← Docs
WhatsApp setup checklist
Work through these in order. Canonical Markdown: docs/operator/whatsapp-setup.md in the monorepo.
1. Meta Developer Account
- Create an account at developers.facebook.com.
- Create a Meta Business Manager at business.facebook.com.
- Complete business verification for production messaging (often 1–3 business days).
2. Meta App
- Create a Business-type app; add the WhatsApp product.
- Add Facebook Login for Business (embedded signup).
- Copy App ID → META_APP_ID, App Secret → META_APP_SECRET.
- Under Facebook Login for Business → Settings, add
https://<your-app>/onboarding/whatsapp/callback and https://<your-app>/onboarding to Valid OAuth Redirect URIs. - In the same panel, set Allowed Domains for the JavaScript SDK to the bare domain (e.g.
www.bm-relay.com) with no https:// and no trailing slash. A malformed entry surfaces in the browser as “Feature unavailable” after the user signs in. - Under App Settings → Basic → App Domains, add the bare domain too (e.g.
bm-relay.com). After changing this, re-complete the Data Use Checkup or Meta will keep Login paused.
3. Webhook
- Callback URL:
https://<your-api>/api/v1/webhooks/whatsapp - Set the same verify token in Meta and in META_WEBHOOK_VERIFY_TOKEN.
- Subscribe to messages, message_template_status_update, account_update, phone_number_name_update, business_capability_update; verify and save.
4. Before going live
- Production number registered and verified; display name approved.
- At least one message template approved for campaigns.
- Webhook receives a test event from Meta.
- Onboarding reaches live_ready for your tenant.
After setup, continue in the app: Connect WhatsApp.