Engage uses Meta's embedded signup tool to handle your onboarding process, cutting lead time from days to minutes. In the four-step signup flow, you can manage Business Accounts for both Meta and WhatsApp, manage WhatsApp Business Profiles, and complete required verification steps.
Only admins can connect channels in Engage.
Before connecting WhatsApp, you must have:
- a phone number that:
- can receive SMS messages or voice calls
- is not already connected to a WhatsApp account
- a Facebook account
To set up a Facebook account, see How do I create a Facebook account.
Key points:
- To send messages from WhatsApp, you need a sender identity. This is a combination of information from a Meta Business Account and/or a WhatsApp Business Account and Business Profile. All of these can be created in Meta's embedded signup.
- For fast and easy onboarding, make sure to:
- add accurate and relevant details to your profile
- give matching information in steps 1 and 2 of the wizard and in the Meta embedded signup if you're creating a new Meta Business Account and/or a new WhatsApp Business Account.
- give information matching your previously created account in steps 1 and 2 of the wizard if you're using an existing Meta business account and/or an existing WhatsApp Business Account.
To connect WhatsApp to Engage:
- Go to Settings > Project > Channels.
- Expand the WhatsApp section by clicking on the arrow icon
.
- To start the wizard, click the Create sender button.
- In step 1, fill out your Meta business account information and click Continue.
- In step 2, fill out your WhatsApp business account information and click Continue.
- In step 3, click the Login with Facebook button and log in with your Facebook credentials.
Complete the integration in the Meta popup that opens.
When your phone number is verified, the pop up closes and you are brought to the final step of the wizard. - Select your WhatsApp Business Account. Select the sender identity you created or wish to connect and click Create Sender. You'll see your sender identity in status New. You'll need to wait for it to change to Active before proceeding. This can take up to five minutes.
- When your sender identity is in status Active, connect it to your Engage configuration by selecting your sender identity and clicking Save.
The channel state turns to Pending.
After a maximum delay of 5 minutes your channel status changes to:- Active if the connection was successful.
- Failing if an error occurred. You can see a description of the error.
When connected, the WhatsApp section shows details about your sender identity.
To edit the information shown to customers about your company on WhatsApp, click Edit. If you want to first verify that the edited information is correct before submitting for update, click Draft. When you click Save, the changes will take 1-3 business days to come into effect. Switch between the current information and the submitted draft using the toggle button on top.
