Set Up WhatsApp for Pro Clients

Go to Twilio Console

Log in at console.twilio.com → Phone Numbers → Buy a Number

Search for a number

Select the client's country and check Voice capability (for Meta verification).

UK Regulatory Bundle (if required)

For UK mobile numbers, Twilio requires a regulatory bundle. When prompted:

• Select ISV/Reseller (you manage it for clients)
• Select Yes for subassigning to end customers
• Select Business for who receives calls

Enter the client's business info:

• Business Name: Client's registered company name
• Registration Authority: UK:CRN
• Registration Number: Their Companies House number
• Website: Client's website
• Address: Registered business address

Review takes 1-2 business days. You can look up UK company info at Companies House.

Configure call forwarding

To receive Meta's verification call, configure the number to forward to your phone:

1. Go to Phone Numbers → Active Numbers → Click the number
2. Under "A Call Comes In", select TwiML Bin
3. Create a new TwiML Bin with this code:

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

Replace +YOUR_PERSONAL_PHONE with your actual phone number. Save both the TwiML Bin and the number configuration.

Open Meta Business Suite

Go to business.facebook.com → Settings → Accounts → WhatsApp accounts

Create a new WhatsApp Business Account

Click + Add → Create a WhatsApp Business Account

• Account name: Client's business name (e.g., "Patchwork Films")
• Category: Best match for their 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 for verification (not SMS)

Receive verification call

Meta will call the Twilio number. Since you configured call forwarding, it will ring your personal phone. Listen for the 6-digit code and enter it in Meta.

Register with Cloud API (CRITICAL!)

After phone verification completes, you MUST register the number with Meta's Cloud API. 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 Meta Developer Console

Go to developers.facebook.com → Select your app → WhatsApp → API Setup

Select the new phone number

In the "From" dropdown, select the client's phone number you just added.

Copy the credentials

You need three values:

• Phone Number ID - Numeric ID shown in the panel
• WhatsApp Business Account ID - Also shown in the panel
• Access Token - Generate via System User (see below)

Generate permanent access token

The temporary token expires in 24 hours. For production, create a System User token:

1. Go to Business Settings → System Users
2. Create a System User (Admin role)
3. Click "Generate Token"
4. Select your app and grant permissions:
   • whatsapp_business_management
   • whatsapp_business_messaging
5. Copy the generated token (save it securely - it won't be shown again)

Open WhatsApp Setup

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

Use Advanced Setup

Click Advanced Setup (not the OAuth flow)

Enter credentials

Fill in the form with the values from Phase 3:

• Access Token: The System User token
• Phone Number ID: From Meta Developer Console
• Business Account ID: From Meta Developer Console
• Display Name: Client's business name

Configure webhook (already done)

AutoManus shows the webhook URL and verify token. These should already be configured in your Meta app:

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

Connect and test

Click Connect WhatsApp. Then send a test message from a personal phone to the new WhatsApp number. The AI agent should respond.