WhatsApp Business Workflow
Workflow
- Confirm the current official WhatsApp Business Platform path or the chosen approved provider before implementation. Record who owns the business account, phone number, webhook, and credentials.
- Recheck current Meta policy for user opt-in, template approval, conversation windows, message categories, and regional restrictions. These rules are release-sensitive and must not be copied from memory.
- Verify webhook authenticity, deduplicate status/message events, and separate inbound message handling from delivery/read-status processing.
- Treat a WhatsApp phone identity, application account, user consent, template, and conversation window as explicit data inputs.
- Design opt-out, human escalation, media retention, and failure fallback before adding AI-generated replies.
- Validate with an approved test environment, observed webhook signatures, template state, inbound/outbound behavior, delivery status, and stop/escalation paths.
Provider Boundary
An approved CPaaS provider can simplify transport but does not remove WhatsApp business policy obligations. Keep provider-specific types and credentials at the provider boundary; do not convert this skill into a universal WhatsApp client.