Step 1: Set up WhatsApp Business platform

Integrating WhatsApp Business with Chat for JSM empowers your clients to submit their queries directly using 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.

Video guide: 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.

Prerequisites

• Ensure that you are registered as a Meta developer to access the WhatsApp Business platform.

• Enable two-factor authentication for your account.

Step 1: Create a Meta app

1. Go to http://developers.facebook.com > My Apps > Create App. Follow the prompts on your screen, select the Business type, and create your app.

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

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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. Navigate to the WhatsApp > API Setup.

2. Select your WhatsApp number or test phone number in the From field.

3. Add the phone number you would like to message in the To field by clicking Manage phone number list.

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

5. Click Send Message to send the first message.

You have just sent a test message!

Step 3: Enable live mode

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

Next steps