Updated Oct 19, 2026
Overview
Matterly can receive and reply to client WhatsApp messages in Firm Admin → Client Inbox when platform and firm settings are configured.
Platform setup
Super Admin → Settings → WhatsApp
| Field | Purpose |
|---|---|
| Verify token | Webhook verification challenge |
| App secret | Signature validation |
| Access token | Graph API token |
| Graph version | API version string |
Point Meta webhooks at your Matterly WhatsApp webhook URL (see API documentation).
Note: These values come from your Meta / WhatsApp Business account. They're technical connection details. If you're not sure where to find them, your developer or IT person usually sets this up once.
Firm setup
Firm Admin → Settings → Integrations
Map the firm’s WhatsApp phone number so inbound messages route to the correct tenant.
Workflow
- Configure platform WhatsApp credentials.
- Map the firm phone in Integrations.
- Send a test message from a client phone.
- Reply from Client Inbox.
Notes
Tip: Client Inbox also shows website chatbot conversations, and WhatsApp conversations appear once it is connected.
Best Practices
- Keep tokens rotated and private.
- Train staff to mark conversations that need a human.