All resources
    WhatsApp8 min readReviewed July 14, 2026

    WhatsApp Business assistant setup checklist

    Prepare the Meta credentials and webhook configuration required for a WhatsApp-enabled VSCRM AI assistant.

    Prepared by the VSCRM AI team

    Expected outcome

    A verified webhook and a WhatsApp-enabled assistant ready for end-to-end testing.

    Step-by-step

    1

    Prepare the WhatsApp Business configuration

    Use the appropriate Meta business and WhatsApp application with access to the phone number being connected.

    2

    Collect the required values

    Have the access token, Phone Number ID, and a verify token ready before enabling WhatsApp on the assistant.

    3

    Enable the assistant channel

    Enter the WhatsApp settings on the correct assistant and save them securely.

    4

    Configure and verify the webhook

    Add the assistant webhook URL in Meta and use the matching verify token during subscription verification.

    5

    Test inbound and outbound messages

    Send a message from an allowed number and confirm the assistant receives and replies through the configured channel.