Configure your Account

Configuring Your FlowBot Account

FlowBot offers flexible ways to set up your WhatsApp Business account, ensuring you can start automating WhatsApp interactions quickly and efficiently. Choose the method that best suits your needs based on your requirements and technical comfort level.

Setup Options

FlowBot provides two main methods to connect your WhatsApp Business account:

1. Embed Setup (Recommended): Quick and easy setup using Meta's embedded signup flow
2. Manual Setup: Advanced setup with full control over credentials

Embed Setup (Recommended)

The embed setup is the easiest and fastest way to connect your WhatsApp Business account to FlowBot. It uses Meta's official embedded signup flow, which handles all the technical details automatically.

Advantages:

• ✅ Fastest setup: Get connected in minutes
• ✅ No technical knowledge required: Meta handles all the OAuth flow
• ✅ Automatic configuration: Credentials are automatically configured
• ✅ Secure: Uses Meta's official authentication system
• ✅ Full functionality: Unlocks all nodes and features

Quick Overview:

1. Navigate to Settings > WhatsApp Configuration
2. Click Connect with Facebook
3. Complete Meta's embedded signup flow
4. FlowBot automatically configures everything
5. Start using WhatsApp features immediately!

For detailed step-by-step instructions, see our Embed Setup Guide.

Manual Setup

Manual setup gives you full control over your WhatsApp Business API credentials. This method is recommended for advanced users who want to manage their own tokens and have specific requirements.

Advantages:

• ✅ Full control: Manage your own credentials
• ✅ Custom configuration: Set up tokens exactly as you need
• ✅ Advanced users: Perfect for teams with existing Meta infrastructure

Requirements:

• A verified WhatsApp Business Account
• Access to Meta Business Manager
• Technical knowledge of WhatsApp Business API

Steps:

For detailed manual setup instructions, see our Manual Setup Guide.

Key Considerations

Choosing the Right Method

Choose Embed Setup if:

• You want the fastest, easiest setup
• You're new to WhatsApp Business API
• You don't have existing Meta infrastructure
• You want automatic token management

Choose Manual Setup if:

• You have existing Meta Business infrastructure
• You need custom token management
• You're comfortable with technical configuration
• You have specific security requirements

Security

Both methods are secure and use Meta's official APIs:

• Embed Setup: Uses Meta's OAuth flow with secure token exchange
• Manual Setup: You manage tokens directly with Meta's security best practices

Node Access

Both setup methods provide full access to all FlowBot features:

• All message nodes
• All integration nodes
• Workflow builder features
• AI agents
• WhatsApp Flows and Templates

Troubleshooting

Embed Setup Issues

Can't see the Connect button?

• Ensure you're logged into FlowBot
• Check that JavaScript is enabled in your browser
• Try refreshing the page

Setup flow not completing?

• Ensure you have a Facebook Business account
• Check that pop-ups aren't blocked
• Verify your internet connection

Connection successful but not working?

• Wait a few minutes for webhooks to register
• Check your phone number status in Meta Business Manager
• Contact support if issues persist

Manual Setup Issues

For troubleshooting manual setup, refer to the Manual Setup Guide.

Next Steps

Once your WhatsApp account is connected:

1. Create your first workflow - Start building automation workflows
2. Set up an AI Agent - Train an agent on your content
3. Configure WhatsApp Templates - Create message templates for proactive messaging
4. Test your setup - Send a test message to verify everything works

Disconnecting Your Account

If you need to disconnect your WhatsApp account:

1. Go to Settings > WhatsApp Configuration
2. Click Disconnect
3. Confirm the disconnection

Note: Disconnecting will stop all WhatsApp workflows and agents. Make sure to pause or remove any active automations before disconnecting.