WhatsApp Signup Preparation

WhatsApp Signup Preparation

This article outlines the necessary preparations for customers before they begin the WhatsApp onboarding process.

Before you begin, ensure you have the following ready:

  • Facebook / Meta Requirements:

    1. Facebook Business Manager account (with login credentials).

    2. Admin access to the Business Manager account.

  • WhatsApp Number Requirements:

    1. A dedicated mobile number for WhatsApp integration.

    2. The number should not be linked to any existing WhatsApp account (Personal/Business).

    3. If already in use, delete the WhatsApp account (uninstalling is not enough).

    4. The number must be active with SMS/Call facility to receive OTP during setup.

  • Payment Requirements:

    1. A valid Debit/Credit Card for Meta payment setup.

    2. Accepted: Visa, MasterCard, American Express.

    3. Not supported: Prepaid cards, RuPay, UPI, Net Banking.

  • Business Information

    1. Trade License of the business (for Indian business GST number is required).

    2. Legal business name (as per official documents).

    3. Business website URL (if available).

  • Team & Access

    1. Ensure the team member with credentials is available during onboarding.

    2. Keep all login details handy to avoid delays.

  • Technical Requirement

    1. Join the onboarding meet from a laptop or desktop for smooth integration.

    Note: Missing any of the above details may delay or fail the onboarding. Please have all information ready before the session.


 In the next article, we will discuss how to complete the embedded signup form.


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