Setting Up WhatsApp Embedded Signup for BotSailor Resellers

This guide provides a comprehensive walkthrough for resellers to configure the WhatsApp Embedded Signup feature within the BotSailor White Label Reseller Program. By integrating this feature, you can offer your clients a seamless, branded onboarding experience for their WhatsApp Business Accounts.

The White Label Reseller Program: An Overview

BotSailor’s Reseller Program empowers you to launch your own AI-powered chatbot SaaS business under your brand. We handle the technical complexities so you can focus on growth.

Key Program Benefits:

• Zero Infrastructure Costs: BotSailor manages all server hosting, maintenance, and updates, eliminating your technical overhead.
• Guaranteed Uptime: Our 24/7 system monitoring ensures a reliable and stable platform for you and your clients.
• Focus on Your Business: With the technology managed, you can dedicate your resources to marketing, sales, and client relationships.
• Recurring Revenue: Build a sustainable SaaS business by offering powerful chatbot solutions on a subscription basis.

Understanding WhatsApp Embedded Signup

The WhatsApp Embedded Signup is a Meta-provided flow that allows your clients (end-users) to connect their WhatsApp numbers directly through your branded platform. They can create a new WhatsApp Business Account (WABA) and verify their phone number without ever leaving your dashboard or needing to access the Meta Developer portal themselves.

Setup Process: A Three-Phase Approach

The setup process is divided into three main phases:

• Phase 1: Preparation & Asset Gathering: Ensure you have all the necessary accounts and information.
• Phase 2: Facebook App Configuration: Create and configure a Facebook App to handle the authentication.
• Phase 3: BotSailor Integration & App Review: Connect your app to BotSailor and submit it to Meta for approval.

Phase 1: Preparation & Asset Gathering

Before you begin, ensure you have the following prerequisites and assets ready.

Prerequisites

1. Meta Developer Account: This is created by logging into the Meta for Developers portal with a standard Facebook account. If you don't have one, visit developers.facebook.com to sign up.
2. Verified Meta Business Account: This is a critical requirement. Your Meta Business Account must be fully verified by Meta. Verification unlocks the necessary API permissions and establishes trust. You cannot complete the setup without this.
3. BotSailor Reseller Account: You must have an active BotSailor Reseller account.

Required Assets

• Dedicated Facebook Page: A Facebook Page connected to your Meta Business Account.
• Professional Contact Email: An official email address for your business.
• High-Resolution App Icon: A square logo in JPG or PNG format, 1024×1024 pixels, with a maximum file size of 5 MB.
• Legal URLs (Already provided by your BotSailor Reseller account):
  • Privacy Policy URL: A link to your company's privacy policy.
  • Terms of Service URL: A link to your company's terms of service.

Note: You must have completed your BotSailor Landing page setup before continuing. Please follow this guide: Customize Your Landing Page & Language Settings

Phase 2: Facebook App & Embedded Signup Configuration

Step 1: Create a New Facebook App

• Log in to the Meta for Developers Dashboard.
• Click My Apps in the top-right corner, then select + Create App.

• When Selecting Use cases, please select “Other” at the bottom.
• For Select an app type, choose Business. This type is designed to manage business assets and permissions. Click Next.

• Provide the essential app details:
  • App Display Name: Your business or brand name (e.g., "Anni Solutions Chat"). This is visible to your clients.
  • App Contact Email: Your professional contact email.
  • Business Account: Select your verified Meta Business Account from the dropdown menu.

• Click Create App. You may be prompted to re-enter your Facebook password for security.

Step 2: Add Required Products to Your App

On your app's dashboard, you need to add two essential products:

1. Navigate to the Add products to your app section.
2. Locate WhatsApp Business and click Set up.
3. Go back to the dashboard, locate Facebook Login for Business, and click Set up.
4. Lastly from the dashboard, locate Webhooks and click Set up.

Step 3: Configure Basic info and "Continue OnBoarding"

• Before doing anything, go to WhatsApp > Quickstart from sidebar and select "Become a Tech Provider"
• You have to do access verification and after approval, you will see "Continue Onboarding" option.

Step 4: Configure "Facebook Login for Business"

• From the left-hand menu, click on Facebook Login for Business, then select the Settings
• Now take the advanced access to public_profile and email. Click on the Get Advance access.

• Now Click on 'Request advanced access'.

• As soon as we click on the request for advance access, it will ask to provide a valid Privacy policy URL. Click on the Basic Settings from there. And put the privacy policy URL there. You will get the privacy policy from the Botsailor Settings -> WhatsApp.

• Now go back to "Facebook Login for Business" and enable the following options:
  • Embedded Browser OAuth Login
  • Login with the JavaScript SDK
• Make sure to add your Valid OAuth Redirect URIs from the BotSailor Reseller configuration menu, which we will be discussing later.
• Add the domain of your BotSailor reseller in the Allowed Domains for the JavaScript SDK.
• Click Save Changes.

• While still in the Facebook Login for Business section, click on the Configurations
• Click the Create Configuration

• Fill out the configuration form:

Configuration Name: Give it a clear, descriptive name (e.g., WhatsApp Embedded Signup - PR).

Login Variation: Select WhatsApp Embed Signup from the dropdown. This is the most important setting.

Access Token Setting: Set this to Never. BotSailor's system will manage the tokens.

