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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.

How to Create and Test Your WhatsApp Business App

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

We've summarized how to set up the WhatsApp Business Platform by Meta below. Check out the official guide for more details.

To Get Started:

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.

  4. Tada! 🎉 Your Meta App with WhatsApp product has been successfully created!

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)

Enable Live Mode

To integrate your WhatsApp Business app with Chat for JSM, it is essential to have the app 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.

Next Steps

Set up the integration with Chat for Jira Service Management

Learn about WhatsApp 24-Hour rule

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