Integration Setup Guide

Connect WhatsApp to IntelBuddy

Deploy your AI chatbot on the world's most popular messaging app. 2 billion+ users, one setup.

⚠️

This Integration Requires a Meta Business Account

WhatsApp uses Meta's Business Platform (formerly Facebook). You'll need a Meta Business account and access to the WhatsApp Business API. This guide walks you through every step.

Auto-Reply Bot

Your AI responds to WhatsApp messages 24/7 with intelligent, contextual replies.

Multi-Language

Auto-detect and reply in 50+ languages — no configuration needed.

Business Profile

Customers see your verified business name, logo, and description.

Rich Messages

Send text, links, and formatted messages with bold and lists.

Human Handover

Seamlessly transfer complex conversations to live agents.

Analytics

Track every WhatsApp conversation in your IntelBuddy dashboard.

Before You Start

Prerequisites

A Meta Business account

Create one at business.facebook.com ↗ if you don't have one.

A Meta Developer account

Register at developers.facebook.com ↗ and create an app.

WhatsApp Business API access

Add WhatsApp as a product in your Meta Developer app.

A phone number

A dedicated number for your WhatsApp Business bot (not already registered on WhatsApp).

An IntelBuddy subscription

ENGAGE tier or above (External Tools available from ENGAGE).

A Meta Business account

Create one at business.facebook.com ↗ if you don't have one.

WhatsApp Business API access

Add WhatsApp as a product in your Meta Developer app.

An IntelBuddy subscription

ENGAGE tier or above (External Tools available from ENGAGE).

A Meta Developer account

Register at developers.facebook.com ↗ and create an app.

A phone number

A dedicated number for your WhatsApp Business bot (not already registered on WhatsApp).

How It Works

Architecture Overview

Here's how messages flow between your customers and IntelBuddy via WhatsApp.

📱

Customer

Sends WhatsApp msg

💚

WhatsApp API

Meta Cloud API

IntelBuddy

Webhook receives msg

🤖

AI Response

Sent back to user

1

Create a Meta Developer App

Set up a Meta app that will host your WhatsApp Business API integration.

Click "Create App"

Select "Business" as the app type

Enter an app name (e.g. "IntelBuddy WhatsApp") and select your Meta Business account

Click "Create App"

💻

Meta for Developers

📁

My Apps

Create App

App Created

2

Add WhatsApp to Your App

Enable the WhatsApp product and get your test credentials.

In your app dashboard, scroll to "Add products to your app"

Find "WhatsApp" and click "Set up"

Select your Meta Business Account when prompted

You'll be taken to the WhatsApp → API Setup page

Note your Phone Number ID and the Temporary Access Token

Test number included: Meta provides a test phone number you can use right away. For production, you'll add your own business number later.

3

Generate a Permanent Access Token

The temporary token expires in 24 hours. Create a permanent one for production use.

Go to Business Settings at business.facebook.com/settings

Click "System Users" in the left sidebar

Click "Add" to create a new System User (Admin role)

Click "Generate New Token"

Select your app and add the permission: whatsapp_business_messaging

Click "Generate Token" and copy it immediately

business.facebook.com/settings/system-users

🔑 System User Token

PERMANENT ACCESS TOKEN

EAABsbCS1iHgBAKx7ZC2mP5ZAq8NdLZB3kT9ZAh...

EAABsbCS1iHgBAKx7ZC2mP5ZAq8NdLZB3kT9ZAh...

Copy Token

Done

Copy and save this token securely! You won't be able to see it again. If lost, you'll need to generate a new one.

4

Get Your Phone Number ID

Find the Phone Number ID in the WhatsApp API Setup page.

Go back to your app → WhatsApp → API Setup

Under "From", you'll see a dropdown with your phone number

Below the number, copy the Phone Number ID (a numeric string)

developers.facebook.com/apps/YOUR_APP → WhatsApp → API Setup

API Setup

FROM

+1 555-123-4567 (Test Number)

Phone Number ID:

110234567890123

5

Paste Into IntelBuddy

Enter your Access Token and Phone Number ID in IntelBuddy.

