WhatsApp (Meta)

WhatsApp is connected as a channel master under Integrations. Spinners then select that master when sending templates.

Connect WhatsApp (recommended)

CXGear uses Meta Embedded Signup: a popup walks your user through Facebook login, business portfolio, WhatsApp Business account, and phone verification. When they finish, the channel appears in CXGear automatically.

Platform setup (CXGear operator)

1. Register as a Meta Tech Provider (required for customer onboarding in production).
2. In the Meta App Dashboard:
   • Add WhatsApp and Facebook Login for Business
   • Facebook Login for Business → Configurations → create from template WhatsApp Embedded Signup Configuration With 60 Expiration Token → copy the Configuration ID
   • Facebook Login → Settings → enable Login with the JavaScript SDK and add your CXGear web origin to Allowed domains (e.g. https://app.cxgear.ai, and http://localhost:5173 for local dev with HTTPS tunnel if needed)
3. On the API server:

META_APP_ID=
META_APP_SECRET=
META_EMBEDDED_SIGNUP_CONFIG_ID=
PUBLIC_API_URL=https://api.cxgear.ai

End-user flow

1. Integrations → Channels → Add → WhatsApp
2. Optional: enter a channel name
3. Click Connect WhatsApp
4. Complete the Meta popup (business, number, verification)
5. Channel is saved — use Test on the row to confirm

While the Meta app is in Development mode, only app roles (admins, developers, testers) can complete signup. Live mode requires App Review.

Webhook URL

After connect, CXGear subscribes your app to the customer WABA. Inbound events use:

https://api.cxgear.ai/api/v1/channels/whatsapp/webhook/{providerId}

If inbound messages do not arrive, open the channel in CXGear and confirm the webhook URL and verify token in Meta → WhatsApp → Configuration.

Manual token (advanced)

For migrations or partner-issued tokens: expand Advanced: paste Meta credentials manually in the add-channel drawer.

Next

• Channel steps
• Environments