WhatsApp Integration

Dynaris connects to WhatsApp via the Meta Business API (Cloud API). This enables your AI chat agent to engage prospects and customers on WhatsApp.

Overview

• Meta Business API -- Required for business messaging; On-Premises API has been sunset (October 2025)
• Template messages -- First contact with a user must use an approved template
• 24-hour window -- After a user replies, you can send free-form messages for 24 hours
• Dynaris -- Connects via Composio; uses phone_number_id, bearer token, and app secret

Prerequisites

• Meta Business Suite account
• Meta for Developers app
• WhatsApp Business Account (WABA)
• Verified business (recommended for production)
• Phone number for WhatsApp Business (not used on WhatsApp consumer app)

Meta Business Developer Setup

Step 1: Create Meta Business Manager

1. Go to business.facebook.com
2. Create or access your Business Manager
3. Complete business verification (required for production)

Step 2: Create WhatsApp Business Account

1. In Meta Business Suite, go to WhatsApp > WhatsApp Accounts
2. Create a new WhatsApp Business Account or add an existing one
3. Register a phone number (new or migrated from another provider)

Step 3: Create a Meta App

1. Go to developers.facebook.com
2. Create an app (Business type)
3. Add WhatsApp product to the app
4. Configure WhatsApp Business API settings

Step 4: Get API Credentials

You will need:

• Phone Number ID -- From WhatsApp > API Setup
• WhatsApp Business Account ID -- From Meta Business Suite
• Access Token -- User or system token with whatsapp_business_messaging and whatsapp_business_management permissions
• App Secret -- From App Settings

WhatsApp Template Messages

Meta requires approved templates for the first message to a user. Templates fall into three categories:

Creating Templates

1. In Meta Business Suite, go to WhatsApp > Message Templates
2. Create a new template
3. Choose category (Marketing, Utility, Authentication)
4. Write the template text; use variables with {{1}}, {{2}} for dynamic content
5. Submit for review

Template Guidelines (Summary)

• No deceptive or misleading content
• No prohibited products (alcohol, tobacco, gambling, weapons)
• Clear opt-out for marketing
• Variables must map to real data for Utility templates
• Approval typically takes 5 minutes to 24 hours

After Approval

• Use the template name in your Dynaris/Composio WhatsApp configuration
• Dynaris sends the first message using the template; subsequent messages within 24 hours can be free-form

Connecting WhatsApp to Dynaris

1. Complete Meta Business Developer setup (above)
2. In Dynaris, open Connectors or go to the Chat Agent / WhatsApp section
3. Connect via Composio WhatsApp integration
4. Enter:
   • Phone Number ID
   • Bearer token (access token)
   • App secret
5. Save and verify connection

Flow: First Contact vs Within 24 Hours

Use Cases

• Lead engagement -- Send template to start conversation; agent continues in free-form
• Follow-up sequences -- Template to re-engage; agent qualifies and books meeting
• Customer support -- User messages in; agent responds with Knowledge Base
• Appointment reminders -- Utility template for reminders; agent handles rescheduling in chat

Troubleshooting

Related

• AI Chat Agent
• Using the AI Chat Agent
• System Architecture
• Launch Guide
• Meta WhatsApp Business API