This section guides you through connecting your Kapso project and agents to the WhatsApp Business API. This connection allows your agents to send and receive messages via WhatsApp.

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Overview

Connecting to WhatsApp involves three main steps:

1

Obtain Credentials from Meta

Gathering necessary IDs and generating a permanent Access Token from your Meta Business Account and WhatsApp Manager

2

Configure Credentials in Kapso

Entering the obtained credentials into your Kapso project

3

Set Up the Webhook

Configuring Meta to send incoming message events to a specific URL provided by Kapso

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Credentials Required

You will need these three pieces of information for Kapso configuration:

  • Phone Number ID (from Meta App’s WhatsApp API Setup)
  • WhatsApp Business Account (WABA) ID (from Meta App’s WhatsApp API Setup or Business Settings)
  • Permanent System User Access Token (generated via Business Settings for a System User with correct permissions and ‘Never’ expiry)

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Configuration Levels

WhatsApp configurations in Kapso work at two levels:

  1. Project Level: Where you store and manage connection credentials for one or more WhatsApp numbers
  2. Agent Level: Where you associate specific agents with a particular WhatsApp configuration

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Available Setup Guides

Setup Meta Credentials

Step-by-step guide to obtaining the required credentials from Meta

Setup in Kapso

How to configure WhatsApp in your Kapso project

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Template Management

WhatsApp Templates

Learn how to sync and use WhatsApp message templates