Set up WhatsApp Send Message
Let your AI agent send WhatsApp confirmations, follow-ups, and notifications directly to customers — e.g. after booking an appointment or capturing a lead. This guide walks you through connecting the WhatsApp Business API so your agent can proactively message customers on your behalf.
Create a Meta Business Account
You need a Meta Business Account and a Facebook Developer Account. Go to business.facebook.com.
If you already have a Meta Business Account, you can skip this step.
Create a New App in the Developer Portal
Go to the Facebook Developer Portal and create a new app. Select the app type "Business".
Give your app a descriptive name, e.g. "My Company WhatsApp".
Add WhatsApp Product
In your app's dashboard, find the "Add Products" section and add "WhatsApp".
This enables the WhatsApp Business API for your app.
Find Your Phone Number ID
Navigate to WhatsApp > API Setup in the left sidebar. You'll see your test phone number and its Phone Number ID.
Copy the Phone Number ID — you'll need it in step 6.
Generate a Permanent Access Token
Temporary tokens expire after 24 hours. For production use, create a permanent token:
- Go to Business Settings > System Users and create a new System User with Admin role.
- Click "Generate New Token", select your app, and grant these permissions:whatsapp_business_messagingwhatsapp_business_management
Store this token securely — it won't be shown again.
Configure in BitPalm Dashboard
Open your BitPalm Dashboard, go to your agent's Settings > Tools and find "WhatsApp - Send Message".
Paste your access token in the Whatsapp Token field and your Phone Number ID in the Whatsapp Phone Id field. Then click "Save Config".
Then check the box to enable the tool.
Test the Integration
Open your agent's Playground and try sending a message. For example:
The agent will use the WhatsApp Business API to send the message via your configured phone number.
Make sure the recipient has opted in to receive messages, as required by WhatsApp Business policies.