WhatsApp Business Account Integration

The WhatsApp Business Account integration allows you to connect your WhatsApp account to the Chats platform to receive and send messages to clients directly from the system interface.

To connect your WhatsApp Business Account to the platform, first go to Meta Business Suite and open Settings from the left-hand menu.

Creating a New Account

Under Accounts, select WhatsApp Accounts, then click Add in the top right corner.

In the dropdown menu, select Create a new WhatsApp Business account and fill in all the required fields.

Verify the phone number, following the instructions from Meta.

Once done, wait for the following statuses to appear:

• Verified — in the Business verification field;
• Approved — in the Account status field.

Configuring the Account

1. Under Users (in Settings), go to the People tab. Either click Invite people or select an existing user by clicking on them.

2. Click the Assign assets button to the right of the user’s name.

In the popup window, select WhatsApp Accounts as the asset type. A list of WhatsApp accounts will appear in the center — select the ones you need, or simply click Select all. Make sure the Full control — Everything toggle is enabled. Then click Assign assets.

3. Go back to the WhatsApp Accounts tab under Accounts, select the relevant account, and click ⋯, then choose WhatsApp Manager from the dropdown menu.

You will see a list where each row shows the phone number, name, status, and other details.

Under review — the review process can take anywhere from 10 minutes to 1 week. Once approved, the status will change to Connected.

Connecting the WhatsApp Business Account in the System

Once your WhatsApp Business account is set up in Meta Business Suite, you can proceed to connect it in the Chats platform interface. To do so:

1. Go to the social media settings in the console (Console → Control Panel → Accounts → Social) and locate WhatsApp Business. Click the settings button (gear icon).

2. Click Add.

3. Log in to Meta Business Suite using the email associated with your Meta business account.

After logging in:

1. Connect the EasyBusyWA app to your Meta Business Suite account;

2. Grant the EasyBusyWA app access to the relevant company;
3. Click Continue;

4. Select the WhatsApp account you want to add to the Chats platform;
5. Click Continue;

6. Click Save;

7. Click Got it.

You will then be redirected back to the connection setup interface in the platform, where you need to follow the steps below:

1. Select the phone number you wish to add (if you connected multiple);

If you see an error after selecting the number (such as «There is an error with the payment method» or similar), check your payment method details, verification status, and other information in your Meta Business Suite account.

2. If needed, enable the autoreply and configure it (message text, timer);
3. Select an AI assistant (if needed). To create a new one or manage existing ones, click AI assistant management (the autoreply must be enabled for the assistant to work in a chat). Learn more about AI tools in Chats here;
4. If needed, enable auto-assignment by selecting Round Robin — in this mode, the system evenly distributes incoming requests among users;
5. Click + Add User to specify who will have access to this integration.

After clicking + Add User, a new row will appear where you can:

1. Select the user you want to add;
2. Set the access level (All Chats or Only Assigned Chats). The Only Assigned Chats access level narrows the user’s visibility to only those chats assigned to them;

To revoke a user’s access, click the trash icon next to that user.

3. Once you have finished configuring the connection, click Add.

You will see a status of Adding — wait a moment (this usually takes a few seconds) and refresh the page. The status should change to Ready.

Usage

From this point on, all client messages sent to your account will be stored in the system. You can view and send messages via the interface under the WhatsApp Business tab (Chats module → WhatsApp Business tab). If you have added multiple accounts, you can switch between them using the dropdown menu.

For more information about the platform’s features, see the Chats Module page.

Editing and Deleting the Connection

You can edit or delete the integration from the Control Panel. Go to Accounts / Social and follow the steps below:

1. Locate WhatsApp Business and click the gear icon (settings).

2. Select the account you want to edit and click the gear icon (settings).

Here you can edit the connection (update the autoreply or AI settings, rename the connection, add or remove users, change access permissions, etc.), as well as delete the connection.

To delete the integration:

3. Click Delete;
4. Confirm the deletion by clicking Delete again.