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Docs/Messaging Platforms

WhatsApp Setup

Connect WhatsApp to chat with the AI agent and receive scheduled reports and uptime alerts directly in WhatsApp.

Prerequisites

Configuration

  1. Go to Settings > Messaging Platforms
  2. Expand WhatsApp and enter:
- Phone Number ID - From the WhatsApp Cloud API dashboard

- Permanent Access Token - A system user token with the whatsapp_business_messaging permission. See Meta's guide on generating tokens.

- Webhook Verify Token - Choose any secret string

  1. Save the configuration

Webhook Setup

  1. In the Meta Developer Portal, go to your app's WhatsApp settings
  2. Set the Callback URL to: https://your-domain.com/api/whatsapp
  3. Enter the same Verify Token you configured in SEO Dash
  4. Subscribe to the "messages" webhook field

First Message Requirement

WhatsApp's Cloud API requires users to message the bot first before it can send them notifications. This is a Meta policy requirement. If you want to receive scheduled reports or uptime alerts via WhatsApp, send any message to the bot first. After that, SEO Dash stores your phone number and can send messages to you.

Message Formatting

Messages from the AI agent are automatically formatted for WhatsApp using bold text (*bold*) and clean line breaks. Markdown from the agent is converted to WhatsApp-compatible formatting.

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