Integration Guide · v2.0

WhatsApp Business Integration

Connect Heroshhi Pro to the WhatsApp Business API. Follow this guide to configure credentials, set up webhooks, and start messaging your leads — compliantly and automatically.

Integration Architecture

Heroshhi Pro follows Meta's Cloud API architecture for all WhatsApp communication. There is no local server required — everything routes securely through Meta's infrastructure.

Flow Overview
// Message flow
Heroshhi Pro  →  Meta Graph API  →  WhatsApp Lead

// Inbound events flow
WhatsApp Lead  →  Meta Webhook  →  Heroshhi Webhook Handler
                                   ├── Lead record update
                                   ├── Message record create
                                   ├── Chatbot rule evaluation
                                   └── Drip campaign tracking

Supported Message Types

Heroshhi Pro supports all WhatsApp message types available through the Business API.

Text Messages

In / Out

Free-form conversations within the 24-hour messaging window. Used for active conversations and follow-ups.

Template Messages

Outbound

Pre-approved Meta templates. Required for outbound messages outside the 24-hour window. Support variable substitution.

Interactive Lists

Outbound

Menu-style selection options. Used by the AI chatbot to present structured choices to leads.

Interactive Buttons

Outbound

Quick reply buttons for lead actions. Enables one-tap responses in campaigns and chatbot flows.

Media Messages

In / Out

Images, documents, audio, and video. Supports sending brochures, invoices, and receiving documents from leads.

Step 1 — Prerequisites

Before connecting Heroshhi Pro, ensure all of the following are in place in your Meta account.

Meta Business Account

Verified business account in Meta Business Suite

WhatsApp Business Account

WABA created and linked to your Meta Business account

Registered Phone Number

Phone number registered with WhatsApp Business and verified

System User

System user created in Meta Business Manager with permissions

Step 2 — Required Credentials

You need three values from Meta Business Suite before connecting. Here's exactly where to find each one.

Credential Description Where to Find
Phone Number ID Unique identifier for the WhatsApp phone number WhatsApp Manager → Phone Numbers
WABA ID Your WhatsApp Business Account identifier Settings → WhatsApp Accounts
Access Token System user permanent access token System Users → Generate Token
Important

Use a permanent System User access token — not a temporary page token. Page tokens expire quickly and will break your integration.

Step 3 — Connect Heroshhi Pro

Once you have your credentials, the connection process takes under 2 minutes.

1

Open WhatsApp Settings

In your Heroshhi Pro dashboard, navigate to Settings → WhatsApp.

2

Enter Your Credentials

Paste in your Phone Number ID, WABA ID, and Access Token.

3

Click Connect

Heroshhi verifies your credentials with Meta and confirms a successful connection.

4

Sync Templates

Click Sync Templates to pull your approved Meta message templates into the CRM.

Step 4 — Webhook Configuration

Configure these two values in Meta Business Manager → WhatsApp → Configuration → Webhook.

// Meta Business Manager Config
Callback URL:  https://api.heroshhi.com/api/webhooks/whatsapp
Verify Token:  whatsapp_webhook_verify_token_2025

// Subscribe to these webhook fields:
✓  messages        // Incoming messages from leads
✓  message_status  // Delivery confirmations (sent/read)

How Events Are Processed

  • → Message events create or update Lead and Message records automatically
  • → Delivery status events update Message records in real-time
  • → Chatbot rules are evaluated for every inbound message
  • → Drip campaign reply tracking is triggered on inbound messages

Message Templates

All outbound messages to leads who haven't contacted you within 24 hours must use Meta-approved templates.

Templates are managed in Meta Business Manager. Once approved, sync them into Heroshhi Pro via Settings → WhatsApp → Sync Templates.

Template Variables

Heroshhi Pro supports dynamic substitution of lead data into template placeholders:

Variable Description Example
{{lead_name}} Lead's full name Aditi Sharma
{{appointment_date}} Scheduled appointment date Feb 25, 2026 at 3:00 PM
{{business_name}} Your business name HealthFirst Clinic

Template Categories

  • →
    Marketing — Promotional content. Requires opt-in consent from the recipient.
  • →
    Utility — Transactional content (confirmations, reminders). Cannot contain promotional messaging.
  • →
    Authentication — OTP and verification messages only.

WhatsApp Coexistence

Coexistence (Option A) allows the same WhatsApp Business phone number to work with multiple Business Solution Providers simultaneously — so you can use Heroshhi Pro alongside other platforms without migrating your number.

Meta Coexistence (Option A)

Use Heroshhi Pro with your existing WhatsApp setup

Partner ID

Each BSP receives a unique ID. Heroshhi default: heroshhi_default

Message Routing

Outbound messages include your Partner ID. Inbound messages are filtered by partner to prevent conflicts.

Filter Incoming

Choose whether to process only Heroshhi messages or all messages regardless of partner source.

Log Other Partners

Optionally track messages originating from other BSPs for full conversation visibility.

To Enable: Go to Settings → WhatsApp → Coexistence and toggle the switch on. Set your Partner ID and choose your filtering preferences.

Opt-Out Handling

Heroshhi Pro automatically detects when a contact wants to stop receiving messages and blocks all future communication to them — keeping you compliant with Meta policies.

Opt-Out Keywords

When a lead sends any of the following words via WhatsApp, the system immediately marks them as opted out:

Language Keywords Detected
English STOP, UNSUBSCRIBE, CANCEL, QUIT
Hindi रुको, बंद करो
Variations please stop, stop messages

System Actions on Opt-Out

  • → The lead is immediately marked as opted out in the database
  • → All automated messaging — drip campaigns, broadcasts — stops instantly
  • → Chatbot replies are disabled for this contact
  • → Manual send attempts are blocked with a clear error message in the CRM

Re-subscription Keywords

START, SUBSCRIBE, OPT IN, RESUME, YES, शुरू करो

Opt-out records are kept indefinitely for compliance — even after a contact re-subscribes, the history is preserved for auditing.

Meta Policy Compliance

Heroshhi Pro is built for full compliance with WhatsApp Business API policies. Violating these rules risks messaging restrictions or account suspension.

User Blocking

High block rates are the fastest way to damage your rating.

Spam Reports

Unsolicited or irrelevant messages generate spam reports.

Template Rejects

Repeated template rejections indicate policy violations.

  • Respect the 24-hour conversation window — only template messages allowed after it closes.
  • Use only Meta-approved templates for outbound message initiation.
  • Honour opt-out requests immediately and permanently.

Best Practices

  • → Personalise every message using lead variables — avoid generic blasts.
  • → Send relevant, valuable content that the lead actually asked about.
  • → Configure send time windows (recommended: 9 AM – 9 PM local time).
  • → Respond to inbound messages within the SLA window — use chatbot for instant replies.
  • → Use drip campaign auto-stop on reply — never message a lead who has already responded.