Go to Settings > Channels

From the sidebar, click Settings and then select the Channels tab.

Add a channel

Click the Connect WhatsApp Channel button. You'll be redirected to the connection page where you'll see two options.

Select "Embedded signup" (recommended)

You'll see two cards:

• Embedded signup (recommended) -- Automatic setup with one click.
• Manual setup -- For advanced users who already have API credentials.

Click the blue Continue with Facebook button on the embedded signup card.

Sign in to Facebook

A Facebook popup window will open. Sign in with the Facebook account that manages your business.

Set up your WhatsApp Business account

Follow the steps Facebook presents:

1. Select or create a Meta Business Manager: If you already have one, select it. If not, create a new one by entering your business name.
2. Create or select a WhatsApp Business Account (WABA): If you already have a WABA, you can select it. Otherwise, a new one will be created.
3. Select or register a phone number: Choose an existing number or register a new one. You'll need to verify the number with an SMS code or phone call.
4. Grant permissions: Authorize Trochai to manage messages on behalf of your WhatsApp Business account.

Automatic finalization

Once the Facebook flow is completed, Trochai automatically:

• Registers your account credentials (access token, phone number ID, WABA ID).
• Configures the webhook to receive incoming messages.
• Activates the channel.

You'll see a confirmation message and be redirected to the channel list, where your new channel will appear as Connected.

Confirm prerequisites

In Settings > Channels > Add Channel, select Manual setup. You'll see a four-step wizard. In the first step, confirm that you meet the prerequisites:

• Active Meta Business Manager account
• Phone number verified in the WhatsApp Business API
• Facebook app created and configured
• Permanent access token generated

Check the confirmation box and click Next.

Enter credentials

Enter your Facebook app credentials:

• Phone Number ID: Found in the WhatsApp Business API panel in your Facebook app.
• WABA ID: Available in the same section of the panel.
• Access Token: Generate a permanent System User token in your Business Manager settings.
• Verify Token: Choose any secret text (for example, my-secret-token-2024).
• Display number (optional): The formatted phone number to show in the interface (for example, +506 8888 8888).

Click Next.

Configure the webhook

Trochai will show you the webhook URL and verification token that you need to configure in your Facebook app:

1. Copy the Webhook URL by clicking the copy icon.
2. Copy the Verify Token.
3. Open your Facebook app at developers.facebook.com.
4. Go to WhatsApp > Configuration and paste the webhook URL and verify token.
5. Subscribe to the fields: messages, message_deliveries, message_reads.

Click Next when you've completed the webhook configuration.

Test the connection

Click Test connection to verify that the credentials are correct. Trochai will attempt to communicate with the Meta API using your access token and Phone Number ID.

• If the test is successful, you'll see a green icon with the message "Connection successful" and the associated phone number.
• If it fails, review your credentials and try again.

Click Finish setup to save the channel.