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WhatsApp Business Platform

Send and receive WhatsApp messages through Meta's WhatsApp Business Platform. Once installed, this integration becomes available as a WhatsApp channel for the Messaging app, and inbound messages can create issues in Planner.

Prerequisites​

Prerequisites

Before setting up the WhatsApp Business Platform integration, ensure you have:

Gather your credentials​

  1. Open the Meta for Developers dashboard and select your app
  2. Under WhatsApp > API Setup, note your WhatsApp Business Account ID
  3. Under App Settings > Basic, reveal and copy the App Secret

Create a System User access token​

A System User token does not expire with a personal login, which is what you want for a server-side integration.

  1. Open Meta Business Settings
  2. Go to Users > System Users and create one, or select an existing one
  3. Assign it to your WhatsApp Business Account with full control
  4. Click Generate new token, select your app, and grant the whatsapp_business_messaging and whatsapp_business_management permissions
  5. Copy the token
warning

The access token is shown only once. Store it securely — if you lose it, generate a new one.

Connect to DashX​

  1. Log in to your DashX workspace
  2. Navigate to Settings > Integrations
  3. Click [+] to add a new integration and select WhatsApp Business Platform
  4. Choose the environments you want to enable it for
  5. Enter the configuration below and save

Configuration​

FieldDescription
WhatsApp Business Account IDThe ID of your WABA.
System User Access TokenThe token generated for the system user.
App SecretYour Meta app's secret, used to verify webhook payload signatures.
Verify TokenA string you choose. Meta echoes it back when validating the webhook, and DashX checks it matches.

Configure the webhook​

Inbound messages and delivery statuses arrive through a webhook.

  1. After installing the integration, copy the webhook URL shown on its page in DashX
  2. In the Meta app dashboard, go to WhatsApp > Configuration
  3. Set the Callback URL to that URL and the Verify token to the same value you entered in DashX
  4. Verify and save, then subscribe to the messages field
tip

WhatsApp requires pre-approved templates for messages sent outside a 24-hour customer service window. Get your templates approved in Meta Business Manager before relying on them.