This guide outlines the process of establishing a Meta application for efficient client onboarding to WhatsApp automation. Upon completing the app setup, initiating a business onto WhatsApp automation can be accomplished in under 5 minutes through the utilization of WhatsApp Embedded Sign Up.
Prerequisites:
Verified Meta Business: It is imperative to link your app with a verified Meta Business.
Tech Provider Status: To onboard a Meta business for which you are not an administrator, obtaining tech provider status is mandatory. Please refer to section 8 for detailed instructions.
Creating the Meta App:
If you possess an app with access to "Facebook login for Business," you can proceed to the next step without repeating this process.
Add the Website as a platform
Go to App Settings > Basic and click the Add Platform button. Use https://subdomain as the Site URL
Callback URL: https://SUB_DOMAIN/php/whatsapp
Verify token: your Whitelabel Master API key. To get it, to Whitelabel Admin dashboard > Settings > Others > Whitelabel Master API Key.
Subscribe to all allowed fields. It may fail for some fields, in this case, just move forward to the next fields.
Add WhatsApp product
Add Facebook Login for Business product
Create a configuration for WhatsApp
Click Facebook Login for Business > Configurations
Set the name of the configuration as WhatsApp. On the Login variation step, select WhatsApp Embedded Signup.
You will need a configuration ID for here. You will get the configuration ID in the next step.
Connect the Facebook App to Whitelabel
Navigate to your Whitelabale Admin dashboard > Settings > Integration and click on “Facebook App for WhatsApp automation“.
You will need your Facebook App ID and App Secret. The Configuration ID, you will get from Step 5
Request approval for WhatsApp permission
Go to App Review > Permissions and Features and request advanced access to whatsapp_business_messaging and whatsapp_business_management
We seek the "whatsapp_business_messaging" permission to enable businesses to dispatch WhatsApp notifications to their customers. These notifications encompass critical updates, such as order status notifications. With the customer's consent and phone number provided, businesses can share information on WhatsApp, such as event tickets. Additionally, this permission facilitates the automation of customer support by allowing businesses to automatically respond to customer messages. Without "whatsapp_business_messaging," businesses are restricted from sending messages on WhatsApp.
For "whatsapp_business_management," our request is to permit our platform to access the list of WhatsApp template messages linked to a WhatsApp Business Account. The absence of this permission hinders businesses from sending WhatsApp notifications (Template Messages) as they cannot view the list of Template Messages within our platform. The list of template messages is automatically retrieved upon customer sign-up on our platform, and businesses can also sync WhatsApp templates at their convenience within our platform.
The instructional video should demonstrate both permissions. Using your computer, log in to https://web.whatsapp.com/ or share your mobile screen with your computer. The video should include the following steps:
Bot Response:
Display your bot responding to a message on WhatsApp.
Inbox Presentation:
Navigate to the inbox and exhibit the received message.
Sending a Message from Inbox:
Send a message like "hello" from the inbox.
Template Message Sending:
Showcase the process of sending a template message from the inbox.
Settings > Channels > WhatsApp > Manage:
Access Settings, navigate to Channels, select WhatsApp, proceed to Manage, and exhibit the list of WhatsApp template messages.
To initiate the onboarding process as a Tech Provider, follow these steps:
Click on WhatsApp.
Continue with "Continue Onboarding" and complete the access verification.
Click > WhatsApp > Continue Onboarding and complete access verification.
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