WhatsApp integration is the core of your Whappy automation. It allows your AI assistant to send and receive messages with leads through your WhatsApp Business account.

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Getting Started

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Requirements

  • WhatsApp Business Account (not personal WhatsApp)
  • Meta Business Manager access
  • WhatsApp Business API subscription

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What You’ll Need

  • WhatsApp Number ID: Your business phone number ID from Meta
  • Business Account ID: Your Meta Business Account ID
  • API Token: Authentication token from Meta Business Platform

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Connecting Your Account

  1. Navigate to Integrations → WhatsApp in your Whappy dashboard
  2. Go to the Basic Settings tab
  3. Enter your credentials:
  • WhatsApp Number ID from Meta Business Platform
  • Meta Business Account ID
  • API Token for authentication
  1. Click Test Connection to verify everything works
  2. Click Save Settings once the test passes
Keep your API token secure. Anyone with this token can send messages from your WhatsApp Business account.

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Creating Message Templates

WhatsApp requires approved templates for starting conversations with leads. You cannot send initial messages without approved templates.

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Adding Templates

  1. Go to the Message Templates tab
  2. Click “Add Template”
  3. Fill in the template details:
  • Template Name: Use underscores, no spaces (e.g., welcome_message)
  • Language: Select the language for your template
  • Category: Choose Utility (for business messages) or Marketing
  • Message: Write your template text

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Using Parameters

Make templates dynamic with parameters in double curly braces: 
Hello {{user_name}}, welcome to {{business_name}}!
How can I help you today?
Parameters you can use:
  • {{user_name}} - Lead’s name
  • {{business_name}} - Your business name
  • {{budget}} - Lead’s budget (if collected)
  • Any custom field from your lead data

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Template Example

Template Name: welcome_message Category: Utility Message: 
Hi {{user_name}}! This is {{business_name}}.
I saw you're interested in our services.
What's the best way I can help you today?

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Template Approval Process

  1. Submit: Click “Save Templates” to submit for approval
  2. Review: Meta reviews your template (usually 24-48 hours)
  3. Status: Templates show as Pending → Approved or Rejected
  4. Use: Only approved templates can be used in campaigns
Create templates that sound natural and provide value. Avoid overly promotional language to increase approval chances.

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Using Templates in Your Funnel

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Selecting Templates

Templates are used in the starter node of your conversation funnel:
  1. Go to Campaign → Funnel
  2. Click on the Start node (first node in your funnel)
  3. Select an approved template from the dropdown
  4. The template text becomes your welcome message

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Template Preview

When you select a template, you’ll see a preview showing exactly what message leads will receive.

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Template Categories

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Utility Templates

  • For business communications
  • Customer service messages
  • Appointment confirmations
  • Follow-ups
Example: 
Hi {{user_name}}, thanks for your interest in our {{service_type}}.
Let's schedule a quick call to discuss your needs.

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Marketing Templates

  • Promotional content
  • Product announcements
  • Special offers
Example: 
{{user_name}}, we have a special offer on {{service_type}} this month.
Would you like to learn more?

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Best Practices

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Template Creation

  • Use clear, conversational language
  • Include the recipient’s name when possible
  • Avoid excessive emojis or promotional language
  • Test templates with different parameter values

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Parameter Usage

  • Always provide example values for parameters
  • Use parameters from your lead information fields
  • Keep parameter names descriptive and consistent

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Approval Tips

  • Submit templates that provide clear value to recipients
  • Avoid spam-like language or excessive sales pitches
  • Include your business name for transparency
  • Make sure templates make sense without prior context

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Managing Templates

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Viewing Template Status

Templates show one of three statuses:
  • 🟡 Pending: Submitted for Meta review
  • 🟢 Approved: Ready to use in campaigns
  • 🔴 Rejected: Needs revision and resubmission

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Editing Templates

  • New templates: Can be edited before saving
  • Existing templates: Are read-only once submitted
  • Rejected templates: Delete and create new ones with revisions

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Template Limits

  • You can create multiple templates for different scenarios
  • Only approved templates appear in the funnel builder
  • Templates are shared across all your campaigns

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Testing Your Integration

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Connection Test

Use the “Test Connection” button to verify:
  • Your credentials are correct
  • WhatsApp API is accessible
  • Account permissions are properly set

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Template Testing

Before going live:
  1. Create and get approval for at least one template
  2. Set up a simple funnel using the approved template
  3. Test with a personal phone number first
  4. Verify messages send and receive correctly

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Troubleshooting

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Connection Issues

  • Double-check your WhatsApp Number ID and Business Account ID
  • Verify your API token is current and has proper permissions
  • Make sure your WhatsApp Business account is active

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Template Problems

  • Not appearing in funnel: Check if template is approved
  • Rejection: Revise language to be less promotional/spammy
  • Parameters not working: Verify parameter names match your lead fields exactly

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Message Sending Issues

  • Confirm template is approved and selected in starter node
  • Check that your campaign is running and leads are being processed
  • Verify recipient phone numbers include country codes
Ready to connect WhatsApp? Head to Integrations → WhatsApp to get started! Need help? Check our troubleshooting guide or contact support.