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WhatsApp

Introduction

The WhatsApp Business API integration in plemeo.ai is based on a clearly structured architecture that includes both administrative and individual configuration tasks. While some steps only need to be carried out once, others can be repeated as needed.

Structure and Responsibilities

Super Admin Tasks (once per organization):

  • Set up the basic Meta API infrastructure, which includes creating a Meta Developer Account, the WhatsApp Business App, business verification, and the setup of system users and webhooks.

  • Organization-wide configuration in plemeo.ai: Store the webhook verification token and the permanent Graph API token in the settings.

These steps form the basis for using the WhatsApp Business API and only need to be done once per organization.

User Tasks (individual per phone number):

  • Add phone numbers: Each user can add phone numbers to an existing WhatsApp account, verify and register them.

  • Individual configuration in plemeo.ai: Enter the phone number ID in the app configuration to enable personal use of WhatsApp.

These steps can be repeated as needed, e.g. when new numbers are added or existing ones replaced.

Setup Process Overview

The complete setup process follows this exact sequence:

  1. Meta Developer Account - Create developer access
  2. WhatsApp Business App - Set up the app interface
  3. Business Verification - Verify your business
  4. System User Setup - Create system user and tokens
  5. WhatsApp Account - Create WhatsApp Business Account
  6. API Configuration - Configure webhooks
  7. Phone Numbers - Add, verify, and register numbers
  8. plemeo.ai Configuration - Configure in plemeo.ai
  9. Message Templates - Create approved message templates
  10. Using the Tool - Start using WhatsApp in plemeo.ai

Important Notes

  • Order Matters: These steps must be completed in the exact sequence shown
  • Admin vs User Tasks: Some steps are one-time admin tasks, others are per-user
  • Prerequisites: Each step builds on the previous ones
  • Verification Required: Business verification is mandatory for API access

Key Features

  • WhatsApp Business API Integration: Direct integration with Meta's official API
  • Message Templates: Pre-approved templates for customer communication
  • AI-Powered Replies: Generate intelligent responses using AI
  • File Sharing: Send documents, images, and other files
  • Multi-User Support: Multiple phone numbers per organization
  • 24-Hour Window: Normal messaging within WhatsApp's response window

Getting Started

Begin with the Meta Developer Account setup and follow each step in order. The complete setup typically takes 1-2 hours for the initial admin configuration, plus additional time for business verification (up to 14 days).