In short
- Bodhinox Connect is software that runs on the WhatsApp Business Platform from Meta, using the Cloud API that Meta hosts.
- Each business connects its own WhatsApp Business Account and phone number through Meta's Embedded Signup. The account and number stay in that business's Meta business portfolio.
- For WhatsApp messaging we use two core permissions:
whatsapp_business_messagingto send and receive messages, andwhatsapp_business_managementto manage templates and phone numbers. A few other Meta permissions are asked for only when you turn on the feature that needs them. - Meta bills WhatsApp message charges to the business directly. Our plan prices do not include them.
- A business can disconnect at any time, from Bodhinox Connect or from Meta, and can delete its data from Bodhinox Connect.
WhatsApp and Meta are trademarks of Meta Platforms, Inc. Bodhinox Connect is not affiliated with or endorsed by Meta.
Connecting with Embedded Signup
Businesses connect WhatsApp to Bodhinox Connect through Embedded Signup, a guided window that Meta provides and runs. We never ask for your Facebook password, and we never see it.
- In Bodhinox Connect, the workspace owner or an admin chooses to connect a WhatsApp number. Meta's window opens.
- You log in to Facebook in that window and pick, or create, your Meta business portfolio.
- You pick, or create, the WhatsApp Business Account to use.
- You add a phone number, verify it with the code Meta sends by SMS or voice call, and set the display name customers will see.
- Meta shows exactly which permissions Bodhinox Connect is asking for, and for which accounts. You approve them.
- Bodhinox Connect receives access for the accounts you selected, registers the number on the Cloud API and subscribes to its message updates. The number is then ready in your inbox.
You keep ownership. The WhatsApp Business Account, the phone number, its display name and its templates all belong to your business in Meta. Bodhinox Connect only works with the accounts you chose in this window. If you leave, you take the account and number with you, along with your approved templates.
Permissions we use and why
| Permission | What Bodhinox Connect does with it |
|---|---|
whatsapp_business_messaging | Sends the messages your team, campaigns, flows and AI agent write: text, media, templates, buttons, lists, product messages and WhatsApp Forms. Receives your customers' messages and the sent, delivered, read and failed status of every message you send, so they appear in your inbox and reports. |
whatsapp_business_management | Reads your WhatsApp Business Account and its phone numbers, quality rating and messaging limit. Creates and submits the message templates you build, reads their review status and category, and deletes templates when you ask. Creates and publishes the WhatsApp Forms (Meta Flows) you build. Registers phone numbers and subscribes Bodhinox Connect to account updates, such as template reviews, quality changes and account notices. |
Other Meta permissions, used only if you turn on the feature
These are asked for in a separate Meta permission window, at the moment you switch the feature on. If you never use the feature, Bodhinox Connect never asks for them.
catalog_management: syncs your Meta catalogue so you can send product messages.whatsapp_business_manage_events: sends the conversion events you choose to enable back to Meta.ads_read: reads results for your click-to-WhatsApp ads, so you can see which ads start chats.leads_retrieval,pages_read_engagement,pages_manage_metadataandpages_manage_ads: receive the answers people submit in your Facebook lead forms, so the leads appear as contacts.
We use this access only to run the features you use in your workspace. We do not use it to message anyone on our own behalf, and we do not read or change accounts, Pages or ad accounts you did not select.
Templates and Meta approval
To start a conversation, or to message a customer more than 24 hours after their last message, WhatsApp requires an approved template. You write templates in Bodhinox Connect and choose a category: Marketing, Utility or Authentication. We submit them to Meta for you.
Meta decides whether a template is approved, and in which category. Bodhinox Connect cannot approve a template or change Meta's decision. We show each template's status as Meta reports it: in review, approved, rejected, paused or disabled, with Meta's reason where it gives one. Inside the 24-hour customer service window, your team can reply freely without a template.