WhatsApp Embedded Signup

Create a new app

Go to the Facebook Developer Portal and click Create App.

Enter app details

Enter your App name and contact email, then click Next.

Select a use case

When asked for a use case, select Other.

Choose app type

For the app type, choose Business.

Finish creation

Review your details and click Create App to finish.

Get your App ID and App Secret

After creating your app, go to Settings → Basic to find your App ID and App Secret. Click Show and authenticate with your Facebook password to reveal the App Secret. You will need both values in the next step.

Open Integrations

In your ChatbotX installation, navigate to:

https://app.yourdomain.com/manage/integrations

Then select WhatsApp.

Open the WhatsApp configuration

Find the WhatsApp card and click the Edit button to open the configuration modal.

Fill in the WhatsApp credentials

Save

Add WhatsApp product to your app

In your Facebook app dashboard, click Add Product in the left sidebar. Find WhatsApp in the product list and click Set Up.

Confirm the WhatsApp Quickstart dashboard

After clicking Set Up, you will be redirected to the WhatsApp Quickstart dashboard. This confirms the WhatsApp product has been added successfully.

If you see a “Missing valid payment method” warning, click Add payment method to configure billing. Without a valid payment method, you will not be able to send messages beyond the free test tier.

Do NOT click “Start using the API!”. This button is for direct Cloud API setup, which requires manual webhook and phone number configuration. ChatbotX uses the Embedded Signup flow instead, which automates the entire process. Skip this section entirely.

Add Facebook Login for Business product

The Embedded Signup flow requires the Facebook Login for Business product. Go back to the app dashboard, click Add Product, find Facebook Login for Business, and click Settings.

If you already have Facebook Login for Business added (for example, from a previous Messenger or Instagram setup), skip this step and proceed to Step 4.

Navigate to Facebook Login for Business configurations

In your Facebook app left sidebar, expand Facebook Login for Business and click Configurations. Click the Create configuration button to start the wizard.

Name

Enter a descriptive name for this configuration (for example, BotX), then click Next.

Login variation

Select WhatsApp Embedded Signup as the login variation, then click Next.

This setting cannot be changed later. Make sure to select WhatsApp Embedded Signup before clicking Next.

Products

Check the WhatsApp Cloud API checkbox at minimum, then click Next.

This setting cannot be changed later. Make sure to select at least WhatsApp Cloud API before clicking Next.

Access token

Set Token expiration to Never for uninterrupted service, then click Next.

Assets

Leave the default selections as-is — the wizard pre-selects the necessary assets based on your chosen products. Click Next.

Permissions

Review the permissions. Ensure at least these 3 WhatsApp permissions are included:

Permission	Purpose
whatsapp_business_management	Read and manage WhatsApp Business assets (phone numbers, profiles)
whatsapp_business_messaging	Send and receive WhatsApp messages and make calls
whatsapp_business_manage_events	Log events such as purchases, add-to-cart, and leads

Click Create to finalize the configuration.

Copy the Configuration ID

A success dialog will appear. Copy the Configuration ID displayed, you will need it when filling in the credentials in Step 2.

Navigate to System Users

Go to Meta Business Settings and navigate to Users → System Users in the left sidebar. If you don’t have a System User yet, click Add, choose a name, and set the role to Admin.

Generate Access Token

Select your System User and click Generate New Token. Configure the following:

1. Select App: choose your Facebook App
2. Token Expiration: select Never to avoid disruptions
3. Select Permissions: check these 3 permissions:

Permission	Purpose
business_management	Manage business assets and settings
whatsapp_business_management	Read and manage WhatsApp Business assets
whatsapp_business_messaging	Send and receive WhatsApp messages

Click Generate Token. Copy the generated token, this is your System User Token.

Save the token immediately. You will not be able to view it again after closing the dialog.

Get System User ID via Graph API Explorer

{
  "name": "Your System User Name",
  "id": "110835055179851"
}

Navigate to Channel Selection

Go to Settings → Channel and click Add WhatsApp.

Choose your WhatsApp connection

Select the option that best fits your needs and click Continue:

• Connect an existing WhatsApp Business Account: use if you already have a Meta Business account set up
• Transfer phone from another WhatsApp provider: migrate your current number from a different BSP
• Marketing Message Lite: for a marketing messaging setup

Connect your account

Follow the Meta embedded signup flow to link your WhatsApp Business account. Review the permissions, accept the Meta Hosting Terms for Cloud API and the Meta Terms for WhatsApp Business, then click Continue.

Select Business Assets

Choose your Business portfolio and WhatsApp Business account (or create new ones), then click Next.

Fill Business Information

Enter your business Name, Category, Website, and Time zone, then click Next.

Add your WhatsApp phone number

Enter your WhatsApp Business display name and add a phone number. Complete verification via SMS or voice call, then click Next.

Review and Confirm Permissions

Review the selected assets and access levels, then click Confirm to complete the integration.

Complete Setup

Your WhatsApp account is now connected. Click Finish on the Meta popup to be redirected to ChatbotX. Your new WhatsApp channel will appear in the inbox section.