to Settings → Integrations
- Find WhatsApp Business card
- Click Connect
Step 2: Meta OAuth Authorization
- You'll be redirected to Facebook
- Log in with your Facebook Business Manager account
- Review the permissions requested
- Click Continue to authorize
Step 3: Select Business Account
- Choose your WhatsApp Business Account (WABA)
- Select the phone number you want to connect
- Confirm your selection
Step 4: Webhook Subscription
- The system automatically subscribes webhooks
- This enables real-time message delivery
- No manual configuration needed
Step 5: Verify Connection
- You'll be redirected back to the Integrations page
- Status should show Connected with a green pulse indicator
- Send a test message to your WhatsApp number
- Check your Inbox to see the message appear
What Happens After Connection
Incoming Messages
- Customer messages appear in your Inbox
- AI agent can automatically respond (if enabled in Settings)
- You can manually respond to any conversation
- All messages are encrypted for security
AI Agent Integration
- AI can handle booking requests automatically
- Recognizes customer intent (booking, question, complaint)
- Escalates to human when needed
- You can enable/disable AI per conversation
Common Issues
"Integration Not Found"
Cause: Phone number not properly connected in Meta/Facebook Solution:
- Go to Facebook Business Manager
- Verify your WhatsApp Business Account is active
- Ensure the phone number is properly registered
- Try reconnecting the integration
"Messages Not Appearing"
Cause: Webhook not properly configured or delayed Solution:
- Check integration status shows "Connected"
- Send a test message
- Wait 30 seconds (webhook processing time)
- Refresh your Inbox
- If still not working, disconnect and reconnect
Security & Privacy
Access Tokens
- Stored securely in encrypted vault
- Never exposed in client-side code
- Automatically rotated for security
- Can be revoked at any time through Facebook
Message Encryption
- All messages encrypted at rest in database
- Decryption only happens when viewing
- Encryption keys managed securely
- Compliant with privacy regulations
Managing Your Connection
Disconnecting WhatsApp
- Go to Settings → Integrations
- Find WhatsApp Business card
- Click Disconnect
- Confirm disconnection
- This will stop receiving new messages (existing messages remain)
Reconnecting
- If disconnected or showing error
- Click Connect or Resume Setup
- Follow the OAuth flow again
- Previous message history is preserved
Best Practices
- Test Thoroughly: Send test messages before going live
- Monitor Inbox: Check regularly for new messages
- AI Settings: Configure AI agent behavior in Settings
- Response Time: Enable notifications for faster response
- Token Rotation: Reconnect every few months for security