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Connect WhatsApp

AIP

Connect WhatsApp

Let customers ask questions, share files, and get replies from your Agent in WhatsApp.

Before you start

Prepare an enabled Agent and a Meta account that can manage the business portfolio, WhatsApp Business Account (WABA), and app.

1

Prepare the WhatsApp account

Open Meta Business Suite, select the business portfolio, then go to Settings → Accounts → WhatsApp accounts. Reuse an existing account and number when available.

WhatsApp accounts and Add
First time: sign in and create an account

Choose the sign-in method for your account.

Meta sign-in options

Select Add → Create a WhatsApp Business account.

Create a business account

Enter the real company or brand name and category, then complete the requested verification.

Account name and category

Choose from the number options offered to your account. Verify the number if you bring your own.

Number options and Continue

Return to the account list after creation. Check Meta for the display-name review and number status.

Account created notice
2

Prepare the Meta app

Open Meta for Developers. Select or create a business app in the same portfolio as the WABA.

My apps and Create app
No app yet: creation steps

Enter an app name and contact email. Choose the WhatsApp use case when available.

App name and contact emailLegacy Other use caseBusiness app type

Select the target business portfolio and create the app.

Select the business portfolio
3

Get the number and account IDs

In Business Suite, copy the ID in the WhatsApp account details as the Business Account ID (WABA ID).

WABA ID in account details

Open Phone numbers and select the target number.

Phone number list

Copy the ID at the top of the dialog as the Phone Number ID. Also record the full phone number with its country code.

Phone Number ID and international number
4

Set permissions and get credentials

In Business Suite, open Users → System users. Select an existing user or create one with the Employee role.

Create an Employee system user

Use Assign assets to select this app and WABA, then grant the access below.

AssetRequired access
Meta appDevelop app
WhatsApp accountManage the target number and send/receive messages
App asset and development permissionWABA number and messaging permissions

Confirm both assets appear under Assigned assets, then select Generate token.

Assigned assets and Generate token

Select the same app, set an expiration, and select both scopes:

Permission
whatsapp_business_messaging
whatsapp_business_management
Token permissions and Generate token
App and expiration selection
Select the app for the token

Choose an expiration for your usage. The Never option shown does not prevent revocation or invalidation.

Token expiration options

Copy the generated access token.

Copy access token, value redacted

In the same app, open App settings → Basic and reveal the App Secret.

App Secret and Show
Open app settings from Business Suite

You can also select the app under Accounts → Apps and choose Open in app dashboard from its menu.

Open app dashboard
5

Create the channel in AIP

Open Channels → New channel, choose WhatsApp, enter a name and international phone number, then continue.

Channel name, number, and Next

Enter Phone Number ID, Business Account ID, Meta access token, and Meta App Secret, then create the channel.

Copy the full callback URL and Webhook Verify Token from the installation page for the next step.

Callback URL and Webhook Verify Token
6

Configure the message callback

  1. In Meta for Developers, open the app’s Webhook settings and select WhatsApp Business Account.
  2. Enter the AIP callback URL and Webhook Verify Token, then verify and save.
  3. Subscribe to messages.
  4. Complete Meta’s requirements for real messages and switch to Live if required.
Multiple WABAs sharing one app

Keep the existing app callback and messages subscription. Have an administrator set override_callback_uri and verify_token on the new WABA’s subscribed_apps and verify them. Overrides apply per WABA; confirm routing before using multiple numbers in one WABA.

7

Select an Agent and test

Return to AIP, confirm platform setup is complete, select an enabled Agent, and save.

Agent and admission settings

Send Hello from another WhatsApp number and confirm the reply in that conversation, then test an image or file. If admission is enabled, other users need an invitation code as prompted.

Troubleshooting

Missing scopes or invalid token

Check the system user’s app and WABA assignments and both token scopes above. Update channel credentials if the token expires or is revoked.

Callback verified, but no reply

Check messages, the WABA app subscription, number ID, Agent status, and admission settings. For a real callback returning 401, verify that the App Secret belongs to the same app. Give an administrator the channel name, send time, and error code.

Sending restricted or display name not approved

For 131047, ask the customer to message again to reopen the service window; sending outside it requires an approved template. For 131037, check that number’s display-name review and rejection reason in WhatsApp Manager.

Text works but files fail

Enable a writable workspace, command execution, and network access for the Agent. Test reading and returning a small file separately, then check media format, size limits, and delivery receipts.

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