Setup Guides

Create a Meta Business account. Go to business.facebook.com and sign up or log in. Complete business verification if prompted.

Create a Meta App. Go to developers.facebook.com/apps → Create App → select Business type → give it a name (e.g. “InboxWeave”).

Add WhatsApp product. In your app dashboard, click Add Product → find WhatsApp → click Set Up. Select your Meta Business account when prompted.

Get your Phone Number ID. In the WhatsApp section → API Setup, you'll see a test phone number. Copy the Phone number ID (a numeric string like 123456789012345).

Generate a permanent access token. Go to Business Settings → System Users → create a system user with Admin role → click Generate Token → select your app → check the whatsapp_business_messaging and whatsapp_business_management permissions → generate. Copy the token — you won't see it again.

Configure the webhook. In your app → WhatsApp → Configuration:

• Callback URL: https://your-domain.com/api/webhooks/whatsapp
• Verify token: the value of META_WEBHOOK_VERIFY_TOKEN in your env
• Subscribe to: messages

Paste into InboxWeave. Go to your org → Channels → enter the display name, Phone Number ID, and access token. Click Connect WhatsApp. Done!

Set env variables. Make sure META_APP_ID and META_APP_SECRET are set in your .env file. You find these in your Meta app's Settings → Basic.

Add Facebook Login product. In your Meta app dashboard → Add Product → Facebook Login → Set Up → choose Web → enter your site URL.

Add Messenger product. Also add the Messenger product to the same app. In Messenger Settings → Webhooks:

• Callback URL: https://your-domain.com/api/webhooks/messenger
• Verify token: same META_WEBHOOK_VERIFY_TOKEN
• Subscribe to: messages, messaging_postbacks

Add Instagram product (if using IG DMs). Add the Instagram product → configure webhook:

• Callback URL: https://your-domain.com/api/webhooks/instagram
• Subscribe to: messages

Connect from InboxWeave. Go to your org → Channels → click Connect with Facebook. This opens Facebook Login. Select the Pages you want to connect. InboxWeave automatically detects which Pages have Instagram Business accounts linked and creates channels for both.

App Review (for production). For development, you can test with your own accounts. To go live with other users, submit your app for Meta App Review and request the pages_messaging and instagram_manage_messages permissions.

Create a Twilio account. Sign up at twilio.com. The free trial gives you a phone number and credits to test.

Get a phone number. In the Twilio Console → Phone Numbers → Buy a Number. Pick one with SMS capability. Note the number in E.164 format (e.g. +14155551234).

Find your credentials. In the Twilio Console dashboard, copy your Account SID and Auth Token.

Configure webhook. Go to your phone number's settings → Messaging → A MESSAGE COMES IN → set webhook to:https://your-domain.com/api/webhooks/smsMethod: HTTP POST.

Paste into InboxWeave. Go to your org → Channels → SMS tab (or navigate to /channels/sms) → enter Account SID, Auth Token, and phone number. Click Save. Done!

Choose your email. You can use any email that supports IMAP/SMTP: Gmail, Outlook, custom domain email, etc.

For Gmail: Go to your Google Account → Security → App passwords (requires 2FA enabled) → generate an app password for “Mail”. Use this instead of your regular password.

Paste into InboxWeave. Go to your org → Channels → Email (or navigate to /channels/email) → enter your email, IMAP/SMTP hosts and ports, and app password. Click Save.

Create an OpenAI account. Go to platform.openai.com and sign up.

Add billing. Go to Settings → Billing → add a payment method and load a small amount ($5-10 is enough to start).

Create an API key. Go to API Keys → Create new secret key → name it “InboxWeave” → copy the key (starts with sk-).

Paste into InboxWeave. Go to your org → Settings → paste the key in the OpenAI API key field → click Save key. It's encrypted immediately and never shown again.