Connecting Your WhatsApp Business API Account

Before connecting your number to the WhatsApp Business API, please review the requirements and follow the step-by-step instructions below.

Before you start

What you need to prepare

To connect a WhatsApp Business API account to ScaleFlow, make sure you have:

• Access to a personal Facebook account with Full Access Rights in the Meta Business Portfolio.
• Two-factor authentication turned on for your personal Facebook account.
• A completed Business Info page in the Meta Business Portfolio.
• A mobile or landline phone number that can receive calls or SMS.
• A payment method for the WhatsApp Business API connection add-on, if applicable.

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Applying for a WhatsApp Business API account

Unlike the WhatsApp Business App and WhatsApp Personal App, WhatsApp Business API accounts can only be applied for through official Meta Business Solution Partners (BSP) like ScaleFlow. To apply, you will require the following:

• Access to a personal Facebook account with Full Access Rights in the Meta Business Portfolio. Check if you have full access rights here.
• Two-factor authentication turned on in your personal Facebook account. Learn how to turn on 2-factor authentication here.
• Completed Business Info page in the Meta Business Portfolio.
• A mobile or landline phone number capable of receiving calls or SMS.

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Applying for Meta Business Portfolio verification

Before connecting your phone number to the WhatsApp Business API, we recommend preparing your Meta Business Portfolio verification documents in advance.

Meta Business Portfolio verification confirms your business identity with Meta. This verification may be required if you want to increase your messaging limits, send broadcast messages to more contacts per day, or apply for a WhatsApp Official Business Account (Green Tick) later.

To complete Meta Business Portfolio verification, you will need:

• A business website with a domain name that matches your business.
• Official business documents showing a matching business name and physical address, such as:
  • A valid Business Registration Certificate or Certificate of Incorporation.
  • Utility bills, bank statements, or other official documents issued within the last 3 months to validate your business name and address.

Once you have all the required materials ready, you may proceed with the verification. Learn more about verifying your business in Meta's documentation.

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Step-by-step application guide

Important Note: Once your phone number is registered on the WhatsApp Business API, you will NOT be able to:

• Use the WhatsApp Group chat function.
• Access this WhatsApp account outside of ScaleFlow's web and mobile applications (e.g., using the standard WhatsApp Business App or Personal App).

Step 1: Open the WhatsApp Business API channel page

1. In ScaleFlow, open Channels.
2. Select WhatsApp Business API from the channel list.
3. Click Connect.

Step 2: Choose your connection method

You will be presented with three connection options:

• Get a free WhatsApp number provided by Meta: Select this to use a free virtual number provided by Meta.
• Connect your phone number to WhatsApp Business API: Select this to connect your own business phone number.
• Migrate an existing WhatsApp Business API account (Coming Soon): Select this to migrate an existing API account from another provider.

Choose your preferred connection method and click Connect.

If you choose the free number option, the setup screen will look like this:

If you choose to use your own phone number, the setup screen will look like this:

Step 3: Start the Facebook Embedded Signup

A Meta login popup window will appear. Read the permissions you will share with ScaleFlow, and click Continue.

Step 4: Select Business Portfolio and WhatsApp Account

In the "Select the business assets to share with ScaleFlow" window:

1. Under Business Portfolio, choose the Meta Business Portfolio you want to link with your WhatsApp Business API account. You can select an existing portfolio or click Create a Business Portfolio to create a new one.

   Note: Once your WhatsApp Business API account is connected to a Business Portfolio, it cannot be transferred to a different one.

2. Under WhatsApp Business Account, select an existing account from the dropdown list or click Create a WhatsApp Business Account if you do not have one yet.
3. Click Next.

Step 5: Enter your business information

Fill in the required information on the Enter business information for new assets page.

• If you chose to Create a Business Portfolio in the previous step, fill in all the details as shown here:

  

• If you selected an existing Business Portfolio, fill in the required fields as shown here:

  

Once completed, click Next.

Step 6: Add your WhatsApp phone number

On this page, you have two options depending on your selection in Step 2:

Option A: Use a Display Name Only (Free Number)

If you chose to use a free Meta virtual number:

1. Enter your WhatsApp Business Display Name.

   Note: The Display Name is the public name that customers will see in your WhatsApp profile.

2. Click Next.

Option B: Add a New Number (Your Own Phone Number)

If you chose to use your own phone number:

1. Enter your Phone Number.

   Note: The phone number must NOT be currently registered with a WhatsApp Personal or WhatsApp Business App.

2. Enter your WhatsApp Business Display Name.
3. Select a verification method: choose either Text message or Phone call.
4. Click Next.

Step 7: Verify your phone number

(This step is only required if you chose to add your own phone number in Option B)

You will see a notification indicating that the verification code has been successfully sent. Once you receive the code via SMS or phone call, enter it in the input field.

Click Next to proceed.

Step 8: Review permissions and confirm

Review the permissions you are granting to ScaleFlow. This screen displays the access requested, such as managing your WhatsApp accounts and accessing WhatsApp conversations.

Click Confirm to authorize and connect.

After clicking Confirm, a processing screen will display while Meta establishes the connection with ScaleFlow.

Step 9: Connection success and setup completion

Once the account is connected, a success screen will appear. Meta will review your business to ensure compliance with the WhatsApp Commerce Policy. If any issues are found, they will contact you within 24 hours.

• Click Finish to complete the setup.
• Alternatively, click Add payment method to link a payment method to this WhatsApp Business Account.

Step 10: View connected WhatsApp Business API account

You will be automatically redirected back to the WhatsApp Business API channel page in ScaleFlow. You should now see your newly connected WhatsApp Business Account in the list.

Step 11: Receive Setup Guidance in Inbox

Go to the ScaleFlow Inbox and check the Unassigned folder. You will receive an automated system message from WhatsApp Business providing a link to complete the remaining setup steps in WhatsApp Manager.

Step 12: Complete steps in WhatsApp Manager Setup Guidance

Click the link in the message to open the Setup guidance page in Meta's WhatsApp Manager. Follow the instructions there to complete any remaining steps for your account.

Tip: You can skip steps like "Scan the QR code to get account updates" as the setup guidance notification has already been sent to your Inbox.