WhatsApp Cloud API: Difference between revisions
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(Created page with "{{#seo: |title=WhatsApp Cloud API |titlemode=append |keywords=Planfix, WhatsApp Cloud API, API, WhatsApp |description=WhatsApp Cloud API }} In Planfix, you can use the official integration with WhatsApp. Content: *Create an application *Set up a webhook and subscribe to all events *#Создание системного пользователя |Создание системного по...") |
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In Planfix, you can use the official integration with WhatsApp. | In Planfix, you can use the official integration with WhatsApp. | ||
Content: | Content: | ||
*[[#Create an application |Create an application]] | *[[#Create an application |Create an application]] | ||
*[[#Set up a webhook and subscribe to all events |Set up a webhook and subscribe to all events]] | *[[#Set up a webhook and subscribe to all events |Set up a webhook and subscribe to all events]] | ||
*[[# | *[[#Creating a system user |Creating a system user]] | ||
*[[#Creating a system user that grants the system user access to the phone number |Creating a system user that grants the system user access to the phone number]] | *[[#Creating a system user that grants the system user access to the phone number |Creating a system user that grants the system user access to the phone number]] | ||
*[[#Work in test mode |Work in test mode]] | *[[#Work in test mode |Work in test mode]] | ||
*[[#Work in live mode |Work in live mode]] | *[[#Work in live mode |Work in live mode]] | ||
== Go to the | == Create an application == | ||
Go to the [https://developers.facebook.com/ Meta for Developers page] and create an application | |||
<!-- <video> | <!-- <video> | ||
Watch the video on YouTube.--> | Watch the video on YouTube.--> | ||
== Set up a webhook and subscribe to all events == | == Set up a webhook and subscribe to all events == | ||
*Log in to your created app and add WhatsApp by clicking the '''"Configure"''' button. | *Log in to your created app and add WhatsApp by clicking the '''"Configure"''' button. | ||
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A system user is needed to generate an Access Token. It is used when connecting the integration in Planfix. | A system user is needed to generate an Access Token. It is used when connecting the integration in Planfix. | ||
To create a system user, follow these steps: | To create a system user, follow these steps: | ||
*Log in to the | *Log in to the [https://business.facebook.com/latest/home?nav_ref=bm_home_redirect&business_id=199447378088400&asset_id=101919384926463 Meta Business Suite]. | ||
*Find your business account, and in the dropdown menu in the top left corner, click the gear icon "Settings." | *Find your business account, and in the dropdown menu in the top left corner, click the gear icon "Settings." | ||
*Choose '''"Company Settings."''' | *Choose '''"Company Settings."''' | ||
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== Granting the system user access to the phone number == | == Granting the system user access to the phone number == | ||
*Log in to | *Log in to [https://business.facebook.com/latest/home?nav_ref=bm_home_redirect&business_id=199447378088400&asset_id=101919384926463 Meta Business Suite]. | ||
*Select the business account to which the application was added (1). | *Select the business account to which the application was added (1). | ||
*Then on the left in the "Accounts" section, choose "WhatsApp Accounts" (2) and select your WhatsApp business account (3). | *Then on the left in the "Accounts" section, choose "WhatsApp Accounts" (2) and select your WhatsApp business account (3). | ||
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== Work in test mode == | == Work in test mode == | ||
*Open your application in | *Open your application in [https://developers.facebook.com/ Meta for Developers]. | ||
*Copy the WhatsApp Business Account ID (1) and the temporary token (2), then in the Planfix integration, add them to the corresponding fields. | *Copy the WhatsApp Business Account ID (1) and the temporary token (2), then in the Planfix integration, add them to the corresponding fields. | ||
*Click the "Update" link to add a test number automatically: | *Click the "Update" link to add a test number automatically: | ||
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== Work in live mode == | == Work in live mode == | ||
*Open your application in | *Open your application in [https://developers.facebook.com/ Meta for Developers]. | ||
*Copy the WhatsApp Business Account ID. | *Copy the WhatsApp Business Account ID. | ||
*Add the "Add Phone Number" button if the number is not there. It is located below on the same page. | *Add the "Add Phone Number" button if the number is not there. It is located below on the same page. | ||
*After completing the integration setup, click the '''"Update"''' link. The corresponding numbers should be automatically added with the correct WhatsApp Business Account ID and Access Token. | |||
== Important == | == Important == | ||
*Contacting someone through the official WhatsApp Cloud API is not allowed. This is a rule set by WhatsApp itself. | |||
*With Planfix, you can use buttons or scripts to send pre-written messages approved by [[WhatsApp |WhatsApp]]. | |||
Latest revision as of 07:36, 31 July 2023
In Planfix, you can use the official integration with WhatsApp.
Content:
- Create an application
- Set up a webhook and subscribe to all events
- Creating a system user
- Creating a system user that grants the system user access to the phone number
- Work in test mode
- Work in live mode
Create an application
Go to the Meta for Developers page and create an application
Set up a webhook and subscribe to all events
- Log in to your created app and add WhatsApp by clicking the "Configure" button.
- On the left panel, select "WhatsApp" — "Quick Start." Choose your Meta business account and click "Next":
- In the window that appears, click "Start using API":
- Go to the menu on the left and select "WhatsApp" — "Settings." Add a Callback URL and Verify the token, copying them from the Planfix integration:
- Then set up "Webhook Fields," subscribing to all fields:
Creating a system user
A system user is needed to generate an Access Token. It is used when connecting the integration in Planfix. To create a system user, follow these steps:
- Log in to the Meta Business Suite.
- Find your business account, and in the dropdown menu in the top left corner, click the gear icon "Settings."
- Choose "Company Settings."
- Go to the "Users" — "System Users" section.
- Click "Add" and create a system user:
- Add the system user's name.
- Specify the role as "Administrator" and save.
- You need to provide access to your application that was created at the beginning. To do this, click the *"Add Objects" button:
- Now click the "Create new token" (Access Token) button:
- Specify your application. Choose permissions: whatsapp_business_messaging and whatsapp_business_management.
- Generate the token (Access Token), copy it, and save it.
Granting the system user access to the phone number
- Log in to Meta Business Suite.
- Select the business account to which the application was added (1).
- Then on the left in the "Accounts" section, choose "WhatsApp Accounts" (2) and select your WhatsApp business account (3).
- Click the "Add People" button (4):
Choose the system user created earlier, give them full access rights, and save the settings.
Work in test mode
- Open your application in Meta for Developers.
- Copy the WhatsApp Business Account ID (1) and the temporary token (2), then in the Planfix integration, add them to the corresponding fields.
- Click the "Update" link to add a test number automatically:
Work in live mode
- Open your application in Meta for Developers.
- Copy the WhatsApp Business Account ID.
- Add the "Add Phone Number" button if the number is not there. It is located below on the same page.
- After completing the integration setup, click the "Update" link. The corresponding numbers should be automatically added with the correct WhatsApp Business Account ID and Access Token.
Important
- Contacting someone through the official WhatsApp Cloud API is not allowed. This is a rule set by WhatsApp itself.
- With Planfix, you can use buttons or scripts to send pre-written messages approved by WhatsApp.