🚀 Onboarding Roadmap

WhatsApp Business API Setup

Go live on the official Meta Cloud API infrastructure. Follow our detailed step-by-step instructions to register your phone number, verify profiles, and configure tokens.

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Onboarding Roadmap

1

Meta Business Manager Registration

Go to the Meta Developers portal and sign in with your Facebook credentials. Create an App ID, select 'Business' type, and link it to your Meta Business Manager workspace. This setup enables access to official WhatsApp API cloud developer dashboards.

2

Prepare & Register Your Phone Number

Select a phone number that will represent your business. This number must be clean and not registered on any active WhatsApp personal or business mobile apps. If the number is currently in use, you must delete that account from the mobile app settings.

3

Add Credit Card for Meta Billing

Link a credit card to your WhatsApp Business Account Billing tab inside the Meta Business Manager console. Meta requires a card to cover conversation costs. Meta bills your card directly based on your monthly conversation volume.

4

Generate Permanent Access Tokens

Inside the WhatsApp API settings under your Meta developer dashboard, select System Users, assign permissions for 'whatsapp_business_messaging', and generate a permanent access token. Paste this token into the A to Z Marketing Kit console to link systems.

Pre-requisites Checklist

  • Verified Business Domain Ensure your website domain is active, secured with SSL (https), and matches your business name to speed up Meta approvals.
  • Clean Phone Number Make sure you have deleted previous WhatsApp app configurations from your number before registration.
  • Meta Business Manager ID Have your 15-digit Meta Business Manager account ID ready to link billing profiles.
  • Active Credit Card Use an international credit card with enabled online transactions to complete Meta billing setup.

Setup & Onboarding FAQs

Yes. The API supports registration of landline numbers. During number verification, Meta can verify the landline via voice call OTP instead of standard SMS.

Yes. Customers can search for your business phone number. Once verified, your profile displays your brand name, website links, address, and email details.

Migrating a number connects it to the cloud API. Previous chat history on the mobile app is deleted. However, your customer lists and contact databases remain intact on your CRM system.

To verify your Meta Business Manager profile, you typically need to upload official registration documents (like GST, Incorporation Certificate, or Utility Bills) showing your business name and address.

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