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WhatsApp Cloud API

Connect Meta WhatsApp Business for chat, templates, and campaigns.

settingsOpen WhatsApp Cloud API Setup

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

  1. 1In CRM, open Settings → WhatsApp Cloud API and click Connect with Meta.
  2. 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.
  3. 3Complete Meta’s popup. The CRM stores WABA ID, phone number ID, and token automatically.
  4. 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).
  5. 5Fallback: Advanced — paste Phone Number ID, WABA ID, and a System User token. For local testing, use accessToken starting with test_ and Simulate inbound.
  6. 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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