👷‍♂️1a) Manual Connection (Recommended)

Follow the steps carefully to connect your WhatsApp Cloud API with Perfex CRM and enable real-time messaging.

🔧 Configuration Steps

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1: Create a Facebook Developers Account

1. Login to your Facebook account and visit Facebook Developers. Click Get Started.

2. Enter your phone number for verification.

3. Choose Developer role.

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2: Create a Facebook App

1. Click Create App.

1. Choose Business as app type.

1. Provide business information and app details.

1. Navigate to WhatsApp product → Click Set Up.

1. Accept WhatsApp Terms.

1. Send a test message.

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3: Connect Your Phone Number

1. Click Add Phone Number.

1. Fill business information and click Next.

1. Add a WhatsApp number (must not be linked to existing WhatsApp).

1. Verify phone number using 6-digit code.

1. Confirm phone number is connected.

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4: Webhook Configuration

1. Head to Configuration in WhatsApp Module Settings.

2. Click Edit Webhook.

1. Enter the Webhook URL and use a Verification Token (you will later need to add it in the module's settings).

1. Subscribe to the following critical webhook events for a complete WhatsApp integration:

Event Name	Purpose
messages	Receive incoming and outgoing WhatsApp text, media, and interactive messages.
message_status	Track the delivery status of messages (delivered, read, failed, etc.).
message_template_status_update	Get updates on the approval or rejection status of your message templates.
account_review_update	Get notified when your WhatsApp Business Account undergoes review or status changes.
phone_number_name_change	Receive alerts when your connected phone number's display name is changed.
template_category_update	Monitor changes to template categories (marketing, transactional, etc.).
template_quality_update	Track the quality rating (green/yellow/red) of your message templates.

✅ Important Note: Subscribing to these events ensures you:

• Receive real-time new messages and delivery receipts

• Monitor your template status and quality

• Track account and phone number changes proactively

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🔑 Step 5: Generate a Permanent Access Token

1. Go to Meta Business Manager.

2. Navigate: Business Settings → Users → System Users → Add (Create a System User).

3. Assign a name and select Admin role for the System User.

1. After creating the System User:

   • Assign assets (your App).

   • Grant all required permissions.

2. Generate the Access Token:

   • Click Generate New Token.

   • When selecting permissions, ensure you select the following scopes:

Required Scope	Purpose
whatsapp_business_management	Manage WhatsApp Business Account
whatsapp_business_messaging	Send and receive WhatsApp messages
business_management	Manage business assets like apps and pages
pages_messaging	Manage Facebook Page messaging
pages_show_list	Retrieve list of pages you manage
whatsapp_business_manage_events	Manage WhatsApp Webhook events

✅ Important Note: These scopes must be selected for successful WhatsApp API integration and automated webhook management.

1. Copy the generated Permanent Access Token.

✅ Paste copy the Access Token - you will need it later.

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🎯 You’re done with the application's configuration

Whats Next?

1. Switch your App from Development Mode to Live Mode.

2. Continue with 2) guide, configuring the necessary values within Perfex CRM.