Integration
The WhatsApp integration lets you connect an Agent to a WhatsApp Business Account. Your Agent will reply to incoming messages based on its configuration. If necessary, you can manually intervene and handle conversations directly through the Inbox page.
đź’ˇ Once you migrate a phone number to the WhatsApp Business Platform, you cannot use that number on the WhatsApp Business App concurrently. Your number must be used either on the Business Platform or on the Business App. Migrate an Existing WhatsApp Number to a Business Account
1. Create a Meta Business Account
- In the left menu, click on Agents.
- Select the agent you want to add the WhatsApp number to.
- Click on the Deploy tab.
- Under WhatsApp, click on Settings and then Add WhatsApp Account.
- After that, click on Create a WhatsApp Meta App.
- Create a new business portfolio.
2. Create a Meta App
- Head over to Developers Facebook
- Click on Create App.
- For “What do you want your app to do?”, select
Other
. - Select
Business
type. - Name your app and associate it with the business account you just created.
- On the app page, look for the
WhatsApp
product and enable it. - Go back to Chatvolt and click Continue.
3. Generate a System User Token
- Go to your System Users Page.
- Create a new user by clicking on Add.
- Fill in any name and give it the Admin role.
- Click on Add Assets. Under Apps, look for your previously created app, select it, and check Manage App.
- Now, click on Generate New Token. Select your app.
- Token expiration: Never
- Available Permissions:
whatsapp_business_messaging
,whatsapp_business_management
- Paste the newly generated token in the Chatvolt tab and click Continue.
4. Generate a Phone Number ID
- Go to your WhatsApp Developer Console.
- Choose your WhatsApp App and click on menu: WhatsApp > API Settings
- Add your phone number by clicking on the Add Phone Number button.
- Select a phone number and paste the associated Phone Number ID and WhatsApp Business Account ID:
- Then paste the phone number ID in the Chatvolt tab and click Continue.
5. Webhook Configuration
- In your WhatsApp Developer Console.
- Choose your WhatsApp App and click on menu: WhatsApp > Settings
- Insert the following values provided by Chatvolt:
- Callback URL
- Verify Token
- Webhook Fields: Assign the
messages
field.
By following these steps, you can successfully integrate WhatsApp with Chatvolt, allowing your agent to handle messages and interactions seamlessly.
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