Setup Meta Credentials

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Obtaining Credentials from Meta

Connecting Kapso requires specific IDs and a permanent access token obtained from Meta’s platforms. The process involves interacting with the Meta Developer Portal and potentially the Meta Business Suite/Manager.

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Step-by-Step Process

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1. Set Up a Meta App

• You need a Meta App registered in the Meta Developer Portal (developers.facebook.com).
• If you don’t have one, create a new App, typically choosing the “Business” app type.

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2. Add the WhatsApp Business Platform

• Within your Meta App’s dashboard, add the “WhatsApp Business Platform” product.
• This will link your Meta App to WhatsApp capabilities.

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3. Configure the WhatsApp Product & Get IDs

• During the WhatsApp product setup (or in its configuration settings later), you will link or select a Meta Business Account.
• You will associate a specific Phone Number with this App for sending and receiving messages. This process often involves verifying the phone number.
• Within the WhatsApp configuration section of your Meta App (often under “API Setup” or similar), you should be able to find:
  • The Phone Number ID: The unique identifier for the specific phone number linked to this App.
  • The WhatsApp Business Account (WABA) ID: The identifier for the overarching Business Account linked during setup.
• Note: This section often displays a temporary access token. Do not use this temporary token for the Kapso configuration.

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4. Create a System User

• For a stable, long-term API connection, Meta recommends using System Users.
• Navigate to your Meta Business Settings (often accessible via business.facebook.com).
• Go to the “Users” section and select “System Users”.
• Add a new System User. Give it an appropriate name (e.g., “Kapso API Access”) and assign it an “Admin” or appropriate role.

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5. Assign Assets & Permissions

• After creating the System User, you need to grant it access to the relevant WhatsApp assets.
• Click “Add Assets” (or similar) for the System User.
• Select “WhatsApp Accounts” and choose the specific WABA linked to your App.
• Grant necessary permissions. You will typically need at least:
  • whatsapp_business_messaging (for sending/receiving messages)
  • whatsapp_business_management (for managing templates, settings etc.)
• Ensure you grant “Full control” or sufficient permissions for these tasks.

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6. Generate a Permanent Access Token

• For the System User you just configured, find the option to “Generate new token”.
• Select the Meta App you configured in steps 1-2.
• Crucially, select the necessary permissions again when generating the token (specifically whatsapp_business_messaging and whatsapp_business_management).
• Set the token expiration to Never. This ensures you get a permanent token suitable for server-to-server integration like Kapso.
• Generate the token. Copy this token immediately and store it securely. Meta will only show it to you once.

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Required Credentials Summary

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What’s Next

After obtaining the Meta credentials, you’ll need to: