Cardinal Concierge

Go live on your real WhatsApp number.

A one-time, 10-15 minute setup with Meta. Once connected, Cardinal Concierge reads and replies to real leads on its own.

This step is part of the Broker plan

The simulator on the Leads Inbox is free to use forever. Connecting Cardinal Concierge to your real WhatsApp number — where it actually works your leads live — is part of the Broker plan ($69/mo) or Agency plan.

Don't have a code yet? See the Broker plan →

Step 1

Create a Meta Developer app

Go to developers.facebook.com, create an account if you don't have one, then create a new app and add the WhatsApp product to it. Meta will give you a test phone number automatically to start.

Step 2

Get your credentials

On the WhatsApp > API Setup page in your Meta app, copy two things:

The temporary access token (or generate a permanent one under System Users for production use)
The Phone Number ID shown just above it

Step 3

Add these to Netlify

In your Netlify site: Site settings → Environment variables, add:

WHATSAPP_ACCESS_TOKEN = your token from Step 2
WHATSAPP_PHONE_NUMBER_ID = your phone number ID from Step 2
WHATSAPP_VERIFY_TOKEN = any password you make up yourself

Redeploy your site after adding these (Netlify does this automatically on a new deploy, or trigger one manually).

Step 4

Point Meta at your webhook

Back in Meta's WhatsApp > Configuration page, set the callback URL to your site's webhook address, and use the same verify token you just made up in Step 3:

https://YOUR-SITE-NAME.netlify.app/.netlify/functions/whatsapp-webhook

Click "Verify and save" — if the tokens match, Meta will confirm the connection immediately.

Step 5

Send yourself a test message

Message your new WhatsApp business number from your personal phone. Within a few seconds, Cardinal Concierge should reply — and the conversation will appear in your Leads Inbox, exactly like the simulator did.

Stuck on any step? Get expert help and we'll walk through it with you directly.