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WhatsApp Business Integration

Connect your AI assistant to WhatsApp Business API through Meta Business Manager. This guide walks you through granting Plati AI access to your WhatsApp Business Account and setting up the channel.
What you’ll achieve: A fully functional WhatsApp Business channel where your AI assistant can receive and respond to customer messages automatically, with full access managed through Meta Business Manager.

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Prerequisites

Before you start, make sure you have:
  • Admin access to your Meta Business Manager account
  • A verified WhatsApp Business Account (WABA)
  • Your Business Manager ID
  • A Plati AI workspace with an API key
  • An assistant already configured (Quick Start if you need help)
  • Access to Plati AI dashboard
Important: You need admin access to Meta Business Manager to add partners and assign assets. Make sure you have the necessary permissions before proceeding.

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Step 1: Add Plati AI as a Partner in Meta Business Manager

Plati AI needs to be added as a partner in your Meta Business Manager to access your WhatsApp Business Account.
1

Access Business Settings

  1. Go to Meta Business Manager
  2. Click on Business Settings (⚙️ icon) in the left sidebar
  3. Navigate to Users → Partners in the left menu
2

Add Partner

  1. Click the + Add button
  2. Select Add a partner
  3. Enter Plati AI’s Business ID: [PLATI_AI_BUSINESS_ID]
Need Plati AI’s Business ID? Contact our team at plati.ai to get the exact Business ID for your region.
3

Grant Permissions

Select the permissions you want to grant:
  • Manage WhatsApp Business Account - Required for full integration
  • View WhatsApp Business Account - Required for monitoring
Click Save to add Plati AI as a partner.
Partner Access: Adding Plati AI as a partner allows us to manage your WhatsApp Business Account on your behalf, ensuring seamless integration and message delivery.

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Step 2: Assign WhatsApp Business Account to Plati AI

After adding Plati AI as a partner, you need to assign your WhatsApp Business Account (WABA) asset to Plati AI.
1

Navigate to WhatsApp Accounts

  1. In Meta Business Manager, go to Business Settings
  2. Click on WhatsApp Accounts in the left sidebar
  3. You’ll see a list of your WhatsApp Business Accounts
2

Select Your WhatsApp Account

  1. Click on the WhatsApp Business Account you want to connect to Plati AI
  2. This will open the account details page
3

Assign to Partner

  1. Look for the Partners section in the account settings
  2. Click Assign Partner or + Add Partner
  3. Select Plati AI from the list of partners
  4. Choose the access level:
    • Full Control - Recommended for full integration
    • Standard Access - Basic access (may limit some features)
  5. Click Assign to complete the assignment
4

Verify Assignment

After assignment, you should see Plati AI listed as a partner with access to your WhatsApp Business Account.
✅ Plati AI should now appear in the Partners list for your WABA

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Visual Guide

Meta Business Manager Flow:

Business Settings
  └── Users → Partners
      └── + Add Partner
          └── Enter Plati AI Business ID
              └── Grant Permissions
                  └── Save

Business Settings
  └── WhatsApp Accounts
      └── Select Your WABA
          └── Partners Section
              └── Assign Partner
                  └── Select Plati AI
                      └── Choose Access Level
                          └── Assign
                          └── Get WhatsApp Account ID (WABA ID)
Access Levels Explained:
  • Full Control: Plati AI can manage all aspects of your WhatsApp Business Account, including sending messages, managing templates, and configuring webhooks
  • Standard Access: Limited access, may require additional permissions for certain operations

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Step 3: Add Channel in Plati AI Dashboard

Once Plati AI has access to your WABA, you can add the channel through the Plati AI dashboard:
1

Access Plati AI Dashboard

  1. Log in to your Plati AI dashboard at dashboard.plati.ai or your custom domain
  2. Navigate to Channels section
2

Create WhatsApp Channel

  1. Click + Add Channel or Create Channel
  2. Select WhatsApp Business API
  3. Fill in the channel details:
    • Channel Name: Give it a descriptive name (e.g., “Production WhatsApp”)
    • Business Account ID: Enter your WhatsApp Business Account ID (WABA ID)
  4. Click Create Channel or Save
3

