WhatsApp Integration Guide
Learn how to integrate your Agent5ive agents with WhatsApp for business messaging.
Integration Availability
Explorer Tier
Pro Tier
Overview
The WhatsApp Business integration allows your Agent5ive agents to communicate with users through WhatsApp, enabling seamless conversations on one of the world's most popular messaging platforms. This integration connects your agent directly to a WhatsApp Business number, allowing it to receive and respond to messages automatically.
Key Benefits
- Reach customers on their preferred messaging platform
- Provide 24/7 automated support through WhatsApp
- Maintain conversation context across multiple messages
- Leverage all your agent's capabilities in WhatsApp conversations
- Scale your customer support operations efficiently
Requirements
- An Agent5ive account (Explorer or Pro)
- A Meta Business account
- A WhatsApp Business account
- Admin access to your Meta Business account
- A publicly deployed Agent5ive agent
Integration Process
Setting up the WhatsApp Business integration involves steps in both the Meta Developer Platform and Agent5ive. Follow this guide carefully to ensure a successful connection.
Before You Begin
Before starting the integration process, ensure you have the following prerequisites in place:
Create a Meta Business Account
If you don't already have one, create a business account at business.facebook.com.
Set up a WhatsApp Business Account
Create and verify a WhatsApp Business account through the Meta Business platform.
Register as a Meta Developer
Register as a developer at developers.facebook.com to access the necessary API features.
Create a Meta App
Create a new app in the Meta Developer Platform with WhatsApp Business API access.
Deploy Your Agent5ive Agent
Ensure your agent is deployed and published publicly in your Agent5ive dashboard.
Important Meta Platform Links
Important Note
Integration Checklist
Use this checklist to ensure you've completed all the necessary steps for the WhatsApp integration:
- Create a Meta Business Account and WhatsApp Business Account
- Register as a Meta Developer and create a Meta App
- Create a System User in Meta Business Platform
- Assign WhatsApp Business Account to System User
- Generate Access Token with WhatsApp Business API permissions
- Get WhatsApp Business Account ID and Phone Number ID
- Enter WhatsApp Business API Credentials in Agent5ive
- Get Webhook URL and Verify Token from Agent5ive
- Configure Webhooks in Meta Developer Platform
- Subscribe to Webhook Fields in Meta Developer Platform
- Verify the Connection with a test message
Best Practices
Optimizing WhatsApp Interactions
- Configure your agent to provide concise responses suitable for mobile messaging
- Set clear expectations about response times in your agent's initial message
- Use rich message formats when appropriate (lists, buttons, etc.)
- Test your agent's responses on mobile devices to ensure good user experience
- Monitor conversation quality regularly to identify improvement opportunities
WhatsApp Business Policy Compliance
- Ensure your agent complies with WhatsApp Business policies and terms of service
- Obtain proper consent before messaging users through WhatsApp
- Respect messaging limits and avoid spammy behavior
- Provide clear opt-out instructions for users who wish to stop receiving messages
- Keep your WhatsApp Business profile information accurate and up-to-date
Troubleshooting
Common Issues and Solutions
Webhook Verification Fails
- Double-check that the webhook URL and verify token are correctly copied from Agent5ive
- Ensure your Agent5ive subscription is active
- Verify that your agent is publicly deployed
Messages Not Being Received
- Confirm you've subscribed to the "messages" webhook field
- Check that your access token has the necessary permissions
- Verify that your WhatsApp Business account is active and in good standing
Agent Not Responding to Messages
- Check that your agent is properly deployed and online
- Verify the connection between Agent5ive and WhatsApp
- Ensure your agent has the necessary capabilities to handle the incoming queries
Need Help?
Meta Platform Resources
The following official Meta resources will help you navigate the WhatsApp Business API integration process:
Meta Business Suite
Manage your business presence across Meta apps, including WhatsApp Business.
Access Business SuiteMeta for Developers
Access developer tools, APIs, and documentation for Meta platforms.
Access Developer PortalWhatsApp Business Platform
Official documentation for the WhatsApp Business API and platform.
View DocumentationWhatsApp Cloud API
Specific documentation for the WhatsApp Cloud API used in this integration.
View API DocumentationWhatsApp Business Management API
API for managing WhatsApp Business accounts and phone numbers.
View Management API