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Reference & Resources

This section provides a consolidated list of key terms, API reference links, and other resources to help you successfully build and manage your 8x8 WhatsApp solution.

Glossary – WhatsApp & 8x8 Terms​

A quick reference for the common terminology used in this documentation.

8x8 Terms​

TermDefinition
8x8 AccountYour primary customer account with 8x8.
SubaccountA logical grouping within your 8x8 Account, used to separate billing, permissions, and API credentials (e.g., for "Dev" vs. "Prod"). All API calls are made in the context of a subAccountId.
ChannelA specific communication service configured within a Subaccount. For this guide, it represents your WhatsApp Business Phone Number that is linked to 8x8.
8x8 ConnectThe all-in-one web portal for managing your 8x8 services, including creating API keys, managing templates, and running campaigns.
8x8 Converse8x8's omnichannel agent desktop for managing two-way customer conversations (including WhatsApp) in a ticket-based system.
Automation BuilderA visual, no-code workflow builder in 8x8 Connect used to create chatbots and automated processes.
CampaignsA tool in 8x8 Connect (formerly Multi-Channel Sender or MCS) for sending bulk messages to a list of recipients.
WebhookA URL on your server that 8x8 sends POST requests to, notifying your application of real-time events like an incoming message or a delivery status change.
UMID(Unique Message ID) The unique identifier 8x8 assigns to every message, which is returned in API responses and webhooks.

Meta / WhatsApp Terms​

TermDefinition
Meta Business Portfolio(Formerly Meta Business Manager). The top-level Meta-hosted account used to manage all your business assets, including ad accounts and WhatsApp Business Accounts (WABAs).
WABAWhatsApp Business Account. The specific account within your Meta Business Portfolio that holds your phone numbers, templates, and quality ratings.
WhatsApp Business PlatformThe overall Meta service and infrastructure that businesses use to connect to WhatsApp.
Meta Cloud APIThe specific Meta-hosted API that 8x8 integrates with to provide the WhatsApp service. All functionality described in this documentation is based on the Cloud API.
MM Lite APIA specialized, high-throughput Meta API for marketing messages. This is a separate Meta product and is not part of the 8x8 integration described in this documentation.
Template MessageA pre-approved message (in a specific category) required to initiate a conversation with a user or reply outside the 24-hour window.
Interactive MessageA "freeform" (non-template) message that can only be sent inside the 24-hour window. Includes text, media, buttons, and lists.
Customer Service WindowThe 24-hour period after a user sends a message, during which you can reply with freeform Interactive Messages.
Authentication TemplateA template category for sending One-Time Passcodes (OTPs).
Marketing TemplateA template category for any promotional content or offers.
Utility TemplateA template category for non-promotional, transactional updates (e.g., order confirmation, shipping alert).
Messaging LimitThe maximum number of unique users a business can initiate conversations with in a 24-hour period. This limit is set at the Portfolio level and is tiered (e.g., 250, 2k, 10k, Unlimited).
Quality RatingA (High, Medium, Low) rating for your phone number, based on customer feedback (e.g., blocks). Low quality can lead to a PAUSED template status.

This documentation provides tutorials and cookbooks. For the complete, detailed API specifications, please refer to the primary API reference guides.