WhatsApp setup

Connect the intended WABA and phone number only after Embedded Signup and required permissions are ready.

These guides describe the documented product workflow. Confirm the visible role, connection and permission state in the App before live use.

Task index

02 · Safe sequence

Templates, opt-in, service windows and current Meta policy still govern outbound use; a stored connection is not unrestricted send authority.

1
In Connections → WhatsApp, confirm the intended WABA and phone number before starting Embedded Signup.
2
Verify required permissions and the stored phone/WABA match; never infer Meta approval from a connected label.
3
Keep outbound Live off; validate an inbound Sandbox event and duplicate-safe conversation creation first.
4
Before a live reply, confirm opt-in, service-window or approved-template requirements and human ownership.

03 · Expected result

Before a live reply, confirm opt-in, service-window or approved-template requirements and human ownership.

Connect the intended WABA and phone number only after Embedded Signup and required permissions are ready.

04 · If the expected state does not appear

Stop before repeating a provider or mutation action. Record route, time and safe visible state—never message content, tokens or customer data.

Reviewed 24 August 2026