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Integrating WhatsApp with Chatbase allows your custom agent to communicate directly with customers via WhatsApp, providing a seamless and efficient way to handle inquiries and automate responses. This guide will walk you through the necessary steps to connect your agent to a WhatsApp phone number, ensuring smooth and effective customer interactions.
Attachments are supported, allowing your agent to process them and respond based on their content. For more information, please refer to this section.

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Before we start

  • The WhatsApp phone number integrated with the agent can only be used by the agent, and can’t be used on WhatsApp or WhatsApp business. If you already use the phone number with WhatsApp, you must delete your account in the app first.
  • To delete WhatsApp
    • Navigate to WhatsApp or WhatsApp Business app.
    • Navigate to Settings > Account.
    • Select Delete my account. This may take a few minutes, but after that, the number will be available to use.
  • If you previously used WhatsApp through Meta Developer for business you must disable two-step verification
    • Navigate to you Whatsapp Business Account and login.
    • Choose the phone number you would like to integrate.
    • Navigate to Settings > Two-step verification and choose turn off two-step verification.
  • Make sure you have an approved display name before integrating with your agent, you can read more about it here

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Setting up the WhatsApp Integration

1. Navigate to the Agent you would like to integrate with WhatsApp. 2. Select ‘Deploy’ to setup WhatsApp. 3. Log in with your personal Facebook Account.
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4. Click Get started
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5. Choose or create a business profile.
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6. Create a WhatsApp business profile or select an existing one.
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7. Fill in the information for the Business profile.
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8. Add a phone number, , it is recommended to have only one associate number in this profile.
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9. Click Continue.
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10. Wait a few seconds for information verification.
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11. Click on Finish.
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12. (Optional) Navigate to Profile and update your WhatsApp settings then click the Save button.
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Automatic Lead Collection

Chatbase allows you to automatically collect basic user information from WhatsApp conversations, including the user’s phone number and name (when available). To enable automatic lead collection:
  • Go to Deploy → WhatsApp → Leads
  • Toggle Enable Automatic Collection of Leads
  • Select the WhatsApp number(s) you want to apply this to
Once enabled, Chatbase will automatically capture lead details whenever a user messages your WhatsApp number.
For more advanced lead capture and customization, you can use the Collect Leads action within your agent.
Now that your integration is active you can send 1000 free messages monthly. Make sure to add a payment method on your Meta billing settings to be able to send more than 1000 messages per month. Congratulations! You finished integrating your Chatbase agent to WhatsApp, your agent is now ready to reply to all the messages received through your WhatsApp!