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integrate-whatsapp

gokapso/agent-skills

Connect WhatsApp end-to-end with Kapso: onboarding, webhooks, messaging, templates, and Flow management.

What is integrate-whatsapp?

Integrate WhatsApp into your product using Kapso's platform. Handles customer onboarding via setup links, receives connection and message events through webhooks, sends text/template/interactive messages, and manages WhatsApp Flows with data endpoints and encryption. Use this when you need full WhatsApp integration from signup to messaging.

  • Onboard customers with hosted setup links and detect when WhatsApp connections are established
  • Receive webhook events for connection lifecycle, messages, conversations, and delivery status
  • Send text messages, template messages, and interactive messages to WhatsApp users
  • Manage WhatsApp templates (create, update, publish, check approval status)
  • Query message and conversation history via CLI or SDK
  • Embed WhatsApp inbox into your app with Platform API embeds

How to install integrate-whatsapp

npx skills add https://github.com/gokapso/agent-skills --skill integrate-whatsapp
Prerequisites
  • Kapso CLI installed and authenticated (kapso login) or environment variables (KAPSO_API_BASE_URL, KAPSO_API_KEY)
  • Node.js and npm installed
  • Meta Graph API version v24.0 or later (optional, has default)
Claude Code
Cursor
Windsurf
Cline

How to use integrate-whatsapp

  1. 1.Authenticate with Kapso CLI (kapso login) or set environment variables KAPSO_API_BASE_URL and KAPSO_API_KEY
  2. 2.Run kapso setup to start customer onboarding or use the Platform API to create customers and setup links
  3. 3.Confirm connected WhatsApp numbers with kapso whatsapp numbers list
  4. 4.Create webhooks to receive connection, message, and conversation events (project-level or phone-number-level)
  5. 5.Discover your business_account_id and phone_number_id using kapso whatsapp numbers resolve
  6. 6.Send messages using CLI commands (kapso whatsapp messages send) or the SDK (@kapso/whatsapp-cloud-api)
  7. 7.Create and manage templates using the provided scripts or SDK, then send template messages to users
  8. 8.Optionally embed the Kapso inbox in your app using Platform API inbox embeds

Use cases

Good for
  • Build a customer support platform that receives WhatsApp messages and responds with templates
  • Create a notification system that sends WhatsApp alerts and order status updates to customers
  • Develop a multi-channel app that embeds WhatsApp inbox alongside other communication channels
  • Set up automated WhatsApp Flows for customer onboarding or data collection workflows
  • Integrate WhatsApp messaging into an existing CRM or business application
Who it's for
  • Backend developers building WhatsApp integrations
  • Product teams adding WhatsApp as a communication channel
  • Customer support platforms and helpdesk tools
  • E-commerce and order management systems
  • Developers managing multi-customer WhatsApp deployments

integrate-whatsapp FAQ

What's the difference between project webhooks and phone-number webhooks?

Project webhooks receive only project-level events like connection lifecycle and workflow events. Phone-number webhooks receive WhatsApp-specific events (messages, conversations, delivery status) for that specific phone_number_id.

How do I send messages outside the 24-hour conversation window?

Use template messages instead of interactive messages. Templates are pre-approved by Meta and can be sent anytime. Interactive messages require an active 24-hour session window with the user.

What IDs do I need to send messages and manage templates?

You need phone_number_id for sending messages and uploading media, and business_account_id (WABA) for template CRUD operations. Discover both using kapso whatsapp numbers resolve.

Can I embed the WhatsApp inbox in my own application?

Yes, use the Platform API inbox embeds endpoint (POST /platform/v1/inbox_embeds) to create an embed token and URL, then place it in your app with allowed origins configured.

How do I test webhook delivery?

Use node scripts/test.js --webhook-id <id> to send a test event to your webhook. Always verify webhook signatures using the methods in references/webhooks-overview.md.

Full instructions (SKILL.md)

Source of truth, from gokapso/agent-skills.


name: integrate-whatsapp description: "Connect WhatsApp to your product with Kapso: onboard customers with setup links, detect connections, receive events via webhooks, and send messages/templates/media. Also manage WhatsApp Flows (create/update/publish, data endpoints, encryption). Use when integrating WhatsApp end-to-end."

