Developer Portal method of setting up
Step by Step Summary
Get your Business manager verified and set up a new app in the Developer portal
Add WhatsApp as a product in your new app in Developers portal
Setup a number in section 5 of “API Setup” in the developers portal
Add configuration keys - Callback URL and Verify token in the Configuration section
In the “Webhook fields” section directly below, press the “Manage” button and click ALL the tickboxes in “Subscribe” column
Add payment method in Meta Business Manager
Generate System User token i. In Business Manager, create an Asset with “Manage App” under Full control
ii. Generate token - Select “Never” for token expiration and tick the following boxes
Business Management
WhatsApp business messaging
WhatsApp Business management
iii. Copy token and send it to Yazi
Copy the Phone number ID and WhatsApp Business Account ID in API setup in the developers Portal and send it to Yazi
Toggle Developer mode to be on Live
1. Setup Developer Portal
1.1 Create an app
Go to Meta for Developers and click “Create App”
Select “Other” for “What do you want the app to do?”
Select “Business” for “Select an app type”
Give your app a name, add a contact email and associate it with a Meta Business Manager



1.2 Create WhatsApp product
Click “Add Product”
Scroll down to WhatsApp and click “Set Up”
Press “Continue” in Quick start

2. API Setup
2.1 Add phone number
Click on “Add phone number” button in “Step 5: Add a phone number section”. Fill out your profile name and add the number: a) Add profile display name prescribed by Meta. Make sure it’s associated with your business’s actual name. If it is not associated, Meta is likely to reject it. For Research bots, we typically advise [business_name] + Research as your Display Name. See Display Name Guidelines article for more details. b) Choose a category and business Description c) Add number: Select country code and add a number to receive OTP via SMS or phone call to verify


2.2 Setup Webhook
Go to the Configuration section and press the “Edit” button in the webhook card section
Enter the Callback URL and Verify token (both of these keys will be provided to you by Yazi)
Press the “Verify and Save” button (it will do a pink test and automatically save)

In the “Webhook fields” section directly below, press the “Manage” button
Click ALL TICKBOXES in the Subscribe column. This allows us to track and retrieve the data so make sure to tick every one!
4. System User token
You have now entered the identification that WhatsApp needs from our software system. Now, for our system to connect to your number, we need 3 items or identifiers from you. These are:
System User token
Phone number ID
WhatsApp Business Account ID
4.1 Add System User if none existed
Head back to Business Manager to generate a system token from someone who is a System user:

Go to Users and click on “System Users” (you need to be an Admin user to do this)
Note:
4.2 Add Asset
Click “Add Assets” and a Modal will pop up. Navigate the following:
Click the “Apps” page
Select the app you just created
Toggle “Manage App” under Full control to be on
Press the “Save changes” button


4.3 Generate Token
Click “Generate New Token”
Select your App
Select “Never” for token expiration
Tick the following boxes
Business Management
WhatsApp business messaging
WhatsApp Business management
When you've done this, Click the “Generate Token” button




4.4 Access Token via Debugger
To copy or access the information about the token: Go to Access token page in Tools in the Facebook Developers portal https://developers.facebook.com/tools/accesstoken/
Click “Debug” on the app you just created
Copy the Debug code


5. Copy Phone number ID and WhatsApp Business Account ID
Go back to API setup in the developers PortalCopy the following:
Phone number ID
WhatsApp Business Account ID
The actual WhatsApp number
Send these back to Yazi along with the System token

6. Toggle App Mode onto Live
Toggle the app to “Live”. As this is approved, you will normally be upgraded to be able to send 1,000 Template messages per day (1,000 outbound notification messages per 24 hours)



Additional profile check
Check the status of your number Should take 1-2 business days to be approved
Profile Add description Picture
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