Verify Channel Connection

After creating the channel, Plati AI will:
  • Verify the connection to your WhatsApp Business Account
  • Set up webhooks automatically
  • Configure message routing
You should see a success message indicating the channel is connected.
✅ Channel should show as “Connected” or “Active” in the dashboard

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Alternative: Add Channel via API

You can also create the channel programmatically using the API: 
curl -X POST https://api.plati.ai/channels/waba \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Production WhatsApp",
    "businessId": "YOUR_BUSINESS_ACCOUNT_ID"
  }'
Automatic Webhook Setup: When you create a channel through Plati AI, webhooks are automatically configured. Plati AI handles webhook verification and message routing for you.

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Step 4: Connect Your Worker to the Channel

Link your worker (and its assistants) to the WhatsApp channel: 
curl -X POST https://api.plati.ai/channels/CHANNEL_ID/worker/WORKER_ID \
  -H "Authorization: Bearer YOUR_API_KEY"

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Step 5: Create Message Templates

WhatsApp requires pre-approved templates for business-initiated messages. Create templates through Plati AI: 
curl -X POST https://api.plati.ai/channels/CHANNEL_ID/waba/templates \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "welcome_message",
    "type": "UTILITY",
    "language": "en_US",
    "components": [
      {
        "type": "BODY",
        "text": "Hi {{1}}! Welcome to our support. How can we help you today?"
      }
    ]
  }'
Template Approval: Templates need approval from Meta/WhatsApp. This typically takes 24-48 hours. You can check approval status in Meta Business Manager under WhatsApp Accounts → Message Templates.

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Step 6: Test Your Integration

Your WhatsApp channel is now set up! Conversations are created automatically when users send messages.
1

Send a Test Message

  1. Send a WhatsApp message to your connected Business phone number from your personal WhatsApp
  2. Your message will be received by Plati AI automatically
  3. Your assistant will process and respond based on its instructions
2

Monitor Conversations

  1. Check your Plati AI dashboard → Conversations
  2. You should see the conversation appear automatically
  3. Monitor message delivery, responses, and conversation flow
3

Verify Everything Works

  • ✅ Messages are being received
  • ✅ Assistant is responding
  • ✅ Conversation context is maintained
  • ✅ Webhooks are working correctly

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Complete Setup Flow Diagram

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Troubleshooting

Solutions:
  • Make sure you entered Plati AI’s Business ID correctly
  • Contact Plati AI support to verify the Business ID for your region
  • Ensure you have admin access to Business Manager
Common issues:
  • Partner not properly added first
  • Insufficient permissions in Business Manager
  • WABA is already assigned to another partner (check existing assignments)
  • Try removing and re-adding Plati AI as a partner
Check these:
  • Business Account ID is correct
  • WABA is properly assigned to Plati AI
  • Contact Plati AI support if issues persist
Possible causes:
  • Channel not properly connected
  • Worker not synced to channel
  • Webhook configuration issues (Plati AI handles this automatically)
  • Check channel status in Plati AI dashboard
Check:
  • Worker is connected to the channel
  • Assistant is properly configured
  • API key has correct permissions
  • Check conversation logs in Plati AI dashboard

Meta Business Manager

Access your Business Manager

WhatsApp Manager

Manage WhatsApp Accounts

Plati AI Support

Get help with integration

WhatsApp Business API Docs

Official WhatsApp API documentation

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Best Practices

Security

Keep your access tokens secure. Rotate them periodically and never expose them publicly.

Template Strategy

Create templates for common conversation starters and notifications before going live.

Monitoring

Regularly check conversation metrics and assistant performance in Plati AI dashboard.

Testing

Test thoroughly with a small group before scaling to all customers.

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Next Steps

Message Types Guide

Learn all available WhatsApp message formats

Prompt Engineering

Create dynamic prompts for WhatsApp conversations

API Reference

Full API documentation for channels

Quickstart

Build your first assistant