To set up your WhatsApp Business Account (WABA) and sender on our platform, you have two available options:

1. Request Support Team Assistance
   • What It Is: You can ask our support team to create a new WhatsApp Business Account (WABA) for you.
   • How It Works: Our team will handle the entire setup process, including creating the WABA and configuring the sender (the phone number that will be used for messaging).
   • Who It’s For: This option is ideal if you’re starting from scratch and want a hassle-free setup. Our support team ensures that everything is configured correctly, so you can focus on your business without worrying about the technical details.
2. Link an Existing WABA through Embedded Sign-Up
   • What It Is: If you already have a WhatsApp Business Account, you can link it directly to our platform using the embedded sign-up process provided by our Business Solutions Provider (BSP) integration.
   • How It Works: Through our platform, you’ll be guided to link your existing WABA seamlessly. This process is straightforward and allows you to maintain control over your existing account while leveraging the features and tools available on our platform.
   • Who It’s For: This option is perfect for businesses that already have an established WhatsApp presence and want to integrate their existing WABA with our platform without creating a new account. Even though your business doesn't have a WABA created, you can create a new one by yourself easily from our platform.

In this section, we are going to provide a detailed explanation of the embedded signup process, including its key features, and outline the steps required to link your WABA account to our platform.

What is Embedded Sign-Up?

Embedded Signup is a way for Solution Partners to let businesses onboard to the WhatsApp Business API directly from our platform. Therefore, the embedded sign-up process is a seamless and efficient method that allows you to link your existing WhatsApp Business Account (WABA) directly to our platform. This process is designed to simplify the integration by guiding you through each step without requiring extensive technical knowledge.

Key features of Embedded Sign-Up:

• Streamlined Integration: The embedded sign-up is fully integrated into our platform, meaning you don’t have to leave our system or navigate multiple interfaces. Everything is handled in one place, making the process quick and user-friendly.
• Maintains Account Control: By using the embedded sign-up, you retain full control over your existing WABA. This ensures that you can continue to manage your WhatsApp communications as usual, while also taking advantage of the additional features and tools offered by our platform.
• Guided Process: Our platform provides clear, step-by-step instructions throughout the embedded sign-up, ensuring that you understand each stage of the integration. This helps to minimize any potential errors and speeds up the overall setup time.
• Self-Service Option: Even if you don’t already have a WABA, the embedded sign-up process allows you to easily create a new one directly from our platform. This flexibility ensures that all businesses, whether new to WhatsApp or already established, can efficiently set up their accounts.

Before starting the embedded sign-up configuration, please consider the following :

• A WhatsApp Business Account (WABA) can have multiple phone numbers (senders).
• A single WhatsApp Business Account (WABA) can be shared across different spaces.
• Once a sender is linked to a specific WABA and space, it cannot be shared with other spaces.
• Only one WABA can be assigned per space.

For example, suppose you manage a company called “TechWorld” that operates in multiple regions, each with its own customer support team. You decide to use WhatsApp Business for customer communication.

1. Multiple Senders: TechWorld” creates a WhatsApp Business Account (WABA). Under this WABA, you assign different phone numbers as senders for each region. For example, you have one sender (phone number) for the North American region, another for Europe, and a third for Asia. This means your single WABA can manage multiple senders, each designated to handle communications for a specific region.
2. Sharing WABA Across Spaces: Your company uses different spaces within your communication platform to manage operations in each region. You decide to share the same WABA across these different spaces, allowing your North American, European, and Asian teams to access and use the WABA for their respective regional communications.
3. Sender Linking Restrictions: Once you link the North American sender (phone number) to the WABA within the North American space, this specific sender cannot be linked to another space, such as the European or Asian space. Each sender is exclusively tied to the space it was initially linked with, ensuring that customer communications are organized and region-specific.
4. Embedded Signup restriction: If you have previously requested the support team to create a WABA, and the sender is currently active on our platform, you won’t be able to link an existing WABA from your business or set up a new WABA using the embedded signup feature. To enable this feature, you’ll need to request the support team to remove the WABA currently on the platform.

