How to setup a WhatsApp message connection

Businesses can use WhatsApp to communicate with customers and clients in a personal and convenient way and they can send messages directly to their mobile phone. One way to use WhatsApp for business is to set up a WhatsApp message connection. This allows businesses to send and receive WhatsApp messages through their Ozeki SMS Gateway. In this article, we will show you how to set up a WhatsApp message connection. We will explain the process in detail, from creating a WhatsApp app in the Facebook Developer Portal to configuring the WhatsApp message connection in the Ozeki SMS Gateway. We'll provide screenshots and instructions for each step, so you should be able to follow along easily.

What is WhatsApp message Gateway

WhatsApp message Gateway is a special service that allows businesses to send and receive business WhatsApp messages through the gateway.

What is WhatsApp message connection

WhatsApp message connection is an internet-based connection to WhatsApp Business Server to send and receive messages directly to mobile phones.

Ozeki SMS Gateway has a built-in WhatsApp message gateway that allows businesses to send and receive WhatsApp messages using their existing Ozeki SMS platform without the need to install additional software.

Comparison: SMS Messages vs. Business WhatsApp Messages
# SMS Messages # WhatsApp Messages
1 Limited to 160 characters
or 1600 (depending on the mobile service provider)
1 Limited to 4096 characters
2 Sent through cellular network 2 Uses Internet for messaging
3 Works without internet connection 3 Requires Internet connection for use
4 Charges may apply for international messages 4 The price is the same for international and local messaging
5 Stored locally on devices 5 Cloud storage for messages
6 Text communication, MMS multimedia 6 Supports rich messages
7 Compatible with any mobile number 7 Works only on smartphones and feature phones
8 Subscription required 8 Installation and registration required
9 Not synchronized across devices 9 End-to-end encryption for privacy
10 No additional apps required 10 Requires WhatsApp application installation

How the WhatsApp SMS connection works

whatsapp connection
Figure 1 - WhatsApp connection

Create WhatsApp app on Facebook developer page

In this video, we will explain the accurate process of creating a WhatsApp app from a Facebook developer page. You can learn the essential steps from the beginning to the end. If you follow these movements, then it will be easy for you to set up a WhatsApp connection.

First of all, you need to load in your browser the "developers.facebook.com" website. Then, click on the "Get Started" button in the upper right corner of this page.

Click get started
Figure 2 - Click get started

Now, the Welcome page has been brought up. In this page, you can register and create a Meta for Developers account that allows you to manage apps that access the Graph API and contribute to apps that others own. You have to click on the "Continue" button, highlighted in blue, to agree with the terms and policies of the site.

Register for developer
Figure 3 - Register for developer

After that you have accepted the policies, you have to verify your account. It is required to add a mobile phone number, which will be saved to your Facebook profile. You will receive an SMS notifications, in order to be able to do your login and personalize your profile.
When you are ready with typing your mobile number, you need to click on the "Send Verification SMS" button. In the other hand, if you prefer other methods, instead of giving your mobile phone number, then it is possible to verify your account by your credit card.

Send verification sms
Figure 4 - Send verification sms

If you have received the verification SMS to the phone number that has been entered during the registration, then you have to type the Code from the SMS to the box. This is required, because it is important to make sure that the phone number belongs to you. If you do not received any text message, the click on the "Send SMS Again" button. When you are ready with typing the Code, then click on the "Continue" button, highlighted in blue.

Enter verification code
Figure 5 - Enter verification code

Now, you have to add your primary email address, in order to send you notifications and help you with the login process. You can agree the marketing policies also, if your are interested in. When you have entered the data, click on the "Confirm Email" button.

Confirm email address
Figure 6 - Confirm email address

In this section, you have to choose from the given options, that describes you most. Choose the "Developer" option, than click on the "Complete Registration" button.

Complete registration
Figure 7 - Complete registration

The following step, is to create the app to get started. For this, you need to click on the "Create App" button, highlighted in green.

Create app
Figure 8 - Create app

Now, you have to select the apps' type that you want to make. For example, choose the "Business"one from the given options. Then, click on the "Next" button.

Business app type
Figure 9 - Business app type

The next step, is to add more details to your app. Enter an app name that will show on your My Apps page and associate with your app ID. The email address, that you have added previously will automatically the email address where you can receive notifications about your app. Make sure it is an addrees that you check regularly. It is optional to add any business account to your app. When is is needed, you can change any details in the Setting menu. If you are ready, click on the "Create App" button. A pop-up page will bring up where you have to enter your password, then submit it.

