Creating WhatsApp Business Channels

Learn how to create WhatsApp business channels from the CommPeak Dialer.

Creating a WhatsApp Business Channel

To create a WhatsApp business channel:

  1. Go to Settings > Messaging Channels.
**Settings > Messaging Channels** tab

Settings > Messaging Channels tab

  1. Click Add New Channel.
  2. From the Type drop-down list, select Whatsapp business.
  3. Provide a dedicated channel name to present the business logic messages you send through this channel.
  4. In the Authentication Token field, enter the Meta auth token related to your WhatsApp Business Account (WABA). Check the Generating a WhatsApp Business Token section below for more details.
  5. In the Business Id field, provide the Meta business ID related to your WhatsApp Business Account (WABA). Check the Getting the WhatsApp Business ID section below for more details.
  6. Click Create.
  7. A new channel is created and added to the Messaging Channels table with the following information on all existing channels:
ColumnDescription
Channel TypeA messaging channel type:

- SMS/Two way SMS
- SMS/Transactional
- Whatsapp Business
NameA messaging channel name
ActiveModify the channel status by enabling (Active) or disabling (Not Active) it
Actions- Add Event - opens the New Event page
- Edit Channel - opens the Edit Communication Channel page
- Delete channel - opens the popup window to confirm or cancel the action.

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NOTE

If you have issues configuring your channel, please click here to request assistance and our support team will be happy to help you configure your first business channel.

  1. Click the + button next to Channel Type or select the event name to view the list of existing events for any channel with the following information:
ColumnDescription
IDEvent ID
NameA messaging event name
Default Sender NumberThe default number for sending event messages
ActiveChannel event status (Active) or (Not Active)
PublicStatus to inform that the event will show to agents on the agent call page
Actions- Test - opens the Test Stream page
- Clone - clones the existing event and adds it to the list
- Edit - opens the Edit Event page
- Delete - opens the popup window to confirm or cancel the action.

Screenshot of the WhatsApp Business channel added

WhatsApp Business channel added

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IMPORTANT

Note that WhatsApp templates can’t be changed from the CommPeak Dialer side: you can only map the relevant placeholders inside to make the content more personal for the receiver:

Also, you can modify the following message data and enable the Send SMS only in the specific hours option if you want to limit sending message hours to your leads according to the lead country/timezone.

  • Is Public - enable to allow agents to use the event to connect with the lead while on a call.
  • Limit amount of the SMS per same call (mandatory) - define how many times the agent triggers the event by sending an event body message to the callee on the same call. This setting is defined to prevent spamming your audience.

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NOTE

  • Be aware that we detect related countries according to a lead timezone, therefore, make sure you cover the entire list of relevant countries. For example, Vatican Time Zone is not included in Italy. For more details on how to set calling times across multiple timezones, check the Default Timezones Management article.
  • Messages defined to be sent outside the allowed timeframe will be queued and sent within the next allowed timeframe.

Generating a WhatsApp Business Token

As one of the steps of creating a WhatsApp channel, you need to enter a WhatsApp Business token and your WhatsApp Business ID.

You will also learn how to configure Webhooks in your app to be alerted at WhatsApp-related actions.

To create a token:

  1. In your Meta Business Suite account, navigate to the Settings menu (the gear icon), expand Users, and select System Users. You can also use the following link: https://business.facebook.com/latest/settings/system_users.

  2. Click Add.

    Screenshot of the Meta **System Users** section

    Meta System Users section

  3. In the window that pops up, enter the name for the user and select the Admin role.

  4. Click Create system user.​

    Screenshot of the **Create system user** dialog

    Create system user dialog

  5. On the System users page, click Generate token. ​​

    Screenshot of the **Generate token** button

    Generate token button

  6. A new window will pop up where you should specify token attributes:

    1. Select the app for which you are creating the token.

      Screenshot of the **Select app** step

      Select app step

    2. Select the token expiration option.

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    NOTE

    Please make sure you select Never as you are creating a permanent token.

    Screenshot of the **Set expiration** step

    Set expiration step

    1. Assign the following permissions to the app: whatsapp_business_management and whatsapp_business_messaging.​​

      Screenshot of the **Assign permissions** step

      Assign permissions step

    2. Click the Generate token button.​

      Screenshot of the **Generate token** button

      Generate token button

  7. You will see your token on the screen. Copy it and click Done.​

    Screenshot of the **Done** step

    Done step

  8. You can insert the token in the Auth token field when creating a WhatsApp stream.

Getting the WhatsApp Business ID

  1. Expand the Accounts section in the Settings menu and select WhatsApp Accounts. Alternatively, use the link: https://business.facebook.com/latest/settings/whatsapp_account

  2. Copy the ID under the needed WhatsApp account.​

    Screenshot of the Meta **WhatsApp accounts** section

    Meta WhatsApp accounts section

Use this ID for the Business ID field when creating a WhatsApp business channel.

Configuring Webhooks

Set up webhooks for your app to be alerted when you receive a message or when its status changes.

To set up webhooks:

  1. Go to your account at Meta for Developers, navigate to Apps, and select the app you need.

  2. In the main menu on the left, expand the WhatsApp section and select Configuration.​

    Screenshot of the Meta **Configuration** section

    Meta Configuration section

  3. In the Webhook section, specify the webhook callback URL:

    1. Click Edit.

      Screenshot of editing configuration window

      Editing configuration

    2. In the pop-up window that appears, enter the needed details.​
      Callback URL: https://textpeak-streams.commpeak.com/webhooks/whatsapp​/
      Verify token: SismaKala

    3. Click Verify and save.

  4. Select the webhook fields:

    1. Click Manage.

    2. In the window that pops up, select the following webhook fields:

      • messages
      • phone_number_name_update
      • template_category_update.
      Screenshot of the **Webhook fields** window

      Webhook fields window

    3. Click Done.

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IMPORTANT

We recommend selecting v18.0 in the Subscription version column.

The token is added.

Screenshot of the **Webhook** section

Webhook section