WhatsApp Integration

Initiate connection

Go to the WhatsApp tab in the sidebar. You will see two options: Phone WhatsApp and Cloud WhatsApp. Click on the Phone WhatsApp card to start the connection process.

Scan QR code

A QR code will be displayed on the screen. To scan it:

1. Open WhatsApp on your mobile phone
2. Go to Settings (or Menu on Android)
3. Select Linked Devices
4. Tap on Link a Device and point your camera at the screen

Attach a bot

Once the WhatsApp connection is successful, your number will appear in the list. You can now attach a bot to this number.

• Locate your connected number card
• Click on the Select Agent dropdown or Attach Assistant button
• Choose an available bot from your account

Automated responses

With the bot attached, any incoming message to this number will be automatically processed. The bot will respond based on its configuration and the user's query.

Initiate Cloud connection

Go to the WhatsApp tab and select WhatsApp Cloud. Click on the Connect Cloud API card to open the configuration modal.

Provide credentials

A form will appear asking for your WhatsApp Business API credentials. You need to provide:

• WhatsApp Business Account ID
• User Access Token (System User Token recommended)
• App ID
• Business Manager ID

Fetch numbers

Once you submit valid credentials, the system will automatically authenticate with Meta and fetch all verified phone numbers associated with your WhatsApp Business Account.

This process may take a few seconds. Using an invalid token or account ID will result in an error.

Attach a bot

After the numbers are fetched and displayed in your list:

1. Find the number you wish to use
2. Click Attach Assistant
3. Select the AI agent you want to handle conversations for this number