Meta WhatsApp Business Configuration Guide

To enable WhatsApp communication through your own WhatsApp Business Account, a few Meta configurations are required. Once these configurations are completed, the Record implementation team will connect your WhatsApp Business Account with the Record Platform.

1. Information Required from Your Team

Please share the following details after your Meta WhatsApp Business Account has been configured.

Required Item	Description
Phone Number ID	The Phone Number ID associated with your WhatsApp Business number.
Permanent Access Token	A permanent access token generated from your Meta Business Account.
WhatsApp Business Account ID	Optional, but helpful for verification and future support.

2. Generating a Permanent Access Token

To allow the Record Platform to securely send WhatsApp messages on behalf of your WhatsApp Business Account, you must generate a Permanent / No Expiration Access Token from your Meta Business Account.

We recommend generating a dedicated access token specifically for the Record Platform. This makes future management, auditing, and permission control much easier.

Open Meta Business Settings

Business Settings → Users → System Users

Here, you can either:

Create a new System User specifically for the Record Platform. This is recommended.
Use an existing System User if one has already been configured for your organization.

Assign the WhatsApp Application

After selecting the System User, ensure that the appropriate WhatsApp application is assigned.You have two options:

Option 1 — Recommended: Create a dedicated application for the Record Platform.
Option 2: Use your existing WhatsApp Business application if you prefer to manage all integrations within the same project.

Both approaches are supported. However, using a dedicated application provides better separation of environments and simplifies future maintenance.

Verify Permissions

Before generating the token, confirm that the System User has the required permissions for the assigned WhatsApp Business application.The System User should have access to:

WhatsApp Business Account
WhatsApp Phone Number
Application Management
Messaging Permissions with full access

These permissions are required for the Record Platform to send WhatsApp messages, manage templates, and receive delivery status updates.

Generate the Access Token

Once the application has been assigned:

Select the System User.
Click Generate Token.
Choose the WhatsApp application that will be integrated with the Record Platform.
Select the required permissions.
Generate the token.

When generating the token, choose a Permanent / No Expiration Access Token.This ensures uninterrupted communication between your WhatsApp Business Account and the Record Platform without requiring periodic token updates.

Share the Token with Record

Once the token has been generated, securely share the following details with the Record implementation team:

Permanent Access Token
Phone Number ID
WhatsApp Business Account ID, if available

Our team will securely configure these credentials within the Record Platform to complete the integration.

3. Best Practice for Access Token Setup

For improved security and easier management, we recommend creating a dedicated System User and a dedicated application exclusively for the Record Platform. This approach provides several benefits:

Isolates Record Platform access from other business integrations.
Simplifies permission management.
Makes future token rotation easier, if required.
Prevents disruptions to other WhatsApp integrations within your Meta Business Account.
Provides better operational control and auditability.

If you already have an existing WhatsApp application in production, you may continue using it by generating a new Permanent / No Expiration Access Token for the Record Platform.

4. Webhook Configuration

Please configure the following webhook in your Meta Developer Console.

Callback URL

The Record implementation team will provide this URL during onboarding.

<RECORD_CALLBACK_URL>

Example:

https://your-domain.com/api/v1/webhooks/whatsapp

Verify Token

The Record implementation team will also provide the Verify Token.

RECORD_VERIFY_TOKEN

Webhook Events

Please subscribe to the following events:

messages
message_status
message_template_status_update

Once completed, click Verify and Save.

Steps - Meta Developer Account Configuration

To connect your WhatsApp Business Account with the Record Platform, complete the following steps in your Meta Developer account.

Access Meta Developers

Open Your App

Navigate to your application dashboard.From the left navigation menu, open the Dashboard and locate the Use Cases section.Select Connect with customers through WhatsApp to begin the WhatsApp Business setup.

Complete the Production Setup

During the production setup, Meta will ask for your webhook configuration.Enter the following details provided by the Record team:

Callback URL — shared by the Record implementation team during onboarding.
Verify Token — shared by the Record implementation team during onboarding.

After entering both values, click Verify and Save to complete the webhook configuration.

Once the webhook has been successfully verified, complete the remaining WhatsApp Business setup by:

Registering your WhatsApp Business phone number.
Completing the business verification process, if applicable.
Adding your payment method for WhatsApp conversations, if required by Meta.
Completing the phone number registration.

Once these steps are complete, your WhatsApp Business Account will be ready for integration with the Record Platform.

Create WhatsApp Message Templates

After your WhatsApp Business Account is fully configured, create the required WhatsApp message templates in your WhatsApp Business Manager.We recommend creating templates for the following supported languages:

English
Tamil
Telugu
Hindi
Kannada
Malayalam

Once Meta approves your templates, share the approved template names with the Record implementation team.The Record team will map these templates within the platform to ensure the correct language template is automatically used while communicating with candidates.

Share the Required Details with Record

Once your setup is complete, share the following information with the Record implementation team:

Phone Number ID
Permanent Access Token
Confirmation that the webhook has been successfully configured
Approved WhatsApp template names for all required languages

After receiving these details, the Record implementation team will complete the platform configuration, connect your WhatsApp Business Account with the Record Platform, perform end-to-end testing, and notify you once your integration is ready for production use.