Setup Embedded Signup

Follow these steps to link your existing WhatsApp Business Account (WABA) to our platform through the embedded signup process:

1. Add sender: Start by accessing the “Preferences” section and click on the “Channel Management” tab. This tab displays a list of all enabled channels currently available on the platform.

   In this section, click on the "Add Sender" button.

   

2. Start the Embedded Signup Process: Here, click on the Sender Type dropdown menu and select the Embedded Signup (WhatsApp) option. Once selected, click on the "Add" button to start the embedded signup process. This will redirect you to Meta’s interface for managing your WhatsApp Business Account.

   

3. Authenticate with Facebook Business Manager: Log in with your Facebook Business Manager account credentials. This account should have access to the WABA you want to link.

   
   

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   NOTE

   If you don’t have a Facebook Business Manager account, you’ll need to create one before proceeding.

   To continue with the Facebook Authentication, accept that the messaging solution provider (Messangi) will receive basic information like the user’s name and profile picture, but this does not allow the provider to post on Facebook without the user’s permission.

   

   The user needs to click on the “Continue as [Name]” button to proceed. If the user is not the person shown, they can choose to log in with another account.

   This step ensures that the correct Facebook account is linked to the WABA and that the user authorizes the necessary permissions for the integration.

4. Begin the Setup Process for WhatsApp Business API: After authenticating your Facebook account, the next step in the embedded signup process is to initiate the setup for connecting your WhatsApp Business Account (WABA) to the platform.

   

   To begin the setup, click on the “Get Started” button. The next step involves granting the necessary permissions to the Messaging Solution Provider (Messangi) to manage your WhatsApp Business Account (WABA).

   

   You will be presented with a list of permissions that you will share with the Messaging Solution Provider. These typically include:

   • WhatsApp Business Account Access: Allows the provider to add phone numbers, create message templates, send messages to your customers, assign users to your account, and access your metrics.
   • Meta Business Account Access: Grants the provider permission to access your business assets on Facebook.
   • Billing Management: When you link your account, the provider will attach their credit line and handle billing directly.

   By clicking on the "Continue" button, you agree to the WhatsApp Business Terms of Service and the Meta Terms of Service. Links to these terms are provided for your review. once clicked you will be guided through each of the following steps:

   • First, you will either create a new Meta and WhatsApp Business Account or select an existing one.
   • Next, you will create or update your WhatsApp Business Profile, which includes details like your business name, logo, and other relevant information.
   • Finally, you will verify the phone number associated with your WhatsApp Business Account. This involves receiving a verification code via SMS or phone call.

5. Create or Select a Meta Business Account: In this step, you are required to fill in your business information to proceed with adding your phone number to your WhatsApp Business Profile.

   

   1. Choose a Meta Business Account: You will see a dropdown menu titled “Meta Business account.” Click on it to view your existing Meta Business Accounts. You can select an existing Meta Business Account from the options listed below. In the example, “EliPackage” and “New store A” are available for selection.

      

   2. Create a New Meta Business Account: If you do not have an existing Meta Business Account or if you prefer to create a new one, you can select the option to “Create a Meta Business Account”. This will guide you through the process of setting up a new account.

      
      • Enter Business Name: In the “Business name” field, enter the official name of your business. This name will be associated with your Meta Business Account and displayed across various Meta services.
      • Provide a Business Website or Profile Page: If your business has a website, enter the URL in the “Business website or profile page” field. If you don’t have a website, you can use the URL of one of your business’s social media profiles.
      • Select Country: Use the dropdown menu labeled “Country” to select the country where your business is based. This selection is important for regional settings and compliance with local regulations.
      • Add Address (Optional): If you wish to provide a physical address for your business, click the “Add address (optional)” button.

   After selecting or creating a Meta Business Account, click the “Next” button at the bottom right to continue with the setup process.

6. Create or Select Your WhatsApp Business Account: In this step, you need to either create a new WhatsApp Business Account (WABA) or select an existing one that will be linked to your Meta Business Account.

