WhatsApp Integration

Follow these steps to seamlessly connect your WhatsApp business account to Insighto.ai:

1. Create your Meta (Facebook) Business account and app

Visit https://business.facebook.com/ and click on “Create an account.” Input your name, business name, work email address, and business details, then click on “Submit.”

        2. Once your business account is set up, proceed to create a Meta (Facebook) app. 

Visit https://developers.facebook.com/ and log in to your Meta Developer Account here. 

Navigate to "My Apps" and click on "Create App."

Choose Use Case: “Other” and click “Next.”

Choose App Type: “Business” and click “Next.”

Input all app details, including Name, Contact Email, and Business Account.” Click on “Create app” to complete the process.

      3. Next, you must set up the Meta (Facebook) App for WhatsApp Integration. 

In the App Dashboard, choose your app. 

Locate “Add products to your app” and choose “WhatsApp” for set up.

The following screen will appear. Navigate to App Settings > Basic from the sidebar. 

Set the Privacy Policy URL: https://insighto.ai/privacy-policy/.

Click on “Save Changes” and set App Mode to “Live.”

        4. The next step is to generate a permanent WhatsApp Access Token. 

       a. Start by creating a “System User” by visiting the Meta Business Suite.

Click on the All tools icon in the top-left corner and then click on the “Business Settings” icon. 

Go to Users > System Users from the sidebar. 

Click on the “Add” button to add an Admin system user. 

        b. Now that you have created the system user, it’s time to assign assets. Click on “Assign Assets.”

Go to Apps > Your app name. Choose the app and grant full access to manage every aspect of the app. Click “Save Changes.”

        c. To generate system user access tokens, click on the “Generate new token” button on the system user. 

In the generate token prompt window, choose the app and set the token expiration to “Never.” From permissions, select whatsapp_business_management and whatsapp_business_messaging. Click on “Generate token.”

Copy the access token and store it securely. 

        d. Now, you need to add a new Business Number for WhatsApp. 

Navigate back to the Developer Dashboard by visiting here. Click on WhatsApp > API Setup from the sidebar. You can either use your own phone number or the provided test number for your WhatsApp chatbot. 

If you use the test number, you also need to enter a testing “To” number.

Go to Step No. 2: and click on the “Send Message” button to verify successful message delivery. 

Proceed to Step No. 5. i.e. Add a phone number. 

Provide the details required in the following form.

       e. Next, you need to add a Payment Method. You will only be able to send messages via WhatsApp when you add a valid payment method. 

Go to App Dashboard > Billing & Payments.

Click on “Payment Methods” > “Add Business Payment Method” and follow the prompt to enter your debit/credit card info. 

        5. The next step is to configure the WhatsApp API Webhook settings.

Go back to the WhatsApp Developer dashboard. Click on WhatsApp > Configuration from the sidebar. Under Webhook, click “Edit.”

Copy the Callback URL (https://api.insighto.ai/api/v1/webhook/whatsapp_webhook) and Verification Token (insighto!2#$) for integration with Insighto.ai. Click on “Verify and save.”

You also need to configure the Webhook Subscription Field. Under “Webhook Fields,” click Manage. 

Find the “messages” field and subscribe to it by checking the box next to it. 

       6. Lastly, you need to generate your Facebook App Secret code.

In the WhatsApp Developer dashboard, go to App Settings > Basic.

Click on the “Show” button. Copy the App Secret code and store it securely. 

7. Finally, it’s time to add all this information to your Insighto.ai chatbot and complete the WhatsApp integration.