Step 1: Setting Up Meta (Facebook) Business Account and App
- Create a Meta (Facebook) Business Account (if you do not have one):
- Visit here.
- Click on “Create an account” if you do not have an account in Meta to create one. Otherwise, log in with your Facebook account to access the Business Manager.
- Once you have logged in with Facebook or created a Meta Facebook account, you will see the following view.
- Click “Create an account”
- Enter your business name, your name, and work email address.
- Provide your business details and click “Submit”.
- Create a new Meta (Facebook) App at https://developers.facebook.com/.
- “Log in” to your Meta (Facebook) Developer Account.
- Select “My Apps”.
- Or create one. Click “Get Started”
- Complete the following steps to create a Developer Account
- When you login or create an account you will see the following view. Click on “Create App”
- Choose User Case: “Other” and click “Next”.
- Choose App Type: “Business” and click “Next”.
- Provide app details: App Name, App Contact Email, Business Account (Optional), and click “Create app”.
Step 2: Setting Up Meta (Facebook) App for WhatsApp Integration
1. 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
- Set the Privacy Policy URL to https://testing-iamgloria.com/en/privacy-policy/
- Save changes.
- Set App Mode to Live.
Step 3: 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.
- Go to Users > System users.
- Add an Admin system user.
2. Add Assets.
- 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.
3. 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
You will need to share this token with the Gloria AI Team in the last step of this guide.
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 the WhatsApp Developer Dashboard, navigate to WhatsApp > API Setup from the sidebar.
- Proceed to “Step 5: Add a Phone Number,” and click Add phone number.
- Provide the 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.
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.
- 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.
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.
Step 4: Configure WhatsApp API Webhook settings
1. Verify WhatsApp Webhook Callback.
- In the WhatsApp Developer Dashboard, navigate to Configuration.
- Under Webhook, click edit.
- Copy the Callback URL (https://api.testing-iamgloria.com/api/v1/whatsapp-conversation/meta) and Verification Token proporcionated by the Gloria AI team to your WhatsApp Developer Dashboard.
- Click Verify and save
2. Configure Webhook Subscription Field
- Under “Webhook Fields,” click Manage.
- Find the “messages” field and subscribe to it by checking the box.
- Clic “Done”
Step 5: Send your WhatsApp Account info to Gloria AI team
1. Retrieve WhatsApp Account Information
You need to send the following information to contact@testing-iamgloria.com
- In the WhatsApp Developer Dashboard, navigate to App Settings > Basic
- Copy the App secret and paste it into the email
- Copy in an email the permanent access token generated from Step 3.3 (here)
- Also copy your Phone Number, Phone Number ID, and WhatsApp Business Account ID.
- Send the info to contact@testing-iamgloria.com to complete the integration.
Step 6: Our team will review and activate your integration
Congratulations! Our team will set up everything and now you’ll be ready to assist clients via your WhatsApp number.
