Product workflow3 min readKeep one real product question in mind as you read.
A useful way through

Start with one real question and leave with a next step.

Start with the question in front of you, then use the guide to make the next decision easier.

Try saying

“I am trying to make this decision. What should I look at first?”

Start with context

Bring the smallest useful example.

Look for the signal

Separate what is known from what is assumed.

Take one step

Choose an action you can review.

WhatsApp Integration

What this connection is for

Let customers send feedback or booking requests to your WhatsApp Business number.

How your data reaches Specky

    Specky cannot ask WhatsApp for older activity, so it listens for a webhook instead. New events arrive **only by webhook** — when WhatsApp sends them.

That means there is no backfill and no Sync button: anything from before the webhook was set up cannot be recovered. Set it up first, then let the conversations you care about happen.

Before you start

  • Access Token (Required) — Permanent access token from your Meta WhatsApp Business app.
  • Phone Number ID (Required) — Found in Meta App Dashboard → WhatsApp → API Setup.
  • App Secret (Required) — From App Dashboard → Settings → Basic. Required to verify inbound webhook calls really came from Meta — without it, anyone who learns your Phone Number ID could inject fake messages.

Setup

Open Settings → Integrations, find WhatsApp, and click Connect. The form will tell you what to paste and where to find it.

Prerequisites

Requires a Meta Business account with the WhatsApp Business Platform (Cloud API) set up — see developers.facebook.com/docs/whatsapp/cloud-api/get-started.

How to connect

  1. In your Meta App Dashboard, go to WhatsApp → API Setup
  2. Generate a permanent access token (System User token recommended over the 24h temporary one)
  3. Copy the Phone Number ID shown on the same page
  4. In WhatsApp → Configuration, set the webhook URL shown on the Specky card (use the canonical https://www.specky.space host in production) and the verify token to the value your admin configured for Specky, then subscribe to the messages field
  5. Copy the App Secret from Settings → Basic — required so the webhook can verify inbound calls really came from Meta

What Specky does with your credentials

  • Ingests inbound messages to your WhatsApp Business number as feedback signals in real time
  • Auto-replies: book/schedule sends your booking link, anything else gets a thank-you and is logged as feedback
  • Can post stakeholder updates within Meta's 24-hour customer-service window (WhatsApp blocks free-form outbound messages outside that window unless using a pre-approved template)

Data synced

DataUsed for
Inbound customer messagesDirect customer feedback, support requests, booking requests

After connecting

New WhatsApp items appear in Discovery alongside your other sources. You can search them, ask questions about them, and cite them in product work without opening another tab.

Disconnecting WhatsApp removes the connection and the signals it brought in.

Troubleshooting

  • Connected, but nothing appears. Check the webhook on the WhatsApp side: that it points at the URL in the setup steps above, and that it's subscribed to the right events. Nothing reaches Specky without it.
  • "Upgrade to connect". Your plan caps how many integrations you can connect at once, and a few providers are Scale-only. Settings → Usage shows where you stand.
  • Credentials stopped working. Tokens expire and get revoked. Reconnect with a fresh one — your existing signals are kept.

See the WhatsApp integration page for what it's for and the questions people usually ask first, or the Integrations Overview for how integrations work in general.

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