{"id":43672,"date":"2025-12-10T07:49:40","date_gmt":"2025-12-10T07:49:40","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a5%d8%b6%d8%a7%d9%81%d8%a9-whatsapp-%d9%83%d9%85%d9%82%d8%af%d9%85-%d8%ae%d8%af%d9%85%d8%a9-%d9%84%d8%a5%d8%b1%d8%b3%d8%a7%d9%84-%d8%a7%d9%84%d8%b1%d8%b3%d8%a7%d8%a6%d9%84\/"},"modified":"2026-01-04T09:17:46","modified_gmt":"2026-01-04T09:17:46","slug":"adding-whatsapp-as-a-service-provider-for-sending-messages","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-whatsapp-as-a-service-provider-for-sending-messages\/","title":{"rendered":"Adding WhatsApp as a Service Provider for Sending Messages"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]Organizations often require a faster and more efficient communication channel to stay connected with their clients, and WhatsApp is widely recognized as a familiar and trusted platform.<\/p>\n<p>To support this need, the system enables you to integrate your account with WhatsApp and use it as a reliable channel for sending messages and notifications in an automated and structured manner. This guide outlines the clear and straightforward steps required to complete the setup successfully.[\/vc_column_text][vc_custom_heading text=&#8221;Configuring WhatsApp Integration Settings&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1767514030029{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]<span style=\"font-weight: 400;\">To start configuring your messaging settings, go to \u201c<strong>Settings<\/strong>\u201d from the main menu, then select \u201c<strong>SMS Settings<\/strong>.\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><br \/>\nWithin the list of service provider types, you will find the option to integrate with WhatsApp to send messages via Meta.<br \/>\n<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43687 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/12\/SMS-Settings.png\" alt=\"\" width=\"1365\" height=\"596\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/12\/SMS-Settings.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/12\/SMS-Settings-300x131.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/12\/SMS-Settings-1024x447.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/12\/SMS-Settings-768x335.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/>[\/vc_column_text][vc_column_text]Click on the \u201c<strong>WhatsApp<\/strong>\u201d icon and click the &#8220;<strong>Configure<\/strong>&#8221; button to complete the integration.<\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43692 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/12\/Configure-Whatsapp.png\" alt=\"\" width=\"1199\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/12\/Configure-Whatsapp.png 1199w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/12\/Configure-Whatsapp-300x158.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/12\/Configure-Whatsapp-1024x541.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/12\/Configure-Whatsapp-768x405.png 768w\" sizes=\"auto, (max-width: 1199px) 100vw, 1199px\" \/><\/span><\/p>\n<p>Follow the steps shown inside the system as illustrated in the image. Under each step, you will find a direct link that helps you complete it easily.<\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43694 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/12\/WP-Configuration-.png\" alt=\"\" width=\"1032\" height=\"285\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/12\/WP-Configuration-.png 1032w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/12\/WP-Configuration--300x83.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/12\/WP-Configuration--1024x283.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/12\/WP-Configuration--768x212.png 768w\" sizes=\"auto, (max-width: 1032px) 100vw, 1032px\" \/><\/span><\/p>\n<p>Next, you will be asked to enter a set of required details to finalize the integration, including:<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\">The &#8220;<strong>Phone Number<\/strong>&#8221; linked to your WhatsApp account.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">The &#8220;<strong>Access Token<\/strong>&#8221; generated from the Meta platform.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">The &#8220;<strong>Sandbox To Number<\/strong>&#8221; used for testing.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">The approved &#8220;<strong>Message Template<\/strong>&#8221; to be used for sending messages.<\/li>\n<\/ul>\n<p>After entering all the required information correctly, click &#8220;<strong>Save<\/strong>&#8220;.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43696 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/12\/Whatsapp-info.png\" alt=\"\" width=\"982\" height=\"290\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/12\/Whatsapp-info.png 982w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/12\/Whatsapp-info-300x89.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/12\/Whatsapp-info-768x227.png 768w\" sizes=\"auto, (max-width: 982px) 100vw, 982px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Creating an Automated Message Template&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1767517883340{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]Now, go to the \u201c<strong>Auto Reminder Rules<\/strong>\u201d section, then click &#8220;<strong>Add<\/strong>&#8221; to create the message template you want to send automatically to clients.<\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43698 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/12\/Auto-Reminder-Rules.png\" alt=\"\" width=\"1365\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/12\/Auto-Reminder-Rules.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/12\/Auto-Reminder-Rules-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/12\/Auto-Reminder-Rules-1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/12\/Auto-Reminder-Rules-768x355.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/span><\/p>\n<p>When the template is created, the system will submit it to the <strong>Meta<\/strong> platform for review and approval.<br \/>\nOnce the template is approved by <strong>Meta<\/strong>, it will become available for use.[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":29,"template":"","categories":[2060,2059],"tags":[],"class_list":["post-43672","user_manual","type-user_manual","status-publish","hentry","category-sms-auto-reminder-rules","category-sms-settings"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Adding WhatsApp as a Service Provider for Sending Messages - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-whatsapp-as-a-service-provider-for-sending-messages\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding WhatsApp as a Service Provider for Sending Messages - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]Organizations often require a faster and more efficient communication channel to stay connected with their clients, and WhatsApp is widely recognized as a familiar and trusted platform. 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