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Connect your WhatsApp number
Updated 8 November 2026
LeadFlow connects to the WhatsApp Business Platform (Meta's official API), not to the WhatsApp app on a phone. Once connected, every message to your number becomes a conversation and a lead in LeadFlow, and the AI can reply under the answers and playbooks you confirm.
Before you start
You need:
- A Meta Business account (business.facebook.com) that you manage.
- A phone number for WhatsApp that is not currently signed in to the WhatsApp or WhatsApp Business app. A number can only be on the API or on the app, not both. A new SIM or a landline that can receive a verification call both work.
- Access to the Meta developer console for the business. Today the connection is set up there and pasted into LeadFlow. If you would rather we do this with you, book a demo and we will set it up together.
Open the guided setup
- In LeadFlow, open AI team in the sidebar and choose the WhatsApp employee.
- Open its Settings tab and click Set up WhatsApp, then Start guided setup.
- The wizard walks through four steps: tell the agent about your business, connect the number, teach it its first answers, and go live. You can leave and come back; your progress is kept.
Connect the number
The Connect step asks for three values from the Meta developer console. Each field has a Where do I find this? link that opens the exact page.
| Field | Where it comes from |
|---|---|
| Phone number ID | Meta app → WhatsApp → API Setup |
| WhatsApp Business Account ID | The same page, under the phone number |
| Access token | A permanent token for a System User with WhatsApp permissions |
Choose the default country code your customers use (Malaysia is +60). LeadFlow checks the values against Meta before saving. A wrong token or number ID is reported on the spot, never saved.
Webhook setup
Under Webhook setup the wizard shows a callback URL and a verify token. Paste both into the Meta app's WhatsApp → Configuration page and subscribe to the messages field. This is how Meta delivers incoming messages to LeadFlow.
Test the connection and go live
- On the last step, click Test the connection and send any message from your own phone to the business number. The page shows We received your message. when it arrives.
- Choose the agent's tone and whether Auto-reply is on. With auto-reply off, chats still arrive and your team answers by hand.
- The AI only ever answers from answers and playbooks you have confirmed — nothing is live until you confirm it. See Teach the AI its first answers.
If something goes wrong
- Token expired or revoked on the Connection card: generate a new permanent token in Meta and click Reconnect WhatsApp.
- Messages arrive but the AI stays silent: check that Auto-reply is on and that at least one answer or playbook is confirmed.
- Nothing arrives: re-check the webhook subscription in the Meta app and that the number is not signed in to a phone app.
Still stuck? Message us and a person will answer.