• Go to the Assets tab within the configuration modal and ensure your WhatsApp account and Catalogs is selected. You can unselect Catalogs if you want to create configuration without Catalogs permission. And give all permissions to the “Select Asset Task Permissions” drop down menu.

• Go to the Permissions tab and select the following three permissions:
  • catalog_management
  • whatsapp_business_management
  • Whatsapp_business_messaging

 Note: If you are setting up without catalog permission, select only whatsapp_business_management and Whatsapp_business_messaging.

• Lastly, click the Create button to finalize. It will give you the configuration ID. Copy it for later use.

• Create another configuration with the same steps if you want to enable “Connect WhatsApp with or without Catalogs Permission”

Step 5: Setting up WhatsApp Configuration

• Go to WhatsApp  from sidebar Now click "Configuration"
• Enter your WhatsApp Callback URL and Verify token from your BotSailor Reseller panel's System Settings > WhatsApp.

• In the Webhook fields, choose "messages", "calls", "smb_app_state_sync","smb_message_echoes","history". It will automatically get saved.

Step 6: Generate Access Token

Visit https://business.facebook.com, go to your Business Portfolio settings, then select 'System Users' and create a system user.

Click on the user you created, then click assign assets, and grant full control to your WhatsApp app.

Choose the apps to grant full control and assign assets.

Select Catalog also if you're creating with catalog permission.

Select "Generate Token", choose your app, and proceed.

Select the permissions:"Business_management", "Catalog_management", "WhatsApp_business_management", "WhatsApp_business_messaging".

Then, click on the"Generate Token" and then copy the token to use into the Botsailor. You will get your generated token. Copy the token.

Step 6: Copy Your App Credentials

Once the configuration is created, you will need three key pieces of information from your app dashboard:

• App ID: Go to App Settings → Basic. Copy the App ID.
• App Secret: On the same page, click Show to reveal and copy the App Secret.

• Privacy Policy & Terms of Service URL: Put these URLs from your BotSailor Reseller configuration if you haven’t and save the changes.
• Configuration ID: Go back to Facebook Login for Business → Configurations. Copy the Configuration ID you just created.

Phase 3: BotSailor Integration & App Review

Step 7: Input Credentials into BotSailor

1. Log in to your BotSailor Reseller dashboard.
2. Navigate to Control Panel → Settings & Integration → WhatsApp Integration.
3. Carefully fill in the required fields:

Click the Save button.

Step 8: Submit Your App for Review (Crucial Step)

Your app is currently in "Development Mode," which means only you can use it. To allow your clients to onboard, you must submit your app to Meta for approval.

Request Permissions: In your Facebook App Dashboard, navigate to App Review → Requests. You will need to request Advanced Access for the following permissions:

• whatsapp_business_management
• whatsapp_business_messaging
• Catalog_management (for catalog permission)

Prepare a Screencast: Meta requires a screen recording demonstrating how the permissions will be used. Your video must clearly show:

• A user logging into your branded platform.
• Navigating to the "Connect WhatsApp" button.
• The entire Embedded Signup flow popping up.
• The privacy policy URL is correctly showing from the OAuth popup.
• The user successfully connects to their account. (For whatsapp_business_management)
• Proof that the connected account can send and receive messages through your platform's interface. (For whatsapp_business_messaging)
• Proof that the connected account can access catalog from BotSailor eCommerce Catalog. (For Catalog_management)

Note: You must create separate videos for each of permission demonstration.

Submit for Review: Follow the on-screen instructions to provide a description for each permission and upload your screencast video.

For further information, please refer to our blogs listed below:

Set Up BotSailor Whitelabel: WhatsApp Embedded Signup Guide

Submit Meta App for Cloud API: BotSailor Whitelabel WhatsApp Signup

Important: As the admin, you must first manually connect a test WhatsApp number to your platform to record this screencast. Once your app is approved, you and all your future clients will be able to use the one-click Embedded Signup feature. For a detailed walkthrough of the app submission process, please refer to BotSailor's official documentation and support resources.

After everything has set up properly, you will see your WhatsApp Embedded Signup is working properly like this!

Frequently Asked Questions (FAQs)

Q1: Do my clients need a Meta Developer account?
No. The entire purpose of Embedded Signup is to eliminate this requirement for your clients. They only need a Facebook account and a phone number.

Q2: Do I need a separate Facebook App for each client?
No. A single, approved Facebook App is used for all your clients. The Embedded Signup flow correctly associates each client's assets (WABA, phone number) with their own Meta Business Manager, keeping everything separate and secure.

Q3: Is the BotSailor platform visible during the client's onboarding?
No. If configured correctly, the entire experience is white-labeled. The client will only see your brand name, your app name, and the standard Meta login/permission screens.

Q4: What happens if my client's phone number is already used on the personal WhatsApp app?
They must first delete that account from the WhatsApp mobile app. A phone number cannot be registered on both the consumer app and the Business Platform simultaneously.

Q5: Can I control pricing and feature access for clients who connect via Embedded Signup?
Yes. As the reseller, you retain full control over pricing plans, credit allocation, message limits, and feature access through your BotSailor Reseller admin panel.

Q6: What if my app review is rejected?
Meta will provide feedback on why it was rejected. Common reasons include an unclear screencast, a broken Privacy Policy URL, or a requested permission not being demonstrated. Address the feedback and resubmit.