Meta Conversion API (WhatsApp)

Meta Conversion API (CAPI) helps Meta attribute WhatsApp-driven conversions - appointments, purchases, qualified leads - back to the Facebook or Instagram ads that started the chat.

Why this matters

When someone clicks a Facebook or Instagram ad and starts a WhatsApp conversation, Meta cannot "see" what happens inside WhatsApp by default. If that person later books an appointment, buys, or becomes a qualified lead, Meta will not attribute that outcome to the ad unless we send conversion signals back to Meta.

Sending conversion events back to Meta helps:

• **Improve ad reporting** - more accurate ROI and attribution.
• **Improve ad delivery** - Meta learns which audiences actually convert.
• **Optimise future targeting and performance** - Meta can find more people like the ones who already bought.

How it works (3-step flow)

1. **Ad click → WhatsApp chat starts.** Customer clicks a Facebook or Instagram ad and starts a WhatsApp conversation. ABC Sales AI recognises the lead came from a specific campaign or ad.

2. **Conversation continues → conversion happens.** Something valuable happens - an appointment is booked, an order is confirmed, a clear purchase intent is shown.

3. **Send conversion event back to Meta.** ABC Sales AI sends a conversion signal back to Meta so Meta can attribute the conversion to the correct ad or campaign and improve reporting + optimisation.

Step 1 - Enable Meta Conversion API in ABC Sales AI

Go to: Company Settings → Conversion Tracking

Then:

• Enable the Conversion API / tracking toggles.
• Fill in:
• **Pixel ID** (Dataset ID)
• **Page ID**
• **Access Token**
• **Test Code** (optional, for testing events)
• Scroll down and click **Save**.

Step 2 - Get your Pixel ID, Access Token, and Page ID

1) Pixel ID (Dataset ID)

1. Open Ads Manager: [https://adsmanager.facebook.com/](https://adsmanager.facebook.com/)

2. Go to **Events Manager**.

3. Select your **Dataset**.

4. Go to **Settings**.

5. Copy the **Dataset ID**. Use this as your Pixel ID.

2) Access Token

1. Open Ads Manager: [https://adsmanager.facebook.com/](https://adsmanager.facebook.com/)

2. Go to **Events Manager**.

3. Select your **Dataset**.

4. Go to **Settings**.

5. Click **Generate access token**.

3) Page ID

1. Open Meta Business Suite.

2. Go to the **Business portfolio** connected to your Facebook Page.

3. Under **Accounts → Pages**, copy the **Page ID**.

4. Paste it into ABC Sales AI Company Settings.

Step 3 - Create the AI Tool trigger (to send events)

After enabling Meta Conversion API in Company Settings, you need to set up an AI Tool to trigger the conversion event.

Go to: AI Employee → AI Tools → Add Tool

Then:

1. Select **Meta Conversion Events**.

2. Keep the tool name as default (or rename it if you prefer).

3. Configure the **trigger scenario** very specifically, based on your business goal. Examples:

• **Appointment businesses** - trigger when the lead books an appointment.
• **E-commerce / sales** - trigger when the lead confirms purchase or mentions payment (e.g., "paid", "payment done", "I've transferred").

4. Click **Save**.

Notes and best practices

• Always click **Save** after entering Pixel ID, Page ID, and Access Token.
• Use **Test Code** only when testing. Remove it once you've confirmed events are received correctly.
• Keep the trigger scenario **specific** so the conversion signal is sent only when a true conversion happens. Sending false signals teaches Meta the wrong audience.