Integrate WhatsApp

Setup

Preferred path:

  • Kapso CLI installed and authenticated (kapso login)
  • Use kapso status to confirm project access before onboarding or messaging

Fallback path: Env vars:

  • KAPSO_API_BASE_URL (host only, no /platform/v1)
  • KAPSO_API_KEY
  • META_GRAPH_VERSION (optional, default v24.0)

Auth header (direct API calls):

X-API-Key: <api_key>

Install deps (once):

npm i

Connect WhatsApp (setup links)

Preferred onboarding path (CLI):

  1. Start onboarding: kapso setup
  2. If setup is blocked, resolve context with:
    • kapso projects list
    • kapso projects use <project-id>
    • kapso customers list
    • kapso customers new --name "<customer-name>" --external-id <external-id>
    • kapso setup --customer <customer-id>
  3. Complete the hosted onboarding URL
  4. Confirm connected numbers: kapso whatsapp numbers list --output json
  5. Resolve the exact number you want to operate: kapso whatsapp numbers resolve --phone-number "<display-number>" --output json

Fallback onboarding flow (direct API):

  1. Create customer: POST /platform/v1/customers
  2. Generate setup link: POST /platform/v1/customers/:id/setup_links
  3. Customer completes embedded signup
  4. Use phone_number_id to send messages and configure webhooks

Detect connection:

  • Project webhook whatsapp.phone_number.created (recommended)
  • Success redirect URL query params (use for frontend UX)

Recommended Kapso setup-link defaults:

{
  "setup_link": {
    "allowed_connection_types": ["dedicated"],
    "provision_phone_number": true,
    "phone_number_country_isos": ["US"]
  }
}

Notes:

  • kapso setup and kapso whatsapp numbers new use dedicated plus provisioning by default.

  • Keep phone_number_country_isos, phone_number_area_code, language, and redirect URLs as optional overrides.

  • Platform API base: /platform/v1

  • Meta proxy base: /meta/whatsapp/v24.0 (messaging, templates, media)

  • Use phone_number_id as the primary WhatsApp identifier

Receive events (webhooks)

Use webhooks to receive:

  • Project events (connection lifecycle, workflow events)
  • Phone-number events (messages, conversations, delivery status)

Scope rules:

  • Project webhooks: only project-level events (connection lifecycle, workflow events)
  • Phone-number webhooks: only WhatsApp message + conversation events for that phone_number_id
  • WhatsApp message/conversation events (whatsapp.message.*, whatsapp.conversation.*) are phone-number only

Create a webhook:

  • Project-level: node scripts/create.js --scope project --url <https://...> --events <csv>
  • Phone-number: node scripts/create.js --phone-number-id <id> --url <https://...> --events <csv>

Common flags for create/update:

  • --url <https://...> - webhook destination
  • --events <csv|json-array> - event types (Kapso webhooks)
  • --kind <kapso|meta> - Kapso (event-based) vs raw Meta forwarding
  • --payload-version <v1|v2> - payload format (v2 recommended)
  • --buffer-enabled <true|false> - enable buffering for whatsapp.message.received
  • --buffer-window-seconds <n> - 1-60 seconds
  • --max-buffer-size <n> - 1-100
  • --active <true|false> - enable/disable

Test delivery:

node scripts/test.js --webhook-id <id>

Always verify signatures. See:

  • references/webhooks-overview.md
  • references/webhooks-reference.md

Send and read messages

Discover IDs first

Two Meta IDs are needed for different operations:

IDUsed forHow to discover
business_account_id (WABA)Template CRUDkapso whatsapp numbers resolve --phone-number "<display-number>" --output json or node scripts/list-platform-phone-numbers.mjs
phone_number_idSending messages, media uploadkapso whatsapp numbers resolve --phone-number "<display-number>" --output json or node scripts/list-platform-phone-numbers.mjs

Operate with the CLI first

Common commands:

kapso whatsapp numbers list --output json
kapso whatsapp numbers resolve --phone-number "<display-number>" --output json
kapso whatsapp messages send --phone-number-id <PHONE_NUMBER_ID> --to <wa-id> --text "Hello from Kapso"
kapso whatsapp messages list --phone-number-id <PHONE_NUMBER_ID> --limit 50 --output json
kapso whatsapp messages get <MESSAGE_ID> --phone-number-id <PHONE_NUMBER_ID> --output json
kapso whatsapp conversations list --phone-number-id <PHONE_NUMBER_ID> --output json
kapso whatsapp templates list --phone-number-id <PHONE_NUMBER_ID> --output json
kapso whatsapp templates get <TEMPLATE_ID> --phone-number-id <PHONE_NUMBER_ID> --output json

SDK setup

Install:

npm install @kapso/whatsapp-cloud-api

Create client:

import { WhatsAppClient } from "@kapso/whatsapp-cloud-api";

const client = new WhatsAppClient({
  baseUrl: "https://api.kapso.ai/meta/whatsapp",
  kapsoApiKey: process.env.KAPSO_API_KEY!
});

Send a text message

Via SDK:

await client.messages.sendText({
  phoneNumberId: "<PHONE_NUMBER_ID>",
  to: "+15551234567",
  body: "Hello from Kapso"
});

Send a template message

  1. Discover IDs: node scripts/list-platform-phone-numbers.mjs
  2. Draft template payload from assets/template-utility-order-status-update.json
  3. Create: node scripts/create-template.mjs --business-account-id <WABA_ID> --file <payload.json>
  4. Check status: node scripts/template-status.mjs --business-account-id <WABA_ID> --name <name>
  5. Send: node scripts/send-template.mjs --phone-number-id <ID> --file <send-payload.json>

Send an interactive message

Interactive messages require an active 24-hour session window. For outbound notifications outside the window, use templates.

