Connecting WhatsApp

In order for Tera to assist patients via WhatsApp, it is necessary to set up the integration with the WhatsApp Business API (Meta Cloud API).

Prerequisites

• Active Pro plan on ProTerapia
• An account on Meta Business Suite
• A dedicated phone number for the clinic’s WhatsApp Business

Step by Step

1. Create an account on Meta Business Suite

If you don’t have one yet, create an account at business.facebook.com. This is Meta’s platform for managing businesses on WhatsApp, Facebook, and Instagram.

2. Set up WhatsApp Business

1. In Meta Business Suite, go to Settings > WhatsApp
2. Create a WhatsApp Business app (if it doesn’t exist yet)
3. Add and verify the clinic’s phone number
4. Verification can be done via SMS or phone call

3. Obtain API credentials

After verification, you will need:

• Phone Number ID — identifier for the number in Meta
• WhatsApp Business Account ID — identifier for the account
• Access Token — permanent access token for the API

This information is available in the Meta developer dashboard under App Settings > WhatsApp > API Setup.

4. Configure in ProTerapia

1. Go to Settings in ProTerapia
2. Navigate to Integrations > WhatsApp
3. Enter the obtained credentials:
   • Phone Number ID
   • WhatsApp Business Account ID
   • Access Token
4. Click on Connect
5. The system will verify the connection and confirm the status

5. Set up the Webhook

ProTerapia needs to receive messages from patients. The webhook is automatically configured during the previous step, but if you need to set it up manually:

• Webhook URL — will be displayed on the ProTerapia configuration screen
• Verification Token — also displayed on the same screen
• In Meta, go to App Settings > WhatsApp > Configuration and configure the webhook with this information

Testing the connection

After configuration:

1. Send a test message to the clinic’s number using your personal phone
2. Tera should respond automatically
3. Test questions like “What are your hours?” or “I’d like to book a consultation”

Troubleshooting

Problem	Solution
Tera does not respond	Check if the webhook is configured correctly in Meta
Authentication error	Check if the Access Token is correct and has not expired
Number not verified	Complete the verification of the number in Meta Business Suite
Messages not arriving	Check if the webhook subscription includes the “messages” event

WhatsApp Costs

Meta charges for conversations on the WhatsApp Business API. The first 1,000 conversations initiated by customers are free per month. After that, consult the Meta pricing table.

ProTerapia does not charge additional fees for the WhatsApp integration — the cost is only that of Meta.