   

   1. Choose a WhatsApp Business Account: Start by clicking on the dropdown menu labeled “Choose a WhatsApp Business account.” You will see a list of available WhatsApp Business Accounts associated with your Meta Business Account. In this example, options like “EliPackage” and “New Store A” are listed.

      

      Once selected, the WhatsApp Business Account configuration will displayed below the "WhatsApp Business profile". Here you need to select an existing WhatsApp Business profile or create a new one.

      

      If you do not have an existing WhatsApp Business Profile or if you prefer to create a new one, you can select the option to “Create a new WhatsApp Business profile”. This will guide you through the process of setting up a new account.

      
      • WhatsApp Business Account Name: The “WhatsApp Business Account name” field will already be populated with the name of the account you created or selected earlier. This is the official name associated with your WhatsApp Business Account.
      • WhatsApp Business Profile Display Name: Enter the name you want to be displayed on your WhatsApp Business Profile. This is the name that will appear to your customers when they interact with your business on WhatsApp.
      • Timezone: Select the appropriate timezone for your business from the “Timezone” dropdown menu. This setting is important for scheduling messages and managing your business hours accurately.
      • Category: Choose the category that best describes your business from the “Category” dropdown menu. This helps customers understand what type of business you operate.
      • Business Description (Optional): Provide a brief description of your business in the “Business Description” field. This is optional but recommended, as it gives customers a quick overview of what your business offers.
      • Website (Optional): Enter your business website URL in the “Website” field. This is also optional, but including it allows customers to visit your website directly from your WhatsApp Business Profile.

   2. Create a New WhatsApp Business Account: If you don’t have an existing WhatsApp Business Account or wish to create a new one, select the option labeled “Create a new WhatsApp Business account.” This will initiate the process of setting up a new WABA.

   Once you have selected or created a WhatsApp Business Account, click the “Next” button at the bottom right of the screen to proceed with the setup.

7. Verify the Business Phone Number: In this step, you are required to add a phone number that will be associated with your WhatsApp Business Account. This is the number that customers will see and use to contact your business on WhatsApp.

   
   1. Enter the Phone Number:Enter the phone number you wish to use for your WhatsApp Business Account in the provided field. Ensure that the country code is correct (e.g., MX +52).
   2. Choose Verification Method: You must verify the phone number by receiving a verification code. Choose how you would like to receive this code: by Text Message (select this option to receive the verification code via SMS), or by Phone Call (select this option to receive the verification code via a voice call).

   After selecting your preferred verification method, click the “Next” button to initiate the verification process. You will receive a verification code based on the method you selected. Enter this code in the subsequent step to confirm ownership of the phone number.

   

8. Finalizing the Process: After verifying your phone number, you are presented with a confirmation screen indicating that your WhatsApp Business Account is now ready to start chatting with customers. Your business will be reviewed to ensure compliance with WhatsApp’s Commerce Policy. If there are any issues, they will reach out within 24 hours.

   

   You can start with:

   • 250 Business-Initiated Conversations: You are allowed up to 250 business-initiated conversations per phone number within a rolling 24-hour period. This allows you to proactively reach out to customers.
   • Unlimited Customer-Initiated Conversations: There is no limit to the number of conversations that can be initiated by customers. This means customers can contact your business freely without restrictions.
   • Up to 2 Phone Numbers: You can associate up to two phone numbers with your WhatsApp Business Account, enabling you to manage communications through multiple lines.

   Click on the “Done” button at the bottom right to complete the setup-embedded signup process.

9. Assign WABA & Phone Number (Sender): In this step, we’ll learn how to assign a WABA and phone number (sender) to the current space.

   The platform will display the next view after clicking the “Done” button during the WhatsApp Business API setup.

   

   Here, there is a dropdown menu labeled “Select WABA” which allows users to choose from a list of available WABAs (verified or not verified).

   
   

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   WABA Verification

   If the selected WABA has been successfully verified, the “Add” button becomes active, enabling the user to assign the WABA to the current space.

