Prerequisites

• A Meta Developer account

• A Business Manager account

• Your ChatDash agent set up and running

Step 1: Create a Meta App

1. Go to the Meta for Developers website.

2. Click “Create App” and select “other” and “Business” as the app type.

3. Follow the prompts to set up your app with a name and details.

Step 2: Add WhatsApp to Your App

1. Find “WhatsApp” and click “Set Up”.

2. Follow the configuration steps provided by Meta.

Step 3: Set Up Business Manager

1. Go to Meta for Business website.

2. Navigate to “Settings” > “Users” > “System Users”.

3. Add a system user.

​Step 4: Give Access to the System User

1. In Business Manager, go to “Settings” > “Accounts” > “Apps”.

2. Click “Assign people”.

3. Choose system users and assign full control.

4. Refresh the page.

Step 5: Generate Access Token

1. Go to “Settings” > “Users” > “System Users”.

2. Choose a system user and click “Generate Token”.

3. Select your app and token expiration.

4. Assign three permissions: business management, WhatsApp business management, and WhatsApp business messaging.

5. Copy the Token and click “Done”.

​Step 6: Create a ChatDash Integration

1. Go to your ChatDash agent settings page by clicking on the agent in the Agents page.

2. Click on the “Channels” tab.

3. Click on the WhatsApp’s “Connect” button.

4. Enter the access token you generated in the previous step.

5. Click on “Create Integration”.

Step 7: Configure and Subscribe to Webhook

1. Go to Meta for Developers website.

2. Navigate to “WebHook” under “Configuration”.

3. Copy “Callback URL” and “Verify Token” from ChatDash and paste them.

4. Subscribe to “Message”.

Step 8: Test Your Integration

1. Go to “API Setup” in your Meta app.

2. Enter your phone number under “To”.

3. Send a message and check if you receive it.

4. You can also see the conversation in your client page or preview page.

Step 9: Troubleshooting

• If you don’t receive messages, double-check your webhook URL and verify token.

• Ensure your agent connected to ChatDash is published and active.

• Check Meta’s developer console for any error messages or failed deliveries.​

Step 10: Moving to Production

Once testing is successful, you’ll need to go through Meta’s app review process to move your app to production. This involves submitting your app for review and potentially providing additional documentation about your use case.

Important Notes

• Keep your access tokens and verify tokens secure.

• The test phone number is for development only. For production, you’ll need to use a verified business phone number.

• Stay updated with Meta’s WhatsApp Business API documentation, as requirements and processes may change.

• Periodically review and rotate your access tokens as part of your security measures.