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Connect your WhatsApp Business account step by step.
WhatsApp Business is the most popular messaging platform for business communication. By connecting your WhatsApp Business account to SalesWhiz, you can manage all customer conversations from a unified inbox, automate responses with AI, and track engagement metrics.
This guide covers the complete setup process, from creating your Facebook App to testing your first incoming message.
Before you begin, make sure you have the following prerequisites ready. The WhatsApp Business API requires a verified business presence on Facebook.
You need a WhatsApp Business account (not a personal WhatsApp). This is separate from the regular WhatsApp app.
A Facebook Business Manager account is required to access the WhatsApp Business API.
Your Facebook Business must be verified. This process can take 1–5 business days.
A phone number dedicated to WhatsApp Business that is not already registered with another WhatsApp account.
Go to Facebook Developers (developers.facebook.com) and create a new app. Select "Business" as the app type. This app will serve as the bridge between WhatsApp and SalesWhiz.
In your Facebook App dashboard, click "Add Product" and select "WhatsApp". Follow the setup wizard to associate your WhatsApp Business account with the app.
Navigate to WhatsApp > API Setup in your Facebook App dashboard. Copy your temporary access token. You will need to generate a permanent token later for production use.
In the same API Setup page, find your Phone Number ID under the "From" section. Copy this ID — you will paste it into SalesWhiz settings along with your access token.
Go to Dashboard > Settings > Channels > WhatsApp in SalesWhiz. Paste your Access Token and Phone Number ID into the corresponding fields and click Save.
Copy the webhook URL displayed in your SalesWhiz WhatsApp settings. In your Facebook App, go to WhatsApp > Configuration > Webhook. Paste the URL and the verify token shown in SalesWhiz.
After setting up the webhook, subscribe to the required webhook fields: "messages" and "message_status". This allows SalesWhiz to receive incoming messages and delivery status updates in real time.
Send a test message to your WhatsApp Business number from any personal WhatsApp account. The message should appear in your SalesWhiz Inbox within a few seconds.
If you encounter issues during setup, check these common problems and solutions:
Ensure the webhook URL and verify token match exactly. Check that your server is publicly accessible (not localhost).
Verify the webhook is subscribed to the "messages" field. Check that the integration toggle is ON. Review webhook logs in your Facebook App dashboard.
SalesWhiz offers two distinct WhatsApp integration approaches. This guide covers the WhatsApp Business Cloud API method, which is the official Meta-approved integration requiring Facebook Business Manager.
If you want a faster setup that does not require Facebook verification, see the WhatsApp Direct (QR Pairing) guide. The QR method lets you connect any WhatsApp account by scanning a QR code with your phone.
Check if your access token is valid and not expired. Verify the Phone Number ID is correct. Ensure your Facebook Business is verified.
Generate a permanent System User token in Facebook Business Manager. Go to Business Settings > System Users > Generate Token.