WhatsApp Business Onboarding Guide
Connect your phone number to the WhatsApp Business Platform quickly and easily by following these steps.
1. Prerequisites
- A Facebook Account: Required for login.
- Access to Meta Business Manager: Create one during onboarding if needed.
- A Phone Number: Must not be active on WhatsApp or WhatsApp Business App and capable of receiving SMS or voice calls for verification.
2. Begin Setup
- Navigate to Channels → WhatsApp Business on our platform.
- Click Add new number.
- Review prerequisites and click Next.
- Select Continue with WhatsApp to open the Meta onboarding popup.
3. Select Your Business
In the Meta popup:
- Log in with your Facebook account.
- Choose or create a Business Manager.
- Select or create a WhatsApp Business Account (WABA).
- Approve permissions.
4. Verify Your Phone Number
- Select your phone number.
- Choose SMS or Voice Call for verification.
- Enter the 6-digit code received.
Note: If your number is registered on WhatsApp, delete the account first:
WhatsApp → Settings → Account → Delete Account
5. Activate Your Number
After verification, we will:
- Link your number to your WhatsApp Business Account.
- Generate WhatsApp API credentials.
- Activate your number on our platform.
Activation takes 1–3 minutes. Your number will appear on your dashboard once ready.
6. Configure Your Channel
Choose one linking method:
- External Endpoint: Manage message traffic through your service.
- CEQUENS Bot: Use a rule-based bot for automation.
- CEQUENS Chat: Direct messages to the Omni-Channel Chat inbox for agent management.
Note: Only one method can be selected at a time. Reconfigure in the console to change.
7. Troubleshooting
- No verification code? Ensure your number accepts international SMS/voice calls, disable IVR, or switch methods.
- Number already registered? Delete the WhatsApp account on your device.
- Meta popup issues? Try a different browser, incognito mode, or a desktop device.
- WABA not approved? Repeat onboarding after approval or contact support.
- Added number directly in Meta? Redo onboarding through our console for proper setup.
You're All Set!
Your WhatsApp Business number is now connected. Start messaging, building bots, and automating communication.