   If the WABA has not been verified, the “Add” button changes to a Warning Icon ⚠️, indicating that the WABA cannot be added until the verification process is completed. If the Warning icon persists, please contact the Support Team.

   Once the WABA is successfully verified, we continue by selecting the WABA and clicking on the "Add" button. A confirmation pop-up window appears titled “Assign WABA.”

   

   Click on the "Confirm" button to assign the WABA to the current space. Once clicked, it will display the WhatsApp Business Account configuration table.

   This table summarizes the key details and settings of your newly linked WhatsApp Business Account (WABA) and associated phone numbers.

   

   Here’s what each part of the table represents:

   • Alias: This column displays the alias or label assigned to the phone number, and it shows the unique identifier (ID) of your WhatsApp Business Account. This ID is important for managing and configuring your WABA within the platform.
   • Phone Number: The actual phone number associated with your WhatsApp Business Account is listed here. This is the number (sender) that customers will use to contact your business via WhatsApp.
   • Daily Quota: This column indicates the number of business-initiated conversations allowed per day for that phone number. In this example, the quota is set to 1000 conversations per day.
   • Rate Limit: The rate limit defines how many messages can be sent per second or minute from the phone number. Here, the rate limit is set to 80, meaning the number can send 80 messages per second/minute.
   • Assigned: To assign the WABA to the current space, select the checkbox.
     
     

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     NOTE

     If the phone number (sender) of the WABA is already assigned to another space, the "Assigned" checkbox will be disabled.

   This table provides a clear overview of your WhatsApp Business Account’s configuration, including key details about each associated phone number, making it easy to manage and monitor your WhatsApp communications from within the platform.

10. WABA Configuration: Once assigned the WABA to the space, it will appear in the “Eabled channels” table located in the "Channel management" section regardless of its verification status.

    

    To assign a new WABA or a previously unverified WABA that has now been verified, and to assign its phone number (sender) to the current space, follow these steps:

    1. Locate the WABA: To identify the WABA (WhatsApp Business Account) that you want to configure in the “Enabled channels” list, you should look at the "Type" column. The WABA you are looking for will have the value “WhatsApp Shared Waba” in this column.

       Next to the WABA, click on the "Edit" icon. This action will open the configuration options for the selected WABA.

       

    2. Assign the WABA: If the WABA has been successfully verified, select the verified WABA and click on the "Add" button. A confirmation pop-up window appears titled “Assign WABA.” Click on the "Confirm" button to assign the WABA to the current space. Once clicked, it will display the WhatsApp Business Account configuration table.

       

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       NOTE

       Remember,

       • Only you are able to add a single WABA for each space.
       • Phone Numbers with the checkbox disabled are currently assigned to another space.

       To assign the desired phone number to the current space, check in the "Assigned" checkbox. Once selected, it will display the following pop-up window. Click on the "Confirm" icon.

       

       After assigning the phone number to the space, it will appear in the “Enabled channels” list.

       

If you want to delete a WABA or unassign a phone number from the current space, the steps are the following:

Delete WABA

1. Next to the WABA, click on the "Edit" icon. This action will open the configuration options for the selected WABA.

   

2. To delete the selected WABA associated with the space, click on the "Trash" icon. Once clicked a confirmation pop-up window appears.

   

   The pop-up lists the active processes associated with the WABA. The details provided include:

   • Sender: The phone number associated with the WABA that is being used in the process.
   • Process Name: The name of the process (campaign) that is active for this WABA.
   • Type: The type of process.

Unassign Phone Number

1. Next to the WABA, click on the "Edit" icon. This action will open the configuration options for the selected WABA.

   

2. To unassign a phone number (sender) associated with the space, click on the uncheck the "Assigned" checkbox. Once clicked a confirmation pop-up window appears.

   

   The pop-up lists the active processes associated with the phone number. The details provided include:

   • Process Name: The specific name of each process (campaign) that is currently using this phone number.
   • Type: The type of process.