5. WhatsApp Message Templates

Create the following templates inside your Meta WhatsApp Manager. The approved template names should be shared with the Record team so that they can be configured within the platform. Please create separate templates for each supported language.

Supported Languages

English
Tamil
Telugu
Hindi
Kannada
Malayalam

Recommended Naming Convention

Job Interest Templates

job_interest_en
job_interest_ta
job_interest_te
job_interest_hi
job_interest_kn
job_interest_ml

Skill Assessment Templates

skill_assessment_en
skill_assessment_ta
skill_assessment_te
skill_assessment_hi
skill_assessment_kn
skill_assessment_ml

Application Completed Templates

application_completed_en
application_completed_ta
application_completed_te
application_completed_hi
application_completed_kn
application_completed_ml

Not Interested Templates

not_interested_en
not_interested_ta
not_interested_te
not_interested_hi
not_interested_kn
not_interested_ml

Please share the final approved template names with the Record team after Meta approval.

6. Recommended WhatsApp Templates

Template 1 — Job Interest

Field	Value
Category	Utility
Header	None
Footer	Reply STOP to opt out

Body

Hi,

We have a job opportunity for you.

Are you currently looking for work?

Buttons

Yes, interested
No, not now

Variables

Variable	Description
`{{1}}`	Candidate Name

Template 2 — Yes Reply / Skill Assessment Invitation

Field	Value
Category	Utility
Header	None

Body

Thanks for confirming!

{{1}} would like you to complete a quick skill check for the {{2}} role.

It only takes about 5 - 10 minutes. Simply answer a few questions in your own words.

Tap below to begin.

{{3}}

Variables

Variable	Description
`{{1}}`	Company Name
`{{2}}`	Job Role
`{{3}}`	Assessment URL

Example URL

https://verification.userecord.io/verification?id=2357

Template 3 — Not Interested

Field	Value
Category	Utility
Header	None
Footer	Reply STOP to opt out of future messages.

Body

Hi {{1}},

No worries, thanks for letting us know.

We'll keep your profile in mind if a suitable opportunity comes up in the future.

Wishing you all the best!

Variables

Variable	Description
`{{1}}`	Candidate Name

Template 4 — Assessment Completed

Field	Value
Category	Utility
Header	None

Body

Hi {{1}},

Thanks, you're all done!

We've received your responses.

Our recruitment team will review them and contact you if there's a next step in your application.

We appreciate your time and wish you the very best.

Variables

Variable	Description
`{{1}}`	Candidate Name

7. Best Practices

Use these guidelines if you are adding your own message in the WhatsApp template. To improve message delivery and candidate engagement, we recommend the following:

Keep messages conversational and friendly.
Avoid phrases such as Profile Verification or Employment Verification, as they can resemble phishing or KYC scam language.
Use branded messaging wherever possible.
Avoid exposing technical query parameters in links outside of Meta Call-to-Action buttons.
Always include an opt-out message.
Keep templates concise and easy to understand.
Use localized language for each supported region instead of direct word-for-word translations.

Avoid sending raw URLs with visible technical parameters such as workflow IDs or candidate IDs in the message body. Use a Meta Call-to-Action button wherever possible.

Once everything is ready, please share the following with the Record implementation team:

Phone Number ID
Permanent Access Token
Webhook successfully configured
Callback URL verified
Verify Token configured
Approved WhatsApp Template Names for all languages
Confirmation that the WhatsApp Business number is ready for integration

After receiving these details, the Record team will complete the platform configuration and activate WhatsApp messaging for your account.

​1. Information Required from Your Team

​2. Generating a Permanent Access Token

​3. Best Practice for Access Token Setup

​4. Webhook Configuration

​Callback URL

​Verify Token

​Webhook Events

​Steps - Meta Developer Account Configuration

​5. WhatsApp Message Templates

​Supported Languages

​Recommended Naming Convention

​Job Interest Templates

​Skill Assessment Templates

​Application Completed Templates

​Not Interested Templates

​6. Recommended WhatsApp Templates

​Template 1 — Job Interest

​Body

​Buttons

​Variables

​Template 2 — Yes Reply / Skill Assessment Invitation

​Body

​Variables

​Example URL

​Template 3 — Not Interested

​Body

​Variables

​Template 4 — Assessment Completed

​Body

​Variables

​7. Best Practices

​8. Information to Share with Record

1. Information Required from Your Team

2. Generating a Permanent Access Token

3. Best Practice for Access Token Setup

4. Webhook Configuration

Callback URL

Verify Token

Webhook Events

Steps - Meta Developer Account Configuration

5. WhatsApp Message Templates

Supported Languages

Recommended Naming Convention

Job Interest Templates

Skill Assessment Templates

Application Completed Templates

Not Interested Templates

6. Recommended WhatsApp Templates

Template 1 — Job Interest

Body

Buttons

Variables

Template 2 — Yes Reply / Skill Assessment Invitation

Body

Variables

Example URL

Template 3 — Not Interested

Body

Variables

Template 4 — Assessment Completed

Body

Variables

7. Best Practices

8. Information to Share with Record