Instant - Meta Connector Provider Setup

1. Log in to Meta for Developers → http://developers.facebook.com

2. Navigate to My Apps → Create App.

3. Define the App name that will show on your My Apps page and associated with your app ID. You can change the name later in Settings.

4. Indicate the App contact email.
   Then click on Next

6. Choose Business as app type.

7. Enter:

• Display Name of the app (modifiable later) and App Contact Email.

• Connect the app with your Account Business Manager (optional)

• Click Create App.

8. In the app dashboard, select Add a Product → choose WhatsApp to configure integration → click Set Up.
   (Find our Meta documentation here)

9. Click “Start using the API” to proceed with API Configuration

After sending your first message, verify that the recipient receives it successfully. This verification step ensures that your setup and authentication are correctly configured.

11. At Step 5 of the setup process, you will be able to select "Add a phone number".

     

Fill in the following details:

• WhatsApp Business display name

• Time zone

• Business category

Next, provide your WhatsApp phone number. Select the appropriate country prefix. Based on your selection, you will receive either a pin code via SMS or a verification phone call.

⚠️ A valid payment method must be configured before proceeding.

• Account Name

• Key: identification code (max 5 characters)

• List: A Contact Manager list used to associate customer contacts. All campaign contacts will be stored in this Master List, enabling a unified customer journey across campaigns.

• Proxy or Motion Domain: your server address

• Type: select Meta

   

Retrieve the following values from your Meta Business Account:

• Account SID = WhatsApp Business Account ID

• Auth Token = Access Token ( you need to create a Permanent Access Token to use WhatsApp correctly because access token expires after 24 hours. Follow these guidelines)

• AppId = App ID

• Phone number Id = phone number ID

• Phone number with prefix (with +)

Click Add to complete the account setup.

3. Set a System Username and select Admin as User Role

4. Click on Assign Assets and under Select asset type, choose Apps

6. Click on Generate Token, by selecting your App

7. Set “Never” as token expiration

• Navigate to the Settings tab to view and update previously inserted details.

• You will also see the Receive URL—an auto-generated API endpoint used to receive incoming messages from the WhatsApp Channel provider.
  📋Click the clipboard icon to copy this URL. You will need to paste it into your Meta Business Account during webhook configuration.

To complete the webhook setup:

1. Go to your Meta Developer Dashboard.

2. Click Configure Webhook.

3. In the Callback URL field, paste the copied Receive URL.

4. In the Verify Token field, enter the token found under the Advanced tab of your XCALLY WhatsApp account

Open

Under the Advanced tab, you can:

• View your Proxy and Token Number

• Enable Mandatory Disposition

• Select Recontact Template

In the Dispositions and Canned Answers section, you can define specific dispositions/canned answers for this account.

To handle incoming WhatsApp interactions:

1. Go to the Actions tab.

2. Create a dialplan that routes incoming interactions to the appropriate queue.

Ensure that agents are assigned to the relevant queues and associated with the corresponding WhatsApp accounts. Otherwise, they will not be able to manage interactions.