WhatsApp Integration

WhatsApp Integration

Step 1: Getting Started with WhatsApp Integration
Step 1: Getting Started with WhatsApp Integration

1. Log in to Iris:

  • Make sure you have access to your Iris account. If you don't have one, talk to us.

2. At the beginning, look for integration with WhatsApp:

  • Select “Add WhatsApp number” to start the integration process.

  • Follow the steps shown to connect your WhatsApp business account to Iris.

Step 2: Setting up the Meta Business Account and Application (Facebook)
Step 2: Setting up the Meta Business Account and Application (Facebook)

1. Create a Business Account on Meta (Facebook):

  • Visit here.

  • Enter your company name, your name, and work email address. Click “Next”.

  • Provide your company details and click “Submit”.

  • Enter your company details and click Submit.

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2. Create a new Meta (Facebook) app at https://developers.facebook.com/.

  • "Log in" to your Meta (Facebook) developer account.

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  • Choose use case: "Other" and click on "Next".

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  • Provide the details of the application: Application Name, Application Contact Email, Company Account (Optional), and click on "Create application".

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Step 3: Meta Application (Facebook) Integration Setup with WhatsApp
Step 3: Meta Application (Facebook) Integration Setup with WhatsApp

1. Add WhatsApp to your Meta (Facebook) Application.

  • In the “Developer Dashboard”, choose your application.

  • Locate "Add products to your application" in your application's control panel tab.

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  • Click on “Add Product” and select “WhatsApp”.

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  • Select your Meta Business Account (Facebook) (if not selected in step 2).

  • Navigate to App Settings > Basic from the sidebar

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Set the Privacy Policy URL to https://www.aloiris.com/terms

Set the Privacy Policy URL

at https://www.aloiris.com/terms

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  • Save changes.

  • Set Application Mode to Live.

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Step 4: Generate the WhatsApp Token
Step 4: Generate the WhatsApp Token

To obtain a permanent WhatsApp Access Token, follow steps 1-3:

1. Create a 'System User':

  • Visit the Meta Business Suite (https://business.facebook.com/settings).

  • Find your business account in the drop-down menu at the top left and click on its Settings (gear) icon.

  • Click on Business Settings.

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  • Add a system user as Administrator.

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  1. Add Assets.

  • After creating the system user, click on Add Assets.

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  • Navigate to Applications > "Your application name".

  • Select your application and grant full control to manage the application.

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3. Generate User System Access Tokens.

  • Click on the Generate New Token button in the system user.

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Choose the application that will use the token and set the token expiration to never.

  • Select the "whatsapp_business_messaging" and "whatsapp_business_management" permissions.

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  • Select the "whatsapp_business_messaging" and "whatsapp_business_management" permissions.

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  • Generate the token.

  • Copy the access token and securely store it.

4. Add a new Business Number for WhatsApp

  • You can use your own business number or use the provided test number for your WhatsApp chatbot.

  • In WhatsApp Development Panel, navigate to WhatsApp > API Settings from the sidebar.

  • Generate the token.

  • Copy the access token and securely store it.

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4. Add a new Business Number for WhatsApp

  • You can use your own business number or use the provided test number for your WhatsApp chatbot.

  • In WhatsApp Development Panel, navigate to WhatsApp > API Settings from the sidebar.

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  • Proceed to "Step 5: Add a Phone Number," click on Add phone number.

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  • Provide the details required in the following form.

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  • Check your number using the received code.

  • Once successfully added, select your phone number in Step 1 of API Configuration.

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5. Add a Payment Method

  • To send messages via WhatsApp, you need a valid payment method. Visit here for details.

  • After adding your business number, click on "Add payment method" to address the "Missing valid payment method" alert.

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  • You will be directed to the settings of your WhatsApp account. Click on "Payment Methods" > "Add business payment method" and follow the instructions to add your card information.

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  • Return to the WhatsApp Development Panel, navigate to API Settings > Step 1.

  • Enter a test number in "To".

  • Click on "Send message" to verify successful message delivery.

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Step 5: Add the webhook to receive messages.
Step 5: Add the webhook to receive messages.

1. Copy the webhook data from Iris:

  • You will need to copy the webhook callback URL

  • As well as the webhook verification token.

2. Go back to the page https://developers.facebook.com:

  • Navigate to WhatsApp > Settings

  • Add the values

3. Below add webhook fields:

  • Select messages and save the changes

Step 6: Add your credentials to Iris
Step 6: Add your credentials to Iris

1. The first credential is the system user token we created and saved previously:

2. The second credentials you'll find at https://developers.facebook.com:

  • Navigate to App Settings > Basic

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3. The third credentials will be found at:

  • WhatsApp > API Configuration

  • Remember to select the number you registered and not the test one