WhatsApp Business

Settings → Integrations → WhatsApp Business

Connect a Meta WhatsApp Business account so Calliyo can send template messages to leads from workflows, follow-up reminders, and one-off actions.

Prerequisites

You need an approved Meta WhatsApp Business account with:

A registered phone number (and its Phone Number ID)
A WhatsApp Business Account ID (WABA ID)
A permanent Access Token from the Meta App configured for the business
At least one approved message template in Meta’s catalog

If you don’t have these yet, follow Meta’s setup at business.facebook.com before continuing.

Connecting

Open Settings → Integrations.
Toggle WhatsApp Business on. The card now shows a Needs token warning until you fill in the credentials.
Click Configure to open the drawer.
Fill in:
- Access Token — the permanent token from Meta.
- Phone Number ID — e.g. 123456789012345.
- WhatsApp Business Account ID — your WABA ID.
- Default template language — e.g. en_US or en. This is the locale Calliyo falls back to when picking a template variant.
Click Save.

The access token is stored server-side and never sent back to the browser. After saving, the Access Token field is shown as masked. To rotate, paste a new token and save again.

Testing the connection

After credentials are saved, the drawer shows a Test Connection button. This calls Meta’s API with your phone number ID and reports back:

✅ Connection OK → you’re good to go.
❌ Specific error → usually a wrong Phone Number ID, expired token, or a number that isn’t registered with WhatsApp Cloud API.

What happens next

With WhatsApp Business enabled:

Workflows can include a “Send WhatsApp message” step.
Lead detail pages get a WhatsApp button.
Follow-up reminders can be sent over WhatsApp if you wire it up in a workflow.

Disabling

Toggle WhatsApp Business off in the Integrations tab. Your credentials are preserved — re-enabling does not require re-entering the token.

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