Chat Channels
Connect WhatsApp Cloud API to create Agent Tasks from WhatsApp messages.
Use the WhatsApp Cloud API to turn WhatsApp messages into Agent Tasks.
📖 Official docs: WhatsApp Cloud API — Get Started
Set Up Meta Business Account
- Go to Meta for Developers → create or select an app
- 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