WhatsApp Integration

Posted 18/04/2024
Mary Elo
Mary Elo

1. Sign in to Easy-Peasy.AI and Create Your Bot:

  • Make sure you have access to your Easy-Peasy.AI 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:

  • Go to the Bots page – https://easy-peasy.ai/bots
  • Click on the “Integrations” link in the left Sidebar menu.
  • Click “Connect” on the “WhatsApp” card to initiate the integration process.
  • Follow the below steps to connect your WhatsApp business account to Easy-Peasy.AI.

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”.

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

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

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

  • 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://easy-peasy.ai/privacy-policy or yor own Privacy Policy URL if you have one.
  • Save changes.
  • Set App Mode to Live.

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.
  • 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.

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.
  • 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.

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 5: Configure WhatsApp API Webhook settings

1. Verify WhatsApp Webhook Callback.

  • In WhatsApp Developer Dashboard, navigate to Configuration.
  • Under Webhook, click edit
  • Copy the Callback URL  from Easy-Peasy.AI WhatsApp Integration modal to your WhatsApp Developer Dashboard. And set any Verify Token (minimum 8 symbols are recommeded) to both Easy-Peasy.AI modal and Meta’s Webhook’s callback URL modal.
  • 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.

Step 6: Add WhatsApp Account to your Easy-Peasy.AI Bot

1. Retrieve WhatsApp Account Information

  • Copy your Phone Number ID into the Easy-Peasy.ai’s WhatsApp Integration modal.
  • Paste the permanent access token generated from Step 4.3 in integration modal in WhatsApp Access Token.
  • Click Save 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, or edit your WhatsApp integration settings as needed.

Create Faster With AI.
Try it Risk-Free.

Stop wasting time and start creating high-quality content immediately with power of generative AI.

App screenshot

More Stories