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How to Set Up a WhatsApp-Based Inbox?

Anna Tsaturyan

Last updated on May 12, 2024

Hi! Welcome to Hoory AI. In this user guide, we'll walk you through the simple steps of creating a WhatsApp-based inbox on Hoory AI.

Let's get started!

  1. Configure your Facebook Developer App
  • Create your Facebook Developer App with WhatsApp Product enabled.
  • Go to WhatsApp Cloud API Guide, navigate to the section called Set up Developer Assets and Platform Access, and follow the instructions.
  • Then, configure your phone numbers in the WhatsApp section of your Facebook developer app.
  • Get the Phone Number ID and WhatsApp Business Account ID, as shown in the screenshot below. These values are necessary for creating a WhatsApp inbox in Hoory AI.

2. Configure a System User for Your Facebook Business Manager

  • Create a system user in your Business Manager with access to WhatsApp.
  • Generate an access token for the user, which will be required as the API key for setting up an inbox in Hoory AI.
  • When generating the access token, make sure the whatsapp_business_management and whatsapp_business_messaging permissions are selected.
  • Create a system user in the System Users tab of Business Manager.
  • Add the system user. Under the WhatsApp Accounts tab, select "Add People"  and select the system user to grant access to the WhatsApp Business Account.
  • Generate the access token and request permissions.

3. Creating a WhatsApp-Based Inbox in Hoory AI

  • Navigate to Settings โ†’ Inboxes โ†’ Add Inbox.
  • Select WhatsApp from the list of available channels.
  • Start filling in the fields:

Name: Choose WhatsApp Cloud as the API provider.

Phone Number: Type in the name of your inbox.

Phone Number ID: Fill in the phone number you have configured in the Facebook Developer App.

Business Account ID: The phone number ID for the number as obtained in prerequisites.

API Key: The Business Account ID for the number obtained in prerequisites.

Webhook Verify Token: The Business Account Userโ€™s access token for the number as obtained in prerequisites.

  • Finish the steps to obtain your WhatsApp Webhook Callback URL.

    4. Enabling the Webhook

  • Configure the webhook in the Facebook Developer App.
  • Head back to the WhatsApp section in the Facebook Developer App. Navigate to the Configuration subsection and set up the Callback URL.
  • The value for the URL should be the same URL you obtained at the end of your Hoory AI inbox creation and will look something like this: [https://app.hoory.com/webhooks/whatsapp/+{phone_number}.](https://app.hoory.com/webhooks/whatsapp/+%7Bphone_number%7D.)
  • The value for the verify token should be the same value you configured for the Webhook Verify Token during inbox creation.
  • Subscribe to message field events under Webhooks Fields on your Facebook Developer app.
  • Once you finish all the steps, the section should look like the screenshot below.

Note: The Facebook App allows configuring only a single Webhook endpoint. So, create inboxes in Hoory AI for all the numbers, as required. You will need to configure the Webhook URL provided for only one of these inboxes in the Facebook app so that all the other inboxes work.

Congratulations! You have successfully created your WhatsApp-based inbox in Hoory AI. Whenever a customer sends a message to your WhatsApp number, you will be able to see and reply to it from your Hoory AI dashboard.