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Step 1: Requirements for Setting Up Your Server

  1. Server Environment:

    • You need a Linux-based server (Ubuntu is recommended) for this setup. You can use cloud providers like AWS, Google Cloud, or DigitalOcean to set up your server.
    • Ensure that you have root access or sudo access to the server.
  2. WhatsApp Business API Client:

    • Meta’s WhatsApp Business API Client is the core of this process. You'll be using it to interact with WhatsApp.
    • A phone number (with a dedicated SIM card) for WhatsApp Business is needed.
  3. Docker:

    • WhatsApp Business API Client runs in a Docker container. Docker simplifies deployment and ensures consistency in your environment.

Step 2: Set Up the Server

  1. Provision a Server:

    • If you're using a cloud provider, create a new Ubuntu server instance. For example, on AWS EC2:
      • Select an Ubuntu instance (preferably 20.04 LTS or later).
      • Ensure the instance has at least 2 GB of RAM and 30 GB of disk space for smooth operation.
      • Allow ports 443 (HTTPS) and 80 (HTTP) for inbound connections in the security group settings.
  2. Install Docker:

    • SSH into your server and install Docker:
      sudo apt update
      sudo apt install -y docker.io
      sudo systemctl enable docker
      sudo systemctl start docker
  3. Install Docker Compose (to manage multi-container applications):

    sudo apt install -y docker-compose

Step 3: Download and Install the WhatsApp Business API Client

  1. Clone WhatsApp Business API Client Repository:

    • Use Docker to run the WhatsApp API client.
    • First, pull the Docker image for the WhatsApp Business API Client:
      docker pull whatsapp/business-api
  2. Configure the API Client:

    • After the image is pulled, you’ll need to configure the environment variables and settings.
    • Create a configuration file for your WhatsApp Business API client. Typically, you’ll create a file like docker-compose.yml to define the services.
    • You’ll need to define things like the database credentials, API settings, and authentication for the phone number you’re registering with WhatsApp.
  3. Start the API Client:

    • Run the container with Docker:

      docker-compose up -d
    • This command will start the WhatsApp Business API client in the background.


Step 4: Set Up and Verify Your Phone Number

  1. Register the Phone Number:

    • Once the client is running, you can use the POST /v1/account API to register your phone number. This will initiate the verification process.
  2. Verify the Phone Number:

    • You'll be asked to provide a verification code sent via SMS or Voice call. Complete the process by sending the code to the server via the API.

Step 5: Set Up API Access and Start Sending Messages

  1. Access Your API:

    • The WhatsApp API Client will provide you with a REST API endpoint to send messages, manage contacts, and more.
    • You'll typically access the API via https://your-server-ip:443 or a custom domain if you have one.
  2. Send Test Messages:

    • After the phone number is verified, you can start sending WhatsApp messages using the API.

    Example of sending a message via the API:

    curl -X POST https://your-server-ip:443/v1/messages \
      -H "Authorization: Bearer <YOUR_AUTH_TOKEN>" \
      -H "Content-Type: application/json" \
      -d '{
        "to": "recipient_number",
        "type": "text",
        "text": {
          "body": "Hello from WhatsApp Business API!"
        }
      }'

    Replace <YOUR_AUTH_TOKEN> with your API token, your-server-ip with your server’s IP or domain, and recipient_number with the phone number you are sending the message to.


Step 6: Monitor and Maintain Your Server

  1. Monitor API and Server Health:

    • Regularly monitor the server’s health (CPU, memory, disk space) and the WhatsApp API Client’s logs.
    • Use tools like Docker stats to monitor container health.
  2. Update the API Client:

    • Keep the WhatsApp Business API Client and Docker up to date to avoid security vulnerabilities.

Alternative: Use a Cloud Provider’s Managed Service

If setting up your own server feels too complex, you might consider using a cloud-based WhatsApp Business API provider like Twilio, 360dialog, or Vonage. These providers offer managed services where they handle all the backend setup for you, so you can focus on integration.


Let me know if you want further guidance on any of these steps!

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