Add app name
Figure 10 - Add app name

Now, a pge has been brought up, where it is possible to set up connections. You have to choose the app type that you need from the given list of options. Now, choose the WhatsApp type, by clicking on the "Set up" button in the right corner of the bottom.

Setup whatsapp app
Figure 11 - Setup whatsapp app

In order to continue the process, click on the "Continue" button, highlighted in blue.

Continue to create the app
Figure 12 - Continue to create the app

A welcome page will bring up, where you need to click on the "Start using the API" in order to get setup on the API Cloud by adding a phone number for messages.

Start using the api
Figure 13 - Start using the api

When the page got loaded, you need to scroll down the page and find the "Select a recipient phone number" box. By clicking on this box, a "Manage phone number list" option will show up. You have to click on it, and add a recipient phone number.

Manage phone number list
Figure 14 - Manage phone number list

Enter the phone number and if you see a green tick in the box's corner, you can click on the "Next" button.

Add new phone number
Figure 15 - Add new phone number

Verify your phone number, by entering the 5-digit code that you have received in SMS. If you do not received any text message, the click on the "Resend code" button. When you are ready, click on the "Next" button.

Verify phone number
Figure 16 - Verify phone number

Before you continue, in the following page you can learn how to secure GUI access, how to create and configure SSL certificates, and how to use HTTPS to access the SMS gateway remotely.

How to use HTTPS in the SMS Gateway

Configure WhatsApp connection in Ozeki SMS Gateway

In the following video you will see, how to configure WhatsApp connection in Ozeki SMS Gateway. Follow the steps and be able to do these setups easily.

First, log in to your Ozeki SMS Gateway, then choose the SMS Gateway Desktop icon. In the Ozeki Toolbar, choose the "Add new connections" link in the left side of the Connections Panel.

Add new connection
Figure 17 - Add new connection

From the "IP SMS connections" install section, choose the WhatsApp client, and click on the "Install" link.

Install WhatsApp client
Figure 18 - Install WhatsApp client

Now you have to install the connection. Copy the WhatsApp Business Account ID from your Meta for Developers page.

Copy WhatsApp Bussiness Account ID
Figure 19 - Copy WhatsApp Bussiness Account ID

Now, paste your WhatsApp Bussiness Account ID into the WABA-ID box in the Credentials section.

Paste WhatsApp Bussiness Account ID
Figure 20 - Paste WhatsApp Bussiness Account ID

Copy the Temporary access token from your Meta for Developers page.

Copy access token
Figure 21 - Copy access token

Now, paste your Temporary access token into the Access token box in the Credentials section.

Paste access token
Figure 22 - Paste access token

Now, you need to specify a telephone number on the connection. Copy the number from the Meta for Developers page and paste into the Telephone number box. Then click on the "Ok" button, highlighted in blue.

Add telephone number
Figure 23 - Add telephone number

In order to create the connection, you have to switch the slider button into green, at the left panel of Ozeki SMS Gateway.

Successfully connected to WhatsApp
Figure 24 - Successfully connected to WhatsApp

At the right panel of Ozeki SMS Gateway, choose the Test tab and create an SMS message by providing the details. Type the recipients' phone number and send the automatically generated test message, by clicking on the "Send" button. If it worked well, then you will see a green tick under the tab, that means your connection has been set.

Send test message
Figure 25 - Send test message

Summary

If you follow the steps in this article, you should be able to set up a WhatsApp SMS connection without any problems. This will allow you to send and receive WhatsApp messages through your Ozeki SMS Gateway, which can be a great way to communicate with your customers or clients.

In this article, we have shown you how to set up a WhatsApp SMS connection. We have explained the process in detail, from creating a WhatsApp app in the Facebook Developer Portal to configuring the connection in Ozeki SMS Gateway.

We have provided screenshots and instructions for each step, so you should be able to follow along easily.

Here are some additional useful tips for setting up a WhatsApp SMS connection:

  • Make sure that you have a valid WhatsApp Business Account ID and Temporary access token.
  • Make sure that the phone number that you add to your WhatsApp Business App is the same phone number that you use in Ozeki SMS Gateway.
  • Test the connection by sending a test message to a recipient's phone number.

If you have any further question, please send us an e-mail to the info @ozeki.hu address or register to our website https://myozeki.com for assistance.