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Watch our step-by-step video tutorial to learn how to connect your WhatsApp Business account.
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Connecting your WhatsApp Business account allows you to send and receive messages, automate conversations, manage customer interactions, and access all WhatsApp Business Platform features from one place.
Before you begin, make sure you have the following:
A Facebook account with admin access
A Meta Business Manager account
A valid phone number that can receive SMS or voice OTP
A stable internet connection
Step 1: Start the Connection Process
From the WBotz workspace Home screen, under “Workspace Setup,” click Connect WhatsApp (this is the second task in the setup checklist, after “Add Account Details”). This opens the “Connect WhatsApp Business” modal.
The modal explains the process visually with a Facebook → WhatsApp → Wbotz flow diagram, and shows two important notices:
⦁ Already using the WhatsApp Business App? If your number is already active on the WhatsApp Business App, Co-existence mode is enabled automatically, so you can keep using both the app and WBotz at the same time without disruption.
⦁ What happens next: You will be redirected to Facebook to connect your WhatsApp Business Account. This is a secure, one-time setup that takes less than two minutes.
Click Continue with Meta to begin. (Alternative options on this screen: Migrate existing number — for moving a number already registered elsewhere — or Logout.)
Step 2: Log in to Meta
Clicking Continue with Meta opens a new popup window titled “Facebook Login for Business.” It briefly loads a blank page and then navigates to Facebook’s OAuth dialog If you are not already logged into Facebook, you will be prompted to log in at this point.
Step 3: Enter Your Business Information
Once loaded, Meta shows an introductory consent screen: “Seamlessly connect your account to Wbotz.” It explains that this onboarding process will walk you through registering and connecting your business account to the WBotz partner integration, and lists what you'll be able to do:
⦁ Communicate with customers at scale
⦁ Send messages with optimisations
This screen also links to the Marketing Messages API for WhatsApp Terms, Meta Business Tools Terms, Meta Hosting Terms for Cloud API, Meta Terms for WhatsApp Business, and WBotz's own Privacy Policy and Terms. Click Continue to proceed.
Step 4: Create Your WhatsApp Business Profile
The next screen, “Select the business assets to share with Wbotz App,” asks you to choose:
⦁ Business portfolio — the Meta Business Portfolio (e.g., “Smart vCard”) that owns the WhatsApp Business Account
⦁ WhatsApp Business account — which WABA under that portfolio to connect
Click the WhatsApp Business account dropdown to see the available choices. The dropdown lists:
⦁ Create a WhatsApp Business Account (to start fresh)
⦁ Connect a WhatsApp Business App (if you already use the WhatsApp Business mobile app)
⦁ Any existing WhatsApp Business accounts already under the selected portfolio, each shown with its linked phone number
Select the desired account from the list (in this example, “Smart vCard”). Once selected, it populates the “WhatsApp Business account” field. Click Next to continue.
Step 5: Add Your Phone Number
On the “Add your WhatsApp phone number” screen, choose how you want to be identified when sending messages. Two options are offered:
⦁ Use a display name only messages appear on WhatsApp with only a display name (no phone number) visible to recipients
⦁ Use a new or existing WhatsApp number verification may be required for this option.
Selecting “Use a new or existing WhatsApp number” reveals a Phone number dropdown. Choose the number/account to register (in this example, “Smart vCard”), then click Next.
Step 6: Verify Your Phone Number
The “Review what you'll share with Wbotz App” screen summarizes exactly what permissions are being granted. It lists:
⦁ Wbotz App is requesting access to: your Business (e.g., “Smart vCard”) and your WhatsApp Business account (e.g., “Smart vCard”)
⦁ Wbotz App will be able to: Manage your business; Manage your WhatsApp App accounts; Manage and access conversations in WhatsApp; Log events on your WhatsApp business account's behalf and send those events to Meta
A note confirms that by continuing, WBotz will receive ongoing access to the information you share, and Meta will record when WBotz accesses it — with a link to learn more about the sharing and settings. Review the details, then click Confirm.
Step 7: Wait for Account Setup
A “Connecting your account” screen appears with a loading spinner and the message “This may take a few moments” This is Meta provisioning the connection between your WhatsApp Business Account and the WBotz app. If it stalls, a Retry button is available.
Step 8: Connection Successful
Once syncing finishes, the modal closes and you land back on the WBotz Home dashboard, which now reflects the completed connection:
⦁ Workspace Setup progress increases from 33% to 50% complete (3 of 6 tasks completed)
⦁ The “Connect WhatsApp” task is marked COMPLETED, and “Create First Template” becomes the next task
⦁ Under Quick Check, WhatsApp Connection shows CONNECTED (“1 number connected and receiving”)
⦁ Meta Business Account shows VERIFIED (“Linked to your Meta Business portfolio”)
⦁ Under Workspace Integrations, WhatsApp now shows as 1 Connected
