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At a glance

Credentials

Set these per environment. See Connect an integration.

Setup

  1. Create a Meta app with the WhatsApp product: Sign in at https://developers.facebook.com (a free Meta developer account works), create a Business-type app, and add the WhatsApp product. Meta provisions a free test phone number and sandbox automatically.
  2. Get a test token and phone number ID: In WhatsApp > API Setup, copy the temporary access token and the Phone number ID for the test number. Add up to 5 verified recipient numbers for sandbox testing. Set WHATSAPP_ACCESS_TOKEN and WHATSAPP_PHONE_NUMBER_ID.
  3. Note your WhatsApp Business Account ID: The WABA ID is shown in WhatsApp > API Setup (and in Meta Business Suite). Set it as WHATSAPP_BUSINESS_ACCOUNT_ID if you want to list message templates.
  4. Create a permanent token for production: Temporary tokens expire after about 24 hours. For production, create a System User in Meta Business Suite, grant it the whatsapp_business_messaging and whatsapp_business_management permissions, generate a non-expiring token, and use it as WHATSAPP_ACCESS_TOKEN.
  • Free-form text messages are only delivered within 24 hours of the customer’s last message; outside that window you must send an approved template.
  • Use the internal phone number ID in API calls, not the E.164 phone number.
  • New templates must be approved by Meta before they can be sent; check status with the List Message Templates tool.
Provider API reference: https://developers.facebook.com/docs/whatsapp/cloud-api

Tools

Example prompts

  • Send a WhatsApp message to a customer following up on their recent inquiry.
  • List my approved WhatsApp message templates and summarize what each one is for.
  • Show my WhatsApp business profile and suggest improvements to the description and website links.