WhatsApp Business Setup Overview
Prepare Meta business assets, connect a WABA and phone number, configure access and webhooks, and test WhatsApp in Wemblo.
Overview
Meta Cloud API, WABA, identifiers, tokens, webhooks, phone numbers, templates, forms, widgets and troubleshooting
This chapter explains the complete business-user setup and daily management of WhatsApp Business in Wemblo. It covers Meta account preparation, Embedded Signup, manual Cloud API setup, identifiers, system-user access tokens, webhooks, real phone numbers, templates, forms, website widgets, direct links, quality, limits, provider charges, reconnection and troubleshooting.
IMPORTANT SECURITY RULE
Never place a Meta access token, app secret, webhook secret, password or verification code in a screenshot, document, public repository, ordinary email or support message. Enter credentials only in protected fields. If a credential is exposed, revoke or rotate it immediately.
OFFICIAL REFERENCES
Meta Business: https://business.facebook.com/
Meta WhatsApp Cloud API: https://developers.facebook.com/docs/whatsapp/cloud-api/
Meta Embedded Signup: https://developers.facebook.com/docs/whatsapp/embedded-signup/
Meta WhatsApp Webhooks: https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks/
Meta Message Templates: https://developers.facebook.com/docs/whatsapp/business-management-api/message-templates/
Chapter contents
- WhatsApp Business Setup Overview
- Meta Account and Business Requirements
- Connect WhatsApp with Meta Embedded Signup
- Connect WhatsApp Manually with Cloud API
- Find Business Portfolio ID, WABA ID, Phone Number ID and App ID
- Create a Production System-User Access Token
- Configure the Meta WhatsApp Webhook
- Add and Verify a Business Phone Number
- Manage WABA Phone Numbers and Connection Status
- Messaging Windows, Quality, Limits and Provider Charges
- WhatsApp Message Templates Overview
- Create a Utility Template
- Create a Marketing Template
- Create an Authentication Template
- Create WhatsApp Forms and Meta Flows
- Create a WhatsApp Website Widget
- Create WhatsApp Links and QR Codes
- Disconnect, Reconnect or Change a WhatsApp Connection
- WhatsApp Setup and Messaging Troubleshooting
Search Aliases: connect WABA, WhatsApp integration, Cloud API setup, Meta WhatsApp connection
WHAT THE INTEGRATION ENABLES
- Inbound and outbound WhatsApp Business messages.
- WhatsApp conversations in Smart Inbox All and the WhatsApp tab.
- Multiple authorized agents using the same business number.
- Approved message templates and broadcasts.
- Automation flows, keyword triggers and predefined actions.
- AI assistance and human handover.
- Media, forms, catalogs, orders, appointments and related workflows where configured.
CONNECTION METHODS
Embedded Signup: Recommended guided Meta authorization flow.
Manual Cloud API: Advanced setup using verified Meta identifiers and a protected system-user token.
QR-based Connection: Publish as a separate supported method only after the exact production behavior, provider relationship and limitations are verified in Wemblo.
RECOMMENDED IMPLEMENTATION ORDER
- Prepare the Meta Business Portfolio and authorized user.
- Decide whether to use Embedded Signup or Manual Cloud API.
- Connect or select the WABA and business phone number.
- Confirm WABA ID and Phone Number ID.
- Configure access and required permissions.
- Configure the Meta webhook.
- Send inbound and outbound tests.
- Review provider quality, limits and charges.
- Create or sync approved templates.
- Connect automation, campaigns and Smart Inbox ownership.
PRODUCTION-READINESS CHECK
- Business controls the Meta Business Portfolio.
- Correct WABA and phone number are selected.
- Phone number can receive verification.
- Long-running system-user token is protected.
- Webhook verification and subscriptions work.
- Inbound and outbound tests pass.
- Provider business verification and quality are reviewed.
- Consent and opt-out process exists.
- A human handover route is tested.
Last reviewed: