Steps to Onboard on Meta

Estimated reading: 4 minutes

Here is your step-by-step guide to getting started with WhatCX and onboarding the customers on Meta. This will help create a bridge between WhatCX and Meta’s Cloud API where once the connection is successful, the customer will be able to leverage the platform and make use of it.

1. Open https://developers.facebook.com and click on Log In
2. Once you have login with your Facebook account, click on ‘Get Started’

3. Here you’ll have to register by agreeing to ther Terms and the click on Continue to proceed to the next steps

4. You now have to enter you email id which was used to login the account and then click on Send Verification Email to verify your email address.

5. Now enter the verification code/OTP sent to your email id. Click continue and move ahead.
6. The next step is to choose your role when creating your Facebook for Developers account. In other words, who are you joining up as? Choose the role as Owner/Founder, then click “Complete Registration”

7. You’ll be directed to a screen where you can create the app right away. To build a new app, select “Create App.” Although you won’t be making an actual app, you still need to make a test app in order to enable verification.

8. Now to create the App you will have to select the App Type as Business and click Next

9. The next step is to give your app a name and input the email address you wish to be connected to it. You can choose any name for the app name, (we recommend to use WhatCX with it, so that it’s easy to recognise the App) and you should ideally use the email address you used to create your Facebook Business Manager account as the app contact email (for the sake of simplicity, because more email IDs may complicate the registration process). Lastly, select the Facebook Business Manager account that is linked. Select “Create App”. You will have to enter the password to proceed.

10.You will be taken to the “App Dashboard,” which is seen below. Simply scroll down and click ‘Set Up’ on the WhatsApp Card.
11. Now you have to select the Business Account and click on ‘Continue’
12. You will now have to scroll down and enter your phone number which you want to use for WhasApp communication.

13. Once you have added the number, now you need to add the Legal Busniess name, enter the Business Email, select the country, and put a link of your Business website. Click ‘Next’ to proceed.

14. Now you have to create you WhatsApp Business Profile for which you have to enter the below details –

WhatsApp Business profile display name
Timezone
Category the business falls in
Business description

Post entering the information click ‘Next’

15. Now you are required to enter the dedicated WhatsApp cloud phone number.
(Please note – this number cannot be used in WhatsApp App or any Mobile)
Now select Text Message or Phone Call and click ‘Next’
16. Enter the OTP received and click Next.

17. Now copy the Phone Number ID and WhatsApp Business Account ID and share it with the WhatCX team

18. Once we are through, we will now open
https://business.facebook.com/ go to Business settings, under Business settings, you’ll see Users on the left panel, under Users > click on System users.

19. Now click on Add to create a new System users

20. Now enter the System username (ideally the business name with WhatCX so that its easy to identify) and select the System User role as Admin. (Required for WhatsApp Cloud API). Click on Create System User and proceed.

21. Now we have to Add Assets to the System User.

22. Now under Apps, select the app we created for using WhatCX and under Manage app to give full control. Click on Save Changes and proceed.

23. Now click on Generate New Token

24. Select the App created for using WhatCX then check the below Permissions:
business_management,
whatsapp_business_management and
whatsapp_business_messaging
Click Generate Token and proceed

25. Now you have to share the access token with WhatCX team

26. Now go back to https://developers.facebook.com and click on My Apps
27. Click on the App that we created for using WhatCX
28. Now Click on Whatsapp on the left panel then click configuration
29. Under Webhook, click on Edit, Now enter the Call back URL and token shared by the WhatCX team and click on Verify and save

30. Now click on Manage under Webhook Fields and then subscribe to all the webhooks and click Done.
31. Now you have to setup the payments.