🎥Tess AI & WhatsApp | Complete Tutorial to Set Up Your Number and Integrate with Make🗒️

We’re going to demonstrate the full process to set up a virtual number and integrate it with Meta’s business platform for WhatsApp automations. The setup involves several technical steps that need to be followed in a specific order!

Setting Up the Virtual Number on BR DiD

To start the setup process, you need to prepare the virtual number purchased on BR DiD to receive Meta's verification code. The video highlights that in most cases, the SMS isn't received, but rather a phone call or an audio message with the verification code.

It is emphasized that the order of operations is critical:

  • First, you must start the setup on BR DiD

  • Don't click the green button "It worked, continue" right away

  • You need to go to WhatsApp Business and request the verification code

When the call is received, the BR DiD system captures the audio containing the verification code (in the example from the video, the code was 23683).

Verification Process on Meta

After receiving the code, you must enter it into Meta's interface for verification. The video shows that even after the initial verification, the status of the number appears as "pending," and it's necessary to refresh the page to check the progress.

An important point mentioned is that it's necessary to have:

  • A payment method set up on the WhatsApp Business account

  • A system user with full control

Setting Up the Permanent Token

For integrations with platforms like Make (formerly Integromat), it's necessary to set up a permanent token:

  • In Meta's dashboard, go to the "People" section

  • Locate the system user (in the example, "Pareto Dev")

  • Generate a permanent token, preferably set to "never expire"

This token will be used to authenticate requests between the integrated systems.

Connecting Make, Meta, and WhatsApp

The integration process involves three main elements:

  • The Meta application

  • The WhatsApp Business account

  • The specific phone number

In Make, when creating a new connection that will serve as a trigger for messages received on WhatsApp, it is necessary to:

  • Insert the system user’s permanent token

  • Set up the WhatsApp Business account ID

  • Establish a Webhook that connects Make to the Meta application

The account ID determines which phone numbers will be available for use in the automation. The Webhook URL must be generated in Make and configured in the Meta application to establish communication between the systems.

Keep a clear organization when working with multiple numbers, apps, and automations, ensuring that each connection is properly named and configured to avoid future confusion!