​
Create Your Meta Business Account

  1. Sign up with Facebook Business Account To begin, go to https://business.facebook.com/ and click “Create an account.” You’ll be prompted to enter your full name, business name, work email address, and other business details. After filling out the form, click “Submit” to successfully create your Meta Business account.

​
Create a Meta (Facebook) Developer App

  1. Access the Meta Developer Console Visit https://developers.facebook.com/ and log in with your Meta Developer account.

  1. Create a New App Navigate to the top menu and click “My Apps”, then select “Create App.”

  1. Choose Use Case On the next screen, select “Other” as the use case, and click “Next.”

  1. Select App Type Choose “Business” as the app type and click “Next.”

  1. Fill App Details Enter the required app details including:
  • App Name
  • Contact Email
  • Select your Business Account from the dropdown

Then click “Create App” to finalize app creation.

​
Set Up the Meta App for WhatsApp Integration

  1. Open Your App Dashboard In the Meta Developer Console, select the app you just created to open its dashboard.

Add WhatsApp Product Under “Add products to your app”, locate WhatsApp and click “Set up.”

  1. Set Basic App Settings From the sidebar, go to App Settings > Basic. Set the Privacy Policy URL to: https://insighto.ai/privacy-policy/ Click “Save Changes.”

  1. Switch App Mode to Live After saving changes, toggle the App Mode to Live (found at the top of the dashboard).

​
Generate a Permanent WhatsApp Access Token

  1. Access Business Settings Go to https://business.facebook.com/, click the “All Tools” icon in the top-left corner, then select “Business Settings.”

  1. Create a System User In the left sidebar, navigate to Users > System Users, then click “Add”, enter a name, choose Admin, and click “Create System User.”

  1. Assign Assets to the System User Now that you have created the system user, it’s time to assign assets. Click on “Assign Assets.”

  1. Grant App Permissions Go to Apps > Your app name. Choose the app and grant full access to manage every aspect of the app. Click “Save Changes.”

  1. Open the Token Generator Click on the “Generate new token” button next to the system user.

  1. Configure and Save the Token In the token prompt, select your app, set the token expiration to Never, choose the permissions whatsapp_business_management and whatsapp_business_messaging, then click “Generate Token.” Finally, copy and securely store the generated token.

  1. Add a Phone Number for WhatsApp

Return to the Developer Dashboard , then go to WhatsApp > API Setup from the sidebar. You can either use your own phone number or the provided test number. If you choose the test number, enter a test under Step 2 and click “Send Message” to verify successful message delivery.

  1. Register a Phone Number Proceed to Step 5: Add a Phone Number, then complete the registration form by providing all the required details.

  1. Add a Payment Method In the App Dashboard, go to Billing & Payments. Click “Payment Methods” > “Add Business Payment Method.” Enter your credit or debit card information and save. You will only be able to send messages via WhatsApp when you add a valid payment method.

​
Configure the WhatsApp API Webhook Settings

  1. Set the Webhook URL and Verification Token In the Developer Dashboard, go to WhatsApp > Configuration from the sidebar. Under Webhook, click “Edit.” Enter the following:

  1. Subscribe to Webhook Fields Under the Webhook Fields section, click “Manage.” Locate the “messages” field and check the box to subscribe to it.

​
Generate Your Facebook App Secret

21: Access App Settings and Copy the Secret Code In the WhatsApp Developer dashboard, go to App Settings > Basic. Click on the “Show” button. Copy the App Secret code and store it securely.

​
Prepare for WhatsApp Integration with Insighto.ai

Gather all the required information from the previous steps. Once collected, follow the next guide to complete the WhatsApp integration with Insighto.ai.