# Whatsapp ChatBot Installation This documentation explains step-by-step how to configure the Meta WhatsApp Business API and integrate it into the Autom Mate platform. Each step is detailed and supported with warnings, tips, and recommendations where critical. *** #### 🔹 1. Creating a Meta Developer Account * Go to the [Meta for Developers](https://developers.facebook.com) website. * Log in with your Facebook account. * Click “Get Started” or “My Apps” in the top-right corner of the page to activate your developer account. 💡 **Tip**: You may be required to verify your email and answer a few basic questions to activate the developer account. *** #### 🔹 2. Creating a Meta Business (Business Portfolio) * Go to [Meta for Business ](https://business.facebook.com). * Create a new Business Account by entering a name, business type, and address details. * Connecting a business portfolio to your app is only necessary for certain products and permissions. When you request access to these, you will be asked to link a business portfolio. * You may need to verify your business. ⚠️ **Warning**: A verified Business Account may be required to use the WhatsApp Business API. However, verification is not mandatory for initial setup and testing. 🟡 **Note**: After this step, you will be able to link your app to this Business account (see Step 3). *** #### 🔹 3. Creating an App * Go to [Meta for Developers](https://developers.facebook.com) and go to apps page then click to the “Create App” button. ![A screenshot of a computer AI-generated content may be incorrect.](https://canada1.discourse-cdn.com/flex027/uploads/autommate/original/1X/f12d35570cc9523c523a946f930fd06c325ae481.png) * Enter the **App Name** and **Contact Email**. ![A screenshot of a computer AI-generated content may be incorrect.](https://canada1.discourse-cdn.com/flex027/uploads/autommate/original/1X/2418a8b51d082c4862834bd7673838c310c6036a.png) * In the Use Case selection screen, set the filter to **All** and select **Other** at the bottom of the list. ![A screenshot of a computer AI-generated content may be incorrect.](https://canada1.discourse-cdn.com/flex027/uploads/autommate/original/1X/2e31ef301aebdde5f1a2743690158cd8511a3be2.png) ![A screenshot of a computer AI-generated content may be incorrect.](https://canada1.discourse-cdn.com/flex027/uploads/autommate/original/1X/e1a4a2ab2bd74c75482ab674a6743d26cef83ed0.png) * Choose **Business** as the App Type. * Once you proceed, the Business Account you created in Step 2 will be listed — select it to connect the app to your Business account. ![A screenshot of a computer AI-generated content may be incorrect.](https://canada1.discourse-cdn.com/flex027/uploads/autommate/original/1X/186555b1d4b2e98eba45f73c2729c9df7046467a.png) ![A screenshot of a computer AI-generated content may be incorrect.](https://canada1.discourse-cdn.com/flex027/uploads/autommate/original/1X/53d1227d065b4c53cb0c468df4955952662d3928.png) 💡 **Tip**: All future permission and access operations will be managed through this Business account. Make sure to select the correct one. *** #### 🔹 4. Creating a System User and Granting Permissions * In Business Manager, go to the left menu: **Users > System Users**. * Click **Add** to create a new System User and assign the **Admin** role. * Select the created user and click **Assign Assets** to link the previously created app to this user. ![A screenshot of a computer AI-generated content may be incorrect.](https://canada1.discourse-cdn.com/flex027/uploads/autommate/original/1X/a8fb0f684c201cd80988b7a2d2e32a2331192f81.jpeg) ![A screenshot of a computer AI-generated content may be incorrect.](https://canada1.discourse-cdn.com/flex027/uploads/autommate/original/1X/15c793fd32e2eaaee648ddfaf41658a61d5409fc.png) ⚠️ **Warning**: A system user cannot be created without an app. Therefore, app creation comes before this step. *** #### 🔹 5. Creating a Permanent Access Token * On the System User page, click **Generate Token**. ![A screenshot of a computer AI-generated content may be incorrect.](https://canada1.discourse-cdn.com/flex027/uploads/autommate/original/1X/bb4b0ad3aa5f6c97f8534acdaaeab3bfa2264501.jpeg) * Select your app. * Set **Token Expiry** to **Never**. * Be sure to select the following permissions: * `whatsapp_business_management` * `whatsapp_business_messaging` * `whatsapp_business_manage_events` ![A screenshot of a computer AI-generated content may be incorrect.](https://canada1.discourse-cdn.com/flex027/uploads/autommate/original/1X/7a31dc0dae3b4ffdafbbf4e83b5871d3e3d1d22a.png) 💡 **Tip**: Select only the required permissions. Unnecessary ones may cause your app to be rejected or flagged by Meta. ⚠️ **Warning**: Save this token! You won’t be able to view it again. It will be used inside the Autom Mate Vault. *** #### 🔹 6. Setting the Privacy Policy URL * In the developer panel, go into your app. * Go to **Settings > Basic** on the left menu. * Paste a valid privacy policy URL into the **Privacy Policy URL** field. ![A screenshot of a computer AI-generated content may be incorrect.](https://canada1.discourse-cdn.com/flex027/uploads/autommate/original/1X/81076ca30b837f76276ab7c56f42d944c43d8e5a.png) 🟡 **Note**: Leaving this field empty may prevent your app from accessing certain permissions as per Meta’s policies. *** #### 🔹 7. Starting WhatsApp API Setup * On your developer app’s homepage, go to **Set Up > WhatsApp** tab. ![A screenshot of a computer AI-generated content may be incorrect.](https://canada1.discourse-cdn.com/flex027/uploads/autommate/original/1X/900e165176952f754901f25f67cc3b268acc9cf4.png) * Click the **Start Using the API** button. ![A screenshot of a computer AI-generated content may be incorrect.](https://canada1.discourse-cdn.com/flex027/uploads/autommate/original/1X/26375fe08bdc1b84a1085ecfc838dc21dbf2e2fa.png) *** #### 🔹 8. Adding and Verifying a Phone Number * The system will direct you to the **API Setup** screen. * Add a new phone number here. ![A screenshot of a computer AI-generated content may be incorrect.](https://canada1.discourse-cdn.com/flex027/uploads/autommate/original/1X/4bc8d0c5b74569383445ad0ef89fb15eb873c7a2.jpeg) ![A screenshot of a computer AI-generated content may be incorrect.](https://canada1.discourse-cdn.com/flex027/uploads/autommate/original/1X/6b4763a807c6a5c6b091a3616be1dffbea70f2d4.png) ⚠️ **Warning**: The number must not have been used in any other WhatsApp account. If it has, that account must be deleted first. * Complete the number verification process. *** #### 🔹 9. Retrieving the Phone Number ID * The verified number will be listed in the dropdown menu under the **From** field. * The **Phone Number ID** listed under the number will be used in the Autom Mate Vault. ![A screenshot of a computer AI-generated content may be incorrect.](https://canada1.discourse-cdn.com/flex027/uploads/autommate/original/1X/3bea3f09f5a8eacd3446fe55473f31bd341f5a8f.png) 💡 **Tip**:\ This ID won’t work with test numbers. It must be a verified, real number. *** #### 🔹 10. Creating App Credentials in Autom Mate Vault **Required fields:** * **Token**: The permanent token created in Step 5. * **Phone Number ID**: The number ID obtained in Step 9. 🟢 **Result**: You’re now ready to connect WhatsApp Business API with Autom Mate via the connector. ![A screenshot of a computer AI-generated content may be incorrect.](https://canada1.discourse-cdn.com/flex027/uploads/autommate/original/1X/9d873d4a910364ae3829e9f16d96e8ba91fa9f68.png) *** #### 🔹 11. Setting Up the Webhook * In the developer panel, go to your application and navigate to the **Webhooks** section. ![A screenshot of a computer AI-generated content may be incorrect.](https://canada1.discourse-cdn.com/flex027/uploads/autommate/original/1X/4b2e877c228e408f6e87be95af951d4d60f07d74.png) * For **Callback URL**, select the webhook trigger type in Autom Mate and paste the webhook URL. ![image](https://canada1.discourse-cdn.com/flex027/uploads/autommate/original/1X/b9ca87baf3a6649703a841c004902ae07b3f1986.png) * Create a **Verify Token** and use the same value both in Meta and Autom Mate. * Click **Verify and Save**. * Finally, subscribe to the **messages** topic. ![A screenshot of a computer AI-generated content may be incorrect.](https://canada1.discourse-cdn.com/flex027/uploads/autommate/original/1X/8e2291c9a06f645ab867b401d23e228158db5482.png) ⚠️ **Warning**: The Callback URL must work over **HTTPS** and be publicly accessible. *** #### 🔹 12. Adding Payment Information * In Business Manager, go to the **WhatsApp Accounts** section. * Select your registered phone number. * Under **Payment Methods** at the bottom, enter a valid payment method. ![A screenshot of a computer AI-generated content may be incorrect.](https://canada1.discourse-cdn.com/flex027/uploads/autommate/original/1X/4e5750cd7ac52fa2fd3bd245956c5f02576eb5c3.jpeg) 🟡 **Note**: Meta allows test usage in some regions, but for live usage, a payment method is mandatory. *** #### 🔹 13. Registering the Number via Autom Mate * Create an Autom in Autom Mate. * Add a **Restful Web Services > POST** action. 🔧 **Settings**: **URI**:\ `https://graph.facebook.com/vXX.X//register` **Headers**: ``` Authorization: Bearer Content-Type: application/json ``` **Body**: ``` { "messaging_product": "whatsapp", "pin": "123456" } ``` * Run the Autom to successfully register your number to the Meta system. ![A screenshot of a computer AI-generated content may be incorrect.](https://canada1.discourse-cdn.com/flex027/uploads/autommate/original/1X/3b83c45080102aca094ccff46af8228330dd5519.png) *** #### 🧩 Post-Integration Checklist ✅ Token is permanent and securely stored\ ✅ Phone Number ID obtained correctly\ ✅ App Credentials added to Autom Mate\ ✅ Webhook and message topics activated\ ✅ Payment information completed\ ✅ Register process completed successfully *** **After completing all configuration steps**, test your **WhatsApp connection** as shown in the video below. This ensures that the integration has been successfully established. 🧪 **If you encounter any errors during the test** or experience issues such as messages not being delivered, please **let us know in the comments section**. Our community and support team will be happy to assist you. 📌 **Note:** Make sure your API keys are correctly configured, your app is live in the Meta Developer Console, and all required permissions have been granted. *** **WhatsApp Business API Integration Test – Hello World Message via Autom Mate** This video demonstrates a basic integration test using the Meta WhatsApp Business API within the Autom Mate platform. It showcases the process of sending a simple “Hello World” message and receiving a response through the integration. 📺 Click to watch on YouTube: [WhatsApp Guide](https://www.youtube.com/watch?v=rhBeK5VVwc8)