Skip to main content

Meta WABA Setup Guide

This guide walks you through setting up a Meta App to get your credentials for the WhatsApp Business API.

Step 1: Create a Meta App​

  1. Go to Meta for Developers
  2. Click My Apps (top right) → Create App
  3. Select app type: Business
  4. Click Next
  5. Enter an App Name (e.g., your business name)
  6. Enter your App Contact Email
  7. If asked, select your Business Portfolio (or create a new one). This is required for the WhatsApp API.
  8. Click Create App

Step 2: Add WhatsApp Product​

  1. In the App Dashboard, scroll down to the "Add products to your app" section
  2. Find WhatsApp and click Set up
  3. Select your Business Portfolio (if not already selected) and click Continue

Step 3: Get Your Credentials​

  1. You will be redirected to the API Setup page (WhatsApp → API Setup in the sidebar)
  2. Locate the Temporary Access Token section
    • This token expires in 24 hours and is suitable for testing
  3. Locate the Phone Number ID section
  4. Copy both values

Step 4: Add a Test Recipient Number​

While in Development Mode, you can only send messages to verified numbers.

  1. On the same API Setup page, scroll down to the "To" field
  2. Click Manage phone number list
  3. Click Add phone number
  4. Enter your personal WhatsApp number (with country code)
  5. You will receive a verification code on WhatsApp — enter it to verify

Step 5: Enter Credentials in Sydx AI​

Now that you have the token and Phone Number ID, enter them in the Sydx AI Workspace Setup wizard:

  1. Open the Sydx AI Workspace Setup page
  2. Paste in your Phone Number ID, WABA ID, and Access Token
  3. Click Save & Verify

Optional: Create a Permanent Token (System User)​

For production use, you'll want a token that does not expire.

  1. Go to Business Settings
  2. Navigate to Users → System Users
  3. Click Add → Enter a name → Role: Admin
  4. Click Generate New Token
  5. Select your Meta App
  6. Select Permissions:
    • whatsapp_business_messaging
    • whatsapp_business_management
  7. Click Generate Token
  8. Copy this token — it does not expire unless manually revoked. Use this for your production Sydx AI workspace.