Embed Setup

What is Embed Setup?

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—no need to manually configure tokens, webhooks, or API credentials.

This method is recommended for most users as it provides a seamless, secure connection with minimal technical knowledge required.

Advantages of Embed Setup

• ✅ Fastest setup: Get connected in minutes, not hours
• ✅ No technical knowledge required: Meta handles all the OAuth flow automatically
• ✅ Automatic configuration: Credentials are automatically configured and managed
• ✅ Secure: Uses Meta's official authentication system
• ✅ Full functionality: Unlocks all nodes and features in FlowBot
• ✅ Automatic token refresh: Tokens are managed automatically
• ✅ Webhook management: Webhooks are automatically subscribed and configured

Prerequisites

Before starting the embed setup, ensure you have:

1. A Facebook Business Account

   • If you don't have one, you can create it during the setup process
   • Visit Facebook Business to create an account

2. A WhatsApp Business Account (optional)

   • You can create a WhatsApp Business Account during the embed setup flow
   • Or use an existing WhatsApp Business Account if you have one

3. A Phone Number

   • You'll need a phone number to associate with your WhatsApp Business Account
   • This can be your existing phone number or a new one

Step-by-Step Guide

Step 1: Navigate to Settings

1. Log in to your FlowBot account
2. Click on Settings in the sidebar menu
3. Scroll to the WhatsApp Configuration section

You should see two setup options:

• Embed Setup (recommended) - Connect with Facebook button
• Manual Setup - For advanced users

Step 2: Start the Embed Setup

1. Click the Connect with Facebook button

   • The button will show a Facebook logo and "Connect" text
   • If you see a loading spinner, wait for the Facebook SDK to initialize

2. A popup window will appear

   • This is Meta's official embedded signup flow
   • The window will guide you through the setup process

Step 3: Complete Meta's Setup Flow

Follow Meta's on-screen instructions:

1. Log in to Facebook (if not already logged in)

   • Enter your Facebook Business account credentials
   • Grant necessary permissions when prompted

2. Select or Create WhatsApp Business Account

   • If you have an existing WhatsApp Business Account, select it
   • If not, you can create one during this process
   • Meta will guide you through the creation steps

3. Add or Select Phone Number

   • Choose an existing phone number from your account
   • Or add a new phone number for your WhatsApp Business Account
   • Follow Meta's verification process for the phone number

4. Complete Business Verification (if required)

   • Some accounts may require additional business verification
   • Follow Meta's instructions to complete verification

5. Review and Confirm

   • Review the permissions and settings
   • Click Confirm or Finish to complete the setup

Step 4: Automatic Configuration

Once you complete Meta's flow, FlowBot automatically:

1. Receives Access Token

   • Meta exchanges the authorization code for an access token
   • The token is securely stored in your FlowBot account

2. Configures WhatsApp Business Account ID (WABA ID)

   • Your WABA ID is automatically detected and configured
   • This identifies your WhatsApp Business Account

3. Sets Up Phone Number ID

   • Your phone number ID is automatically configured
   • This is used to send and receive messages

4. Subscribes Webhooks

   • FlowBot automatically subscribes to necessary webhooks
   • This enables real-time message delivery and status updates

5. Registers Phone Number

   • Your phone number is registered with Meta's system
   • This enables messaging capabilities

Step 5: Verify Connection

After the setup completes:

1. Return to FlowBot Settings

   • The popup will close automatically
   • You'll be redirected back to FlowBot settings

2. Check Connection Status

   • You should see your Phone Number ID displayed
   • Your Business ID (WABA ID) should be visible
   • A Connected status indicator should appear

3. Verify Credentials

   • Your access token will be displayed (masked for security)
   • You can copy the token if needed for other integrations

4. Test Your Connection

   • Send a test message from your WhatsApp Business number
   • Verify that messages are received in FlowBot
   • Check that workflows can send messages

What Happens Behind the Scenes

The embed setup uses Meta's OAuth 2.0 flow:

1. Authorization Request: FlowBot requests authorization from Meta
2. User Consent: You grant permissions through Meta's interface
3. Authorization Code: Meta returns an authorization code
4. Token Exchange: FlowBot exchanges the code for an access token
5. Account Configuration: FlowBot configures your account with the received credentials
6. Webhook Setup: FlowBot subscribes to necessary webhooks automatically

All of this happens securely through Meta's official APIs.

