Last updated: 4 July 2026

WhatsApp Business

WhatsApp Business

Live
Auth: Access token · Plans: Starter, Business, Enterprise · Tools: 4 · Category: Collaboration

Read WhatsApp Business conversations, send messages, and use approved templates through your AI.

Who needs this: Customer support and sales teams using the WhatsApp Business API for customer communication.

Example questions once connected

  • What messages came in on WhatsApp today?
  • Send a payment confirmation to +254712345678
  • Show me all unread conversations
  • Send the order-shipped template to customer 0722123456

What you need before starting

  • An active WhatsApp Business API account — registered directly with Meta or through a BSP (Africa's Talking, Twilio, Bird)
  • Your Phone Number ID from Meta Business Manager or your BSP
  • Your WhatsApp Business Account ID
  • A permanent System User Access Token (not a short-lived test token)
⚠️

This connects to the WhatsApp Business API — not the regular WhatsApp Business app on your phone. If you use the regular app, you need to migrate first. Contact us for help.

Step-by-step setup

  1. Find your Phone Number ID. Log into business.facebook.com → WhatsApp Manager → Phone Numbers. Click your number and copy the Phone Number ID.
  2. Find your Business Account ID. In Meta Business Manager → Business Settings → WhatsApp Accounts. Copy the ID shown under the account name.
  3. Create a System User token. In Meta Business Manager → System Users → Add. Assign your WhatsApp phone number as an asset, then click Generate New Token. Select whatsapp_business_messaging and whatsapp_business_management scopes. Copy the token — it does not expire.
  4. Connect in Msharti. Go to Connectors → WhatsApp Business → Set Up. Enter your Phone Number ID, Business Account ID, and Access Token. Click Test Connection.
  5. Confirm success. "Connected — 3 tools active" means you are done.

Tool reference

These are the tools the AI can call on this connector. Each tool fires automatically when you ask a relevant question.

send_message() Send a WhatsApp text message to a phone number.
Inputs to (phone number with country code), message_text
Try asking "Send "Your payment of KES 5,000 has been received" to +254712345678"
Returns Message sent to +254712345678. Message ID: wamid.HBgL... Status: Sent.
list_conversations() List recent WhatsApp conversations with last message and unread count.
Inputs optional: status (all, unread), limit
Try asking "Show me all unread WhatsApp conversations from today"
Returns 4 unread: +254711234567 (2 msgs, 10 min ago), +254722345678 (1 msg, 45 min ago), +254733456789 (3 msgs, 1 hr ago)...
send_template() Send a Meta-approved message template to a customer.
Inputs to, template_name, language_code, optional: template_variables
Try asking "Send the order_shipped template to +254722123456 with tracking code TRK-0441"
Returns Template "order_shipped" sent to +254722123456. Variable substituted: TRK-0441. Status: Delivered.

Limits

  • Connects to the WhatsApp Business API — not the regular WhatsApp Business app. Migration from the phone app requires contacting your BSP.
  • Meta access tokens expire every 60 days. Msharti sends a reminder 7 days before expiry with a one-click reconnect link.
  • Outbound messages to new customers require an approved template (marketing or utility category).

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Need help? [email protected] — Nairobi-based, same time zone.