Installation

The settings below are related to the WhatsApp app.

WhatsApp Cloud API Setup

• Create a Developer account and a new Facebook app as described at https://developers.facebook.com/docs/whatsapp/cloud-api/get-started#set-up-developer-assets.

• In Norbit Chat > Settings > WhatsApp > Cloud API settings > Secret key enter a random string then go to https://developers.facebook.com/apps and select your app. Click Add product and add WhatsApp, then go to WhatsApp > Configuration and in Webhook URL enter the URL you get from Norbit Chat > Settings > WhatsApp > Cloud API > Configuration URL. In Verify token enter the secret key you previously entered in Norbit Chat. Click Verify and save, click Webhook fields > Manage, enable the following Webhook fields: messages.

• You can test the integration by sending a message from your WhatsApp app to the test number shown at https://developers.facebook.com, select your app and go to Left menu > WhatsApp > Getting started. To reply to the test number from Norbit Chat you have to add it to the To field and in Norbit Chat > Settings > WhatsApp > Cloud API settings > Token you have to use save the Temporary access token.

• To enable WhatsApp for all numbers follow the instructions below.

• In Norbit Chat > Settings > WhatsApp > Cloud API settings > Token enter the permanent access token, follow the instructions below for getting it.

  • Visit https://business.facebook.com and go to Left menu > Settings > More system settings, then go to Users > System Users to view the system user you created, or create a new one. Click on that user and select Add Assets and select the app used for the WhatsApp API integration, enable Develop App, or Full control. The system user needs to be an admin. If you do not see the option, click Business settings.

  • Click Left menu > Apps and under Select Assets and choose your app, enable Develop App, or Full control and save.

  • From Users > System Users click Generate Token and select the app used for the WhatsApp API integration, enable the following permissions: whatsapp_business_management, whatsapp_business_messaging, business_management. Click Generate Token and save. Paste the token in Norbit Chat > Settings > WhatsApp > Cloud API > Token.

• Go to https://developers.facebook.com, select your app and go to Left menu > WhatsApp > Getting started. Copy the Phone number ID and paste it into Norbit Chat > Settings > WhatsApp > Cloud API settings > Phone number ID.

360dialog Account Setup

• Go to https://www.360dialog.com/ and create a new account.

• Enter your dashboard and from Left menu > WhatsApp Accounts generate the API key and copy and paste it in Norbit Chat > Settings > WhatsApp > 360dialog settings.

• Click Norbit Chat > Settings > WhatsApp > 360dialog settings > Synchronize now.

• Done! Norbit Chat should start receiving the WhatsApp messages sent to your number, and you can reply to those messages from Norbit Chat .

• Note that you can also use the free sandbox account for testing, more details at https://docs.360dialog.com/whatsapp-api/whatsapp-api/sandbox. The sandbox account has limitations and some features, such as media attachments, will not work.

Twilio Account Setup

• Go to https://www.twilio.com and create a new account.

• Verify your phone number.

• Complete the form and choose WhatsApp, Alerts & Notifications, With no code at all, 3rd party integrations.

• From the Twilio console copy ACCOUNT SID and AUTH TOKEN and paste them into Norbit Chat > Settings > WhatsApp > Twilio settings, save the changes.

• You will now set up a free test account to run some tests and make sure the integration works with Norbit Chat . From the left menu click Messaging > Settings > WhatsApp sandbox settings and enter into WHEN A MESSAGE COMES IN and STATUS CALLBACK URL the URL of Norbit Chat , get it from Norbit Chat > Settings > WhatsApp > Twilio settings > Get configuration URL. Mind that localhost will not work, you need a public URL and a live server.

• From the left menu click Messaging > Try it out > Send a WhatsApp message. Follow the instructions and send the message with the code to the WhatApp number provided. Click the next buttons until the configuration is complete.

• Done! Norbit Chat should start receiving the WhatsApp messages sent to the sandbox account, and you can reply to those messages from the Norbit Chat .

• To publicly use the WhatsApp integration with your customers you need to update your account and enable billing, you can do that here. After that you will need to purchase a Twilio number, which will be the phone number of your official WhatsApp Business account. More details here. You cannot use the phone number of your existing WhatsApp Business account, you must use a Twilio number. More details here.