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Connect a WhatsApp number to a Money Tree instance. You can generate the Money Tree token from the details page once the platform is saved.

Money Tree

Where loan and profile data is fetched from.

A trailing slash is added automatically.

Money Tree token Generated from the details page using the saved credentials.
Not generated

Meta / WhatsApp

Inbound webhooks are matched to this platform by the phone number ID.

Shown to clients in messages, e.g. “Welcome to Acme Microfinance”.

Optional. Needed to use a message template as the welcome.

Messaging & formatting

Leave a field empty to use the default. Applies to every message this platform sends.

Shown above the WhatsApp menu on first contact and after a closed session. Use {name} for the client's WhatsApp name and {platform} for the platform name. WhatsApp bold is *text*.

Prefixes every amount: ZWL 5,000.00, $5,000.00. Empty shows the bare amount.

Java date pattern: dd MMM yyyy (13 Sep 2026), dd/MM/yyyy (13/09/2026).

Decides when a new day starts for the daily welcome template, e.g. Africa/Lusaka, Africa/Harare.

Status

The platform code is generated on save. Cancel