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Chat Channels

WhatsApp

Connect WhatsApp Cloud API to create Agent Tasks from WhatsApp messages.

WhatsApp

Use the WhatsApp Cloud API to turn WhatsApp messages into Agent Tasks.

📖 Official docs: WhatsApp Cloud API — Get Started

Set Up Meta Business Account

  1. Go to Meta for Developers → create or select an app
  2. Add the WhatsApp product to your app

Get Credentials

Navigate to WhatsApp → API Setup:

  • Copy the Permanent Access Token (create a System User for a non-expiring token)
  • Copy the Phone Number ID from the phone number you want to use

The temporary token from the dashboard expires in 24 hours. For production, create a System User token under Business Settings → System Users.

Connect in ProductReady

Go to User Settings → Chat Channels → [+ Add] → WhatsApp, paste both credentials, and select a default space.

await trpc.channels.connect.mutate({
  provider: "whatsapp",
  credentials: { accessToken: "...", phoneNumberId: "100234567890" },
  defaultSpaceId: "space_abc123",
});

Notes

  • WhatsApp Cloud API requires a verified Meta Business account
  • Messages from users are received via webhook; replies are sent via the Cloud API
  • The Phone Number ID is not the phone number itself — find it in the API Setup panel

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