πŸ’¬Connect your Agent with WhatsApp

Learn how to connect your Dapta Text Agent to WhatsApp Business so it can send and receive messages with your customers 24/7.

Connecting your Text Agent to WhatsApp lets it respond to customers directly through WhatsApp Business. Once connected, your agent will handle conversations automatically using the instructions and knowledge you've configured.

Prerequisites

Before you begin, make sure you have the following:

  • A Dapta Text Agent already created and configured.

  • A phone number that is not already registered with another WhatsApp account.

  • Access to the phone number to receive a verification code via SMS.

  • Pop-ups allowed in your browser for the Dapta site.

  • A valid business website or Instagram Business profile URL β€” Meta requires this to avoid blocks on your WhatsApp Business Account.

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Step-by-Step Guide

Step 1: Go to Text Agents in the left sidebar and click on the agent you want to connect to WhatsApp.

Text Agents list showing your available agents

Step 2: Inside the agent, click on the Channels tab at the top of the page. You will see two channel options: WhatsApp Business and Dapta Widget.

Channels tab showing WhatsApp Business and Dapta Widget cards

Step 3: Click the Connect button on the WhatsApp Business card. A requirements modal will appear.

Meta requirements checklist before connecting WhatsApp

Review the requirements checklist:

  • Allow pop-ups for this site.

  • Have access to the phone number to receive the verification code.

  • The number must not be registered with another WhatsApp account.

  • Your business must have a valid website or Instagram Business profile URL.

Check the confirmation box and click Connect.


Step 4: In the WhatsApp Business Connection modal, fill in:

  • Phone Number β€” Select your country code from the dropdown and enter your phone number.

  • Display Name β€” This is the name your customers will see on WhatsApp. It is pre-filled with your agent's name, but you can change it (max 64 characters).

WhatsApp Business Connection modal with phone number and display name fields

Click Connect to proceed.


Step 5: A Meta Embedded Signup popup will open in a new browser window. Follow the steps in the popup to:

  1. Log in to your Facebook/Meta account.

  2. Create or select a Meta Business Account.

  3. Create or select a WhatsApp Business Account (WABA).

  4. Register your phone number.

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If the popup doesn't appear, make sure pop-ups are allowed for this site in your browser settings.


Step 6: Once the Meta signup is complete, the popup will close automatically and Dapta will register your WhatsApp sender. You will see a success screen confirming your connection with the phone number displayed.

Click Done to finish.


After Connecting

Once connected, the WhatsApp Business card on the Channels tab will show:

  • A status badge (e.g., ONLINE, CREATING, OFFLINE) in the top-right corner of the card.

  • A View Connection button instead of the Connect button.

Clicking View Connection opens a details panel where you can see:

Field
Description

Phone Number

The connected WhatsApp number

Status

Current connection status (Online, Offline, etc.)

WABA ID

Your WhatsApp Business Account ID

Quality Rating

Meta's quality rating for your number (High, Medium, Low)

Messaging Limit

Your current messaging tier

Sender ID

The Twilio sender identifier

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Your agent will start responding to WhatsApp messages automatically once the status shows ONLINE. It may take a few moments after connecting for the status to update.


Connecting with an Existing WhatsApp Business Account

If your Dapta account already has a WhatsApp Business Account (WABA) linked from a previous connection, the process is slightly different:

  1. Follow Steps 1 through 4 as described above.

  2. Instead of the Meta popup, you will receive a 6-digit verification code via SMS to the phone number you entered.

  3. Enter the code in the verification modal and click Verify.

  4. Dapta will register the sender and display the success screen once complete.

Tip: If you don't receive the verification code, click Resend Code to have it sent again.


Troubleshooting

Issue
Solution

Meta popup is blocked

Allow pop-ups for app.dapta.ai in your browser settings and try again

Phone number already registered

Deregister the number from your existing WhatsApp account first

Verification code not received

Click Resend Code and check that you have signal on the phone number

Connection stuck on "Creating"

Wait a few minutes β€” the registration can take up to 60 seconds. If it persists, try disconnecting and reconnecting

Meta requires business verification

Make sure your Meta Business Account has a valid website or Instagram Business profile URL configured

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