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settingsOpen WhatsApp Cloud API SetupWhatsApp Cloud API
Connect Meta WhatsApp Business for chat, templates, and campaigns.
Credentials to collect
- keyConnect with Meta (Embedded Signup) — preferred
- keyOr paste: Phone Number ID, WABA ID, Access Token
- keyWebhook Verify Token (app-level META_WEBHOOK_VERIFY_TOKEN, or you choose)
- keyGraph API version (e.g. v21.0)
How to get API access
- 1In CRM, open Settings → WhatsApp Cloud API and click Connect with Meta.
- 2To keep the WhatsApp Business app on the same number (Coexistence), choose connect existing WhatsApp Business account, WhatsApp Business app 2.24.17+, and keep the app open while history syncs.
- 3Complete Meta’s popup. The CRM stores WABA ID, phone number ID, and token automatically.
- 4If Connect with Meta is hidden, the operator must set META_APP_ID, META_APP_SECRET, META_EMBEDDED_SIGNUP_CONFIG_ID, and META_WEBHOOK_VERIFY_TOKEN. Subscribe webhook fields history, smb_app_state_sync, and smb_message_echoes (see docs/features/meta-whatsapp-coexistence.md).
- 5Fallback: Advanced — paste Phone Number ID, WABA ID, and a System User token. For local testing, use accessToken starting with test_ and Simulate inbound.
- 6App webhook callback: https://YOUR_API_HOST/v1/whatsapp/webhook with the same verify token as META_WEBHOOK_VERIFY_TOKEN (or the token saved in Advanced).
Frontend checklist
- check_box_outline_blankConnected via Meta or Phone Number ID + Access Token saved
- check_box_outline_blankVerify token matches Meta webhook (platform or per-account)
- check_box_outline_blankLive token does not start with test_
- check_box_outline_blankSimulate inbound works → reply in WhatsApp Chat
Embedded Signup is the primary path. Paste credentials only for test_ dry-run or existing System User tokens. Webhook URL points at the API, not the Next.js site.
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