Getting Started-WhatsApp Business Cloud API

In this guide, users can set up and authenticate the WhatsApp Business Cloud API.

Prerequisite for the connection

• Developer Meta Application

• Meta Business Manager with the WhatsApp manager access.

STEP-01: Creation of the Meta Application

1. Create an app in https://developers.facebook.com/apps/

2. Fill in the details on the App Details

• App name

• App contact email

  

3. Under Use cases, Filter by Business messaging, select Connect with customers with WhatsApp

   

4. Choose a business and in the overview, click on Go to dashboard

   

STEP-02: API Setup-Adding Phone Number and Payment Setup

1. Go to the app https://developers.facebook.com/apps/ and click on Use cases, and click on Customize.
   

   

2. Under API Setup, the user can add a phone number and a payment method

STEP-03: Create a System User and Generate a Permanent Access Token

Below steps to create a permanent token for use across the WhatsApp Business Platform.

1. Navigate to Business Settings and click System users in the sidebar.

2. Click the Add+ button in the upper-right corner and follow the prompts to create a new system user.

3. Select the new system user you created, and click Assign Assets.

   • Select your app and toggle Manage app under Full control.

   • Select your WhatsApp account and toggle Manage WhatsApp Business Accounts under Full control.

   • Click the Assign assets button.

4. Click Generate token.

   • Follow the prompts to generate your token.

   • Add the following permissions to the token:

     • business_management

     • whatsapp_business_messaging

     • whatsapp_business_management

   • Copy the token and store it in a secure place to be used in the later steps.

STEP-04: App ID, App secret, and Business portfolio ID retrieval for connection

1. You can find the app's App ID on the Meta Developers Platform. App Settings>Basic> App ID

2. You can find the app's App secret on the Meta Developers Platform. App Settings>Basic> App secret

3. You will find the Business portfolio ID in Meta Business Manager under business info from here.

STEP-05: Adding a connection in the viaSocket

1. Go to connection (on the left menu) → Connect new App button (top right) → Search WhatsApp Business Cloud → Select Trigger/Action and proceed Next → Add the App ID, App Secret, System Access Token, and Business portfolio ID.