WhatsApp Business

WhatsApp Business is a free-to-download messaging app designed specifically for small and medium-sized businesses (SMBs) to connect with customers in a simple, secure, and scalable way. Built on top of the original WhatsApp platform, it adds business-centric features that make customer communication more professional, automated, and organized.

How to use WhatsApp Business in ZBrain Flow

Integrating WhatsApp Business with ZBrain Flow enables you to streamline customer communication by sending text messages, media files, and template messages directly from your workflows. ZBrain Flow supports various WhatsApp Business actions, enabling you to automate and enhance customer engagement.

To add WhatsApp Business to ZBrain Flow, follow these steps:

1. Click the ‘+’ button within the Flow to add a new action.

2. In the search bar, type WhatsApp Business.

3. Select WhatsApp Business from the available options.

4. Choose the desired action:

   • ZBrain Flow provides several options for WhatsApp Business integration:

     • Send message: Send a simple text message through WhatsApp.

     • Send media: Send images, videos, audio, stickers, or documents via WhatsApp.

     • Send template message: Send pre-approved template messages via WhatsApp.

How to create a WhatsApp Business connection in ZBrain Flow

To interact with WhatsApp Business using ZBrain Flow, you need to create a connection by providing the necessary credentials.

Steps to create a WhatsApp Business connection:

1. Navigate to the connection dropdown:

   • In your ZBrain Flow, click on the connection dropdown.

   • Click ‘Create Connection’ to start the connection setup.

2. Provide connection details:

   • Connection name: Enter a name that will help you identify this connection (e.g., “WhatsApp Business Integration”).

   • System user access token: This is the token generated from the Meta Business Suite (explained below).

   • Business account ID: This ID can be retrieved from the Meta Business Suite, which is linked to your WhatsApp Business account.

3. Click ‘Save’ to finalize the connection setup.

How to obtain the system user access token and business account ID

Step 1: Create a system user in Meta Business Suite

1. Log in to Meta Business Suite.

2. Go to Settings (gear icon) and expand the Users section.

3. Click on System Users and then ‘Add.’

4. Enter a name for the system user (e.g., “WhatsApp Integration User”) and assign the Admin role.

5. Click ‘Create System User’ to complete this step.

Step 2: Assign assets to the system user

1. After creating the system user, select the user from the list and click ‘Add Assets.’

2. Select the app you have created for WhatsApp Business and grant Full Access to the system user for that app.

Step 3: Generate access token

1. Go to the System User page.

2. Click ‘Generate Token’ to create a new token.

3. Select your app from the available list.

4. Set the token expiration to Never (for permanent access).

5. Assign the following necessary permissions to the token:

   • whatsapp_business_management

   • whatsapp_business_messaging

6. Click ‘Generate Token’ and copy the token. This will be used to authenticate the API requests.

Step 4: Retrieve the business account ID

1. In Meta Business Suite, navigate to the Accounts section.

2. Select WhatsApp Accounts and find the WhatsApp Business account you want to integrate with.

3. Copy the Business Account ID associated with that account.

How to send a message via WhatsApp Business

1. Select an existing connection or create a new one:

   • From the connection dropdown, select an existing WhatsApp Business connection or create a new one using the steps above.

2. Provide message edtails:

   • Phone number ID: Select the WhatsApp Business phone number ID you want to send the message from.

   • To: Enter the recipient's phone number (include country code, e.g., +1 for the USA).

   • Message: Enter the text of the message you want to send.

3. Send the message: After entering all necessary details, initiate the flow to send the message.

How to send media via WhatsApp Business

1. Select an existing connection or create a new one:

   • Choose the WhatsApp Business connection you set up earlier or create a new one.

2. Provide media details:

   • Phone number ID: Select the WhatsApp Business phone number ID you wish to use.

   • To: Enter the recipient's phone number.

   • Media type: Choose the media type you are sending (Image, Audio, Video, Sticker, or Document).

   • Media URL: Provide the URL of the media file you wish to send.

   • Caption: Add a caption to accompany the media.

   • Filename (Required for Documents): If sending a document, specify the filename.

3. Send the media: After entering the necessary information, initiate the flow to send the media message.

How to send template messages via WhatsApp Business

1. Select an existing connection or create a new one:

   • Choose an existing WhatsApp Business connection or create a new one if needed.

2. Provide template message details:

   • Phone number ID: Choose the WhatsApp Business number ID from which you will send the template message.

   • To: Enter the recipient's phone number.

   • Message template ID: Select the pre-approved message template that you want to use.

3. Send the template message: After filling in the required details, trigger the flow to send the message template to the recipient.

• Dynamic values: You can use dynamic values in your messages, media URLs, and templates by clicking the ‘f’ icon to insert variables from your ZBrain Flow data.