  1. Discover phone_number_id
  2. Pick payload from assets/send-interactive-*.json
  3. Send: node scripts/send-interactive.mjs --phone-number-id <ID> --file <payload.json>

Read inbox data

Preferred path:

  • CLI: kapso whatsapp messages ..., kapso whatsapp conversations ..., kapso whatsapp templates ...

Fallback path:

  • Proxy: GET /{phone_number_id}/messages, GET /{phone_number_id}/conversations
  • SDK: client.messages.query(), client.messages.get(), client.conversations.list(), client.conversations.get(), client.templates.get()

Embed the inbox

Use Platform API inbox embeds when the user wants to place Kapso's inbox inside their own app.

Create:

  • POST /platform/v1/inbox_embeds
  • Envelope: inbox_embed
  • Public scopes: project, customer, phone_number
  • scope_id is blank for project, a customer UUID for customer, and WhatsApp phone_number_id for phone_number
  • Create returns token and embed_url once. Store embed_url; list/get/update omit secrets.

Example:

{
  "inbox_embed": {
    "name": "Support inbox",
    "scope_type": "phone_number",
    "scope_id": "1234567890",
    "allowed_origins": ["https://app.example.com"],
    "default_mode": "system"
  }
}

Manage:

  • GET /platform/v1/inbox_embeds
  • GET /platform/v1/inbox_embeds/:id
  • PATCH /platform/v1/inbox_embeds/:id
  • DELETE /platform/v1/inbox_embeds/:id (revokes)

Template rules

Creation:

  • Use parameter_format: "NAMED" with {{param_name}} (preferred over positional)
  • Include examples when using variables in HEADER/BODY
  • Use language (not language_code)
  • Don't interleave QUICK_REPLY with URL/PHONE_NUMBER buttons
  • URL button variables must be at the end of the URL and use positional {{1}}

Send-time:

  • For NAMED templates, include parameter_name in header/body params
  • URL buttons need a button component with sub_type: "url" and index
  • Media headers use either id or link (never both)

WhatsApp Flows

Use Flows to build native WhatsApp forms. Read references/whatsapp-flows-spec.md before editing Flow JSON.

Create and publish a flow

  1. Create flow: node scripts/create-flow.js --phone-number-id <id> --name <name>
  2. Update JSON: node scripts/update-flow-json.js --flow-id <id> --json-file <path>
  3. Publish: node scripts/publish-flow.js --flow-id <id>
  4. Test: node scripts/send-test-flow.js --phone-number-id <id> --flow-id <id> --to <phone>

Attach a data endpoint (dynamic flows)

  1. Set up encryption: node scripts/setup-encryption.js --flow-id <id>
  2. Create endpoint: node scripts/set-data-endpoint.js --flow-id <id> --code-file <path>
  3. Deploy: node scripts/deploy-data-endpoint.js --flow-id <id>
  4. Register: node scripts/register-data-endpoint.js --flow-id <id>

Flow JSON rules

Static flows (no data endpoint):

  • Use version: "7.3"
  • routing_model and data_api_version are optional
  • See assets/sample-flow.json

Dynamic flows (with data endpoint):

  • Use version: "7.3" with data_api_version: "3.0"
  • routing_model is required (defines valid screen transitions)
  • See assets/dynamic-flow.json

Data endpoint rules

Handler signature:

async function handler(request, env) {
  const body = await request.json();
  // body.data_exchange.action: INIT | data_exchange | BACK
  // body.data_exchange.screen: current screen id
  // body.data_exchange.data: user inputs
  return Response.json({
    version: "3.0",
    screen: "NEXT_SCREEN_ID",
    data: { }
  });
}
  • Do not use export or module.exports
  • Completion uses screen: "SUCCESS" with extension_message_response.params
  • Do not include endpoint_uri or data_channel_uri (Kapso injects these)

Troubleshooting

  • Preview shows "flow_token is missing": flow is dynamic without a data endpoint. Attach one and refresh.
  • Encryption setup errors: enable encryption in Settings for the phone number/WABA.
  • OAuthException 139000 (Integrity): WABA must be verified in Meta security center.

