This guide will walk you through the process of connecting WhatsApp Business to CDESK. With this integration, you’ll be able to create tickets and communicate with customers via WhatsApp directly through the CDESK Portal.
You can read more about using WhatsApp with CDESK in the article WhatsApp Manual.
To connect WhatsApp Business with CDESK, you will need:
- Facebook Business Portfolio – A business account in Meta Business Manager that will own the WhatsApp developer app and a phone number.
- Meta Developer Account – An account on Meta for Developers, required to create a WhatsApp developer app and obtain access credentials.
- WhatsApp Developer App – An app created in the developer account that serves as a connector between CDESK and the WhatsApp Business API.
- Phone Number – A phone number that is not currently used in any WhatsApp app (neither the personal nor the business version)
The settings are carried out in four stages. The first three are carried out in the Meta environment, and the last in CDESK. Please follow the steps in the order given; each step builds on the previous one.
The connection relies on three accounts within the Meta environment – a Business Portfolio, a developer account and a developer application. The portfolio owns the phone number and the app; the developer account enables the app to be created; and the app itself acts as a connector between CDESK and the WhatsApp Business API. This stage creates and links them together.