Step 1: Getting Started with WhatsApp Integration

1. Sign in to Chatbase and Create Your Bot:

  • Make sure you have access to your Chatbase account. If you don't have one, create an account.
  • Set up your bot by uploading files, text, websites, or Q&As.

2. Find the WhatsApp Integration Option:

  • Navigate to your chatbot menu.
  • Click on the "Integrations" tab.
  • Select "Add to WhatsApp" to initiate the integration process.
  • Follow the displayed steps to connect your WhatsApp business account to Chatbase.

Step 2: Setting Up Meta (Facebook) Business Account and App

1. Create a Meta (Facebook) Business Account:

  • Visit here.
  • Enter your business name, your name, and work email address. Click "Next".
  • Provide your business details and click "Submit".
  • Enter your business details and click Submit.

[object Object]

2. Create a new Meta (Facebook) App at https://developers.facebook.com/.

  • "Log in" to your Meta (Facebook) Developer Account.

[object Object][object Object][object Object]
  • Choose User Case: "Other" and click "Next".
[object Object]
  • Choose App Type: "Business" and click "Next".
[object Object]
  • Provide app details: App Name, App Contact Email, Business Account (Optional), and click "Create app".
[object Object]

Step 3: Setting Up Meta (Facebook) App for WhatsApp Integration

1. Add WhatsApp to your Meta (Facebook) App.

[object Object]
  • Choose "WhatsApp" for setup.
[object Object]
  • Select your Meta (Facebook) Business Account (if not selected in step 2).
  • Navigate to App settings > Basic from the sidebar
[object Object]

Set the Privacy Policy URL to https://www.chatbase.co/legal/privacy.

[object Object]
  • Save changes.
  • Set App Mode to Live.
[object Object]

Step 4: Generate WhatsApp Token

To obtain a permanent WhatsApp Access Token, follow 1 to 3 steps:

1. Create a "System User":

  • Visit the Meta Business Suite.
  • Find your business account in the top-left dropdown menu and click its Settings (gear) icon.
  • Click Business Settings.
[object Object][object Object]
  • Add an Admin system user.
[object Object]

2. Add Assets.

  • After creating the system user, click on Add Assets.
[object Object]
  • Navigate to Apps > "Your app name".
  • Select your app and grant full control to manage the app.
[object Object]

3. Generate System User Access Tokens.

  • Click the Generate New Token button on the system user.
[object Object]

Choose the app that will use the token and set the token expiration to never.

[object Object]
  • Select "whatsapp_business_messaging" and "whatsapp_business_management" permissions.
[object Object]
  • Generate the token.
  • Copy the access token and store it securely.
[object Object]

4. Add a new Business Number for WhatsApp

  • You can use your own business number or utilize the provided test number for your WhatsApp chatbot.
  • In WhatsApp Developer Dashboard, navigate to WhatsApp > API Setup from the sidebar.
[object Object]
  • Proceed to "Step 5: Add a Phone Number," click Add phone number.
[object Object]
  • Provide details required in the following form.
[object Object]
  • Verify your number using the received code.
  • Once successfully added, select your phone number in Step 1 of API Setup.
[object Object]

5. Add a Payment Method

  • To send messages via WhatsApp, you need a valid payment method. Visit here for details.
  • After adding your business phone number, click "Add payment method" to address the "Missing valid payment method" alert.

[object Object]
  • You'll be directed to your WhatsApp account settings. Click "Payment Methods" > "Add business payment method" and follow the prompts to add your card info.
[object Object]

6. Test your new Business Number for WhatsApp

  • Return to WhatsApp Developer Dashboard, navigate to API Setup > Step 1.
  • Enter a testing "To" number.
  • Click "Send message" to verify successful message delivery.
[object Object]

Step 5: Configure WhatsApp API Webhook settings

1. Verify WhatsApp Webhook Callback.

  • In WhatsApp Developer Dashboard, navigate to Configuration.
  • Under Webhook, click edit
[object Object]
  • Copy the Callback URL and Verification Token from Chatbase WhatsApp Integration modal to your WhatsApp Developer Dashboard.
[object Object][object Object]
  • Click Verify and save

2. Configure Webhook Subscription Field

  • Under "Webhook Fields," click Manage.
[object Object]
  • Find the "messages" field and subscribe to it by checking the box.
[object Object]
  • Return to Chatbase and click Verify.
[object Object]

Step 6: Add WhatsApp Account to your Chatbase Chatbot

1. Retrieve WhatsApp Account Information

  • In WhatsApp Developer Dashboard, navigate to App Settings > Basic
  • Copy App secret and paste it in chatbase integration modal in Facebook App Secret
[object Object]
  • Paste the permanent access token generated from Step 4.3 in chatbase integration modal in WhatsApp Access Token.
[object Object]
  • Copy your Phone Number, Phone Number ID, and WhatsApp Business Account ID into the Chatbase WhatsApp Integration modal.
[object Object]
  • Click Add Number to complete integration.
[object Object]

Step 7: Confirm Integration Completion

Congratulations! Your chatbot is now ready to assist clients via your WhatsApp number.

You can enable, disable, edit, or delete your WhatsApp integration settings as needed.

[object Object]