WhatsApp Integration

Overview

OutCallerAI connects a WhatsApp Business account to workspace conversations and supported messaging tasks.

Capabilities

• Real-Time Capture: Synchronize leads from WhatsApp conversations directly to active CRM campaigns.
• Automated Messaging: Send documents, follow-ups, and message templates automatically before or after outbound calls.
• Workspace conversation history: Review supported WhatsApp conversations and delivery activity alongside other channels.

Prerequisites

• A Meta WhatsApp Business account and approved sending number.
• A System User access token, Phone Number ID, and Business Account ID.
• Approved templates and customer consent for business-initiated messages.
• A dedicated system user with only the permissions required for the WhatsApp Business account.

Setup

1. Navigate to Integrations: Go to the Integrations Page inside the OutCallerAI dashboard and locate the WhatsApp card.
2. Connect Account: Click Connect and enter the System User access token, Phone Number ID, and Business Account ID from Meta.
3. Save and verify: Save the connection, then send a controlled test message through a workflow that uses WhatsApp.
4. Review delivery: Confirm the message and its delivery state appear in the expected workspace conversation or task flow.

How it works

OutCallerAI uses the connected number for supported workspace conversations and messaging tasks. Provider delivery states are recorded with the related conversation or workflow.

Verify the integration

Send a controlled test message through a supported workflow. Confirm the recipient receives it and that its delivery state appears in the expected OutCallerAI conversation or task.

Troubleshooting

• Store the Meta token only in the integration credential field; never place it in a prompt, lead record, or webhook payload.
• Use approved WhatsApp templates and consent rules for business-initiated messages.
• If the token is rotated or the connected number changes, update all three identifiers and repeat the delivery test.
• If sending fails, verify the token, Phone Number ID, Business Account ID, template approval, and recipient format.

Disconnect

Select Disconnect Integration in the WhatsApp drawer when the workspace should no longer send through that WhatsApp Business account. Existing conversation history remains.