Integrating Chatbase with WhatsApp
By integrating Chatbase with WhatsApp, you can significantly improve your customer support quality by allowing your custom-built chatbot to seamlessly assist your customers/clients at any time.
This guide will take you through the integration process.
Step 1: Getting Started with WhatsApp Integration
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.
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
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
Create a new Meta (Facebook) App at https://developers.facebook.com/.
Step 3: Setting Up Meta (Facebook) App for WhatsApp Integration
Add WhatsApp to your Meta (Facebook) App.
- In the "Developers Dashboard", choose your app.
- Locate "Add products to your app" in your app's dashboard tab.
- Choose "WhatsApp" for setup.
- Select your Meta (Facebook) Business Account (if not selected in step 2).
- Navigate to App settings > Basic from the sidebar.
- Save changes.
- Set App Mode to Live.
Step 4: Generate WhatsApp Token
To obtain a permanent WhatsApp Access Token, follow 1 to 3 steps:
Create a "System User":
- After creating the system user, click on Add Assets.
- Navigate to Apps > "Your app name".
- Select your app and grant full control to manage the app.
Generate System User Access Tokens.
- Click the Generate New Token button on the system user.
- Choose the app that will use the token and set the token expiration to never.
- Select "whatsapp_business_messaging" and "whatsapp_business_management" permissions.
- Generate the token.
- Copy the access token and store it securely.
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.
- Proceed to "Step 5: Add a Phone Number," click Add phone number.
- Provide details required in the following form.
- Verify your number using the received code.
- Once successfully added, select your phone number in Step 1 of API Setup.
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.
- 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.
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.
Step 5: Configure WhatsApp API Webhook settings
Verify WhatsApp Webhook Callback.
- In WhatsApp Developer Dashboard, navigate to Configuration.
- Under Webhook, click edit
- Copy the Callback URL and Verification Token from Chatbase WhatsApp Integration modal to your WhatsApp Developer Dashboard.
- Click Verify and Save to save the webhook.
Configure Webhook Subscription Field
- Under "Webhook Fields," click Manage.
- Find the "messages" field and subscribe to it by checking the box.
- Return to Chatbase and click Verify.
Step 6: Add WhatsApp Account to your Chatbase Chatbot
- 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
- Paste the permanent access token generated from Step 4.3 in chatbase integration modal in WhatsApp Access Token.
- Copy your Phone Number, Phone Number ID, and WhatsApp Business Account ID into the Chatbase WhatsApp Integration modal.
- Click Add Number to complete integration.
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.