Chatwards WhatsApp Integration

Integrating Chatwards with WhatsApp offers a powerful means to enhance your customer support quality. Your custom-built chatbot can effortlessly provide assistance to your customers or clients around the clock. This guide will walk you through the integration process step by step.

Step by Step Guidance

  1. Step 1: Sign in to chatwards and set up the bot.

    • Login to chatwards with your valid credentials and click Create Bot button enter a bot name, description and hit Create & Train button.

  2. Step 2: Navigate to the Interfaces button.

    • Navigate to Interfaces button, scroll down, click Integrations dropdown
    • Click whatsapp button
    • Copy webhook callback URL and webhook verification token

  3. Step 3: Create a new Meta (Facebook) App at https://developers.facebook.com/

    • Login with your credentials
    • Select My Apps button
    • Select Create App button
    • Choose User Case: Other and App Type: Business.
    • Enter app name and click create app button.

  4. Step 4: Setup Meta (Facebook) App for WhatsApp Integration

    • Scroll down to whatsapp card, select WhatsApp set up button.
    • Select your Meta (Facebook) Business Account and click continue
    • Navigate to App Settings > Basic buttons.
    • Set your Application Privacy Policy URL in URL text field.
    • Select App Mode switch to Live.

  5. Step 5: Establish a “System User” for Acquiring a Long-Term WhatsApp Access Token.

    • Go to the Meta Business Suite https://business.facebook.com/.
    • Go to your business account by selecting it from the dropdown menu, and then click on its Settings (gear) icon.
    • Click Business Settings button.
    • Go to Users > System users buttons.
    • Add an Admin system user.
    • After creating the system user, click Add Assets.
    • Navigate to Apps > Your app name.
    • Select your app and grant full control to manage the app and save.

  6. Step 6: Creating System User Access Tokens.

    • Click the Generate New Token button on the system user.
    • Select the App that will utilise the token and configure the token expiration as never.
    • Select whatsapp_business_messaging and whatsapp_business_management permissions and create the token.
    • Copy the access token and save it securely.

  7. Step 7: Integrate a New Business Number with WhatsApp

    • Go to your meta developer account https://developers.facebook.com/ you have the option to either include your own business number or utilise the provided test number for your WhatsApp chatbot.
    • In the WhatsApp Developer Dashboard, navigate to WhatsApp > API Setup buttons.
    • In the Add a Phone Number, click Add phone number button.
    • Enter your WhatsApp Business Profile Display Name, Timezone, Category, and optionally, a Business Description.
    • Confirm your number by entering the code you will receive.
    • After adding it, choose your phone number in the API Setup.

  8. Step 8: Add a Payment Method

    • In order to send WhatsApp messages, you must have a valid payment method. For more information, please visit https://developers.facebook.com/docs/whatsapp/pricing
    • After including your business phone number, Scroll down select Add payment method button to resolve the Missing valid payment method alert.
    • Access your WhatsApp account settings, then proceed to Payment Settings > Add payment method. Follow the provided instructions to input your card information.

  9. Step 9: Verify the functionality of your newly integrated WhatsApp Business Number.

    • Within the WhatsApp Developer Dashboard, go to API Setup
    • Select From Test number and a to number.
    • Click send to verify successful message delivery.

  10. Step 10: Integrate whatsapp with chatwards.

    • Access the Configuration section within the WhatsApp Developer Dashboard.
    • Within the Webhook section, edit.
    • Paste your Callback URL and Verification Token previously saved in step 2.
    • Click Verify and Save to save the webhook.

  11. Step 11: Set up the Webhook Subscription Field.

    • In the Webhook Fields, select Manage, and select all the available options.

  12. Step 12: Integrate your WhatsApp Account with your Chatwards Chatbot.

    • Click next button after copy wehbook URL previously explain in step 2.
    • Copy your WhatsApp Phone Number entered in step 7, Phone Number ID, and WhatsApp Business Account ID into the Chatwards WhatsApp Integration Page
    • Paste the previously saved permanent access token generated in Step 6.4.
    • Click next button and click Finish button.
    • Your whatsapp integraton is completed.