Coming soon in the hosted app. The WhatsApp card in Settings → Integrations currently shows Soon while ChatterMate finishes Meta app review for the Cloud offering. Self-hosters can already connect with their own Meta app and credentials. This page covers how to get those credentials so you’re ready.
How WhatsApp messaging works
WhatsApp enforces a 24-hour customer service window: you can reply freely for 24 hours after the customer’s last message. Outside that window you can only send pre-approved message templates. ChatterMate tracks the window per conversation and tells you when a template is required.Step 1 — Set up a Meta app
All three Meta channels (WhatsApp, Messenger, Instagram) run on one Meta app. Do this once.Create a Business app
Go to developers.facebook.com → My Apps → Create App → type Business. Name it (e.g. “Acme Support”).
Business Verification
In business.facebook.com → Business Settings → Security Center, submit your legal business details and a verification document, and verify your domain. This gates production access and takes a few days to ~2 weeks — start it first.
Add the WhatsApp product
In the app dashboard, add the WhatsApp product. Meta gives you a test number immediately so you can build before approval.
Step 2 — Copy your WhatsApp credentials
From WhatsApp → API Setup in the app dashboard:| Credential | Where to find it |
|---|---|
| Phone number ID | Shown next to your WhatsApp number (a numeric ID, not the phone number itself). |
| Access token | Generate a permanent token via a System User in Business Settings (temporary tokens expire in 24h). |
| WhatsApp Business Account ID (optional) | The WABA ID — lets ChatterMate auto-subscribe the webhook. |
Step 3 — App Review (to message real customers)
The test number only messages people with a role on the app. To go live, submit App Review for:whatsapp_business_messagingwhatsapp_business_management
- Display name review (Business Manager → WhatsApp Accounts → Phone Numbers).
- Message template approval for anything sent outside the 24-hour window (each template is reviewed individually).
Step 4 — Connect in ChatterMate
Open the WhatsApp card
Go to Settings → Integrations and click Connect on the WhatsApp card (self-hosted / once available).
Enter your credentials
Paste the Phone number ID, Access token, and optionally the WhatsApp Business Account ID. ChatterMate stores them encrypted and verifies webhook signatures on every inbound message.
ChatterMate Cloud will offer WhatsApp Embedded Signup, so you can onboard your own number under ChatterMate’s approved Meta app with a guided popup — no separate app or verification. A BSP (360dialog, Twilio) is an alternative that shortcuts parts of onboarding at a per-message cost.