WhatsApp Integration

1. Sign in to Easy-Peasy.AI and Create Your Bot:

• Make sure you have access to your Easy-Peasy.AI account. If you don’t have one, create an account.
• Set up your bot by uploading files, text, websites, or Q&As.

2. Find the WhatsApp Integration Option:

• Go to the Bots page – https://easy-peasy.ai/bots
• Click on the “Integrations” link in the left Sidebar menu.
• Click “Connect” on the “WhatsApp” card to initiate the integration process.
• Follow the below steps to connect your WhatsApp business account to Easy-Peasy.AI.

Step 2: Setting Up Meta (Facebook) Business Account and App

1. Create a Meta (Facebook) Business Account:

• Visit here.
• Enter your business name, your name, and work email address. Click “Next”.
• Provide your business details and click “Submit”.
• Enter your business details and click “Submit”.

2. Create a new Meta (Facebook) App at https://developers.facebook.com/.

• “Log in” to your Meta (Facebook) Developer Account.

• Select “My Apps”.

• Click “Create App”

• Choose User Case: “Other” and click “Next”.

• Choose App Type: “Business” and click “Next”.

• Provide app details: App Name, App Contact Email, Business Account (Optional), and click “Create app“.

Step 3: Setting Up Meta (Facebook) App for WhatsApp Integration

1. Add WhatsApp to your Meta (Facebook) App.

• In the “Developers Dashboard”, choose your app.
• Locate “Add products to your app” in your app’s dashboard tab.

• Choose “WhatsApp” for setup.

• Select your Meta (Facebook) Business Account (if not selected in step 2).
• Navigate to App settings > Basic from the sidebar
• Set the Privacy Policy URL to https://easy-peasy.ai/privacy-policy or yor own Privacy Policy URL if you have one.

• Save changes.
• Set App Mode to Live.

Step 4: Generate WhatsApp Token

To obtain a permanent WhatsApp Access Token, follow 1 to 3 steps:

1. Create a “System User”:

• Visit the Meta Business Suite.
• Find your business account in the top-left dropdown menu and click its Settings (gear) icon.
• Click Business Settings.

• Go to Users > System users.

• Add an Admin system user.

2. Add Assets.

• After creating the system user, click on Add Assets.

• Navigate to Apps > “Your app name“.
• Select your app and grant full control to manage the app.

3. Generate System User Access Tokens.

• Click the Generate New Token button on the system user.

• Choose the app that will use the token and set the token expiration to never.
• Select “whatsapp_business_messaging” and “whatsapp_business_management” permissions.

• Generate the token.
• Copy the access token and store it securely.

4. Add a new Business Number for WhatsApp

• You can use your own business number or utilize the provided test number for your WhatsApp chatbot.
• In WhatsApp Developer Dashboard, navigate to WhatsApp > API Setup from the sidebar.

• Proceed to “Step 5: Add a Phone Number,” click Add phone number.

• Provide details required in the following form.

• Verify your number using the received code.
• Once successfully added, select your phone number in Step 1 of API Setup.

5. Add a Payment Method

• To send messages via WhatsApp, you need a valid payment method. Visit here for details.
• After adding your business phone number, click “Add payment method” to address the “Missing valid payment method” alert.

• You’ll be directed to your WhatsApp account settings. Click “Payment Methods” > “Add business payment method” and follow the prompts to add your card info.

6. Test your new Business Number for WhatsApp

• Return to WhatsApp Developer Dashboard, navigate to API Setup > Step 1.
• Enter a testing “To” number.
• Click “Send message” to verify successful message delivery.

Step 5: Configure WhatsApp API Webhook settings

1. Verify WhatsApp Webhook Callback.

• In WhatsApp Developer Dashboard, navigate to Configuration.
• Under Webhook, click edit

• Copy the Callback URL  from Easy-Peasy.AI WhatsApp Integration modal to your WhatsApp Developer Dashboard. And set any Verify Token (minimum 8 symbols are recommeded) to both Easy-Peasy.AI modal and Meta’s Webhook’s callback URL modal.

• Click Verify and save

2. Configure Webhook Subscription Field

• Under “Webhook Fields,” click Manage.

• Find the “messages” field and subscribe to it by checking the box.

Step 6: Add WhatsApp Account to your Easy-Peasy.AI Bot

1. Retrieve WhatsApp Account Information

• Copy your Phone Number ID into the Easy-Peasy.ai’s WhatsApp Integration modal.

• Paste the permanent access token generated from Step 4.3 in integration modal in WhatsApp Access Token.

• Click Save to complete integration.

Step 7: Confirm Integration Completion

Congratulations! Your chatbot is now ready to assist clients via your WhatsApp number.

You can enable, disable, or edit your WhatsApp integration settings as needed.