Integration with WhatsApp

Before Start

IMPORTANT: HeiChat AI requires WhatsApp Business API integration. Please note:

  • Regular WhatsApp accounts will not work
  • Standard WhatsApp Business accounts will not work
  • You must have an approved WhatsApp Business API account through Meta Business platform

Prerequisites:

  1. A verified Meta Business account
  2. Approved WhatsApp Business API access
  3. Completed WhatsApp Business API configuration

Step 1: Getting Started with WhatsApp Integration

  1. Go to shopify and install HeiChat

Step 2: Setting Up Meta (Facebook) Business Account and App

  1. Create a Meta (Facebook) Business Account:
  • Visit here.
  • Enter your business name, your name, and work email address. Click "Next".
  • Provide your business details and click "Submit".
  • Enter your business details and click Submit.

  1. Create a new Meta (Facebook) App at https://developers.facebook.com/.
  • "Log in" to your Meta (Facebook) Developer Account.

  • Choose User Case: "Other" and click "Next".

  • Choose App Type: "Business" and click "Next".

  • Provide app details: App Name, App Contact Email, Business Account (Optional), and click "Create app".

Step 3: Setting Up Meta (Facebook) App for WhatsApp Integration

  1. Add WhatsApp to your Meta (Facebook) App.
  • In the "Developers Dashboard", choose your app.
  • Locate "Add products to your app" in your app's dashboard tab.

  • Choose "WhatsApp" for setup.

  • Select your Meta (Facebook) Business Account (if not selected in step 2).
  • Navigate to App settings > Basic from the sidebar

Set the Privacy Policy URL to https://heichat.net/help-center/privacy-policy

  • Save changes.
  • Set App Mode to Live.

Step 4: Generate WhatsApp Token

To obtain a permanent WhatsApp Access Token, follow 1 to 3 steps:

  1. Create a "System User":
  • Visit the Meta Business Suite.
  • Find your business account in the top-left dropdown menu and click its Settings (gear) icon.
  • Click Business Settings.

  • Add an Admin system user.

  1. Add Assets.
  • After creating the system user, click on Add Assets.

  • Navigate to Apps > "Your app name".
  • Select your app and grant full control to manage the app.

  1. Generate System User Access Tokens.
  • Click the Generate New Token button on the system user.

Choose the app that will use the token and set the token expiration to never.

  • Select "whatsapp_business_messaging" and "whatsapp_business_management" permissions.

  • Generate the token.
  • Copy the access token and store it securely.

  1. Add a new Business Number for WhatsApp
  • You can use your own business number or utilize the provided test number for your WhatsApp chatbot.
  • In WhatsApp Developer Dashboard, navigate to WhatsApp > API Setup from the sidebar.

  • Proceed to "Step 5: Add a Phone Number," click Add phone number.

  • Provide details required in the following form.

  • Verify your number using the received code.
  • Once successfully added, select your phone number in Step 1 of API Setup.

  1. Add a Payment Method
  • To send messages via WhatsApp, you need a valid payment method. Visit here for details.
  • After adding your business phone number, click "Add payment method" to address the "Missing valid payment method" alert.

  • You'll be directed to your WhatsApp account settings. Click "Payment Methods" > "Add business payment method" and follow the prompts to add your card info.

  1. Test your new Business Number for WhatsApp
  • Return to WhatsApp Developer Dashboard, navigate to API Setup > Step 1.
  • Enter a testing "To" number.
  • Click "Send message" to verify successful message delivery.

Step 5: Configure WhatsApp API Webhook settings

  1. Verify WhatsApp Webhook Callback.
  • In WhatsApp Developer Dashboard, navigate to Configuration.
  • Under Webhook, click edit

  • Copy the Callback URL and Verification Token from HeiChat WhatsApp Integration page(or HeiChat email) to your WhatsApp Developer Dashboard.

  • Click Verify and save
  1. Configure Webhook Subscription Field
  • Under "Webhook Fields," click Manage.

  • Find the "messages" field and subscribe to it by checking the box.

Step 6: Connect your Whatsapp account with HeiChat

  1. Retrieve WhatsApp Account Information
  • Copy the permanent access token generated from Step 4.3
  • Copy your Phone Number, Paste them to HeiChat backend and save

If you have any problems feel free to contact HeiChat's email(heicarbook@gmail.com)