WhatsApp

When your Agent server offers it:

1. On Settings or in setup, select Connect WhatsApp. You can type your own WhatsApp number first.
2. In Meta's window, sign in, pick or create the business and the WhatsApp account, and add and verify a number. Meta may ask for a payment method. This part belongs to Meta and you cannot skip it.
3. When the window closes, Agent shows a checklist: Token, Webhook, Number, Template and Allowed sender. Each failed step has Retry.

WhatsApp works when the token, webhook and number are done.

Only allowed numbers reach the CEO. Agent ignores and logs messages from other numbers.

• When you typed your number, it becomes the allowed sender.
• Otherwise Agent shows a 6-character claim code. Send it from your phone to the business number within 15 minutes. It works one time.

Add other members' numbers in the WhatsApp card on Settings.

Meta lets a business write freely only within 24 hours after your last message. Outside that window, Agent uses an approved template message, agent_update by default: "There is an update on your request". Reply to it to continue. Until the template is approved, write to the business number first to open the window.

• Meta can hold back template messages under its own limits. Then Agent does not resend the same template for 24 hours. The words wait and follow when you write.
• Agent drops queued messages that are older than 72 hours.
• Only owners and admins can set up WhatsApp.

An admin can also enter the phone number id, business account id, access token, app secret and verify token by hand in the WhatsApp card.