Managing Your Connection

Reconnecting Your Account

If you need to reconnect your account:

1. Go to Settings > WhatsApp Configuration
2. Click Reconnect
3. Follow the same embed setup flow
4. Your existing configuration will be updated

Disconnecting Your Account

To disconnect your WhatsApp account:

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

Important: Disconnecting will:

• Stop all WhatsApp workflows and agents
• Remove webhook subscriptions
• Disable messaging capabilities

Make sure to pause or remove any active automations before disconnecting.

Viewing Your Credentials

Your credentials are displayed in the settings:

• Phone Number ID: Your WhatsApp phone number identifier
• Business ID (WABA ID): Your WhatsApp Business Account ID
• Access Token: Your API access token (masked for security)

You can copy these credentials if needed for other integrations or troubleshooting.

Troubleshooting

The Connect Button Doesn't Appear

Possible causes:

• Facebook SDK not loaded
• JavaScript disabled in browser
• Network connectivity issues

Solutions:

• Refresh the page and wait a few seconds
• Check that JavaScript is enabled
• Try a different browser
• Clear browser cache and cookies

Setup Flow Doesn't Complete

Possible causes:

• Pop-up blockers preventing Meta's window
• Network connectivity issues
• Facebook account issues
• Incomplete business verification

Solutions:

• Disable pop-up blockers for FlowBot domain
• Check your internet connection
• Verify your Facebook Business account status
• Complete any pending business verification steps
• Try again after a few minutes

Connection Successful But Not Working

Possible causes:

• Webhooks not yet registered
• Phone number not fully activated
• Token not yet propagated

Solutions:

• Wait 5-10 minutes for webhooks to register
• Check your phone number status in Meta Business Manager
• Send a test message to verify connection
• Try reconnecting if issues persist

Error Messages

"Failed to exchange code for token"

• The authorization code may have expired
• Try starting the setup flow again
• Ensure you complete the flow without closing the window

"Webhook subscription failed"

• This usually resolves automatically
• Wait a few minutes and check again
• Contact support if the issue persists

"Phone number registration failed"

• Verify your phone number is correct
• Check that the number isn't already registered elsewhere
• Ensure you have permission to use the number

Security Considerations

The embed setup is secure because:

• OAuth 2.0 Flow: Uses industry-standard OAuth authentication
• Secure Token Exchange: Tokens are exchanged over HTTPS
• No Credential Storage: You never manually handle sensitive credentials
• Automatic Token Refresh: Tokens are refreshed automatically when needed
• Meta's Security: Leverages Meta's security infrastructure

Next Steps

After successfully connecting your WhatsApp account:

1. Create Your First Workflow

   • Navigate to Workflows
   • Create a simple test workflow
   • Send a test message

2. Set Up an AI Agent

   • Go to Agents
   • Create an agent trained on your content
   • Deploy it to WhatsApp

3. Configure WhatsApp Templates

   • Create message templates for proactive messaging
   • Get them approved by Meta

4. Explore Features

   • Try WhatsApp Flows for interactive forms
   • Set up team management
   • Configure integrations

Comparison: Embed vs Manual Setup

Support

If you encounter issues during embed setup:

1. Check the troubleshooting section above
2. Review Meta's WhatsApp Business API documentation
3. Contact FlowBot support with:
   • Screenshot of any error messages
   • Steps you've taken
   • Your account information (if safe to share)

For more information, see our Configuration Overview or Manual Setup Guide.