Yazi WhatsApp Research Bot How it Works Documentation

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Yazi WhatsApp Research Bot How it Works Documentation

Setting up Survey Bot in Meta

Step by Step Summary

Get Business manager verified and setup a new app in the

Developer portal⁠

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Add WhatsApp as a product in your new app in Developers portal

Setup a number in section 5 of “API Setup” in the

developers portal⁠

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Add configuration keys - Callback URL and Verify token in the

Configuration section⁠

In the “Webhook fields” section directly below, press the “Manage” button and click ALL the tickboxes in “Subscribe” column

Add payment method in

Meta Business Manager⁠

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Generate System User token

Business Manager⁠

, create an Asset with “Manage App” under Full control

Generate token - Select “Never” for token expiration and tick the following boxes

Business Management

WhatsApp business messaging

WhatsApp Business management

Copy token and send to Yazi

Copy Phone number ID and WhatsApp Business Account ID in

API setup⁠

in the developers Portal and send to Yazi

Toggle Developer mode to be on Live

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`META FOR DEVELOPERS`⁠
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1. Setup Developer Portal

1.1 Create an app

Go to

Meta for Developers⁠

and click “Create App”

Select “Other” for “What do you want the app to do?”

Select “Business” for “Select an app type”

Give your app a name, add a contact email and associate it with a Meta Business Manager

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https://developers.facebook.com/apps/⁠

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Business Manager Verification in Meta Settings.

Now you will be eligible to verify your Facebook Business Manager. Verify your business Manager by uploading your company documents to prove that you are a legitimate company.

Meta article about this here:

https://www.facebook.com/business/help/2058515294227817?id=180505742745347⁠

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Verification docs

These documents should validate the legal name of your business and your business’s official mailing address or phone number

Accepted document types

The primary document types that are acceptable for business verification are as follows. Make sure these documents are not expired and are issued by the relevant authorities.

Certificate/Articles of Incorporation

Business Registration or License Document

Government Issued Business Tax Document: This could include a Tax Certificate. Self-filed tax documents are not accepted.

Business Bank Statement

Utility Bill: A utility bill is accepted only for Business Address and Phone number. The Legal Business Name must be on the utility bill. A utility bill is not an acceptable document for Legal Business Name verification

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https://business.facebook.com/settings/info?business_id=⁠

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1.2 Create WhatsApp product

Click “Add Product”

Scroll down to WhatsApp and click “Set Up”

Press “Continue” in Quick start

2. API Setup

2.1 Add phone number

Click on “Add phone number” button in “

Step 5: Add a phone number section⁠

”. Fill out your profile name and add the number:

Add profile display name prescribed by Meta. Make sure it’s associated with you business’s actual name. If it is not associated, Meta is likely to reject. For Research bots, we typically advise [business_name] + Research as your Display Name. See

Display Name Guidelines⁠

article for more details.

Choose category and business Description

Add number: Select country code and add number to receive OTP via SMS or phone call to verify

Note:

Make sure you have the number ready to receive SMS or phone call

After adding your number, you might need to refresh the page if the number isn’t showing up

2.2 Setup Webhook

Go to the

Configuration section⁠

and press “Edit” button in the webhook card section

Enter Callback URL and Verify token (both of these keys will be provided to you by Yazi)

Press “Verify and Save” button (it will do a pink test and automatically save)

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In the “Webhook fields” section directly below, press the “Manage” button

Click ALL TICKBOXES in Subscribe column. This allows us to track and retrieve the data so make sure to tick every one!

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`META BUSINESS MANAGER`⁠
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3. Add payment method

In order for the WhatsApp account to activate, you need to add a card or payment method.

Go to your

Meta Business Manager⁠

to setup and select:

WhatsApp Accounts

Click on the new WA account

Settings

Payment Settings

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4. System User token

You have now entered what the identification that WhatsApp needs from our software system. Now, for our system to connect to your number, we need 3 items or identifiers from you. These are:

System User token

Phone number ID

WhatsApp Business Account ID

4.1 Add System User if none existed

Head back to

Business Manager⁠

to generate a system token from someone who is a System user:

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Go to Users and click on “System Users” (you need to be an Admin user to do this)

Note:

If no System user exists, Press the “Add” button → Set system user role to Admin

Difference between system user and regular user. System user doesn’t require a reset of the token after it expires because the system can be setup as permanent. If system is compromised then you can revoke

4.2 Add Asset

Click “Add Assets” and a Modal will pop up. Navigate the following:

Click the “Apps” page

Select your app you just created

Toggle “Manage App” under Full control to be on

Press “Save changes” button

4.3 Generate Token

Click “Generate New Token”

Select your App

Select “Never” for token expiration

Tick the following boxes

Business Management

WhatsApp business messaging

WhatsApp Business management

When you've done this, Click “Generate Token” button

Note:

This is the identifier that will be sent back to Yazi to configure the system to your personal account. Once the code is generated, you can send it to Yazi to complete the configuration of your account

Selecting Never for Token expiration means you don’t have to keep configuring new tokens

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`META FOR DEVELOPERS`⁠

4.4 Access Token via Debugger

To copy or access the information about the token: Go to Access token page in Tools in the Facebook Developers portal

https://developers.facebook.com/tools/accesstoken/⁠

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Click “Debug” on the app you just created

Copy the Debug code

Note: Also see all the information about the token

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5. Copy Phone number ID and WhatsApp Business Account ID

Go back to

API setup⁠

in the developers Portal

Copy the following:

Phone number ID

WhatsApp Business Account ID

The actual WhatsApp number

Send these back to Yazi along with the System token

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6. Toggle App Mode onto Live

Toggle the app to “Live”. As this is approved, you will normally be upgraded to be able to send 1,000 Template messages per day (1,000 outbound notification messages per 24 hours)

Note: You may need to add your Privacy policy in

Basic Settings⁠

to be able to do this.

Might take a day to populate.

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Additional profile check

Check status of number

Should take 1-2 business days to be approved

Profile

Add description

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Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

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) instead.

Setting up Survey Bot in Meta

Step by Step Summary

⁠META FOR DEVELOPERS⁠⁠

1. Setup Developer Portal

1.1 Create an app

Business Manager Verification in Meta Settings.

Verification docs

Accepted document types

1.2 Create WhatsApp product

2. API Setup

2.1 Add phone number

Note:

2.2 Setup Webhook

⁠META BUSINESS MANAGER⁠⁠

3. Add payment method

4. System User token

4.1 Add System User if none existed

Note:

4.2 Add Asset

4.3 Generate Token

Note:

⁠META FOR DEVELOPERS⁠

4.4 Access Token via Debugger

5. Copy Phone number ID and WhatsApp Business Account ID

6. Toggle App Mode onto Live

Additional profile check

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`META FOR DEVELOPERS`⁠
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`META BUSINESS MANAGER`⁠
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`META FOR DEVELOPERS`⁠