Go to Settings → Integrations → External Tools

Find the WhatsApp card → click "Configure"

Paste your Access Token and Phone Number ID

Click "Save / Connect"

IntelBuddy will show you a Webhook URL and Verify Token — keep this page open

IntelBuddy → Settings → Integrations → WhatsApp

Configure WhatsApp

Access Token *

EAABsbCS1iHgBAKx7ZC2mP5ZAq8NdLZB3kT9...

Phone Number ID *

110234567890123

Sender Name

Your Company Bot

GENERATED BY INTELBUDDY (copy these for Step 6):

Webhook URL

https://api.intelbuddy.com/webhook/wa/abc123

Verify Token

ib_verify_xYz789AbC

Save & Connect

Cancel

6

Configure the Webhook in Meta

Tell Meta where to send incoming WhatsApp messages by setting up the webhook.

Go back to developers.facebook.com → your app → WhatsApp → Configuration

Under "Webhook", click "Edit"

Paste the Webhook URL from IntelBuddy

Paste the Verify Token from IntelBuddy

Click "Verify and Save"

Under "Webhook fields", click "Manage" and subscribe to messages

💻

Your App

💬

WhatsApp

⚙️

Configuration

🔗

Webhook

Verified

Subscribe to "messages"! After verifying the webhook, you must also subscribe to the messages webhook field. Without this, IntelBuddy won't receive incoming messages.

7

Verify the Connection

The WhatsApp card in IntelBuddy should show "Connected". Send a test message!

WhatsApp

WhatsApp

+1 555-123-4567

+1 555-123-4567

🟢

Connected

Test it! Send a WhatsApp message to your business number. You should get an AI reply within seconds.

🎉

You're All Set!

Your IntelBuddy AI chatbot is now live on WhatsApp. Customers can message your number anytime.

Try It Out

What Customers See on WhatsApp

Here's how your customers interact with your AI bot on WhatsApp.

💻 Manage WhatsApp from the IntelBuddy dashboard:

Quick Reference

What Your Bot Can Do

Customer Support

Order tracking & status

Returns & refund processing

FAQ auto-responses

Sales & Marketing

Product recommendations

Pricing & availability

Promotional messages

Appointments

Book & reschedule

Send reminders

Collect pre-visit info

Operations

Human handover

Multi-language support

Business hours routing

Need Help?

Troubleshooting

Webhook verification fails

Make sure the Webhook URL and Verify Token from IntelBuddy are pasted exactly — no extra spaces or trailing slashes. The IntelBuddy server must be reachable from Meta's servers.

Bot doesn't reply to messages

heck that you've subscribed to the messages webhook field in Meta. Also verify the Access Token hasn't expired — use a permanent System User token, not the temporary one.

"Unauthorized" or token errors

The temporary access token expires in 24 hours. Generate a permanent token via System Users in Business Settings (Step 3). Also check the token has the whatsapp_business_messaging permission.

Messages only work with test numbers

During development, you can only send to numbers added as "test numbers" in the API Setup page. To go live with all numbers, complete Meta's business verification process.

24-hour messaging window

WhatsApp requires customers to message you first. You can only reply within 24 hours of their last message. After that, you need to use pre-approved message templates (configured in Meta Business).

Phone number already registered

The number can't already be registered on WhatsApp (personal or business). You'll need to deregister it first, or use a new number dedicated to the API.

Background

Research Like A Team. Think
Like An Expert.

Let your AI assistant handle the research. You focus on decisions that matter.

Background

Research Like A Team. Think Like An Expert.

Let your AI assistant handle the research. You focus
on decisions that matter.

Background

Research Like A Team. Think Like An Expert.

Let your AI assistant handle the research. You focus on decisions that matter.

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