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📚 Documentation is in active development — pages marked TODO will fill out over the next few weeks.
ChannelsWhatsApp Business

WhatsApp Business

The flagship channel. Two onboarding paths.

Embedded Signup

Meta-hosted popup that handles WABA + phone + token in one click.

Prerequisites (AGENCY_ADMIN sets this up once):

  • A Meta App registered on Meta for Developers
  • WhatsApp product added to the app
  • Embedded Signup feature enabled (request from Meta or via Tech Provider track)
  • App ID + App Secret + Embedded Signup Configuration ID configured under Meta App

Per-client connect:

Open the connect flow

/dashboard/channelsConnect WhatsApp → choose Embedded signup.

Authorize via Meta popup

Meta opens its own window. The user selects their Business Manager → WABA → phone number. Permissions are scoped per Meta requirements (whatsapp_business_management, whatsapp_business_messaging, …).

Token returns

Meta sends us a long-lived System User token in the callback. We encrypt + persist it (AES-256-GCM). The channel goes ACTIVE.

Verify

A test outbound + a self-send from your phone confirms the round-trip.

After connect

  • Inbound messages start flowing into the inbox in real-time
  • The channel can be tied to keywords, flows, and the default-reply config
  • Outbound messages within the 24-hour window flow as free-form; outside the window, only approved templates
  • Sending state: SENTDELIVEREDREAD per Meta’s status webhook

The platform stores encrypted tokens — never plaintext at rest. Rotation: re-paste a fresh token via the same connect dialog; the old one is replaced atomically.

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