WhatsApp Integration Guide
This guide explains how to connect your WhatsApp Business phone number to Chatvolt using the Embedded Signup flow — the fastest way to integrate. Once connected, your Chatvolt agent will automatically respond to incoming messages, and you can also manage conversations manually through the Inbox.
💡 Key advantage: Unlike the advanced API setup, the Embedded Signup method lets you keep using the WhatsApp Business App on your phone simultaneously. Messages are synchronized between the app and the Chatvolt platform in real time.
1. Start the Integration
- From the left menu in Chatvolt, select Agents.
- Choose the agent you wish to connect to WhatsApp.
- Navigate to the Deploy tab.
- Under the WhatsApp section, click Settings and then Add WhatsApp Account.
2. Log in with Facebook and Complete the Embedded Signup
A popup window will appear, prompting you to sign in with your Facebook account. After signing in, you will be asked to choose how to connect a phone number. There are three options:
| Option | Description |
|---|---|
| Test number | Use Meta’s shared test number (for development only, not recommended for production) |
| Add a new phone number | Register a brand-new number that is not yet on WhatsApp |
| Connect an existing WhatsApp Business App number ✅ | Connect a number already in use on the WhatsApp Business App (recommended) |
⚠️ This guide covers the third option: connecting an existing WhatsApp Business App account. This is the recommended option for businesses that are already using the WhatsApp Business App and want to maintain the ability to send individual messages from the app while also using the Chatvolt AI.
Steps for connecting an existing WhatsApp Business App number:
- In the popup, select “Use an existing WhatsApp Business account” and enter your phone number.
- You will receive a verification code — a screen will prompt you to enter it in the WhatsApp Business App or scan a QR code.
📱 On your phone: Open the WhatsApp Business App. Go to Settings > Linked Devices and scan the QR code shown on screen — or enter the numeric code if prompted.
- After verifying, you will receive a message from the official WhatsApp Business Platform account. Tap Connect.
- Tap Connect to WhatsApp Business Platform to proceed.
- Tap Confirm to authorize sharing your conversation history with the platform.
- Your number will be registered and you will be guided to the next step.
- Add a payment method if required by Meta, then finalize the process.
💳 Note: Adding a payment method is not mandatory to complete the setup, but it is required if you want to send template messages later. You can add or manage your payment methods at any time in the Meta Billing Hub.
- Close the popup — your number is now connected!
3. Done — Your Agent is Live on WhatsApp
That’s it! No webhook configuration is required. Chatvolt handles everything automatically when you complete the Embedded Signup flow.
After connecting:
- Your Chatvolt agent will respond to incoming messages automatically based on its configuration.
- Messages sent from the WhatsApp Business App (on your phone or computer) are synced to the Inbox in Chatvolt.
- You can use the Chatvolt Inbox to read conversations, take over from the AI, or manually send messages.
Controlling AI behavior from WhatsApp Business App
You can manage the AI directly from any WhatsApp Business App conversation using special commands at the end of a message you send:
| Command | Effect |
|---|---|
#off | Disables the AI for that specific conversation |
#on | Re-enables the AI for that specific conversation |
#resolve | Marks the conversation as resolved |
These commands let your team take over or hand back control to the AI without leaving the WhatsApp Business App.
4. Disconnecting Your Account
After deleting the integration in Chatvolt, you must Remove the Partnership in the Business Manager (Manual Action).
The Meta Graph API does not provide a public endpoint for third-party applications to unilaterally undo “Partner” relationships between two Business Managers. For security reasons, Meta requires that the removal of access to assets be done manually by the administrator of the company that owns the data.
Steps to remove access:
- Access your account’s Business Manager via this link: https://business.facebook.com/latest/settings
- Navigate to Partners in the menu.
- Select the partner and remove the access assigned to the business partner.
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