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
• 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.

Go To

• WhatsApp
• Integrations
• Feature Description