Prerequisites

Before you begin, please ensure you have the following:

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• A verified Facebook Business Manager account (business.facebook.com): This is the central hub for managing your Facebook Pages, ad accounts, and other business assets.
• A WhatsApp Business Account (WABA): You should have already set up and verified your WABA.
• Administrator access to your Facebook Business Manager: This is necessary to configure the app and link your WABA.
• Administrator access in your Intaker dashboard: This is necessary to connect your WABA to Intaker.
• A WhatsApp AI Agent: This is the AI Agent that will be used to interact with your leads. Be sure to select “Whatsapp AI Agent - Capture new leads” when configuring the AI Agent.
  

• One or more WhatsApp account for testing: These can be personal or business accounts

Step-by-Step Connection Guide

Follow these steps to successfully connect your WhatsApp Business Account:

• Select the WhatsApp Integration in the Intaker Dashboard:
  
  • Click on “Integrations” on the left side menu
    

• Click the blue “Continue to set up” button in the “WhatsApp Business” section
• Click the green “Connect” button
  

• If you are not already logged into Facebook, you will be asked to login. Please use the Facebook account that has access to your Facebook Business Manager. You may be shown other screens, like two-factor authentication, depending on how your Facebook account is configured.
  

• Verify that you would like to continue as this user
  

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• Read the permissions that you will be granting when you connect your account to Intaker and click the blue “Get Started” button if you agree
  

• Select your business portfolio
  

• Choose the WhatsApp Business Account (WABA) and WhatsApp Business Profile you will be connecting
  

• Review the changes that will be made once you connect your WABA to Intaker
  

• Click “Finish” to complete the setup
  

• Link the connected account to the AI Agent:
  
  • Next to your newly connected account, click the three dots and select
    

• Select an AI Agent Nature
  

• Select the AI Agent you would like to link with this account
  

• Click the button under “Agent Connection” to enable the connection

• Test your connection:
  
  • Using one of your test WhatsApp accounts, send a message to your organization’s WhatsApp phone numbers, as if they were a lead
  • If your connection is successful, you should receive a response from the AI Agent
    

Troubleshooting