Meta App & One-click Connect

This page explains how to set up one shared Meta app so your clients can connect WhatsApp, Instagram and Messenger with a single button, instead of copying tokens by hand.

Open it from Configuration → Integrations → Meta app.

The problem it solves

Connecting WhatsApp the manual way is hard for most business owners. They must open Meta's developer dashboard, find a phone number ID, a business account ID, create a permanent token and copy a secret. Many give up.

With a shared Meta app, the client just clicks Connect WhatsApp with Meta, signs in to Facebook, picks their number, and Threadline does the rest.

What the client sees

Connecting the same number again simply refreshes its token. It does not create a copy. A number that already belongs to another workspace is refused. The client's plan limits (for example the number of channels) still apply.

Read this before you start. Meta must approve your app (App Review) and you must be a verified Tech Provider. Until that happens, only people who work on your Meta app can use the button. This is Meta's rule, not ours. The button stays hidden from clients until you finish the steps below and switch it on. Manual setup works either way.

Set it up, step by step

  1. Create the app. At developers.facebook.com create a Business app and add the WhatsApp, Messenger and Instagram products.
  2. Paste the app details. In Threadline open Integrations → Meta app. Copy the App ID and App Secret from App settings → Basic in Meta's dashboard.
  3. Connect the webhooks. In each Meta product's webhook settings paste the callback URL and the verify token shown on this page. There is one callback URL for WhatsApp, one for Instagram and one for Messenger, each with a copy button.
  4. Make a system user and token. In Meta's Business settings create a system user, give it your app, and generate a token with the permissions listed on the page. Paste it in System-user token. It is only used to test your permissions.
  5. Press Test. Threadline checks the token and names any permission still missing.
  6. Create Embedded Signup configurations. Under Facebook Login for Business create one configuration for each product (WhatsApp, Instagram, Messenger). Paste each configuration ID in its field.
  7. Optional: comment-to-DM. To answer comments automatically, subscribe the Instagram webhook to comments and the Page webhook to feed, and add the comment permissions (instagram_business_manage_comments, or instagram_manage_comments and pages_read_engagement, and pages_manage_engagement for Facebook). These need Meta App Review before they work for other people's accounts. "Connect with Meta" subscribes new Pages to feed automatically.
  8. Optional: Coexistence. To let workspaces connect a number they also use in the WhatsApp Business app, subscribe the app to the WhatsApp webhook fields smb_message_echoes, history and smb_app_state_sync, then turn on the Coexistence switch and press Test the token, which names any field still missing. Use an Embedded Signup configuration of version 4 or later: Meta retired versions 2 and 3 on 15 October 2026.
  9. Switch it on. Turn on Show "Connect with Meta" to workspaces and save.

The page also has a Setup guide with these steps next to the form.

How messages reach the right client

With one shared app, Meta sends all messages to one address. Threadline reads the business account, phone number or page in each message to find the right client's channel. It also checks the message signature with your App Secret, so a fake message is ignored. Channels connected manually keep their own separate webhooks.

Common questions

The button is not showing for my clients. The page's switch is off, or the app is not fully configured. Press Test.

The button works for me but not for a client. Meta has not approved your app yet. Until then only people added to your Meta app can use it.

Do I have to use it? No. Without it, each client pastes their own tokens as described in the WhatsApp setup guide.