Prerequisites
To get a WhatsApp Business API Access, you will need the following:
- a valid phone number
- Embedded Signup entry point such as an Integration Partner
You can create a new Meta Business Account or connect to an existing one during the Embedded Signup process.
Meta and WhatsApp Business account
Please choose your Business Manager carefully, since it can't be changed after the number is registered.
You must add your information in the Business Info section of Business Manager Settings. You need to include a legal name, an address, a website, and the business phone number you intend to use for messaging.
Phone numbers already being used in WhatsApp App
You can use a phone number that is already registered in the Android, iPhone, or Business versions of WhatsApp. However, to register this phone number in the WhatsApp Business API, you need to follow the steps outlined on this page to delete the WhatsApp account associated with that phone number.
Once you finish deleting your account, you can proceed with Embedded Signup. You will receive a 6-digit code via SMS or Voice call to verify the number
Video Tutorial
STEPS:
1. Complete the Applicant Form
Fill out the WhatsApp Business Account application form with:
- Your email address (which can't be connected to an active 360dialog account);
- Your name
- Your Company name
- Password that will be used in the 360 Client Hub login.
The form is available in the following languages. To change it, please use the bottom right menu.
After clicking the Accept Terms button, you will be redirected to the Embedded Signup page.
2. Complete the Embedded Signup
You will need to log in to your Meta account to move forward. It's important that this Meta account has admin access to the Meta Business Manager that will manage this WhatsApp account.
Important: do not keep the Embedded Signup pop-up open for more than 1 hour, otherwise the session will expire. Please ensure that you have all the prerequisites ready before starting.
There are 3 main steps to the Embedded Signup:
1 - Choose or Create a Facebook and WhatsApp Business account
Please choose your Facebook Business Manager carefully, since it can't be changed after the number is registered.
2 - Create your WhatsApp Business Profile
- Choose Display Name
- Add the Business Category and Description
3 - Complete Number Registration
You can use a phone number that is already registered in the Android, iPhone, or Business versions of WhatsApp. However, to register this phone number in the WhatsApp Business API, you need to follow the steps outlined on this page to delete the WhatsApp account associated with that phone number.
Once you finish deleting your account, you can proceed with Number Registration. You will receive a 6-digit code via SMS or Voice call to verify the number.
3. Generate API Key
When the Embedded Signup is completed, we will immediately deploy the WhatsApp Business API Client and you will be automatically logged into 360 Client Hub, where you can generate your:
API-KEY
The Generate API key option is only available in the 360 Client Hub. Partner users do not have access to this button.
4. Complete Business Manager Profile in Business Info
To keep connected to the API you must add your information in the Business Info section of Business Manager Settings. You need to include a legal name, an address, a website, and the business phone number you intend to use for messaging.
Important!
This information is used by Facebook to check compliance with the Commerce Policy. If it's not correctly set up, the account will be immediately blocked.
Therefore, the website:
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is mandatory
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must be working
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must have a clear explanation of the company's business model
5. WhatsApp Commerce Policy and Display Name review
WhatsApp will review your WhatsApp Account to ensure it is compliant with the WhatsApp Commerce Policy. Be sure to examine the policy closely to make sure you are Business compliant.
This review will happen in the background, after the account is already live.
If the account is not approved on the WhatsApp Commerce Policy it will be immediately blocked. The business is able to appeal this decision by creating a support ticket. The business can also downgrade to WhatsApp Business App; you can find info regarding this process here.
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Messaging and Phone Number Limits
After completing the number registration processes, the business will immediately be able to:
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Respond to unlimited customer-initiated conversations (24-hour messaging windows)
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Send business-initiated conversations to 50 unique customers in a rolling 24-hour period
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Register up to two (2) phone numbers, which can both be assigned to 1 WABA or split between 2 WABAss
How to increase limits: Complete Business Verification
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Scale business-initiated conversations
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Add additional phone numbers
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Request to become an Official Business Account
And by scaling business-initiated conversations we mean using the Standard Access tier, which gives access to:
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More than 2 phone numbers
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An Official Business Account (OBA) - Any business that requires an OBA must complete Business Verification
Display Name review
After Business Verification is finished, WhatsApp will also approve your company's Display Name.
Display Name Guidelines are very strict, and names will often get rejected for small details or minor discrepancies between the name and the Facebook Business, website, or social media. To avoid this, make sure you thoroughly review Facebook's guidelines.
Billing
Billing will begin as soon as the WhatsApp Business API Client is deployed, and that is right after Embedded Signup is completed.
Incorrect data
If you make a mistake with the Embedded Signup Onboarding Process such as:
- Number added to the wrong WABA - WABA added to the wrong FB Account - Account added but no Payment Method set
If you let us know within 14 days of registering the number - we will correct the mistake for you.
Possible Errors during the Embedded Signup
Throughout the Embedded Signing up you may face some errors that might interrupt the process. Here we will show you some topics you should keep in mind, especially if you are signing up for extra phone numbers beside the ones you already have.
Basic troubleshooting
You may go through this checklist:
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1. Check Business Manager Not verified Business Managers can only have up to 2 phone numbers. So, guarantee that the correct Business Manager is ready to get the correct amount of allowed phone numbers.
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2. Still not working Close the browser window and try it again, that might resolve the issue.
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3. Stuck on a screen Get a screenshot of the problem you are having.
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4. Open a ticket for our Support Team! Through the button "Create a new Ticket" on the 360 Client Hub, open a ticket explaining the issue and attach the screenshot you have. This level of detail will save the time of investigation, thus, improve the time of response.
Common Errors
If your account was disconnected after signup
If you went through signup and did not complete the Business Info section of the Business Manager in full, your account will be automatically disconnected after WhatsApp Commerce Policy check.
If your number was disconnected after signup, please check the Business Info section of your Business Manager. If any piece of information is missing (especially the website), you will need to fill it and then Request a Review from Meta.
You can request a review yourself from Meta Business Manager > Account Quality. You do not need to contact 360dialog to do this.
The Account Quality page is in the URL business.facebook.com/accountquality
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