Set Up WhatsApp for Pro Clients

Go to the Twilio Console

Log in at console.twilio.com, then go to Phone Numbers, then Buy a Number.

Search for a number

Select the client's country and choose a number with Voice and SMS capability.

Complete the UK regulatory bundle

If Twilio prompts for a regulatory bundle, create one with these choices:

• Select ISV or reseller as the business type
• Select yes when asked about sub-assigning the number to an end user
• Select that a business receives and uses the number

Enter the client's business information:

• Business name: The client's registered company name
• Registration authority: Companies House (for UK companies)
• Registration number: The client's company registration number
• Website: The client's business website
• Address: The client's registered business address

Review usually takes one to three business days. You can look up a company's details on Companies House.

Configure call forwarding

Twilio numbers can receive calls. Forward incoming voice calls to a real phone so customers are not dropped.

1. Open the number in the Twilio Console
2. Under Voice Configuration, set the call handler to a TwiML Bin
3. Paste the TwiML below to forward calls

<?xml version="1.0" encoding="UTF-8"?>
<Response>
  <Dial>+YOUR_PERSONAL_PHONE</Dial>
</Response>

Replace +YOUR_PERSONAL_PHONE with the number where you want to receive forwarded calls.

Open Meta Business Suite

Go to business.facebook.com, then Settings, then Accounts, then WhatsApp Accounts.

Create a new WhatsApp Business Account

Click Add to create a new WhatsApp Business Account (WABA) with these details:

• Account name: The client's business name
• Category: The category that best matches the client's business

Add the Twilio phone number

When prompted for a phone number:

• Select add a new number
• Enter the Twilio number you purchased
• Select phone call verification (not SMS)

Receive the verification call

Meta will call the Twilio number with a verification code. Thanks to call forwarding, the call reaches your phone. Enter the code in Meta Business Suite.

Register the number with the Cloud API

Register the phone number with Meta's Cloud API so it can send and receive messages. This step is often missed.

curl -X POST "https://graph.facebook.com/v21.0/PHONE_NUMBER_ID/register" \
  -H "Authorization: Bearer ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"messaging_product": "whatsapp", "pin": "123456"}'

Open the Meta developer console

Go to developers.facebook.com, then select your app, then go to WhatsApp, then API Setup.

Select the new phone number

On the API Setup page, select the client's phone number from the dropdown so the credentials below match it.

Copy the credentials

You need three values from the API Setup page:

• Phone number ID: The ID shown next to the selected number
• WhatsApp Business Account ID: The WABA ID for the client's account
• Access token: The temporary token shown on the page

Generate a permanent token

The temporary token expires in 24 hours. Generate a permanent token from a system user:

1. Go to Business Settings, then System Users
2. Create a system user with the Admin role
3. Click Generate Token
4. Select your app and grant these permissions:
   • whatsapp_business_management
   • whatsapp_business_messaging
5. Copy the generated token and store it securely

Open WhatsApp setup

Log into the client's AutoManus account and go to → /dashboard/whatsapp-setup

Use advanced setup

Click Advanced Setup to enter credentials manually instead of using the guided Facebook login.

Enter the credentials

Fill the form with the values from Phase 3:

• Access token: The permanent system user token
• Phone number ID: The phone number ID from API Setup
• Business account ID: The WhatsApp Business Account ID
• Display name: The name customers will see

Configure the webhook

In the Meta developer console, set the webhook so AutoManus receives incoming messages:

• Callback URL: https://automanus.io/api/whatsapp/webhook
• Verify token: automanus_webhook_2025

Connect and test

Save the configuration, then send a test message to the client's number. The AI agent should reply within a few seconds.