mirror of
https://github.com/Luchexx/wacrm.git
synced 2026-11-02 09:19:51 +00:00
faee4eea44
Drops the "WaCRM" branded name across user-facing surfaces in favour
of a descriptive name. Branded names that imply WhatsApp ownership or
sponsorship are a trademark fair-use risk; a relationship-based name
("CRM Template for WhatsApp") sidesteps that.
Scope:
- Brand text in nav, sidebar, footer, docs shell, mock window chrome.
- SITE_NAME / SITE_DESCRIPTION / legalName in src/lib/seo/site-config.ts.
- README, CONTRIBUTING, docs/, .github/ templates and policies.
- package.json description.
- Auth pages, settings copy, FAQ, code comments.
Out of scope (intentionally — these are infra renames the project
owner should drive separately so links and the package lockfile stay
consistent):
- The github.com/ArnasDon/wacrm repo URL.
- The wacrm.tech domain / homepage field.
- The package.json "name" field.
- The Hostinger application name and Meta system-user name in deploy
docs (existing-deployment instructions).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
107 lines
4.1 KiB
Markdown
107 lines
4.1 KiB
Markdown
# WhatsApp setup
|
|
|
|
This template talks to the official **WhatsApp Business Cloud API** (Meta). Each
|
|
account stores its own `phone_number_id`, `waba_id`, and encrypted
|
|
`access_token` — there is no shared app-level token. This page walks
|
|
through getting those values and wiring the webhook.
|
|
|
|
## 1. Prerequisites
|
|
|
|
- A [Meta for Developers](https://developers.facebook.com) account.
|
|
- A Meta **Business Manager** account.
|
|
- A phone number that is **not** already in use on the regular WhatsApp or
|
|
WhatsApp Business mobile apps. Landlines work; the number must be able
|
|
to receive an SMS or voice call during verification.
|
|
|
|
## 2. Create the Meta app
|
|
|
|
1. In Meta for Developers, go to **My Apps → Create App**.
|
|
2. Pick the **Business** app type.
|
|
3. On the dashboard, under **Add products**, click **Set up** on
|
|
**WhatsApp**.
|
|
4. Connect your Business Manager and accept the terms.
|
|
|
|
Meta gives you a **test number** for free. You can use it for local
|
|
testing, but for production you need to add your own number under
|
|
**WhatsApp → API Setup → From**.
|
|
|
|
## 3. Collect the IDs and the token
|
|
|
|
On **WhatsApp → API Setup** you will see:
|
|
|
|
| Value | Goes into |
|
|
| --------------------- | ------------------------------------------------ |
|
|
| Phone number ID | `phone_number_id` (entered in Settings → Connect) |
|
|
| WhatsApp Business ID | `waba_id` (optional but recommended) |
|
|
| Temporary access token | `access_token` (short-lived — see next step) |
|
|
|
|
The temporary token expires after 24 hours. For production you must
|
|
generate a **System User** access token:
|
|
|
|
1. **Business Settings → Users → System users → Add**.
|
|
2. Name it `wacrm-system-user`, role **Admin**.
|
|
3. Click **Generate new token**, pick the app, and grant:
|
|
- `whatsapp_business_management`
|
|
- `whatsapp_business_messaging`
|
|
4. Copy the token. **This is shown only once.**
|
|
|
|
## 4. Connect it inside the app
|
|
|
|
1. Run the app locally (or open your deployed instance).
|
|
2. Sign in, then go to **Settings → WhatsApp**.
|
|
3. Fill in:
|
|
- **Phone number ID** — from step 3.
|
|
- **WhatsApp Business ID** — optional.
|
|
- **Access token** — the System User token from step 3.
|
|
- **Verify token** — any random string you make up; you will paste the
|
|
same value into Meta in the next step.
|
|
4. Save. The app encrypts the access token and verify token with your
|
|
`ENCRYPTION_KEY` before writing them to Supabase.
|
|
|
|
## 5. Configure the webhook in Meta
|
|
|
|
Under **WhatsApp → Configuration → Webhook**:
|
|
|
|
- **Callback URL**:
|
|
- Local dev: run `npx ngrok http 3000` (or similar) and paste
|
|
`https://<your-subdomain>.ngrok.app/api/whatsapp/webhook`.
|
|
- Production: `https://<your-domain>/api/whatsapp/webhook`.
|
|
- **Verify token**: the same string you entered in step 4.
|
|
- Click **Verify and save**. Meta sends a GET with
|
|
`hub.challenge` — the app's webhook route decrypts stored verify tokens
|
|
and echoes the challenge back. If verification fails, double-check the
|
|
verify token matches and the callback URL is publicly reachable.
|
|
|
|
### Subscribe to events
|
|
|
|
Under the webhook config, **Subscribe to** at minimum:
|
|
|
|
- `messages`
|
|
- `message_template_status_update`
|
|
|
|
`messages` delivers inbound messages and delivery / read statuses;
|
|
`message_template_status_update` keeps Meta-approved template statuses in
|
|
sync on the broadcast UI.
|
|
|
|
## 6. Signature verification (required)
|
|
|
|
Set `META_APP_SECRET` to your app's **App Secret** (Meta for Developers →
|
|
App Settings → Basic). The app validates the `X-Hub-Signature-256` HMAC
|
|
on every inbound webhook and **rejects every request if the env var is
|
|
not set** — anyone who knew the webhook URL could otherwise spoof
|
|
messages and status updates. Configure it before pointing the webhook
|
|
at a deployed instance.
|
|
|
|
## 7. Send a test message
|
|
|
|
1. From Meta's **API Setup** page, send a test message to a number that is
|
|
a registered tester.
|
|
2. Watch the Inbox — the message should appear within a second or two.
|
|
3. Reply from the app; the recipient gets a real WhatsApp message.
|
|
|
|
If nothing shows up, see [troubleshooting.md](./troubleshooting.md).
|
|
|
|
## Next step
|
|
|
|
[Environment variables →](./environment-variables.md)
|