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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

If connecting a Dapta phone number:

  • A Dapta Text Agent already created and configured.

  • A phone number already purchased in the Phone Numbers section of Dapta.

If connecting your own phone number:

  • 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.


Step-by-Step Guide

Step 1: You can access WhatsApp setup in two ways:

  • From the sidebar: Expand Text Agents in the left sidebar and click Channels, then click on the WhatsApp Business card.

  • From inside an agent: Go to Text Agents, click on the agent you want to connect, and open the Channels tab at the top.

Text Agents list showing your available agents

Step 2: You will see two channel options: WhatsApp Business and Dapta Widget. Click the Connect button on the WhatsApp Business card.

Channels tab showing WhatsApp Business and Dapta Widget cards

Step 3: A modal will appear asking "Choose how to connect your number." Select one of the two options:

  • Use a Dapta number β€” Connect one of your purchased Dapta phone numbers.

  • Use my own number β€” Connect a phone number you already own.

Modal asking whether to use a Dapta number or your own number

Click Next to continue.


Path A: Use a Dapta Number

Step 4: Fill in the following fields:

  • Display Name β€” The name your customers will see on WhatsApp when your agent messages them (e.g., "Acme Support").

  • Select a Dapta number β€” Choose from the dropdown of phone numbers you have already purchased in Dapta.

Form showing Display Name field and Select a Dapta number dropdown

Click Continue.


Step 5: What happens next depends on whether your account already has a WhatsApp Business Account (WABA) linked:

  • If you already have a WABA linked: Dapta connects the number automatically. You will see a success screen β€” no Meta popup required.

  • If this is your first time: A Meta popup will open. You only need to select your Business Portfolio and your WhatsApp Account β€” no phone number entry, display name, or verification code is required in the Meta flow.

If the Meta popup does not appear, make sure pop-ups are allowed for app.dapta.ai in your browser settings.


Step 6: Once the connection is complete you will see a success screen. Click Done to finish.


Path B: Use Your Own Number

Step 4: The following fields are required before Dapta opens the Meta connection:

  • Display Name β€” The name your customers will see on WhatsApp.

  • Website β€” A valid business website or Instagram Business profile URL (required by Meta).

  • Phone Number β€” Select your country code and enter the phone number you want to connect.

Form showing Display Name, Website, and Phone Number fields

Click Continue.


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

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.

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

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 via the Phone Numbers Section

You can also connect or view a WhatsApp line directly from the Phone Numbers section, without going through the agent's Channels tab:

  1. In the left sidebar, expand Voice Agents and click Phone Numbers.

  2. Click on any phone number in the list to open its detail panel.

  3. Scroll to the Text Agents section at the bottom of the panel.

  4. If no WhatsApp is connected, click Connect WhatsApp and follow the same steps above.

  5. If a WhatsApp line is already connected, the panel shows the Display Name (read-only) and the text agent assigned to that number.


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

No Dapta numbers appear in the dropdown

Purchase a phone number first in Voice Agents β†’ Phone Numbers

If you have any doubts or questions about how official Meta business accounts work, you can review Meta documentation

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