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Step 1 - Set up WhatsApp Business platform

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This page is about Chat for JSM Cloud. Using Server or Data Center? Click here.

Integrating WhatsApp Business with Chat for JSM empowers your clients to submit their queries directly via WhatsApp, while enabling your support teams to manage those requests seamlessly within Jira.

This integration requires configuration on both ends: you will need to create an app on the Meta side and incorporate the required parameters from that app into the Chat for JSM settings in your Jira.

On this page:

Video overview: Create and test your WhatsApp Business app

Watch the 1-minute video below to see how you can create and test your WhatsApp Business app.

Part 1 (Meta) - Create an app for WhatsApp Business.mp4

Below is a summary of the setup process for the WhatsApp Business Platform by Meta. For more detailed instructions, refer to the official Meta guide.

Prerequisites

Step 1: Create a Meta app

  1. Go to http://developers.facebook.com > My Apps > Create App. Find the Business type and follow the prompts on your screen.

  2. Locate the WhatsApp product on the newly created app's dashboard and click Set up.

  3. Next, you will see the option to select an existing Business Manager (if you have one) or, if you would like, the onboarding process can create one automatically for you (you can customize your business later, if needed). Make a selection and click Continue.

🎉 Your Meta app with the WhatsApp product is now created!

Step 2: Send a test message

  1. On the API Setup (former Getting Started) tab, select your WhatsApp number, if any, or test phone number in the From field.

  2. Add the phone number you would like to message in the To field.

  3. Click Generate access token at the top if the field is currently empty.

  4. Click Send Message to send the first message.

That’s it! You have just sent a test message! (smile)

Step 3: Enable live mode

To integrate your WhatsApp Business app with Chat for JSM, your app must be set to Live mode.

App mode.png

Please note that there are additional steps required to use WhatsApp Business, including getting application approval, adding your privacy policy link and business phone number, obtaining user opt-in, and adding pricing and payment.

Find out more in Meta's documentation.


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