Step 5 — Verify & Save Credentials in Whoxa CRM
With your Meta App configured, you now enter all credentials into Whoxa CRM and activate the connection.
Open Manual Configuration
- Log in to Whoxa CRM.
- Go to Settings → Integrations → Connect WhatsApp.
- Click the Manual Configuration tab.
Fill in the Form
Enter the following values (all found in your Meta App or Business Manager):
| Field | Where to Find It |
|---|---|
| Phone Number ID | Meta App Dashboard → WhatsApp → API Setup → Phone Number ID |
| WhatsApp Business ID | Meta Business Manager → WhatsApp Accounts → Account ID |
| Display Name | The name shown to customers (set during phone registration) |
| Registered Phone Number | The phone number in international format, e.g., +919876543210 |
| Access Token | Generated in Step 3 (permanent system user token) |
| Webhook Verify Token | Auto-filled from the Webhook tab — or copy from Step 4 |
Save and Verify
- Click Save.
- Whoxa CRM will validate the credentials by calling the Meta API.
- On success, the page shows a green WhatsApp Connected badge.
Send a Test Message
To confirm everything works end-to-end:
- Go to the Chat section of Whoxa CRM.
- Start a new conversation with a test phone number.
- Send a message and confirm it arrives on the recipient's WhatsApp.
- Reply from WhatsApp and confirm it appears in the CRM inbox.
Connection is active. Your agents can now send and receive WhatsApp messages directly from the Whoxa CRM dashboard.
Troubleshooting
| Problem | Likely Cause | Fix |
|---|---|---|
| "Invalid Access Token" | Token expired or wrong scopes | Regenerate token with correct permissions (Step 3) |
| Webhook verification failed | Server not reachable or wrong verify token | Check API server is live and token matches |
| Messages not appearing in CRM | Webhook fields not subscribed | Subscribe messages field in Meta (Step 4) |
| "Phone number already registered" | Number still on WhatsApp consumer app | Delete WhatsApp account on that device first |