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Home › Help & Docs › Bot Builder › Set up the WhatsApp Conversions API
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Set up the WhatsApp Conversions API

The Meta Conversions API (CAPI) lets you send conversion events — such as a lead captured, a form submitted, or a payment completed — from your WhatsApp bot directly to Meta. These events appear in Ads Manager for campaign optimisation, retargeting audiences, and attribution reporting.

Step 1: Create a dataset

1
Go to Channels in WA.Expert.
2
Open WhatsApp Channel Configuration and click on the WhatsApp channel icon.
3
Select Manage Data Set for Conversions API.
4
Click Create New Data Set.
5
Enter a name for the dataset (e.g., WhatsApp Bot Events).
6
Click Create Data Set.

Step 2: Add a conversion event to your bot

1
Go to Bot Builder and open the bot flow where you want to track a conversion.
2
Identify the step that represents a conversion — for example, when a user confirms interest, submits their details, or completes a payment.
3
Add a node at that step → Native Tools → Send Conversion Event.
4
Select the Data Set you created in Step 1.
5
Choose the Conversion Event type (e.g., Lead, Purchase, CompleteRegistration).
6
Add any custom event data if needed (optional).
7
Save the bot flow and publish.

Step 3: Verify in Meta

1
Open Meta Ads Manager.
2
Go to Events Manager.
3
Find your dataset and check that events are being received.
4
Use these events to create custom audiences for retargeting or to optimise campaigns for conversion.
What events to track

Track events at the highest-value moments: when a user qualifies as a lead (answers your qualifying questions), when they confirm an appointment, or when they complete a payment. Do not track every message — only meaningful conversion points.

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