Scripts

Webhooks

ScriptPurpose
list.jsList webhooks
get.jsGet webhook details
create.jsCreate a webhook
update.jsUpdate a webhook
delete.jsDelete a webhook
test.jsSend a test event

Messaging and templates

ScriptPurposeRequired ID
list-platform-phone-numbers.mjsDiscover business_account_id + phone_number_id
list-connected-numbers.mjsList WABA phone numbersbusiness_account_id
list-templates.mjsList templates (with filters)business_account_id
template-status.mjsCheck single template statusbusiness_account_id
create-template.mjsCreate a templatebusiness_account_id
update-template.mjsUpdate existing templatebusiness_account_id
send-template.mjsSend template messagephone_number_id
send-interactive.mjsSend interactive messagephone_number_id
upload-media.mjsUpload media for send-time headersphone_number_id

Flows

ScriptPurpose
list-flows.jsList all flows
create-flow.jsCreate a new flow
get-flow.jsGet flow details
read-flow-json.jsRead flow JSON
update-flow-json.jsUpdate flow JSON (creates new version)
publish-flow.jsPublish a flow
get-data-endpoint.jsGet data endpoint config
set-data-endpoint.jsCreate/update data endpoint code
deploy-data-endpoint.jsDeploy data endpoint
register-data-endpoint.jsRegister data endpoint with Meta
get-encryption-status.jsCheck encryption status
setup-encryption.jsSet up flow encryption
send-test-flow.jsSend a test flow message
delete-flow.jsDelete a flow
list-flow-responses.jsList stored flow responses
list-function-logs.jsList function logs
list-function-invocations.jsList function invocations

OpenAPI

ScriptPurpose
openapi-explore.mjsExplore OpenAPI (search/op/schema/where)

Examples:

node scripts/openapi-explore.mjs --spec whatsapp search "template"
node scripts/openapi-explore.mjs --spec whatsapp op sendMessage
node scripts/openapi-explore.mjs --spec whatsapp schema TemplateMessage
node scripts/openapi-explore.mjs --spec platform ops --tag "WhatsApp Flows"
node scripts/openapi-explore.mjs --spec platform op setupWhatsappFlowEncryption
node scripts/openapi-explore.mjs --spec platform search "setup link"

Assets

FileDescription
template-utility-order-status-update.jsonUTILITY template with named params + URL button
send-template-order-status-update.jsonSend-time payload for order_status_update
template-utility-named.jsonUTILITY template showing button ordering rules
template-marketing-media-header.jsonMARKETING template with IMAGE header
template-authentication-otp.jsonAUTHENTICATION OTP template (COPY_CODE)
send-interactive-buttons.jsonInteractive button message
send-interactive-list.jsonInteractive list message
send-interactive-cta-url.jsonInteractive CTA URL message
send-interactive-location-request.jsonLocation request message
send-interactive-catalog-message.jsonCatalog message
sample-flow.jsonStatic flow example (no endpoint)
dynamic-flow.jsonDynamic flow example (with endpoint)
webhooks-example.jsonWebhook create/update payload example

References

Related skills

  • automate-whatsapp - Workflows, agents, and automations
  • observe-whatsapp - Debugging, logs, health checks
<!-- FILEMAP:BEGIN -->
[integrate-whatsapp file map]|root: .
|.:{package.json,SKILL.md}
|assets:{dynamic-flow.json,sample-flow.json,send-interactive-buttons.json,send-interactive-catalog-message.json,send-interactive-cta-url.json,send-interactive-list.json,send-interactive-location-request.json,send-template-order-status-update.json,template-authentication-otp.json,template-marketing-media-header.json,template-utility-named.json,template-utility-order-status-update.json,webhooks-example.json}
|references:{detecting-whatsapp-connection.md,getting-started.md,platform-api-reference.md,setup-links.md,templates-reference.md,webhooks-event-types.md,webhooks-overview.md,webhooks-reference.md,whatsapp-api-reference.md,whatsapp-cloud-api-js.md,whatsapp-flows-spec.md}
|scripts:{create-flow.js,create-function.js,create-template.mjs,create.js,delete-flow.js,delete.js,deploy-data-endpoint.js,deploy-function.js,get-data-endpoint.js,get-encryption-status.js,get-flow.js,get-function.js,get.js,list-connected-numbers.mjs,list-flow-responses.js,list-flows.js,list-function-invocations.js,list-function-logs.js,list-platform-phone-numbers.mjs,list-templates.mjs,list.js,openapi-explore.mjs,publish-flow.js,read-flow-json.js,register-data-endpoint.js,send-interactive.mjs,send-template.mjs,send-test-flow.js,set-data-endpoint.js,setup-encryption.js,submit-template.mjs,template-status.mjs,test.js,update-flow-json.js,update-function.js,update-template.mjs,update.js,upload-media.mjs,upload-template-header-handle.mjs}
|scripts/lib:{args.mjs,cli.js,env.js,env.mjs,http.js,output.js,output.mjs,request.mjs,run.js,whatsapp-flow.js}
|scripts/lib/webhooks:{args.js,kapso-api.js,webhook.js}
<!-- FILEMAP:END -->