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WhatsApp

ChatterMate connects through the official WhatsApp Cloud API from Meta — not an unofficial bridge — so your business number stays compliant and never risks a ban. Your AI agent answers customer messages, and a human can take over from the same inbox. There are two ways to connect:

Sign in with Facebook

ChatterMate Cloud. Embedded Signup onboards your number under ChatterMate’s Meta app — no app of your own, no tokens.

Enter credentials manually

Self-hosted, or anyone using their own Meta app. Paste a phone number ID and access token.
On ChatterMate Cloud, signing in with Facebook is rolling out as Meta completes app review. If the WhatsApp card doesn’t offer it yet, use the manual path below with your own Meta app — that works today either way.

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 it you may only send pre-approved message templates. ChatterMate tracks the window per conversation and tells an agent when a template is required.

Connect by signing in with Facebook

1

Open the WhatsApp card

Go to Settings → Integrations and click Connect on the WhatsApp card, then Continue with Facebook.
The Connect WhatsApp dialog offering Continue with Facebook
2

Complete Embedded Signup

Meta’s signup opens in a popup. Choose your business portfolio, then the WhatsApp Business Account and phone number you want to connect. If you don’t have a number yet, you can add one here.
3

Assign an AI agent

Choose the agent that answers this number and click Assign agent.
Choosing which AI agent answers the connected WhatsApp number
ChatterMate verifies that the number belongs to the account you just granted, registers it for the Cloud API, and subscribes the webhooks for you.

Connect with your own Meta app

Use this if you self-host, or would rather keep the integration under your own Meta app. All three Meta channels share one app, so if you’ve already set one up for Messenger or Instagram, skip to step 2.

Step 1 — Set up a Meta app

1

Create a Business app

Go to developers.facebook.comMy Apps → Create AppBusiness.
2

Business Verification

In business.facebook.comBusiness 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 about two weeks — start it first.
3

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.
4

Set the webhook

Under WhatsApp → Configuration, set the callback URL to https://<your-domain>/api/v1/webhooks/meta and the verify token to your META_WEBHOOK_VERIFY_TOKEN. Subscribe to the messages field.

Step 2 — Copy your credentials

From WhatsApp → API Setup: Open the WhatsApp card in Settings → Integrations, choose Enter credentials manually instead, and paste them. ChatterMate stores them encrypted and verifies the signature on every inbound webhook.

Step 3 — App Review

A test number can only message people who have a role on your app. To reach real customers, submit App Review for:
  • whatsapp_business_messaging
  • whatsapp_business_management
Include a narrated screencast showing a customer messaging your number and ChatterMate replying. Also complete, per number:
  • 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
A Meta test number can only message recipients you have added and verified in WhatsApp → API Setup. If a send fails with a recipient error, that list is the first thing to check.

Message templates

Templates reopen a conversation once the customer’s 24-hour window has closed. You write them in WhatsApp Manager; once Meta approves one it appears in ChatterMate and your agents can send it. Open them from Templates on the WhatsApp card.
The WhatsApp templates dialog listing an approved template
Each template has a category, and the category decides where it can be used: That is why a Marketing template appears under Send template in an existing conversation but not in New conversation — Meta only reliably delivers Utility and Authentication templates to someone who has not messaged you, and Marketing carries per-user caps.

Test it

Message your connected number from WhatsApp — before app review, from a number with a role on the app; after, from any number.
A customer messaging the business on WhatsApp and the AI agent replying
The AI agent replies, and the conversation appears in Conversations with a WhatsApp badge, the customer’s phone number, and full human handover.
Nothing arriving in the inbox? Check that the number you messaged is the one you connected — a WhatsApp Business Account can hold several numbers, and ChatterMate only answers for the one you selected.