> ## Documentation Index
> Fetch the complete documentation index at: https://cogno.studio/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect WhatsApp to Cogno

> Connect WhatsApp Business conversations so Cogno can create and update Tasks when work needs attention.

![WhatsApp](https://mintcdn.com/genaxis/W6wEAOnX_1HqQ0Ad/images/integrations/whatsapp.svg?fit=max\&auto=format\&n=W6wEAOnX_1HqQ0Ad\&q=85\&s=9fc69884683fa534c7052326bc01e775)

## At a glance

| | |
| - | - |
| **Direction** | Receive context and send text or reactions in retained conversations. |
| **Connect with** | Meta Embedded Signup. |
| **Who can set up** | Workspace members with permission to manage integrations. |
| **You'll need** | Access to a WhatsApp Business account and its Cloud API phone number. |

Connect WhatsApp Business so Cogno can identify work in new text conversations. Follow-up messages in the same conversation can add context to the related Task. Receiving a message does not guarantee a new Task. A WhatsApp request handled at the Workspace level can be read by its assigned run, even when some Projects are private. Other conversations and Project content keep their access restrictions.

## Before you start

* Use a Cogno environment where WhatsApp setup is enabled. If the page says the connection is unavailable, contact your administrator.
* Have permission to manage the WhatsApp Business account and phone number you select in Meta.
* Complete any MFA required by your Workspace.

Past conversation history is not imported. Existing WhatsApp groups cannot be connected. Group messaging requires an eligible business and a group created through the official API.

## Connect WhatsApp in Cogno

**1. Open WhatsApp settings**

Open **Integrations → WhatsApp**. Wait for **Preparing…** to finish, then select **Connect**. Loading the page does not start a connection flow.

On the desktop app, select **Connect in browser**. WhatsApp settings opens in your browser and stays there for setup, even when links normally open in the desktop app. Sign in to Cogno in that browser if prompted, then select **Connect** there.

**2. Authorize in Meta**

Complete Meta's sign-in and choose the WhatsApp Business account and Cloud API phone number to connect. Allow popups for Cogno if the browser blocks the Meta window.

**3. Wait for completion**

The button shows **Connecting…** while Cogno verifies the authorization and finishes setup. On success, Cogno returns to Integrations and shows **Connected** for WhatsApp. Open the row to review the connected account.

In a staging Workspace configured by your operator with a Meta test number, **Connect** uses that server-side test configuration and proceeds to connection setup without Meta sign-in. The screen and permissions are the same. See [staging configuration](https://cogno.studio/docs/whatsapp-connection-api.md#staging-test-configuration).

Meta test numbers can reply only to recipients verified in Meta. For direct conversations, Cogno uses the phone number Meta includes in the latest incoming message when available. If Meta omits it, Cogno uses the recipient's business-scoped user ID instead.

## Send messages, replies and reactions

Cogno can send text to conversations already received in this Workspace through the connected WhatsApp Business phone. It can also quote a retained message from the same conversation. New recipients, file sending and templates are not supported. Each message can contain up to 4,096 characters; longer replies require an explicit request.

Cogno can also add an emoji reaction, such as 👍 or ❤️, to an incoming message
already received in that conversation. The target must still be available;
reactions cannot target another reaction, a system notice or a message sent by
Cogno. Meta checks the message's current eligibility.

Open **Integrations → WhatsApp → Agent tools** to review **Send to WhatsApp**. A member with permission to manage security can choose **Allow**, **Ask**, or **Block**. The same setting covers messages, replies and reactions. The default is **Allow**. Changes apply to the next run, and a Project can narrow the connection's setting. **Ask** requires an Engine that supports approvals; otherwise sending is blocked.

An accepted message ID means Meta accepted the request; it does not confirm delivery. If Cogno reports an unknown result, do not repeat the message or reaction until the result has been checked. Meta may reject a send because of the account's current sending eligibility or limits.

## Common states

| State | Meaning | Next action |
| - | - | - |
| **Preparing…** | Cogno is preparing Meta sign-in. | Wait for Connect to become available. |
| **Connecting…** | Authorization or background setup is in progress. | Complete Meta sign-in and wait for confirmation. |
| **Connected** | Setup completed and the connection is active. | New delivered messages can enter the Workspace's Task workflow. |
| Preparation failed | Meta sign-in could not load. | Select **Retry** to reload the page. |
| Sign-in was not completed | The authorization window closed or sign-in was cancelled. | Select **Connect** to start again. |
| Setup needs attention | Meta setup requires a person to resolve an issue. | Check the account and phone number in Meta, then try again. |
| Confirmation timed out | Cogno could not confirm completion within ten minutes. | Check Integrations before starting another connection. |
| Connection unavailable | This environment is missing WhatsApp setup. | Contact your administrator. |

## Reference URLs

* [Meta Embedded Signup](https://developers.facebook.com/documentation/business-messaging/whatsapp/embedded-signup/implementation/)
* [WhatsApp group requirements](https://developers.facebook.com/documentation/business-messaging/whatsapp/groups/get-started/)

## Related docs

* [Integrations](https://cogno.studio/docs/integrations.md)
* [Tasks](https://cogno.studio/docs/tasks.md)
* [WhatsApp connection API](https://cogno.studio/docs/whatsapp-connection-api.md)


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